Job Description

Purpose of the role
To transform creative 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 skilled 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 skilled 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

📌 Pms Dealer Mumbai
🏢 Barclays
📍 Mumbai