Investment Specialist

Barclays

Bangalore, India
Client-facing role
Investment products and services
Indian and global markets
This senior client-facing role involves covering current and prospective investments-led clients, delivering consistently excellent outcomes on agreed mandates by leveraging Barclays' strengths

Job Summary

  • This senior client-facing role involves covering current and prospective investments-led clients, delivering consistently excellent outcomes on agreed mandates by leveraging Barclays' strengths.
  • The role requires providing SME expertise on specific products and services, understanding market trends and risks, and responding to customer inquiries to provide suitable product solutions.
  • Vice President expectations include contributing to strategy, driving requirements, managing resources and policies, and delivering continuous improvements, with a focus on leadership behaviours for team development and performance.

Matching Summary

This senior client-facing role involves covering current and prospective investments-led clients, delivering consistently excellent outcomes on agreed mandates by leveraging Barclays' strengths.

Skills & Requirements

Must-have

  • client-facing role
  • investment products and services
  • Indian and global markets
  • Private Banking & Wealth Management regulatory landscape
  • business opportunities in the region

Nice-to-have

  • strong PB&WM franchises
  • build and grow investments business
  • collaboration skills
  • client relationship management
  • platform building skills

Key Requirements

  • Long investment counselling experience in India
  • Thorough knowledge of Private Banking & Wealth Management regulatory landscape in India
  • NISM X-A, XXI-A, V-A certifications

Work Rights

Not specified

Tailored Resume

Cover Letter