# Wealth Advisory

**Company**: Barclays
**Location**: Mumbai
**Work arrangement**: onsite
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Nirlon-Knowledge-Park-BX-9th--11-12-floor/Wealth-Advisory-India_JR-0000112486-7?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_d2761bdc-34d

## Description

We are seeking a Wealth Advisory professional to join our team in Mumbai. You will work with clients to provide a world-class range of investment solutions and products across all asset classes, wealth structuring, lending, and banking services.

**Key Responsibilities:**

- Provide SME expertise on specific products and services to customers and colleagues

- Identify market trends, new features, and regulatory requirements to support product development

- Respond to customer inquiries and resolve issues

- Present product advantages and features to potential customers

- Assist with marketing material development

- Participate in training sessions and workshops

- Showcase the product at events and conferences

**Assistant Vice President Expectations:**

- Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness

- Lead a team performing complex tasks and set objectives for team members

- Demonstrate leadership behaviours to create an environment for colleagues to thrive

- Consult on complex issues and provide advice to People Leaders

- Identify ways to mitigate risk and develop new policies and procedures

**Requirements:**

- Graduate qualification from a recognized institution, preferably in law or company secretary

- Understanding of basic client requirements on succession planning, trust, and fiduciary services

- Good project management and networking skills

- Good interpersonal and influencing skills

- Adaptive and quick learner with analytical skills

**Desirable Skills:**

- Experience with structure documentation and legal agreements

- Ability to connect with legal teams to document client requirements

- Involvement in governance activities and risk assessments

## Skills

### Required
- project management
- networking
- interpersonal skills
- analytical skills
- legal knowledge

### Nice to have
- structure documentation
- legal agreements
- governance activities
- risk assessments

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Nirlon-Knowledge-Park-BX-9th--11-12-floor/Wealth-Advisory-India_JR-0000112486-7?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)