International Investment Advisor

Job description

International Investment Advisor

Premier Investments provide an investment advisory service to four Global Client segments:
• Citizens of other than UK countries who live and work in the UK and who benefit from their “non domicile” tax status
• UK Citizens who are living abroad and not liable for UK tax on offshore holdings
• Citizens of any country who are looking for a ‘safe haven' for their money in a reputable jurisdiction and with a reputable financial organisation
• Local customers who live in the Isle of Man, Jersey and Guernsey

The International Investment Advisor will provide clients with a range of investment solutions that match the client's attitude to risk and investment objectives while ensuring good customer outcomes are being delivered at all times. The International Investment Adviser will build internal and external business relationships to grow and develop a portfolio of investment advisory and discretionary clients.

International Investment Advisor's act as the conduit into the full spectrum of our investment capabilities for our most sophisticated and complex investment clients, providing a comprehensive consultation process, as well as technical strength in assessing the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation and risk management.

About us:
As a leading global wealth and investment manager, Barclays provides international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across Barclays, one of the largest financial services groups in the world.
Barclays Premier banking is a key personal banking segment within Barclays UK that delivers the best of Barclays to circa 1 million qualifying affluent customers in the UK & Internationally through the provision of carefully selected benefits, rewards and personalised service. Premier Global Clients is designed for clients who maintain at least £100,000 or currency equivalent of investable assets.

As an International Investment Advisor, your main responsibilities will involve:
•Providing a first class financial planning service based on analysis of financial needs and risk position from client activity
•Taking clients through an on-going risk profiling process to ensure the chosen portfolio meets their risk appetite and is best placed to assist them in achieving their medium and long term financial goals
•Establishing thorough client plans, reacting to and developing new opportunities from client contacts, ensuring appropriate provision of products and services both directly and via product specialists
•Using their extensive experience and knowledge identify and provide solutions to a wide range of client needs including investments, banking, credit, FX and wealth structuring (trusts etc), whilst showing appreciation for the lifestyle and financial priorities of our international clients
•Maintaining and develop client relationships and provide investment advice within the UK regulatory framework
•Identifying, developing and securing new client relationships through referrals from the Relationship Managers
•Interaction with Product and Group partners driving a world class client-centric culture by ensuring the delivery of an exceptional client experience and promoting Barclays Group products and services based upon an in-depth understanding of clients' needs
•Contribution to the to the team commercial goals and the delivery of sustainable returns via provision of appropriate (suitable) investment advice to clients
•Significant interaction with key stakeholders from across the business including banker teams, GI&S product areas, wealth advisory and investment services, to name a few.
•Contribution to idea generation, product development and the ongoing enhancement of the investment proposition.

As an International Investment Advisor, your skills and qualifications will include:
•Demonstrate an in-depth understanding and experience of the Financial Services Industry, particularly in the areas of regulated financial planning specialising in Investments, Pensions and TrustsExcellent knowledge of the collectivised and fund investment solutions along with an understanding of the broader investment marketplace
•Understanding of the risks associated with financial planning; in particular, the relationship between customer attitudes to risk and the suitability of financial solutions recommended, and must be able to demonstrate integrity and adherence to compliance policies and procedures Providing a proactive bespoke service as agreed with clients. The service requires that IIAs have strong communication and influencing skills (both written and spoken) with the ability to compile highly developed presentations, recommendations and review reports with a view delivering to clients personally.
•Being of graduate calibre and will preferably include industry qualifications to RDR level 4 minimum.

The Benefits:
Our customers deserve the best. The same goes for our people. That's why at Barclays you'll receive a range of benefits including a competitive salary, flexible hours and all the tools, technology and support to help you become the very best you can be.

Our Culture:
All we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. The values inform the foundations of our relationships with customers and clients, but they also shape how we measure and reward the performance of our employees. Simply put, success is not just about what you achieve, but about how you achieve it.
Dynamic working gives everyone at Barclays the opportunity to integrate professional and personal lives, if you have a need for flexibility then please discuss this with the hiring manager.

We require confirmation that you are suitably qualified before we are able to progress your application. We therefore, recommend you upload copies of your exam certificates held in relation to the certified status of this position and ensure these qualifications are also recorded on your CV & application.

Diversity:
At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation.

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We will consider applications from job share applicants

Ready to apply?
There are four stages to our application process:
1. Application (30mins): On your application we'll ask for information like your contact details, education and work experience. You'll also be required to upload a CV, so it's a good idea to have it ready.
2. Online Assessments (60mins): We'll then ask you to complete three online assessments. You'll also receive an email with a link to the assessments so that you can complete them when it suits you best. Our assessments are carefully designed to measure the skills and capabilities necessary to be successful in our roles, but they'll also provide you with some insight into what our roles entail.
3. Interview: If you're successful at assessment we'll invite you to attend a face-to-face interview. We want you to be free to choose an interview time that suits you, so we'll provide some options and ask you to select your preferred timeslot via an online booking system.
4. Outcome: Following your interview, we'll be in touch within five working days of all interviews being completed to advise you of the outcome.
Visit our website for tips and advice on each stage www.jobs.barclays.co.uk/advice or click below to apply now.

We encourage applicants to apply as early as possible in the recruitment period. Barclays recruitment periods can and may vary. We reserve the right to remove this advert during the recruitment process.