Investment Advisor

Barclays Business Banking; London; On-site; GBP 50,000 - 90,000; Full time

Job summary

An established industry player is seeking an Investment Advisor to collaborate with Relationship Managers in Private Banking. This role focuses on building relationships with affluent clients and requires a deep understanding of investment offerings and regulatory compliance. The ideal candidate will have industry qualifications and a comprehensive knowledge of asset classes, macroeconomics, and effective client acquisition strategies. Join a diverse and inclusive culture that values respect and integrity, and contribute to the development of innovative financial products and services in a dynamic environment.

Qualifications

• Possess FCA Level 6 and/or CFA qualifications.
• Strong understanding of asset classes and macroeconomics.

Responsibilities

• Provide expertise on financial products and compliance.
• Analyze market trends and customer feedback for product improvement.

Skills

FCA Level 6

CFA

Knowledge of asset classes

Understanding of macroeconomics

Self-motivation

Effective presentation skills

Client acquisition strategies

Education

FCA Level 6

CFA

Job description

Join to apply for the Investment Advisor role at Barclays Business Banking.

As an Investment Advisor (IA), you will collaborate with Relationship Managers in Private Banking, serving as an investment specialist with a deep understanding of our investment offerings. Your focus will be on direct interactions with affluent clients, building relationships to grow a portfolio of investment and discretionary clients. You will research and stay updated on all applicable regulatory requirements and compliance policies, ensuring adherence to legal and regulatory standards to mitigate risks.

To succeed, you should possess these essential skills and qualifications:

• Industry qualifications to FCA Level 6 and/or CFA, with potential for further qualifications based on business needs.
• A comprehensive understanding of asset classes such as equities, bonds, alternatives, derivatives, and foreign exchange.
• Strong knowledge of macroeconomics, portfolio construction, and solutions for implementation, with a preferable understanding of behavioral economics.

Additional valued skills include:

• Self-motivation and ability to plan and execute client acquisition and relationship strategies.
• Relevant experience in the affluent investment industry.
• Effective presentation skills to showcase our investment propositions.
• Ability to collaborate with colleagues globally to provide holistic banking services.

The role may involve assessment on critical skills such as risk management, change management, business acumen, strategic thinking, and digital skills. The office location is at 1 Churchill Place, London.

This position is classified as a Certified role under PRA & UK Financial Conduct Authority regulations, requiring mandatory regulatory qualifications.

Barclays promotes a diverse and inclusive culture, valuing respect, integrity, service, excellence, and stewardship. We are committed to equal employment opportunities and oppose discrimination on any grounds.

Purpose of the role

Develop and manage specific financial products and services, providing in-depth expertise and bridging product development, marketing, sales, and customer service.

Accountabilities

• Provide SME expertise on products, including features, benefits, risks, and compliance.
• Analyze market trends, regulatory requirements, and customer feedback to support product development and improvement.
• Respond to customer inquiries, understand complex financial circumstances, and recommend suitable products.
• Present product advantages to clients, build trust, and encourage adoption.
• Assist in creating marketing materials and participate in training and networking events.

Leadership Expectations

• Set strategies, manage resources, and ensure policy compliance.
• If managing a team, define roles, plan for future needs, and lead performance management.
• Demonstrate leadership behaviors to foster a thriving environment.
• Guide technical direction and lead complex projects, coaching less experienced colleagues.
• Advise stakeholders, manage risks, and build stakeholder relationships.

All colleagues are expected to embody Barclays Values and Mindset.