Wealth Advisory - India

Join us as a Wealth Advisory professional in India at Barclays, where we offer Trust & Fiduciary Services tailored to entrepreneurs and private clients, including Ultra High Net worth and High Net worth families and individuals. As part of our role, we provide technical expertise to identify opportunities aimed at safeguarding clients" wealth through trust & fiduciary structures and solutions. Our service portfolio encompasses administering private family trusts, employee welfare trusts, alternative investment funds, acting as a Trustee/Administrator, managing escrow mechanisms, and offering insurance solutions. To excel in the Wealth Advisory role, you will engage with various internal stakeholders, senior management, Trust & Fiduciary Front Office, Trust Operations team, accounts & tax team, auditors, as well as external stakeholders such as legal advisors, law firms, external auditors, accounting/tax consultants, and clients. Strong interpersonal skills are essential for effective communication and collaboration. Key Responsibilities: - Contribute to the Business Plan and drive financials/revenue, NNA for the Trust & Fiduciary Services business - Engage with prospects & clients to provide structuring solutions for wealth planning needs - Collaborate with India & Overseas bankers, Wealth Advisors to deliver solutions aligned with the Global Indians proposition - Build sustainable relationships with KBI, Intermediary network for effective relationship management & delivery - Support PBWM India in achieving NNA & Revenue targets - Act as a member on internal forums like the India Trusts - Business Acceptance Forum - Demonstrate client engagement skills by reviewing requirements, sourcing data, ensuring compliance, and proposing innovative solutions - Develop a comprehensive understanding of Indian Trust & Fiduciary services industry to resolve complex issues and deliver impactful solutions Desirable Qualifications: - Degree level education - Legal, Tax qualification - Trust & Estate Practitioner certification - Excellent interpersonal and communication skills - Ability to adapt to a changing environment and rapidly assimilate new information - Working knowledge of international laws relevant to Global Indian clients This role is based at Nirlon Knowledge Park, Mumbai. Purpose of the role: To oversee the development and management of specific financial products and services, providing expertise on product features, functionalities, and compliance. The role involves bridging the gap between product development, marketing, sales, and customer service. Accountabilities include: - Providing subject matter expertise on specific products/services to customers and colleagues - Identifying market trends, regulatory requirements, and potential risks to support product development - Responding to customer inquiries, resolving issues, and guiding on product usage - Presenting product advantages to potential customers and assisting in marketing efforts - Conducting training sessions, workshops, and participating in events to share product knowledge As a Vice President, expectations include: - Contributing to strategy, resource planning, and policy management - Demonstrating leadership behaviours and guiding team members through assignments - Advising key stakeholders on functional areas and risk management - Collaborating with internal and external stakeholders to achieve business goals - Creating solutions based on analytical thinking and research All colleagues are expected to uphold Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship, and demonstrate the Barclays Mindset of Empower, Challenge, and Drive in their behavior.,