Investment Advisor

5 months ago

London, United Kingdom Barclays Full time

**Investment Advisor**
**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.

As a Barclays Investment Advisor, you will partner with private bankers, as an investment specialist with deep understanding of 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. This is an exciting opportunity to be designing 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
- Being responsible for 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
- 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
- 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
- A solid grasp of behavioural economics

**Where will you be working?**
In the heart of Canary Wharf, our headquarters at Churchill Place boasts onsite amenities such as; a gym, staff restaurant and deli bar, and is easily accessible by tube and bus links. With a population of around 5000 staff the atmosphere is second to none with a real buzz being created around the offices within.

LI-Hybrid

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