Skip to main content

?
Helpdesk
Click here to connect with our resourcing helpdesk team

VP Wealth Advisory India

Mumbai, India

Apply for job

Date live: 01/09/2025

Business Area: Investments

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: 90386687

hero image
Apply for job

Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

See your commute

Explore location

Join us as VP Wealth Advisory India At Barclays.

Overall, this role aims to ensure that the documentation for trust and fiduciary structures are prepared appropriately on timely basis in conjunction with Barclays Legal / empaneled law firms
▪ The role holder shall also contribute to the client deliverables by interacting with clients & prospects and be able to document the structuring solutions and demonstrate Barclays Trust & Fiduciary Services proposition in India especially from knowledge, experience, expertise and efficient client service delivery perspective.
▪ The role holder is expected to have good understating of estate/succession planning, trusts (private family trusts, employee benefit trusts)
▪The role holder shall have an oversight of risk related compliances, risk assessments of the structures

Essential Skills/Basic Qualifications:
• Degree in Law (minimum requirement)
• Drafting/detailed understanding of legal documentation particularly in the Trust & Fiduciary Services segment

• Understanding of SEBI/RBI regulations

This role is based in Mumbai.

Overall purpose of role

  • The role holder shall also contribute to the commercial objectives of business by interacting with clients & prospects and be able to demonstrate the USP of Barclays Trust & Fiduciary Services proposition in India especially from knowledge, experience, expertise, operations and efficient client service delivery perspective
  • Overall, this role aims to ensure that the documentation for trust and fiduciary structures are prepared appropriately on timely basis in conjunction with Barclays Legal
  • The role holder’s will be engaging with prospects & clients on their structuring requirements and pitching India Trust & Fiduciary services proposition. 

Key Accountabilities

The role holder is responsible for:

Provide structuring solutions to clients to address their wealth structuring needs, promoter liquidity planning. Drafting / reviewing Trust and Fiduciary Documents in conjunction with legal team Engage with prospects & clients on overall India Trust & Fiduciary services proposition both onshore and overseas particularly in relation to tax implications. To have comprehensive understanding of sub functions like Fiduciary Risk, Business Risk, Compliance, Operations, Client on boarding, etc and how their processes and resources interact to achieve the objective of efficient and effective client delivery for Trust business. To be responsible and liaise with internal & external stakeholders for various activities pertaining to client structures and platform delivery & execution. To manage relationship with key trust clients and addressing their needs in respect of asset infusion, distributions, etc. The role holder shall demonstrate a broad and comprehensive understanding of concepts & principles of Indian Trust & Fiduciary services industry by identifying and resolving issues that could have an impact beyond the said scope of services. Engage with KBI, Intermediary network and build a sustainable framework around their relationship management & delivery. The role holder will ensure innovative as well as effective solutions for both platform and client related queries by interacting and collaborating with various internal stake holders and external stake holders e.g. legal firms to interpret problems, carry out research (where required either on his own or through a internal or external stake holder)

­­­­­­­­­­Stakeholder Management and Leadership

The role holder will interact with (A) all internal stakeholders & senior management, Trust & Fiduciary Front Office, Trust Operations team, accounts & tax team, auditors, (B) external stakeholders viz. legal advisors, law firms, external auditors, accounting/tax consultants and the clients.   The role holder is expected to have good interpersonal skills. 

Decision-making and Problem Solving

The role holder is expected to be action oriented, with a focus on continuous improvement in all areas of work and should be able to deliver quality results with a challenging but positive and influential style. 

The right candidate is creative but pragmatic, conceptual, but able to deliver at speed.  The successful candidate is able to successfully manage relationships at a senior level, with a reputation for integrity and who can evoke rapid trust and openness in clients, colleagues and team members alike.

The role holder understands and deals with customers and non-customers from a wide range of cultural backgrounds and is constantly alert as many customers originate from environments of high operational risk. Excellent communication skills are required to maintain positive relationships across a number of different functions

Risk and Control Objective [This section is mandatory for all role profiles and must not be deleted]

Take ownership for managing risk and strengthening controls in relation to the work you do

Person Specification

The role holder is required to have an up-to-date and in-depth understanding of the Trust & fiduciary business in India and key issues facing the Trust & Fiduciary services industry.

The role holder is required to have a detailed understand of tax laws, structuring of M&A transactions and  liquidity planning.

She / He should have a detailed understanding of Trust & Fiduciary products and services in India.

The role holder should demonstrate experience in management, drive implementation of cultural change and hold a good grounding of economic and commercial awareness at International level.

At this level the role holder should have strong interpersonal skills to develop relationships both internally and externally, and across multi-jurisdictions. Along with proven relationship management and networking skills, the role holder possesses an excellent track record of building a high performing team, through recruitment of ‘A’ players and strong management of under performers.

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

Respect

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

Integrity

We operate with honesty, transparency and fairness in all we do.

Service

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

Excellence

We champion innovation, and use our energy, expertise and resources to make a positive difference.

Stewardship

We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

Empower

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

Challenge

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

Drive

Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Gain access to wellness rooms, gyms and mental health support.

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions.

Modern spaces designed for teamwork and brainstorming.

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Learn more about Barclays locations

Across our campuses, we offer modern workspaces, collaborative areas, and state-of-the-art meeting rooms. Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations. Designed for innovation and comfort, they support a dynamic and productive work environment.

Health and wellness

Gain access to wellness rooms, gyms and mental health support.

A place where you can belong

Our welcoming and inclusive culture supports you to bring your whole self to work, explore your potential and pursue your passions.

Collaborative Areas

Modern spaces designed for teamwork and brainstorming.

More than work

There’s so much more than work to involve and engage you on campus. From socialising to sports, from community events to volunteering.

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success. Our colleague networks offer connection, support, and growth, while our "This is Me" series shares the unique stories of our colleagues. Committed to diversity, equity, and inclusion, Barclays values you for who you are and ensures you truly belong.

You can learn more about our commitment to our colleague on our DE&I page.  

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing an inclusive culture and environment, that recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees globally to work flexibly empowers each of us to work in a way that suits our lives, as well as enabling us to better service our customers’ and clients’ needs.

Our approach to working flexibly is designed to support you to balance your life and to accommodate diverse needs, whilst still allowing us to meet our business needs. If you’d like to request a flexible working arrangement, please discuss this with your hiring manager.

Hybrid working: Our approach to hybrid working ensures there’s the right balance of working alongside colleagues at our onsite locations, as required for each role. For business areas that offer a hybrid working experience, this will be in a structured way, where colleagues work at an onsite location on fixed, ‘anchor’, days of the week. Some roles may require full onsite working. Please discuss the working pattern requirements for the role you are applying for with the hiring manager.

We continue to embed and review our hybrid working environment and remain in a phase of testing and learning. This means that working arrangements could change, with reasonable notice, to align with the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

Related content

Related Jobs


Vice President - Trade & Working Capital Origination

Mumbai (India)

09 Jan
Director

Mumbai (India)

25 Jul
Director

Mumbai (India)

25 Jul