Full-Time

Automation Tester

Barclays

Barclays

10,001+ employees

Wealth management services for UK clients

No salary listed

Pune, Maharashtra, India

In Person

Category
Business & Strategy (2)
,
Required Skills
Agile
JIRA
Confluence
Requirements
  • Domain Knowledge: Strong understanding of Corporate and Investment Banking onboarding and KYC processes, particularly from a global banking perspective
  • Workflow Management: Proven experience managing end-to-end CRM/CLM workflows for onboarding and KYC
  • Agile Delivery: Extensive involvement in projects executed using Agile methodologies
  • Tool Proficiency: Familiarity with prototyping and design tools, as well as collaboration platforms like Jira and Confluence
  • Location: The role is based out of Pune
Responsibilities
  • Identification and analysis of business problems and client requirements that require change within the organisation
  • Development of business requirements that will address business problems and opportunities
  • Collaboration with stakeholders to ensure that proposed solutions meet their needs and expectations
  • Support the creation of business cases that justify investment in proposed solutions
  • Conduct feasibility studies to determine the viability of proposed solutions
  • Support the creation of reports on project progress to ensure proposed solutions are delivered on time and within budget
  • Creation of operational design and process design to ensure that proposed solutions are delivered within the agreed scope
  • Support to change management activities, including development of a traceability matrix to ensure proposed solutions are successfully implemented and embedded in the organisation
Desired Qualifications
  • AI Innovation: Ability to propose innovative applications of AI to improve business process efficiency
  • Rapid Adaptability: Quick grasp of application/project landscapes and seamless integration into team dynamics
  • Tech Awareness: A proactive approach to staying updated on emerging tools and technologies that drive productivity
  • Risk & Security Mindset: A foundational approach that prioritizes risk management, controls, and security considerations
  • Assessment focus: You may be assessed on key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen, strategic thinking and digital and technology, as well as job-specific technical skills

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

Simplify Jobs

Simplify's Take

What believers are saying

  • The Advice Gap creates a larger addressable market for Barclays affluent services.
  • Deep client relationships support recurring advisory revenue and cross-selling opportunities.
  • Regional coverage strengthens access to clients outside London and improves relationship retention.

What critics are saying

  • Lower-cost digital brokers pressure Barclays' fees in execution-only and advisory services.
  • The £500,000 minimum balance excludes many affluent households and limits growth.
  • A Barclays conduct scandal would damage trust and trigger high-net-worth client flight.

What makes Barclays unique

  • Barclays Wealth Management serves UK clients through regional financial experts.
  • The unit focuses on bespoke advice, portfolio management, and coordinated specialist support.
  • Barclays is expanding toward clients with investable assets up to £3 million.

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