Investment Specialist
- Barclays
- 1 - 4 years
- Bengaluru
- 2 months ago
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Job Description
Job us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the worldThe Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists
With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and 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
To be successful as an Investment Specialist you should have experience with:
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
Job location is Bangalore
??????????????????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 Barclaysfranchise
The roles 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 departments 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
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Job Classification
Industry: Financial ServicesFunctional Area / Department: BFSI, Investments & TradingRole Category: Investment Banking, Private Equity & VCRole: Investment Banking AnalystEmployement Type: Full timeContact Details:
Company: BarclaysLocation(s): Bengaluru+ View Contact
Keyskills: asset management investment banking investment advisory investment wealth management change management pnl
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Barclays Investment Bank deploys financial solutions to help our clients with their funding, financing, strategic and risk management needs across sectors, markets and economies.
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