PMS Dealer

Join us as a PMS Dealer, where you will support the Private Bank & Wealth Management business by managing and executing trades for the fixed income investment portfolio. Conduct identification, evaluation, research, monitoring, and trading of fixed income securities. Provide local investment direction while collaborating with bankers, risk, legal, compliance, and other stakeholders. Ensure all trades and investment activities comply with regulatory and internal policies.

To be successful in this role, you should:

• Have strong expertise in fixed income markets, investments, and trading.
• Be able to source and execute trades as directed by the Head of Fixed Income / Fund Manager.
• Maintain a strong institutional network across mutual funds, banks, insurance companies, brokers, and corporate treasuries.
• Apply judgment to balance return generation with risk, while ensuring full compliance.
• Be organised, able to prioritise, and work under pressure to meet tight deadlines.
• Be collaborative and open to sharing best practices.

Essential Skills / Basic Qualifications:

• Strong understanding of fixed income markets and trade execution.
• Strong Excel skills and analytical capability.
• Experience in investment research, trading, or fixed income portfolio support.
• Relevant educational qualifications and demonstrable experience in investments.

Desirable Skills / Preferred Qualifications:

• Experience within Private Banking, Wealth Management, or PMS.
• Experience working closely with fund managers or investment desks.
• Understanding of macroeconomic trends, credit analysis, and fixed income products.

You may be assessed on the key critical skills relevant for success in the role, such as:

• Accuracy and timeliness of trade execution.
• Risk management and compliance adherence.
• Stakeholder management and cross-team collaboration.
• Quality of investment insights and decision-making.

Job location is Mumbai.

Purpose of the role

To transform innovative ideas into their successful launch and deployment in the market, including management & execution of orders received from PBWM business areas, ensuring that all client deals are executed in a professional manner, through direct negotiation across our approved market counterparties meeting our best execution obligations in line with established policies and procedures.   

Accountabilities

• Collaboration with various teams and departments, including Discretionary Portfolio Management, Private Bankers, Execution Only, Smart Investor, Technology, Operations, COO,  design, marketing, technology, risk, product development and legal & Compliance to utilise their unique skillsets to support the development of products, whilst taking account of evolving market demands, customer feedback and regulatory requirements, adherent to tight deadlines.
• Addressing trading and operational risks through continuous input into supporting the development of detailed project plans that outline timelines, milestones, dependencies and resource allocation for each initiative product launch, and monitor developments to support the identification and mitigation of potential risks.
• Stakeholder management including internal teams, senior colleagues, and external partners, providing timely updates and addressing concerns.
• Development and execution of training initiatives and product documentation for the utilisation of internal teams, such as sales and customer service, to improve knowledge and quality of customer support and product maintenance.
• Management of the migration of existing data to new systems and ensuring seamless integration with existing platforms. Execution of all client deals, ensuring that are executed in a professional manner, through direct negotiation across our approved market counterparties meeting our best execution obligations in line with established policies and procedures.
• Execution of pilot programs and analysis of customer feedback to identify areas for improvement and refine the product before rollout/launch.
• Keep up to date with market news and stay abreast of upcoming primary market issues in order to manage the book building of internal client orders and communication with the relevant sale and syndicate teams managing the book on behalf of the issuer.
• Provision of support to customers experiencing issues with the new product and working to resolve them efficiently.
• Maintain relationships with Market Counterparties by supporting the management of regular service meetings with major counterparties and our chosen Multilateral Trading Facility (Providers) with a view to improve upon the current service offerings.

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.

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.