Job
Description
As an Investment Specialist at Private Bank, you will play a crucial role in providing tailored solutions to our diverse clients through our network of specialists across the globe. Our Private Bank caters to UHNWIs and Family Offices by offering personalized banking, investment, and credit services through a dedicated team. With a presence in key financial hubs like the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore, and Dubai, we deliver bespoke services to our international clientele. Our business focuses on high growth and emphasizes delivering personalized services and innovative client solutions with access to the Corporate and Investment Bank. To excel in this role, you should possess the following experience and skills: - Extensive experience in investment counselling, advisory, or management with a focus on the Indian market. - In-depth knowledge of Indian and global markets, as well as various investment products and services. - A thorough understanding of the regulatory landscape and industry trends in Private Banking & Wealth Management in India. - Holding necessary regulatory certifications like NISM X-A, XXI-A, V-A. Desirable skills and qualifications include: - Senior leadership experience in prominent PB&WM or Asset Management firms in India. - Proven ability to develop and expand the investment business, particularly assets under advice/management in the PB&WM sector. - Strong collaboration, client relationship management, platform building, and change management skills. The role of Investment Specialist in Bangalore involves engaging with existing and potential investment-led clients, ensuring exceptional outcomes aligned with Barclays" standards. Your responsibilities cover all aspects of conducting investment business for Private Clients India. Key Accountabilities: - Providing subject matter expertise on products and services to clients and colleagues. - Staying informed about market trends, regulatory changes, and customer feedback to enhance product offerings. - Addressing customer inquiries, understanding financial circumstances, and recommending suitable solutions. - Presenting product advantages to potential customers and supporting marketing efforts. - Participating in training sessions, workshops, events, and networking opportunities to share knowledge and promote products. For Vice President Expectations: - Contribute to strategic planning, resource management, and policy development. - Demonstrate leadership behaviours aligned with Barclays" values. - Advise stakeholders on functional areas and risk management. - Collaborate across teams and areas to achieve business goals. - Provide innovative solutions based on analytical thinking and comprehensive understanding of organizational functions. - Build relationships with internal and external stakeholders to drive business objectives effectively. In summary, as an Investment Specialist at Private Bank, you will be integral to providing exceptional investment solutions to our esteemed clients, contributing to the growth and success of our business in India.,
