Senior Private Wealth Investment Advisor

Barclays UK; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial institution in London seeks an Investment Advisor to engage with affluent clients and showcase investment offerings. The ideal candidate should possess qualifications such as FCA Level 6 or CFA, strong presentation skills, and a deep understanding of investment strategies. Responsibilities include developing financial products, maintaining compliance, and driving client relationships. The position offers a dynamic environment focused on growth and risk management. This is an excellent opportunity for motivated individuals aiming to advance their careers in investment advisory.

Qualifications

• Industry qualifications at FCA Level 6 and/or CFA highly valued.
• Deep understanding of investment offerings and asset classes.
• Excellent knowledge of macroeconomics and portfolio construction.

Responsibilities

• Develop and manage financial products and services.
• Provide SME expertise on specific products and services.
• Understand market trends and regulatory requirements.

Skills

Industry qualifications at FCA Level 6 and/or CFA

Understanding of investment philosophy

Knowledge of macroeconomics and portfolio construction

Experience in the domestic market

Self-motivation

Excellent presentation skills

Collaborative mindset

Education

Industry qualifications at FCA Level 6 and/or CFA

Job description

A leading financial institution in London seeks an Investment Advisor to engage with affluent clients and showcase investment offerings. The ideal candidate should possess qualifications such as FCA Level 6 or CFA, strong presentation skills, and a deep understanding of investment strategies. Responsibilities include developing financial products, maintaining compliance, and driving client relationships. The position offers a dynamic environment focused on growth and risk management. This is an excellent opportunity for motivated individuals aiming to advance their careers in investment advisory.