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Investment Specialist

New Delhi, India

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Date live: 02/20/2025

Business Area: Investments

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000038845

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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.

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AboutBarclays Private Bank

As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world.

The Private Bank supports UHNWIsand Family Officeswith respect to theirbanking, investment and credit needs through a dedicated Private Banker and team of specialists.  With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singaporeand Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank.

About Private Clients India
Barclays launched its onshore Private Banking business across India in 2008 and is a leading global player in the India onshore market. The business offers bespoke investment, credit, wealth structuring and banking solutions to family offices and ultrahigh net worth individuals across India through teams in key locations (Mumbai, Delhi, Bangalore, Kolkata, Chennai). The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise.

­­­­­­­­­­­­­­­Key Accountabilities

Running the business with a focus on Consistently Excellent returns. Ability to grow the business in line with the firm’s growth aspirations. Ability to retain, inculcate and grow Controls in line with the firm’s policies. Ability to mentor and grow talent. Ability to actively collaborate and take all stakeholders in the region and globally along on the path forward.

Stakeholder Management and Leadership

Head of Investments, India & Global Indians Head of Investments Distribution, Private Clients India Head of Distribution, Private Clients India Global Head of Investments Global Head of Investment Services, Platform & Product Management Private Bankers / Client Relationship Managers Control functions including but not restricted to Risk, Compliance, Legal and Audit Stakeholders across the ecosystem such as PB COO functions, Operations and IT

Decision-making and Problem Solving

Investments Research, Investment Advisory, Portfolio Management Services and Execution businesses within Private Clients India are complex, well-regulated, and demanding businesses centred around decision making and problem-solving. A senior Investment Specialist requires proficiency in analytical and problem-solving skills in order for the business to be run in a consistently excellent way.

Risk and Control Objective

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

Person Specification

The role requires extensive knowledge across asset classes and investment products, across both public and private markets, domestic Indian and global, as well as extensive experience in multi-asset client portfolio advisory, investment management and execution only services across market cycles in India.

Essential Skills/Basic Qualifications:

Long investment counselling, investment advisory and/or investment management experience centred in India. Thorough knowledge of Indian and global markets and investment products and services. Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India. Thorough Knowledge of business opportunities in the region in Investments. All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required.

Desirable skills/Preferred Qualifications:

Senior role in strong PB&WM and/or Asset Management franchises in India. Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India. Great collaboration skills. Key Clients relationship management qualities. Platform building and change management skills.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Overall purpose of role

Investment Specialist at Private Clients India is a senior client-facing role in the business within Investments team. This role entails covering current and prospective investments-led clients, delivering them consistently excellent outcomes on their agreed mandates bringing together the strengths of the Barclays’ franchise. The role’s accountability extends to all aspects of doing investments business across these services in Private Clients India.

Accountabilities

  • Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.

  • Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.

  • Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.  .

  • Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.

  • Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.

  • Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.

  • Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations

  • To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..

  • If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..

  • If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..

  • OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..

  • Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.

  • Manage and mitigate risks through assessment, in support of the control and governance agenda.

  • Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.

  • Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.

  • Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.

  • Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.

  • Adopt and include the outcomes of extensive research in problem solving processes.

  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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 a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet 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

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