Join us as an Investment Advisor within our Private Bank and Wealth Management team.
The Investment Advisor (IA) will partner with Corporate & Investment Bank and Private Bankers, serving as an investment specialist with deep understanding of our investment proposition. The role focuses on direct interactions with Corporate and Institutional clients, representing the investment proposition, positioning it in a relevant and impactful approach, and driving investment assets and revenues.
The IA demonstrates comprehensive knowledge of Barclays Private Bank investment product platforms and services, using this to design the right solution for each client. This includes pitches, proposals, existing portfolio analysis, implementation, and ongoing investment reviews, management and client updates.
Investment Advisors Will
- Understand the client situation, objectives, decision‑making process and competition to position Barclays investment capability in a relevant and compelling manner to solve their problem or need.
- Use judgement to design and pitch the right investment solution themselves and any relevant product specialists.
- Provide advice on individual solutions and devise trading/investment ideas for clients.
- Review investment portfolios regularly and propose relevant changes for the markets and the client situation.
- Provide regular market updates on all major asset classes and financial indicators.
Essential Skills
- Significant experience as an IA with the respective client segments.
- Experience and success in marketing investments to institutional clients.
- Level 4 UK RDR qualification (or equivalent) to give regulated client advice.
- Goal‑orientated with capability to think independently and solve complicated problems.
- Good communication skills to deal with a variety of stakeholders.
Some Other Highly Valued Skills May Include
- Level 6 CISI/FCA or equivalent.
- CFA is an advantage to this role.
The candidate may be assessed on key critical skills relevant for success in the 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 based in 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.
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.
- Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal/corporate financial circumstances to provide options for suitable product solutions, support resolution of issues and provide 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
- 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 expedite breaches of policies/procedures.
- Define jobs and responsibilities, plan for the department’s future needs and operations, counsel employees on performance, and contribute to employee pay decisions/changes; potentially lead specialists to influence operations of a department, balancing short‑ and long‑term goals and ensuring budgets and schedules meet corporate requirements.
- Demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver consistently excellent standards. The four LEAD behaviours: Listen and be authentic, Energise and inspire, Align across the enterprise, Develop others.
- Serve as a subject‑matter expert within own discipline and guide technical direction; lead collaborative, multi‑year assignments, guide team members through structured assignments, identify the need for inclusion of other specialisations, and provide information affecting long‑term profits, organisational risks and strategic decisions.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross‑functional areas of impact and alignment.
- Manage and mitigate risks through assessment, supporting the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of organisational functions to contribute to achieving business goals.
- Collaborate with other areas of work, providing business‑aligned support to keep up to speed with business activity and strategies.
- Create solutions based on sophisticated analytical thought, comparing and selecting complex alternatives; in‑depth analysis with interpretative thinking to define problems and develop innovative solutions.
- Adopt and include the outcomes of extensive research in problem‑solving processes.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.
All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.
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