Investment Advisor

Job description

Investment Advisor

Barclays works with wealthy individuals to create banking, investment, wealth advisory, financing and lifestyle solutions that closely match our clients' unique financial objectives.

Wealth Management UK provides specialised Wealth Planning and investment-led services, designed to help clients understand and manage their financial goals. These services are available to clients who wish to establish an investment portfolio with us of £500k and above

For further information about Barclays, please visit our website http://www.barclays.com/

The Investment Advisor (IA) will partner with bankers, as an investment specialist with deep understanding of the Global Investments & Solutions (GI&S) investment proposition, focusing on direct interactions with the Private Bank's largest and most sophisticated HNW and UHNW clients.

The IA will demonstrate a comprehensive understanding of the Barclays Wealth product platforms and services, and equipped with this execute strategies for growing new and existing invested Assets Under Management through preparation for significant client pitches, proposals and investment reviews for clients.

IAs 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.

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.

As an Investment Advisor, your main responsibilities will involve:
• Design well diversified and optimised portfolios reflecting Barclays Wealth strategic views.
• Customise portfolios taking into account personal objectives and individual financial personalities
• Provide advice on individual solutions and devise trading / investment ideas for clients
• Review investment portfolios regularly
• Provide regular market updates on all major asset classes and financial indicators
• IAs will have full responsibility for managing and communicating directly with clients on their Advisory assets (subject to entry level criteria of £3m per Advisory relationship).
• IAs are expected to have extensive market and investment knowledge in order to direct all investment assets under their covered relationships (including discretionary / advisory / direct access and Exo service assets).
• IAs will provide a proactive bespoke service as agreed with clients. The service requires that IAs 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.
• Investment advisors will have 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.
• Within the context of their local team and across Global Investments & Solutions, an investment advisor is expected to contribute to idea generation, product development and the ongoing enhancement of the investment proposition.

As an Investment Advisor, your skills and qualifications will include:
• IAs will have full responsibility for managing and communicating directly with clients on their Advisory assets (subject to entry level criteria of £3m per Advisory relationship).
• IAs are expected to have extensive market and investment knowledge in order to direct all investment assets under their covered relationships (including discretionary / advisory / direct access and Exo service assets).
• IAs will provide a proactive bespoke service as agreed with clients. The service requires that IAs 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.
• The successful candidate will be of graduate calibre and will preferably have industry qualifications to FCA Level 6 and be SPS registered where operating in the UK wealth management industry.

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:
Everything we do is shaped by the five values of Respect, Integrity, Service, Excellence and Stewardship. That means trusting our colleagues to live our culture, and knowing they'll trust us in turn to listen to their ideas, recognise their contributions and make banking simpler for everyone.
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.


Diversity:
At Barclays, we recruit based on merit and are committed to promoting diversity throughout our organisation. We will consider applications from job share applicants

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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.

Ready to apply?

There are three stages to our application process:
1. Application: 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. CV Review: If you meet the criteria for the role you've applied for, a member of our team will be in touch to conduct a short telephone interview to explore your application in greater detail.
3. Assessment: If your application is successful at this stage, we'll ask you to complete an online Situational Judgment Test to explore your alignment to the Barclays Values and Competencies. Your recruiter will be able to provide further information about the test.

Visit our website for tips and advice on each stage www.jobs.barclays.co.uk/advice or click below to apply now.

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