Private Banker

6 months ago

Bengaluru Karnataka, India Barclays Full time

**Job Title**:
Private Banker

**Corporate Grade**:
D

**Reports to (Line Manager’s Job Title)**:
Sunit Jain

**Direct Reports (if applicable)**:
NA

**Business Area**:
Consumer, Cards & Payments

**Department/Function Level 1**:
Private Bank

**Department/Function Level 2**:
Private Bank Asia

**Primary Location**:
Bangalore

**IAR Role**

No

**CBI Regulated Role**

No

**CBI Regulated Role Type**

**List all applicable Controlled Functions and Pre-Approval Controlled Functions [CFs: 1-11, and PCFs: 1-47] please see appendix 1 and 2** **for the full listing.**

**Regulated Role**

No

**If yes, what is the name of the regulator**

NA

**Contractual Legal Entity - **Please refer to link below for legal and regulatory requirement.**

***

BBPLC

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

***

Working Flexibly

Hybrid Working

Structured hybrid role:
About Private Bank & Wealth Management

As Private Bank and Wealth Management 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.

Overall purpose of role

Barclays Private Clients India has grown to be a leading global Private Bank in India since its launch in 2008, with client assets of over GBP 18 bn..

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 and team targets for new clients, assets and revenues.

Stakeholder Management and Leadership

Meet revenue & Net New Asset target.. Make a demonstrable contribution to developing new and emerging talent within the onshore India business.

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 and advisory 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
- Trust and Fiduciary Services: 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, Barclays Operational Risk Framework and internal Barclays Policies and Standards.

Control Environment and Governance
- Conduct periodic assessments of the control environment by analysing existing controls and issue around timeliness accuracy and completeness of risk information. Identify missing or weak controls, and work with risk reporting teams and other infrastructure teams to improve the control environment.
- Work with the wider risk reporting and risk management teams to ensure controls are fit for purpose, with agreed schedule to implement missing or weak controls.
- Ensure existing controls are helping the wider risk reporting and risk management function in upholding data quality standards and governance and regulatory policies

Person Specification
- 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

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

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