Investment Advisor

Job title:

Investment Advisor

Company

Barclays

Job description

The following apply button and save job button is for a sticky navigation bar. As such this is duplicated for presentation purposes. Save for LaterLondon, England Save for LaterDate live: Sep. 20, 2024Business Area: Private Bank and Wealth ManagementArea of Expertise: Relationship ManagementReference Code: 90391945Contract: PermanentWhere will you be located?Take a look at the map to see what’s nearby. Train stations & bus stops, gyms, restaurants and more.As an Investment Advisor (IA) you will work in partnership with Relationship Managers in Barclays International Banking (BIB), as an investment specialist with deep understanding of our investment proposition, focusing on direct interactions with affluent clients. The IIA will build internal and external relationships to grow and develop a portfolio of investment and discretionary clients. IA’s are expected to research and maintain knowledge of all applicable regulatory requirements and compliance policies. Adherence to all such standards, both legal and regulatory to avoid exposing the business to undue risk is a critical component of this role.ÂTo be successful as an Investment Advisor, you should have these essential skills/ qualifications:

• Appropriate investment qualifications is essential (UK Level 4 minimum, level 6 preferred), and may be required to gain further qualifications as determined by business demands.
• You will have a first-class understanding of the constituent asset classes of our investment philosophy, equities, bonds, alternatives, derivatives, and foreign exchange. Â
• Strong knowledge of macroeconomics, portfolio construction and a range of solutions to execute implementation. An understanding of behavioural economics is also preferable.  Â

Some other highly valued skills include:

• Self-motivated, be able to plan and execute client acquisition and relationship strategies.
• Relevant experience of the affluent investment industry commensurate with the grade.
• Strong presentation skills in order to effectively showcase our investment proposition.Â
• The ability to work with colleagues worldwide to deliver banking and other services, thus ensuring a holistic service for the client.Â

You may be assessed on the 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.Office location: 1 Churchill Place, LondonThis role is deemed as a Certified role under the PRA & UK Financial Conduct Authority – Individual Accountabilities Regulations and will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.ÂJob Profile SummaryTo develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.ÂJob DescriptionPurpose of the roleTo develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.ÂAccountabilities

• Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
• Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues, and provision of guidance on product usage.  .
• Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
• Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
• Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills 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.More about working at BarclaysWorking in UKBarclays offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UK’s best locations, where everyone can thrive.Hybrid WorkingAt Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.Reasonable AdjustmentsBarclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please reviewWorking FlexiblyWe’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business.Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.How to ApplyWe’re committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.While the application process depends on the role, there are some constant steps, which are;Step 1 – Your application
Step 2 – Your assessment
Step 3 – Your interview
Step 4 – Next stepsWe aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click to learn more.Find out more informationDiversity & InclusionBarclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.
We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.Right to workBarclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.Share jobThe Barclays WayThis is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.PurposeWorking together for a better financial future.ValuesWe believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.MindsetWe discover our full potential through our desire to Empower, Challenge and Drive each other.

Expected salary

Location

London

Job date

Sun, 22 Sep 2024 00:44:59 GMT

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