Vice President Private Banker
- Barclays
- 7 - 14 years
- Mumbai
- 2 months ago
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Job Description
Person SpecificationOur professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking
They all have a breadth of experience in their area of geographical expertise
All of our client-facing professionals are ?mappedto a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clientsneeds including local market, tax, estate planning and liquidity, Very strong relationship skills with experience of managing and handling the sophisticated needs of individuals and families
Experience of building a client base using internal and external networks
Effective in gaining an in-depth understanding of clients needs and advising on a diverse range of wealth management solutions
Satisfies the criteria for an approved person both initially and ongoing this will involve obtaining the relevant qualifications if not already qualified, Significant experience of the Financial Services industry and skilled in differentiating advice according to the complexity of the clients requirements, Detailed regulatory knowledge, in particular of Indian regulatory requirements, and an overall understanding of the business impact of the regulatory environment, Excellent market exposure and multi-disciplined private banking expertise
Essential Skills/Basic Qualifications
Educated to Degree level
Appropriate regulatory qualifications
Fluent in English and Hindi
Fluency in other Indian languages added advantage (regionally-specific)
Desirable Skills/Preferred Qualifications
Excellent interpersonal and communication skills
Entrepreneurial spirit but also with a collegiate approach
Embraces challenge and an evolving/changing environment
Rapidly assimilates new information and applies this knowledge as appropriate
About Barclays 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 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, ??????????????????
Overall purpose of role
Barclays lunched 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, We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the ultra-high net worth space, Key Accountabilities
New Business Origination
Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources, Achieve personal targets for new clients, assets and revenues, Client Relationship Management
Maintain highest levels of service and delivery to existing clients at all times, Key contact for client queries, Key interface between clients and other parts of Barclays Private Bank and the wider Barclays Group, Governance and Control
Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model, Stakeholder Management and Leadership
This section should be used to detail the key stakeholders and relationships the role will interact with, both internally and externally
Describe the type of interpersonal skills the role will require
Roles with leadership accountabilities should detail the nature and breadth of leadership, Decision-making and Problem Solving
Provide innovative and world class financial solutions to meet client needs including:
Investment Management: Offers a range of services depending on client demands, including modelled, bespoke, discretionary portfolios
Investment Management works closely with the Private Bankers to provide a holistic service to clients
Balance Sheet: Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases
Wealth Advisory: Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning
Alternative Investments: Offers clients exposure to hedge funds, private equity, commodities and real estate
Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards,
Job Classification
Industry: Financial ServicesFunctional Area / Department: BFSI, Investments & TradingRole Category: Trading, Asset & Wealth ManagementRole: Trading, Asset & Wealth Management - OtherEmployement Type: Full timeContact Details:
Company: BarclaysLocation(s): Mumbai+ View Contact
Keyskills: private banking family office investment banking investment wealth management financial services equity
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