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Barclays

Wealth management services for UK clients

Assistant Vice President – PBWM CFO Reporting

Corporate Finance & FP&APosted on Nov 13
Full-timeChennai, Tamil Nadu, IndiaNo salary listedIn-person

About the Job

Requirements

  • Expertise in management information reporting, financial planning, budgeting, forecasting, and performance analysis.
  • Business partnering skills, including collaborating with business stakeholders, providing effective challenge, and translating business priorities into financial insights and actionable outcomes.
  • Strong commercial and financial acumen, including understanding financial statements, business performance drivers, and key performance indicators, and interpreting financial information to identify risks, opportunities, and emerging trends.
  • Strong analytical, problem-solving, and decision-making capabilities, with ownership and attention to detail.
  • Stakeholder management, influencing, and communication skills.

Responsibilities

  • Develop and implement business-unit financial strategies, plans, and budgets, evaluating the financial implications of strategic initiatives and recommending actions.
  • Develop financial models to forecast performance, assess investment opportunities, evaluate financial risks, analyse how business decisions affect financial performance, and provide recommendations.
  • Collaborate cross-functionally to provide financial insights and guidance to business-unit stakeholders.
  • Identify and implement financial process improvements that streamline financial operations.
  • Support business units in identifying, assessing, and mitigating financial risks, including providing training and guidance on financial risk management and compliance practices.
  • Analyse and present financial data to provide insights into business performance, identify trends, and support decision-making.
  • Advise and influence decision-making, contribute to policy development, and take responsibility for operational effectiveness in collaboration with other functions and business divisions.
  • Lead a team performing complex tasks; set objectives, coach employees, appraise performance against objectives, and determine reward outcomes where the position has leadership responsibilities.
  • For individual-contributor assignments, lead collaborative work, guide team members through structured assignments, identify when other specialisations are needed, and identify new directions or combinations of cross-functional methods to achieve outcomes.
  • Consult on complex issues and advise people leaders on resolving escalated issues.
  • Identify ways to mitigate risk and develop policies and procedures supporting control and governance.
  • Manage risk and strengthen controls in relation to the work performed.
  • Perform work related to other areas, understanding how they coordinate and contribute to organisational sub-function objectives.
  • Collaborate with other work areas and, for business-aligned support areas, stay current with business activity and strategy.
  • Analyse data from multiple internal and external sources, including procedures and practices from other areas, teams, or companies, to solve problems creatively and effectively.
  • Communicate complex information, including sensitive information or information difficult to convey because of its content or audience.
  • Influence or convince stakeholders to achieve outcomes.

Desired Qualifications

  • Familiarity with the PBWM landscape, including key products, client propositions, and industry dynamics.
  • Knowledge or experience in AI, automation, transformation, and continuous process improvement.
  • Strategic thinking and the ability to identify opportunities to enhance financial reporting and analysis.
  • Experience supporting change management and project management.
  • Experience driving process optimisation, reporting efficiencies, and technology-enabled solutions.

About the Company

Barclays

Wealth management services for UK clients

Barclays Wealth Management helps UK clients manage and grow their wealth through a regional network of financial experts. It delivers personalized advice and services—such as investment management, financial planning, and estate and trust planning—tailored to each client’s goals, risk tolerance, and time horizon, with support from Barclays’ broader resources. What sets it apart is the combination of local, face-to-face guidance with the scale and range of a large UK bank, offering access to a wide array of financial products and research. The goal is to help clients preserve and grow their wealth over the long term by providing comprehensive, advisor-led guidance aligned with individual financial objectives.

Company size
10,001+
Company stage
IPO
Headquarters
London, United Kingdom
Founded
1690

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