Offshore Investment Advisor

**Date live**:
05/16/2025
**Business Area**:
Investments
**Area of Expertise**:
Relationship Management
**Contract**:
Permanent
**Reference Code**:
JR-0000050117
Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.
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Join us as a Barclays Offshore Investment Advisor - Crown Dependencies, 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.
To be successful as an Offshore Investment Advisor you should have experience with:

- 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

Some other highly valued skills may include
- Level 6 CISI /FCA or equivalent
- An understanding of behavioural economics

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 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.
This role is regulated by Jersey Financial Services Commission (JFSC), Isle of Man Financial Services Authority (IoM FSA) and Guernsey Financial Services Commission (GFSC).
This role is based in Isle of Man.
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 beh