Wealth Advisory

Join us as a “Wealth Advisory" In India, Barclays offers Trust & Fiduciary Services, bespoke services focused on entrepreneurs and private clients - Ultra High Net worth and High Net worth families and individuals. Our role is to provide technical expertise and experience to uncover opportunities with an endeavor to better protect clients’ wealth through trust & fiduciary structures and solutions. The service offerings include administering (A) Private family trusts, Employee welfare trusts, Alternative investment funds by way of acting as a Trustee/Administrator, (B) Escrow mechanisms and (C) Insurance solutions. To be successful as a “Wealth Advisory” The role holder will interact with (A) all internal stakeholders & senior management, Trust & Fiduciary Front Office, Trust Operations team, accounts & tax team, auditors, (B) external stakeholders viz. legal advisors, law firms, external auditors, accounting/tax consultants and the clients. The role holder is expected to have good interpersonal skills. You may be assessed on the key critical skills relevant for success in role, such as experience with a focus on continuous improvement in all areas of work and should be able to deliver quality results with a challenging but positive and influential style. **Basic/ Essential Qualifications**: - ** Business Development**: - Contribute to the Business Plan and delivery of financials / revenue, NNA for the Trust & Fiduciary Services business - Engage with prospects & clients on overall India Trust & Fiduciary services proposition both onshore and overseas - Provide structuring solutions to clients to address their wealth planning needs - Engage with India & Overseas bankers, Wealth Advisors and deliver solutions in line with Global Indians proposition - Engage with KBI, Intermediary network and build a sustainable framework around their relationship management & delivery - Provide support & assist in PBWM India achieving its NNA & Revenue targets - ** Internal Management**: - Act as member on various internal forums (e.g. India Trusts - Business Acceptance Forum) - The role holder will demonstrate good client engagement skills by reviewing the client requirements, sourcing data from relevant internal and external stake holders to address the said requirements while in parallel ensuring that the platform policies and standard compliances are also adhered to and where required he/she shall reach out to the relevant stakeholders to address the requirement through modification / clarification in the relevant or applicable policies and standards. - 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, tax, transaction advisory firms to interpret problems, carry out research (where required either on his own or through an internal or external stake holder) - 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. **Desirable skillsets/ good to have**: - Educated to Degree level - Legal, Tax qualification (would be beneficial) - Trust & Estate Practitioner certification (would be beneficial) - Excellent interpersonal and communication skills - Embraces challenge and an evolving/changing environment - Rapidly assimilates new information and applies this knowledge as appropriate - Working Knowledge of international laws which are key for Global Indian clients This role will be based out of Nirlon Knowledge Park, Mumbai. **Purpose of the role** To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service. **Accountabilities** - Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance. - Identification of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings. - Response to customer inquiries, resolution of issues, and provision of guidance on product usage.. - Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption. - Assistance with the development and execution of marketing materials for the product, such as brochures, presentations, and online content. - Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders. - Participation in events,