Wealth Investment Advisory Support: Portfolio Insights

Barclays UK; Greater London; On-site; GBP 80,000 - 100,000; Full time

Job summary

A leading financial services firm in Greater London seeks an Investment Advisory Support to assist Advisors in preparing client meetings and developing tailored investment portfolios. This role involves understanding financial markets, supporting the creation of diverse investment strategies, and ensuring clients receive advice tailored to their unique goals. Ideal candidates will have experience in client-facing financial services and a genuine interest in investments. This pivotal position offers continuous learning opportunities in a collaborative environment.

Qualifications

• Experience supporting client-facing teams in financial services, ideally within private banking or wealth management.
• A genuine interest in how financial markets work and how investments can support people’s goals.
• Ability to communicate clearly and stay organized while handling several tasks.

Responsibilities

• Help Advisors prepare for meetings and design tailored investment portfolios.
• Support the creation of diversified strategies and provide market updates.
• Understand market trends, regulatory requirements, and potential risks.

Job description

A leading financial services firm in Greater London seeks an Investment Advisory Support to assist Advisors in preparing client meetings and developing tailored investment portfolios. This role involves understanding financial markets, supporting the creation of diverse investment strategies, and ensuring clients receive advice tailored to their unique goals. Ideal candidates will have experience in client-facing financial services and a genuine interest in investments. This pivotal position offers continuous learning opportunities in a collaborative environment.