Assistant Vice President - Private Banker

9799 Rank-Wealth-Local GAAP; New Delhi; On-site; INR 900,000 - 1,600,000; Full time

Job summary

Barclays Private Bank in Delhi seeks an Assistant Vice President to support relationship managers in client portfolios, reports, and communications. You will coordinate schedules, prepare materials, and help with deposits, transfers, and account updates.

The role focuses on data accuracy, confidentiality, and delivering tailored client solutions through collaboration with teams across the India and international networks.

Qualifications

• Educated to Degree level.
• Regulatory qualifications completed.
• Fluent in English and Hindi.
• Additional Indian languages are a plus.

Responsibilities

• Maintain client information, contracts and reports.
• Coordinate schedules for relationship managers and clients.
• Process transactions and manage expense reports.
• Provide market insights to support client recommendations.
• Assist with online access setup and account preferences.
• Ensure confidentiality and data security.

Skills

Degree level

Regulatory qualifications

English & Hindi

Other Indian languages

Education

Degree level

Job description

Job Description

About Barclays Private Bank As Private Bank we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists. With offices in the United Kingdom, Ireland, Monaco, Switzerland, India, Singapore and Dubai, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank.

Purpose of the role

To assist relationship managers to effectively manage their client portfolios and optimise the client experience.

Accountabilities

Maintenance of client information,management of contracts and agreements,and preparation of reports,presentations,and other materials.

Coordination of schedules for relationship managers and clients,ensuring efficient time management and smooth communication.

Processing of transactions,management of expense reports,and routine requests to free up the relationship manager's time for strategic activities.

Information gathering on relevant market trends,competitor offerings,and industry news to support the relationship manager in providing informed advice and tailored solutions.

Analysis of client data,preparation of reports on portfolio performance,and provision of insights to inform portfolio adjustments and client recommendations.

Management of inbound and outbound communication through phone,email,and other channels,relaying important information and response to client inquiries.

Provision of support to relationship managers with planning, tracking and the execution of complex client projects bymanaging timelines andresources,identifying potential issues, summarising client portfolios and proactively communicating updates and opportunities to the relationship manager.

Support to clients with everyday product and services tasks such as deposits,withdrawals,transfers,bill payments, mobile app support as well as updating personal information, contact details and account preferences.

Guidance to new customers through account opening procedures,explanation of account terms and conditions,and setting up of online access and other services.

Management and maintenance of client relations by resolving various customer concerns and inquiries, including account balances,statements,transactions,fees.

Maintenance of confidentiality and security of client data by following strict data security protocols and ethical practices.

Assistant Vice President Expectations

To advise and influence decision making, contribute to policy development and take responsibility for operational effectiveness. Collaborate closely with other functions/ business divisions. Lead a team performing complex tasks, using well developed professional knowledge and skills to deliver on work that impacts the whole business function. Set objectives and coach employees in pursuit of those objectives, appraisal of performance relative to objectives and determination of reward outcomes.

If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.

The four LEAD behaviours are:

• L – Listen and be authentic
• E – Energise and inspire
• A – Align across the enterprise
• D – Develop others

OR for an individual contributor, they will lead collaborative assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will identify new directions for assignments and/ or projects, identifying a combination of cross functional methodologies or practices to meet required outcomes. Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues. Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda. Take ownership for managing risk and strengthening controls in relation to the work done. Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function. Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy. Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively. Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience. Influence or convince stakeholders to achieve outcomes.

Essential Skills/Basic Qualifications

• Educated to Degree level
• Appropriate regulatory qualifications
• Fluent in English and Hindi
• Fluency in other Indian languages added advantage (regionally-specific)

Desirable skills/Preferred Qualifications

• 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

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

Job location is Delhi.

Our Work Experience is the combination of everything that's unique about us: our culture, our core values, our company meetings, our commitment to sustainability, our recognition programs, but most importantly, it's our people. Our employees are self-disciplined, hard working, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in the area.