Trust & Fiduciary Services

3 weeks ago

Mumbai, India Barclays Full time

Job Title: Trust & Fiduciary Services
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
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.

Working Flexibly

Hybrid Working

Please discuss the detail of the working pattern options for the role with the hiring manager.

Introduction:
The role holder is expected to manage three key areas in the Wealth Advisory Business:
a) Oversight & support to Trust Operations on trust accounting, taxation and audit matters.
b) Support to central finance & tax teams at corporate entity level on billing, audit, and data/information support.
c) Manage risk, compliance & governance aspects for the Trust platform.

The role holder will play a pivotal role in overseeing and monitoring activities undertaken by Trust Operations team, particularly on accounting & taxation matters.

The role holder is expected to focus on ensuring implementation of the right set of procedures and practices benchmarked to the highest level of global standards, maintaining sound risk management; delivering great customer service; ensuring that control measures are effective and relationships are sustained with large and complex clients. The role holder will be focused on building efficiency and effectiveness across the existing operating platform to deliver outstanding customer and colleague centric journeys. The role holder will also play a leading role in ensuring strong governance across the platform and manage outsourced relationships to ensure the right operational service levels are maintained.

The role holder shall contribute to the platform delivery objectives of business by interacting with clients and be able to demonstrate the USP of Barclays Trust & Fiduciary Services proposition in India especially from experience, expertise and efficient client service delivery perspective.

The role holder will represent Barclays as the Senior Trust & Fiduciary Services representative in India, providing overarching leadership and driving strong governance of the India platform.

What will you be doing?

Business Support on accounting, taxation, audit and Trust Administration:

- Manage the operations team specifically with respect to delivery of actionable on Trust accounting, billing, tax & audit matters ensuring 100% compliance
- Responsible and liaise with internal & external stakeholders for various activities pertaining to client engagement and delivery
- Support the platform on matters relating to client billing
- Manage indirect reports in the Trust operations team helping them identify strengths & development areas in their own skills and behaviors
- Providing data/inputs to central finance & tax teams at corporate entity level relating to the business, assist to resolve queries and provide audit support
- Providing support to the corporate entity - finance team on billing/invoicing matters
- Any other general support activity required from time to time

Risk, compliance & governance:

- To exercise control over resources, policy formulation & planning and be accountable for end results.
- To have comprehensive understanding of sub functions like Fiduciary Risk, Business Risk, Compliance, Operations, Client on boarding, etc and how their processes and resources interact to achieve the objective of efficient and effective client delivery for Trust business.
- To be responsible and liaise with internal & external stakeholders for various activities pertaining to client structures and platform delivery & execution.
- To manage relationship with key trust clients and addressing their needs in respect of asset infusion, distributions, etc.
- To assist in drafting & implementing Barclays strategy / policy in all areas including risk management (operational, CDD and fiduciary), change, sales and business development pertaining to Trust & Fiduciary Services and linking as appropriate with specialists from the Group in particular in particular ensure team adherence to reputational risk, Financial Crime procedures covering New Client Acceptance/Customer Due Diligence and Money Laundering responsibilities.
- Given the technical expertise, review and clear case documentation and ensure fiduciary risk aspects are adequately dealt. This also includes explaining and driving various operations, compliance, technology and other infrastructure teams to deliver on the platform including escalation wherever required to COO office.
- To ensure tha

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