• Monaco

Job Description:


Overall purpose of role

An Investment Advisor (IA) is the conduit into investments for Wealth Relationship Managers and clients While accompanying Relationship Managers on client meetings, IAs will be the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation and specific products The IAs role is also to follow up on the investments made in order to give the client, together with the relationship manager an ongoing level of investment advice which stands out in the competitive wealth management environment

Driven by targets, IAs will proactively and substantially acquire profitable new investment business and increase existing client wallet share The client interaction by the IA will give an additional opportunity to provide feedback to the product specialist teams in order to further customise our product proposition to client needs

Key Accountabilities

Providing Investment Advice Drawing on a broad experience base the IA will together with the relationship managers be able to identify appropriate investment strategies tailored to client needs, and this will help new business and increase existing client wallet Where necessary put in place an appropriate team structure (virtual or otherwise) with representatives from the different specialist teams in the product office to support large or complex proposals Together with the relationship manager, the investment advisor will play a key role in providing clients with a continued superior level of advice with respect to asset allocation and specific investments

Ideas Generation Maintain a close working relationship with segment experts, investment platforms and product specialists to ensure any client insights or market intelligence can be fed back for potential product development or services opportunities Where relevant and practical, look for opportunities to manage clients liabilities and assets

Risk Management While maintaining an appropriate level of professional qualifications to meet regulatory and group policy requirements, the IA will also ensure the investment approach is consistent for client with similar investment objectives Mandates need to be supported by the platforms and are appropriate for the stated clients investment objectives In addition, maintain appropriate leads, proposal generation and new business MI

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

Person Specification

Professional/technical experience

The right candidate will have in-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues, and have the ability to assimilate complex investment information The right candidate will also have the technical skills and experience with respect to designing and /or selling of derivates and structured products across asset classes You will have at least a basic understanding of wealth and estate planning issues

Drawing on your substantial experience communicating with clients you will be able to demonstrate superior selling skills with a proven record for closing With your effective listening skills youll be skilful at matching clients investment needs to appropriate proposition and product set

Academic and professional qualifications

You will be of graduate calibre and have the local investment qualifications to allow investment advice to be given

Language skills

Strong verbal, written communication and presentation skills are a critical requirement of the position Whilst second languages are not an essential requirement of this position, candidates with additional languages skills are at a distinct advantage

Personal attributes

Setting you apart will be your ability to engage a diverse client group, bankers and product providers to drive effort in winning business As a highly motivated self starter who can work in a disparate global team youll build excellent relationship and team building skills You are creative and commercial minded individual that can work at pace to achieve accurate and high performing portfolios

Risk and Control Objective

Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise Wide Risk Management Framework and internal Barclays Policies and Policy Standards

Purpose and Values

Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it

Our Purpose is to create opportunities for people to rise- customers, clients, colleagues and society Put simply this is the answer to the question What is Barclays for and it should guide our every action as employees


We respect and value those we work with, and the contribution that they make


We act fairly, ethically and openly in all we do


We put our clients and customers at the centre of what we do


We use our energy, skills and resources to deliver the best, sustainable results


We are passionate about leaving things better than we found them

Profile Summary:

Employment Type : Full Time
Eligibility : Any Graduate
Industry : Banking
Functional Area : Banks/Insurance/Financial Services
Role : Banking -General
Salary : As per Industry Standards
Deadline : 18th Feb 2020

Key Skills:

Company Profile:

Barclays Bank PLCarfix

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