Job Description
Role Title: Director – Private Banking
Location: Mumbai, Delhi, Bengaluru, Chennai, Kolkata (either of the location)
What will you be doing
Barclays Wealth lunched its onshore Private Banking business across India in January 2008, with the aim of becoming a Top3 player in this space within three years.
The business will offer bespoke banking and investment solutions to affluent, high net worth and ultra high net worth individuals across India through four key zonal hubs (Mumbai, Delhi, Bangalore, Kolkata) and additional regional offices. The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise.
We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the high net worth space and additionally lead the Mumbai Private Banker team
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.
Client Relationship Management
Maintain highest levels of service and delivery to existing clients at all times.
Key contact for all investment advice and client queries.
Key interface between clients and other parts of Barclays Wealth and the wider Barclays Group.
Governance and Control
Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.
What we’re looking for
Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are ‘mapped’ to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients’ needs including local market, tax, estate planning and liquidity.
• 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
• Experience of managing and developing both senior and junior private bankers
Skills that will help you in your role
• 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 appropriate
Location: Mumbai, Delhi, Bengaluru, Chennai, Kolkata (either of the location)
What will you be doing
Barclays Wealth lunched its onshore Private Banking business across India in January 2008, with the aim of becoming a Top3 player in this space within three years.
The business will offer bespoke banking and investment solutions to affluent, high net worth and ultra high net worth individuals across India through four key zonal hubs (Mumbai, Delhi, Bangalore, Kolkata) and additional regional offices. The model will consist of experienced Private Bankers in each region supported centrally by a world-class Product Office with access to global expertise.
We are looking to hire an experienced Private Banker to acquire, develop and service a portfolio of clients across the high net worth space and additionally lead the Mumbai Private Banker team
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.
Client Relationship Management
Maintain highest levels of service and delivery to existing clients at all times.
Key contact for all investment advice and client queries.
Key interface between clients and other parts of Barclays Wealth and the wider Barclays Group.
Governance and Control
Ensure conformity with global and market standards of client service, regulatory compliance, T&C, KYC, product delivery and operating model.
What we’re looking for
Our professionals come from diverse international backgrounds such as law, accountancy, corporate finance and equity analysis as well as private banking. They all have a breadth of experience in their area of geographical expertise. All of our client-facing professionals are ‘mapped’ to a market focused team comprised of multi-lingual individuals who are fluent in all aspects related to their clients’ needs including local market, tax, estate planning and liquidity.
• 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
• Experience of managing and developing both senior and junior private bankers
Skills that will help you in your role
• 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 appropriate
💡 Quick Summary
Seeking a career-building opportunity? The Director Private Bank India position is now open for candidates interested in the Bank Jobs sector. This role in Bangalore offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.