Investment Advisor

4 days ago


London, Greater London, United Kingdom Barclays Full time
Job Title: Investment Advisor

At Barclays, we are seeking a highly skilled Investment Advisor to join our team. As an Investment Advisor, you will be responsible for managing client relationships, identifying financial goals, challenges, and risk tolerance, and providing expert investment advice to support their financial decisions.

Key Responsibilities:
  • Manage client relationships to identify financial goals, challenges, and risk tolerance.
  • Provide expert investment advice to support client financial decisions.
  • Design customised solutions that address client specific needs and objectives.
  • Communicate the value proposition of proposed solutions and negotiate terms beneficial for both the client and the bank.
  • Assess financial, legal, and operational risks associated with client relationships and implement measures to minimise potential losses.
Requirements:
  • Industry qualifications to FCA Level 4 and/or CFA.
  • Design well diversified and optimised portfolios reflecting Barclays Wealth strategic views.
  • Have extensive market and investment knowledge to direct all investment assets under their covered relationships.
What We Offer:
  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.


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