Investment Advisor

2 weeks 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

  • Investment Advisor

    11 hours ago

    London, United Kingdom CFP JOBS Full time

    **Investment Advisor** Our client is an International Investment Firm with more than 50 years experience. They are now looking to build on their Wealth Services and recruit people who can influence clients who are switched on to the market. **Investment Advisor requirements** - Articulate, confident, outspoken - Stay up to speed on the markets - Confident...

  • Financial Advisor

    3 days ago

    London Area, United Kingdom Advisor Link Full time

    Experienced Financial Advisor – Canary Wharf (Hybrid)Employment Type: Employed or Self-EmployedLocation: Canary Wharf, LondonQualification: Minimum Level 4 Diploma in Financial Planning (or equivalent)The CompanyOur client are a growing, forward-thinking financial services firm based in Canary Wharf, committed to delivering personalised, high-quality...

  • Avp, Investment Finance, Private Markets

    1 week ago

    London, United Kingdom GIC Investment Full time

    Location: London, GB- Job Function: Investment Services Private Markets- Job Type: Permanent- Req ID: 15415GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an...

  • Investment Solutions Associate

    1 week ago

    London, United Kingdom Seven Investment Management Full time

    **About The Role**: **Purpose** To co-ordinate and support the Investment Solutions team in servicing and managing strategic relationships with internal and external clients, as well as assisting with Business Development opportunities once passed over to Investment Solutions Team. It is important to note that while the role will be exposed to all elements...

  • Associate, Infrastructure, Funds and Co--investment

    2 weeks ago

    London, United Kingdom GIC Investment Full time

    Location: London, GB- Job Function: Infrastructure- Job Type: Permanent- Req ID: 15066GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes and businesses. Working at GIC gives you exposure to an extraordinary network of the...

  • Associate, Direct Investment Group

    4 days ago

    London, United Kingdom GIC Investment Full time

    Location: London, GB- Job Function: Private Equity- Job Type: Contract- Req ID: 15083**Associate Role within GIC’s European Private Equity Direct Investments Group** GIC is one of the world’s largest sovereign wealth funds. With over 2,000 employees across 11 locations around the world, we invest in more than 40 countries globally across asset classes...

  • Investment Advisor

    11 hours ago

    London, United Kingdom Fuzzy Brush Full time

    As part of the process of our factory expansion, we have created an short term 3 month investment that pays your capital back plus 4% interest, which can be rolled over by the investor, effectively returning 16% p.a. or more. We are looking for connected and established investment advisors to sell this investment to their contacts, but we do not provide...

  • Associate, Value Add Investments

    1 week ago

    London, United Kingdom LaSalle Investment Management Full time

    Team Overview:The Value-Add Investments team is a specialist business unit which invests client capital into pure and structured real estate equity investments across Europe covering a broad spectrum of asset classes both directly and via strategic relationships with operating partners (across living retail hospitality office and a variety of other niche...

  • OFFSHORE INVESTMENT ADVISOR

    2 days ago

    City Of London, United Kingdom International Financial Advisor Jobs Full time

    OverviewMy client wants to be a small part of your bigger plans. They pride themselves on being truly different, with the overarching aim to give high quality, trusted advice that’s in the very best interests of their clients and to be trusted to deliver just that.Any successful candidate will need to have achieved (or be working towards in a Trainee role)...

  • Investment Advisor

    2 weeks ago

    London, United Kingdom P & J Moore Limited Full time

    **The HQ Club are your go-to for anything business-related, whether you’re looking for new staff, trying to fund your next venture or looking for the best deals on your new equipment. We can point you in the right direction. Our client is looking for Investment Advisors to work on their prestigious floor in central London. The company offers - property,...