Full-Time

Chief of Staff 4

Client Engagement & IB Support

Barclays

Barclays

10,001+ employees

Wealth management services for UK clients

No salary listed

Mumbai, Maharashtra, India

In Person

Category
Business & Strategy (2)
,
Required Skills
Forecasting
Financial analysis
Risk Management
VBA
Data Analysis
Investment Banking
Excel/Numbers/Sheets
PowerPoint/Keynote/Slides

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Requirements
  • The candidate must provide strategic thinking, project management, strong investment banking acumen, executive-level communication, operational expertise, stakeholder management, and cross-functional collaboration.
  • The candidate must have in-depth technical knowledge and experience in the assigned area of expertise, with a thorough understanding of its underlying principles and concepts.
  • The candidate must be able to make evaluative judgments based on factual information, resolve problems using acquired technical experience, and advise and influence decision-making.
  • The candidate must be able to communicate complex or sensitive information, guide and persuade team members, and act as a contact point for internal and external stakeholders.
  • The candidate must take responsibility for managing risk, strengthening controls, embedding risk-mitigation procedures, and working in line with applicable rules, regulations, and codes of conduct.
  • The candidate must be able to use systems to gather information and produce a starting point for analysis.
  • The candidate must speak with clarity and present a balanced view.
Responsibilities
  • Provide direct administrative and strategic support to senior executives.
  • Maintain the investment banking annual planner and QUAD trackers to understand the phasing of key priorities throughout the year.
  • Coordinate with other Chief of Staff teams on interlocking announcements, results, investment banking town halls, and investor days.
  • Assist in coordinating the senior leadership team, including meeting preparation, agenda development, and follow-up on action items.
  • Track key performance and scorecard metrics and prepare reports for leadership.
  • Support ad hoc projects and analysis to help leadership reach conclusions on difficult questions.
  • Use Eagle One and Analytics One to prioritize meetings and opportunities based on data and shape client strategy accordingly.
  • Design key performance indicators to measure the effectiveness and return on investment of client-engagement activities.
  • Prepare client briefing memos for client events and one-to-one meetings.
  • Update client game plans and track follow-ups to ensure commitments to clients are met and relationships are maintained.
  • Implement a standardized framework for post-meeting action tracking.
  • Improve operational efficiency by identifying areas for improvement, streamlining processes, and implementing best practices.
  • Develop performance reporting for key metrics and analyze results to generate insights supporting strategic objectives.
  • Assist with financial planning, forecasting, cost management, budget management, and monitoring financial performance against targets.
  • Support resourcing, talent development, succession planning, leadership development, and diversity initiatives.
  • Support risk and control oversight, escalation, crisis management, risk mitigation, contingency planning, emergency response coordination, and business continuity.
  • Implement a governance framework supporting the board of directors, executive forums, and governance committees through board-material preparation, meeting organization, and regulatory-compliance monitoring.
Desired Qualifications
  • Strong Excel, Visual Basic for Applications, or macro knowledge.
  • Solid PowerPoint-building skills, including think-cell, with the ability to design a narrative or story.
  • The ability to work in a highly organized manner in a constantly changing environment.

Barclays Wealth Management provides personalized wealth management services to clients across the UK through a regional network of financial experts. It delivers tailored investment management, financial planning, and estate and trust services, based on each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader banking resources. The company differentiates itself through its scale and integration, combining local, face-to-face guidance with the back‑end support and product access of a large UK bank. Its goal is to help clients preserve and grow their wealth over the long term while managing risk through a comprehensive, advisor-led service.

Company Size

10,001+

Company Stage

IPO

Headquarters

London, United Kingdom

Founded

1690

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Simplify Jobs

Simplify's Take

What believers are saying

  • H1 2026 distributions reached £2.3 billion, including £1 billion buyback and £800 million dividend.
  • Barclays raised 2026 income guidance to about £31.5 billion after Q2 income hit £8.3 billion.
  • The wealth unit's 26.9% RoTE and 15% AUM growth show premium-client momentum.

What critics are saying

  • FCA's £40 million Qatari-capital case still drags through 2026, prolonging reputational damage.
  • UK bank-tax proposals from Labour would directly hit lending capacity and earnings in 2027.
  • Barclays still faces FCA motor-finance redress exposure, a multi-billion-pound capital drain.

What makes Barclays unique

  • Barclays combines UK retail deposits, investment banking, and wealth management under one balance sheet.
  • Private Bank and Wealth Management delivered 26.9% RoTE and 15% AUM growth in Q2 2026.
  • Barclays Direct Investing removed custody charges, strengthening its UK wealth platform.

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