Overview


Job title: Wealth Advisory India

Company: Barclays

Job description: Job Title: Wealth Advisory India Location: Mumbai About Barclays Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group. Risk and Control Objective Take ownership for managing risk and strengthening controls in relation to the work you do. Working Flexibly We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business. Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility, then please discuss this with the hiring manager, and your request will be reviewed subject to business needs Hybrid Working Structured hybrid role: At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business. Introduction: ‘ The role holder shall also contribute to the commercial objectives of business by interacting with clients & prospects and be able to demonstrate the USP of Barclays Trust & Fiduciary Services proposition in India especially from knowledge, experience, expertise, operations and efficient client service delivery perspective ‘ Overall, this role aims to ensure that the documentation for trust and fiduciary structures are prepared appropriately on timely basis in conjunction with Barclays Legal ‘ The role holder’s will be engaging with prospects & clients on their structuring requirements and pitching India Trust & Fiduciary services proposition. What will you be doing The role holder is responsible for: 1. Provide structuring solutions to clients to address their wealth structuring needs, promoter liquidity planning. 2. Drafting / reviewing Trust and Fiduciary Documents in conjunction with legal team 3. Engage with prospects & clients on overall India Trust & Fiduciary services proposition both onshore and overseas particularly in relation to tax implications. 4. To have comprehensive understanding of sub functions like Fiduciary Risk, Business Risk, Compliance, Operations, Client on boarding, etc and how their processes and resources interact to achieve the objective of efficient and effective client delivery for Trust business. 5. To be responsible and liaise with internal & external stakeholders for various activities pertaining to client structures and platform delivery & execution. 6. To manage relationship with key trust clients and addressing their needs in respect of asset infusion, distributions, etc. 7. The role holder shall demonstrate a broad and comprehensive understanding of concepts & principles of Indian Trust & Fiduciary services industry by identifying and resolving issues that could have an impact beyond the said scope of services. 8. Engage with KBI, Intermediary network and build a sustainable framework around their relationship management & delivery. 9. The role holder will ensure innovative as well as effective solutions for both platform and client related queries by interacting and collaborating with various internal stake holders and external stake holders e.g. legal firms to interpret problems, carry out research (where required either on his own or through a internal or external stake holder) What we’re looking for: . Degree in Law and a Qualified Chartered Accountant (minimum requirement) . Drafting/detailed understanding of legal documentation particularly in the Trust & Fiduciary Services segment . Thorough understanding of accounting and taxation particularly on private trusts, employee benefit structures Skills that will help you in the role: The role holder is required to have an up-to-date and in-depth understanding of the Trust & fiduciary business in India and key issues facing the Trust & Fiduciary services industry. The role holder is required to have a detailed understand of tax laws, structuring of M&A transactions and liquidity planning. She / He should have a detailed understanding of Trust & Fiduciary products and services in India. The role holder should demonstrate experience in management, drive implementation of cultural change and hold a good grounding of economic and commercial awareness at International level. At this level the role holder should have strong interpersonal skills to develop relationships both internally and externally, and across multi-jurisdictions. Along with proven relationship management and networking skills, the role holder possesses an excellent track record of building a high performing team, through recruitment of ‘A’ players and strong management of under performers. Where will you be working Mumbai Be More at Barclays At Barclays, each day is about being more – as a professional, and as a person. ‘Be More @ Barclays’ represents our core promise to all current and future employees. It’s the characteristic that we want to be associated with as an employer, and at the heart of every employee experience. We empower our colleagues to Be More Globally Connected, working on international projects that improve the way millions of customers handle their finances. Be More Inspired by working alongside the most talented people in the industry, and delivering imaginative new solutions that are redefining the future of finance. Be More Impactful by having the opportunity to work on cutting-edge projects, and Be More Valued for who you are. Interested and want to know more about Barclays Visit home.barclays/who-we-are/ for more details. Purpose, Values and Mindset We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term. Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship. Respect We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone’s contribution. Integrity We operate with honesty, transparency and fairness in all we do. Service We act with empathy and humility, putting the people and businesses we serve at the centre of what we do. Excellence We champion innovation, and use our energy, expertise and resources to make a positive difference. Stewardship We prize sustainability, and are passionate about leaving things better than we found them. Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do our Mindset is to Empower, Challenge and Drive. Empower Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure. Challenge Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints. Drive Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

Location: Mumbai, Maharashtra

Job date: Mon, 29 Apr 2024 22:40:29 GMT