Private Banker

6 days ago

Mumbai Maharashtra, India Barclays Full time

Job Title: Private Banker
Location: Mumbai

About Barclays
Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

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

Working Flexibly

Hybrid Working

Structured hybrid role:
Introduction:
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.

What will you be doing?

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.

What we’re looking for:

- Educated to Degree level
- Appropriate regulatory qualifications
- Fluent in English and Hindi
- Fluency in other Indian languages added advantage (regionally-specific)

s:

- 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

Skills that will help you in the role:
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 client’s 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 client’s 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

Where will you be working?
Mumbai

Be More at Barclays
Interested and want to know more about Barclays? Visit home.barclays/who-we-are/ for more details.
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 cus

  • Private Banker

    2 weeks ago

    Mumbai, Maharashtra, India Deutsche Bank Full time

    **Private Banker**: **Job ID**:R0205342**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-05-29**Location**:Mumbai**Position Overview**: **Job Title: Private Banker** **Location: Mumbai Kodak House** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a...

  • Private Banker

    2 days ago

    Mumbai, India Jericho Ventures Private Limited Full time

    **Job Role: Private Banker** **Company Description**: Jericho Ventures Private Limited is a boutique financial services firm with headquarters in Mumbai. Founded in the style of a Multi-Family Office, it provides expert, custom-made financial solutions to individuals and families. Our comprehensive range of offerings includes investment instruments across...

  • Private Banker

    2 months ago

    Mumbai, Maharashtra, India Barclays Full time

    Job Title: Private Banker (Singapore) Primary Location: Singapore Hybrid Working Structured hybrid role: **About Private Bank** As the Private Bank we bring the breadth and scale of what we do as a banking group to our individual clients, channelling this know-how and reaching out across our network to unlock broader capabilities. Our track record...

  • Pcc Only

    1 week ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banker**: **Job ID**:R0246364**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-02-21**Location**:Pune**Position Overview**: **Job Title**:Private Banker** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters to a...

  • Pcc Only

    2 months ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banker**: **Job ID**:R0297758**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-26**Location**:Pune**Position Overview**: **Job Title: Private Banking Advisor** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters...

  • Pcc Only

    2 days ago

    Pune, Maharashtra, India Deutsche Bank Full time

    **PCC Only - Private Banker**: **Job ID**:R0297758**Full/Part-Time**:Full-time**Regular/Temporary**:Regular**Listed**:2024-03-26**Location**:Pune**Position Overview**: **Job Title: Private Banking Advisor** **Location: Pune** **Role Description** Branch Banking is the liability business for Deutsche Bank present in 17 locations across India. This carters...

  • Private Banker

    2 weeks ago

    Mumbai, India 0784 Deutsche Bank Aktiengesellschaft, Filiale Mumbai Full time

    Description Branch Banking is the liability business for Deutsche Bank present in 17 locations across India . This carters to a wide variety of population through its distinct channels like Personal banking, Private Banking and Business Banking. The primary objective is to nurture the Private Banking Clients & Relationships by providing world...

  • Investment Banker

    24 hours ago

    Mumbai, Maharashtra, India Haachi Full time

    Investment Banker - Coverage - SVP - Healthcare:From 8 to 12 year(s) of experience₹ Not Disclosed by Recruiter Mumbai, Gurgaon/Gurugram, Bangalore/BengaluruRoles and ResponsibilitiesAbout Our ClientOur Client's Investment Banking Coverage team has been forged with extensive sector expertise and deep corporate relationships. The team offers comprehensive...

  • Investment Banker

    2 months ago

    Mumbai, India Camellia Corporate Solutions Full time

    Opportunities for enterprising, motivated and team-oriented professionals with Camellia Corporate Solutions, you get to work with an outstanding team of professionals on some of the most challenging transactions for the biggest names in the business. - ** 2 Male + 2 Female**: Age**: 26 to 40yrs. **Languages**: Fluency in written and oral English &...

  • Investment Banker

    6 days ago

    Mumbai, India Camellia Corporate Solutions Full time

    **2 Male + 2 Female**: **Age**: 26 to 40yrs. **Languages**: Fluency in written and oral English & Hindi. **Mobility**: Owned Two / Four wheeler is a must with valid driving licence. **_Location_**: Mumbai and Pune **Skills Required**: - **Hard **_Work_** Expected and Respected**: Investment banking is a high _work_, high risk, high reward profession....

  • Investment Banker

    2 weeks ago

    Mumbai, India Camellia Corporate Solutions Full time

    Opportunities for enterprising, motivated and team-oriented professionals with Camellia Corporate Solutions, you get to work with an outstanding team of professionals on some of the most challenging transactions for the biggest names in the business. - ** 2 Male + 2 Female**: Age**: 26 to 40yrs. **Languages**: Fluency in written and oral English &...

  • Personal Banker Authorizer

    3 days ago

    Maharashtra, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 10 Lac per annumCity - Multiple locations in MaharashtraState/Province - MaharashtraCountry - IndiaZip/Postal Code - 411001**BUSINESS UNIT** : Retail Branch Banking**REPORTING LINE** : Branch Manager**PURPOSE OF THE JOB**: - Supervising and monitoring branch transactions and sales...

  • Investment Banker

    22 hours ago

    Mumbai, Maharashtra, India Camellia Corporate Solutions Full time

    Opportunities for enterprising, motivated and team-oriented professionals with Camellia Corporate Solutions, you get to work with an outstanding team of professionals on some of the most challenging transactions for the biggest names in the business.- 2 Male + 2 Female: Age**: 26 to 40yrs.Languages: Fluency in written and oral English & Hindi.Mobility:...

  • Personal Banker Authorizer/teller Authorizer

    3 days ago

    Maharashtra, India Mintskill HR Solutions Full time

    Job Information Industry - BankingWork Experience - 2-4 yearsSalary - upto 8 lac per annumCity - MaharashtraState/Province - MaharashtraCountry - IndiaZip/Postal Code - 411001**BUSINESS UNIT** : Retail Branch Banking**REPORTING LINE** : Branch Manager**PURPOSE OF THE JOB**: - Supervising and monitoring branch transactions and sales in order to enhance the...

  • Investment Banker

    2 weeks ago

    Mumbai, India Haachi Full time

    **Investment Banker - Coverage - SVP - Healthcare**: From 8 to 12 year(s) of experience ₹ Not Disclosed by Recruiter - Mumbai, Gurgaon/Gurugram, Bangalore/Bengaluru **Roles and Responsibilities** **About Our Client** Our Client’s Investment Banking Coverage team has been forged with extensive sector expertise and deep corporate relationships. The...

  • Account Manager

    23 hours ago

    Mumbai, Maharashtra, India Ambit Private Limited Full time

    Client Engagement:Supporting senior Private Bankers in managing client portfolios, designing investment policy statements, portfolio strategies, and asset allocations, along with product presentations and day-to-day account management.Ensuring smooth execution of unique transactions like private equity deals, InvITs placements, MLDs, etc.Dedicated and...

  • Account Manager

    3 weeks ago

    mumbai, India Ambit Private Limited Full time

    Client Engagement:- Assisting senior Private Bankers in day-to-day management of client portfolios, devisinginvestment policy statement, portfolio strategy & asset allocation, product pitches andday-to-day account management.- Ensuring seamless execution of non-vanilla transactions, i.e., direct private equity deals,privately placed InvITs, MLDs etc.-...

  • Account Manager

    2 weeks ago

    mumbai, India Ambit Private Limited Full time

    Client Engagement:- Assisting senior Private Bankers in day-to-day management of client portfolios, devisinginvestment policy statement, portfolio strategy & asset allocation, product pitches andday-to-day account management.- Ensuring seamless execution of non-vanilla transactions, i.e., direct private equity deals,privately placed InvITs, MLDs etc.-...

  • Account Manager

    3 weeks ago

    Mumbai, India Ambit Private Limited Full time

    Client Engagement:- Assisting senior Private Bankers in day-to-day management of client portfolios, devisinginvestment policy statement, portfolio strategy & asset allocation, product pitches andday-to-day account management.- Ensuring seamless execution of non-vanilla transactions, i.e., direct private equity deals,privately placed InvITs, MLDs etc.-...

  • Account Manager

    3 weeks ago

    Mumbai, India Ambit Private Limited Full time

    Client Engagement:- Assisting senior Private Bankers in day-to-day management of client portfolios, devisinginvestment policy statement, portfolio strategy & asset allocation, product pitches andday-to-day account management.- Ensuring seamless execution of non-vanilla transactions, i.e., direct private equity deals,privately placed InvITs, MLDs etc.-...