AVP - Banker Support, PBWM

Join us as an AVP - Banker Support, PBWM India FO Extn Entrusted in the primary global wealth hubs and corridors, PBWM provide comprehensive specialist investment, banking, lending and wealth advisory services to the worlds most influential individuals and their families; alongside Trusts, Charities and Family Offices. Based on a deep understanding of them, their families and businesses, we connect our clients to tailored opportunities and insights from across the Barclays Group.

To be a successful AVP - Banker Support, PBWM India FO Extn candidate should have an ability to manage key stakeholders and build relationships, both internally and externally. Will require strong interpersonal skills given requirement and ability to collaborate and work cohesively with colleagues across businesses globally. Ability to influence decisions, negotiate, motivate and challenge stakeholders at all levels in the bank. Ability to foresee issues, devise and implement solutions independently and proactively, managing expectations accordingly.

You may be assessed on the key critical skills relevant for success role To support Private Bank Wealth Management business with day-to-day processing, reviewing, reporting through technical expertise. Monitoring the business KPIs, reporting metrices to ensure that they are timely reported to senior leadership. Identification of areas for improvement and providing recommendations for change in the processes. Development and implementation of data insights, MIS, intelligence, development of reports and presentations on performance and communicate findings to internal stakeholders.

Basic/ Essential Qualifications:

Provide business development intelligence by leveraging desktop research and market tools.

Conduct market, geographical and financial research as well as ad-hoc research for pitch decks, client meetings to inform the PBWM sales teams of latest market developments.

Create benchmarks based on accounting financial concepts to deliver insightful analysis to the key business stakeholders to drive new business activity.

Enhance the conversion of sales pitches into actual deals and customer acquisition, ie drive wallet share and new business activity.

Liaise with key business stakeholders to ensure a clear understanding of the value derived from the analysis and improvement areas.

Support with the deep-dive analysis and suggestion on the client portfolios.

Ensure strong governance, financial discipline, and adherence to control frameworks across the business.

Support standardisation, process improvement, and scalable, data-driven ways of working.

Partner to deliver consistent, insight-led business outcomes.

Desirable skillsets/ good to have:

Ability to process, synthesize and execute large data sets into actionable insights.

Experience of devising, executing business strategy broadly at client and business level.

Significant Private Bank Wealth Management industry experience.

Ability to contribute effectively when working with senior colleagues across the business.

Must be able to execute at speed, under pressure and with absolute accuracy.

Strong influencing and stakeholder management skills, at all levels, external and internal.

Strong planning, organization, and co-ordination skills.

Ability to deal with highly confidential and market sensitive information.

Creative, proactive, analytical, self-starting mindset and ability to move with pace and enthusiasm.

Excellent written, analytical and presentation skills - advanced use of PowerPoint and Excel.

This role will be based out of DLF Downtown, Gurugram.

Purpose

Support and assist Relationship Managers in acquiring, onboarding, servicing and retaining clients to deliver overall business goals, managing complex client situations.

Where required liaise directly with clients regarding complex client requests in respect of various banking and servicing requirements such as onboarding, banking transactions, Investments, credit digital solutions.

Work closely with Operations and other support functions to deliver positive outcomes for clients.

Accountabilities

Assistant Vice President Expectations