Wealth Advisory India
7 months ago
Job Title: Wealth Advisory India
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:
ï‚- The role holder shall also contribute to the commercial objectives of business by interacting with clients & prospects and be able to demonstrate the USP of Barclays Trust & Fiduciary Services proposition in India especially from knowledge, experience, expertise, operations and efficient client service delivery perspective
ï‚- Overall, this role aims to ensure that the documentation for trust and fiduciary structures are prepared appropriately on timely basis in conjunction with Barclays Legal
ï‚- The role holder’s will be engaging with prospects & clients on their structuring requirements and pitching India Trust & Fiduciary services proposition.
What will you be doing?
The role holder is responsible for:
1. Provide structuring solutions to clients to address their wealth structuring needs, promoter liquidity planning.
2. Drafting / reviewing Trust and Fiduciary Documents in conjunction with legal team
3. Engage with prospects & clients on overall India Trust & Fiduciary services proposition both onshore and overseas particularly in relation to tax implications.
4. 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.
5. To be responsible and liaise with internal & external stakeholders for various activities pertaining to client structures and platform delivery & execution.
6. To manage relationship with key trust clients and addressing their needs in respect of asset infusion, distributions, etc.
7. The role holder shall demonstrate a broad and comprehensive understanding of concepts & principles of Indian Trust & Fiduciary services industry by identifying and resolving issues that could have an impact beyond the said scope of services.
8. Engage with KBI, Intermediary network and build a sustainable framework around their relationship management & delivery.
9. The role holder will ensure innovative as well as effective solutions for both platform and client related queries by interacting and collaborating with various internal stake holders and external stake holders e.g. legal firms to interpret problems, carry out research (where required either on his own or through a internal or external stake holder)
What we’re looking for:
- Degree in Law and a Qualified Chartered Accountant (minimum requirement)
- Drafting/detailed understanding of legal documentation particularly in the Trust & Fiduciary Services segment
- Thorough understanding of accounting and taxation particularly on private trusts, employee benefit structures
Skills that will help you in the role:
The role holder is required to have an up-to-date and in-depth understanding of the Trust & fiduciary business in India and key issues facing the Trust & Fiduciary services industry.
The role holder is required to have a detailed understand of tax laws, structuring of M&A transactions and liquidity planning.
She / He should have a detailed understanding of Trust & Fiduciary products and services in India.
The role holder should demonstrate experience in management, drive implementation of cultural change and hold a good grounding of economic and commercial awareness at International level.
At this level the role holder should have strong interpersonal skills to develop relationships both internally and externally, and across multi-jurisdictions. Along with proven relationship management and networking skills, the role holder possesses an excellent track record of building a high performing team, through recruitment of ‘A’ players and strong management of under performers.
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 everyon
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