Investment Advisor

Barclays

Mumbai, India
Long investment counselling experience
Thorough knowledge of indian markets
Private banking regulatory landscape expertise
The role involves developing and managing financial products while bridging the gap between product development, marketing, sales, and customer service

Job Summary

  • The role involves developing and managing financial products while bridging the gap between product development, marketing, sales, and customer service.
  • Candidates must provide subject matter expertise on specific products to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance.
  • Success requires deep knowledge of Indian and global markets, regulatory landscapes, and the ability to build relationships with UHNWIs and Family Offices.

Matching Summary

The role involves developing and managing financial products while bridging the gap between product development, marketing, sales, and customer service.

Skills & Requirements

Must-have

  • Long investment counselling experience
  • Thorough knowledge of Indian markets
  • Private Banking regulatory landscape expertise
  • NISM X-A XXI-A V-A certifications

Nice-to-have

  • Senior role in PB&WM franchises
  • Demonstrated ability to grow AUM
  • Platform building and change management skills

Key Requirements

  • Experience centred in India
  • NISM X-A certification required
  • NISM XXI-A certification required
  • NISM V-A certification required
  • Knowledge of Private Banking regulations in India

Work Rights

Not specified

Tailored Resume

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