Offshore Investment Advisor

3 weeks ago

Saint Helier, United Kingdom Barclays Full time

**Offshore Investment Advisor**
**Jersey**

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.

As a Barclays Offshore Investment Advisor, you will have exciting chance to act as the conduit into the full spectrum of our investment capabilities, providing a comprehensive consultation process to assess the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation and risk management. You will be designing appropriate investment solution for the clients including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates.

Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity - helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

**What will you be doing?**
- Managing and communicating directly with clients on their Investment assets across all services, increasing share of wallet and growing investment assets and revenue
- Having full responsibility for the regulated activities of the client base, involving designing and executing broad investment plans across multiple segments and geographies
- Pitching prospects for new business to the Private Bank, customising portfolios and provide advice on individual solutions and devise trading /investment ideas for clients
- Reviewing investment portfolios regularly and providing market updates on all major asset classes and financial indicators
- Developing innovative investment strategies and analysis to deliver on client needs
- Developing Barclays external profile across industry in the Crown Dependencies
- Contributing to idea generation, product development and the ongoing enhancement of the investment proposition
- Delivering wide range of investment content at banker team meetings, larger business investment briefings and external conferences/presentations where required

**What we’re looking for**:

- Relevant experience of the Private Bank and Investment industry and knowledge of macro-economics, portfolio construction and a range of solutions to execute implementation
- Established track record of developing and managing investment business across the scoped client segments, with broad ranging investment complexity across multiple jurisdictions
- Level 4 CISI or equivalent and first-class understanding of the constituent asset classes of investment philosophy, equities, bonds, alternatives, derivatives and foreign exchange
- Exceptional influencing and communication skills with the ability to prepare/present investment proposition and recommendations

**Skills that will help you in the role**:

- Level 6 CISI /FCA or equivalent
- An understanding of behavioural economics

**Where will you be working?**
We have two offices in Jersey situated in the heart of St Hellier, the main town on this idyllic Island. The Barclays offices are surrounded by good quality shops and it’s only a 5-minute walk to the beautiful harbor with numerous sea view restaurants and bars. Barclays in Jersey promotes its ‘Values’ and is at the forefront of everything we do with a business emphasis on our ‘Shared Growth’ agenda with colleagues volunteering to help others in the community they live. We are a dynamic, future focused organization with employee opportunities for personal development and mobility across the Barclays Group.

LI-Hybrid

  • Corporate Lawyer Nq

    4 weeks ago

    Saint Helier, United Kingdom The Legists Full time

    Few places can offer a lawyer the best of both worlds but in Jersey it really is possible to build a City calibre legal career whilst enjoying a lifestyle that is simply unattainable in London or another major urban centre.Lawyers in this leading offshore firm are engaged in high-quality and complex international legal work, often in a far more 'hands-on'...

  • Retail Travel Advisor

    1 month ago

    Saint Helier, United Kingdom TUI Group Full time

    Saint Helier, Jersey- - 127360- - Onsite- - Fixed term- - Full Time- - 37.5Salary £26,300 (FTE) - Joining the TUI Retail Team as a Fixed Term, Travel Advisor at our **Jersey shop**, we will help you become a destination expert so that you can recommend and sell holidays, Cruise, UK Breaks and additional products. You’ll put all customers at the heart of...

  • Operations Business Management Specialist

    4 weeks ago

    Saint Helier, United Kingdom ubs Full time

    Business Management, Administration, and Support, Corporate Services, Infrastructure, and Facilities, Finance, Management and Business Support, Operations, Process, Project and Program ManagementGlobal Wealth Management - Full TimeAre you interested in the offshore trust industry? Join us to manage and bill annual and ad-hoc invoices for our diverse client...

  • Management Accountant

    4 weeks ago

    Saint Helier, United Kingdom ubs Full time

    Business management, administration and support, Corporate services, infrastructure and facilities, Finance, Management and Business Support, Operations, Process, project and program managementGlobal Wealth ManagementFull TimeAre you intrigued by the offshore trust industry? prepare accounts and financial statements for our client structures within strict...

  • Offshore Energy Case Officer

    1 month ago

    Saint Johns, United Kingdom Isle of Man Government Full time

    **About the role** Join our busy and exciting team as an Offshore Energy Case Officer within the heart of the Department of Environment, Food and Agriculture! In this role, you will play a key part in delivering the Department's regulatory functions for offshore energy projects in Island's territorial sea. We are looking for a confident, talented,...

  • Trust Operations Specialist

    1 month ago

    Saint Helier, United Kingdom UBS Full time

    Your role Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do?We're looking for a Trust Operations Specialist to: calculate and invoice all annual and ad-hoc invoices for our diverse range of client structures arrange settlement of all of our structure related disbursements and ensure that these are correctly...

  • Trust & Company Client Accountant

    1 month ago

    Saint Helier, United Kingdom UBS Full time

    Your role Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do?We're looking for a Trust and Company Accountant to: prepare accounts and financial statements for our client structures within strict policy and regulatory deadlines ensure our accounting and financial information is complete, accurate and...

  • Client Advisor

    1 month ago

    St Helier, United Kingdom UBS Full time

    Jersey - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 280496BR **City** - St. Helier **Job Type** - Full Time **Your role** - Are you a dynamic relationship manager who delivers an exceptional client experience? Do you have a strong track record in client advisory and sales? Are you a proven risk manager? -...

  • Accountant

    1 month ago

    Saint-Helier, United Kingdom Alter Domus Full time

    ABOUT US  We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.  With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the...

  • Senior Accountant

    1 month ago

    Saint-Helier, United Kingdom Alter Domus Full time

    ABOUT US  We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.  With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the...

  • Senior Accountant

    1 month ago

    Saint-Helier, United Kingdom Alter Domus Full time

    ABOUT US  We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries.  With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the...

  • IT Business Partner

    1 month ago

    Saint Helier, United Kingdom Aztec Group Full time

    **Reports to the Director of **Technology - Group and Client Services** At the Aztec Group we credit our technology as one of the core ingredients to our award-winning outsourced solutions. These are exciting times across the group - significant growth, change, and investment make it a truly world class opportunity to help shape our organisation for the...

  • Banking and Finance Senior Associate

    4 weeks ago

    Saint Helier, United Kingdom Walkers Global Full time

    THE FIRMWalkers is a leading international law and professional services firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. With a global presence spanning the Americas, Europe, the Middle East and Asia, we advise on the jurisdictions of Bermuda, the...

  • Head of Testing Services

    2 months ago

    Saint Helier, United Kingdom Aztec Group Full time

    **Reports to Head of Service Delivery**: With the continued investment in technology operationally, and in support of our digital transformation within Aztec Group, we are introducing a new role for a Head of Testing Services ("HoTS"). Reporting to the Head of Service Delivery, this individual will be responsible for growing and scaling the Testing team to...

  • Officer, Reviews 3-6 Month Contract

    4 weeks ago

    St. Helier, United Kingdom IQ-EQ Full time

    Company Description IQ-EQ is a leading financial services company that provides back and middle office services to Investment Funds, Global Corporates, and Institutional Investors. With 4800+ employees across 24+ jurisdictions, IQ-EQ is truly a global business, with a mission to help global investors focus on investing and preserving capital in a...

  • Wealth Management Process and Quality Specialist

    4 weeks ago

    Saint Helier, United Kingdom UBS Full time

    Jersey Business management, administration and support Global Wealth ManagementJob Reference #BRCity St. HelierJob Type Full TimeYour role Are you an expert in banking process risks and tools? Do you like to educate others, encouraging high quality standards? Do you want help us manage, preserve and grow the wealth of our clients? We're looking for a process...

  • Client Service Support Officer

    4 weeks ago

    Saint Helier, United Kingdom Citi Full time

    Job Purpose:- A Client Service Manager will provide excellent client service in partnership with the Sales, Operations and controls functions.Undertake proactive welcome call programme to ensure clients onboarding journey, funding etc is completed:- Manage the day-to-day administrative needs of clients to ensure timely execution of transactions and to...

  • Mortgage Advisor

    1 month ago

    Saint Austell, United Kingdom Miller Full time

    Mortgage Advisor Miller Estate Agency are looking for a Mortgage and Protection Advisor to join them in St Austell. OTE £50- 65k We are looking for an exceptional person who has the skills, attributes and drive to improve our customers experience throughout the mortgage process. You will need to be adaptable, self-motivated and comfortable...

  • Company Secretary

    4 weeks ago

    Saint Helier, United Kingdom Alter Domus Full time

    We are Alter Domus. Our name means "The Other House" and we're a world leading provider of integrated solutions for the alternative investment industry. We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you're speaking to. And it's your freedom to decide which cutting-edge kind of finance professional you...

  • Trust Officer

    4 weeks ago

    St Helier, United Kingdom UBS Full time

    Jersey - Client advisory / Relationship management - Global Wealth Management **Job Reference #** - 274182BR **City** - St. Helier **Job Type** - Full Time **Your role** - Are you intrigued by the offshore trust industry? Do you strive for excellence in everything you do? - We are looking for a Trust Officer is to: - undertake the administration of a...