Job Description:


As Private Bank & Overseas Services 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 Together we serve 10 different client segments to whom our businesses offer a wide range of products and services

The Private Bank supports HNW, UHNW and Family Office banking, investment and credit needs through a dedicated Private Banker and team of investment and wealth specialists With offices in the United Kingdom, Ireland, Monaco, Switzerland, India 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 More complex products are available through the Private Bank; including structured credit and derivative margin trading, direct access to trading desks for equity and FX forwards

Our Overseas Services business provides banking, credit, cash management and investment expertise to our clients through a value adding relationship-led service, product specialists and digital channels Operating from London, Jersey, Guernsey, Isle of Man, Glasgow and Dubai we directly serve eight client segments of Fiduciaries, Family Offices, Captives, Funds Administrators, Corporates, Premier Global, Local Business and Local Premier & Retail, together with supporting the booking of HNW and UHNW clients onto our Jersey and Isle of Man platforms

Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager

We are an equal opportunity employer and we are opposed to discrimination on any grounds

Overall purpose of role

We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the high net worth space

Key Accountabilities

New Business Origination

o Identify, develop and secure new relationships through personal and client referrals, Barclays Group internal networks and corporate and investment banking sources

o Achieve personal and team targets for new clients, assets and revenues

Client Relationship Management

o Maintain highest levels of service and delivery to existing clients at all times

o Key contact for all investment advice and client queries

o Key interface between clients and other parts of PBOS and the wider Barclays Group

Governance and Control

o Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model

Investment Advice and Financial Solutions

o Provide innovative and world class financial solutions to meet client needs including

o Investment Management Offers a range of services depending on client demands, including modelled, bespoke, discretionary and advisory portfolios Investment Management works closely with the Private Bankers to provide a holistic service to clients

o Balance Sheet Offers Banking, Credit and FX products to support a wide range of clients borrowing needs including finance for property and luxury purchases

o Wealth Advisory Provides fiduciary solutions, wealth planning and structuring services plus trust and estate planning

o Alternative Investments Offers clients exposure to hedge funds, private equity, commodities and real estate

o Barclays Partnerships Enables clients to access products and services traditionally available only to institutional clients, eg Structured Products, DCM, M&A, RSG

Stakeholder Management and Leadership

Agree and meet revenue targets & NNA as agreed with the CEO

Set the strategy for the region/ target market and implement in line with Barclays best practice

Make a demonstrable contribution to developing new and emerging talent within the onshore India business

Decision-making and Problem Solving

The role holder will require very active multi-tasking skills to analyse in detail and react quickly to portfolio performance related issues, client queries and product proposition related information

Person Specification

Professional/technical experience

Our 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 mapped to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients needs 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

Experience of managing and developing both senior and junior private bankers

Academic and professional qualifications

Educated to Degree level

Appropriate regulatory qualifications

Language skills

Fluent in English and Hindi

Fluency in other Indian languages an advantage (regionally-specific)

Personal attributes

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

Purpose and Values

Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it

Our Purpose is helping people achieve their ambitions in the right way Put simply this is the answer to the question What is Barclays for and it should guide our every action as employees

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 06th May 2020

Key Skills:

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