Investment Advisor

Join us as an Investment Advisor within our Private Bank and Wealth Management team.

The Investment Advisor (IA) will partner with Corporate & Investment Bank and Private Bankers, as an investment specialist with deep understanding of our investment proposition, focusing on direct interactions with Corporate and Institutional clients. It is to represent the investment proposition, position the proposition in a relevant and impactful approach and solution for the client and drive investment assets and revenues. 

The IA will demonstrate a comprehensive understanding of the Barclays Private Bank investment product platforms and services, and use that understanding to design the right solution for the client situation including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates. 

IAs act as the conduit into the full spectrum of our investment capabilities, providing a comprehensive consultation process, as well as technical strength in assessing the needs and risk appetite of the client, and translating this into holistic portfolio construction, asset allocation and risk management.

Investment Advisors will:

• Understand the client situation, objectives, decision making process, and competition to position Barclays investment capability in a relevant and compelling manner to solve their problem or need
• Use their judgement to design and pitch the right investment solution themselves and any relevant product specialists
• Provide advice on individual solutions and devise trading / investment ideas for clients
• Review investment portfolios regularly and propose relevant changes for the markets and their situation
• Provide regular market updates on all major asset classes and financial indicators

Essential skills:

• Significant experience as an IA with respective client segments
• Experience and success in marketing investments to institutional clients
• Level 4 UK RDR qualification (or equivalent) to give regulated client advice
• Goal-orientated with capability to think independently and solve complicated problems
• The candidate will have to demonstrate good communication skills in order to deal with a variety of stakeholders

Some other highly valued skills may include

• Level 6 CISI/ FCA or equivalent
• CFA is an advantage to this role.

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.

This role is based in London.

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Purpose of the role

To 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. 

Accountabilities

• 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

• To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/ processes; deliver continuous improvements and escalate breaches of policies/procedures..
• If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• 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 be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• 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.