Investment Advisor

Overall purpose of role
An Investment Advisor (IA) is the conduit into investments for Private Bank
Relationship Managers and clients. While accompanying Relationship Managers on
client meetings, IAs will be the technical strength assessing the needs, risk
appetite of clients, and translate them into proposals for overall asset
allocation, specific products and investment services. The IA's role is also
to follow up on the investments made in order to give the client, together
with the relationship manager, an ongoing level of investment advice that
stands out in the competitive wealth management environment.
Driven by targets, IAs will proactively and substantially acquire profitable
new investment business and increase existing client wallet share. The client
interaction by the IA will give an additional opportunity to provide feedback
to the product specialist teams in order to further customise our product
proposition to client needs.

Key Accountabilities
* Providing Investment Advice: Drawing on a broad experience base the IA will together with the relationship managers be able to identify appropriate investment strategies tailored to client needs, and this will help new business and increase existing client wallet. Together with the relationship manager, the investment advisor will play a key role in providing clients with a continued superior level of advice with respect to asset allocation, specific investments and investment services.

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  Ideas Generation: Maintain a close working relationship with segment experts, investment platforms and product specialists to ensure any client insights or market intelligence can be fed back for potential product development or services opportunities. Where relevant and practical, look for opportunities to manage clients' liabilities and assets.

  
  


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  Risk Management: While maintaining an appropriate level of professional qualifications to meet regulatory and group policy requirements, the IA will also ensure the investment approach is consistent for client with similar investment objectives. Mandates need to be supported by the platforms and are appropriate for the stated clients investment objectives. In addition, maintain appropriate leads, proposal generation and new business MI.

  
  

Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with
regulatory requirements, Enterprise Wide Risk Management Framework and
internal Barclays Policies and Policy Standards.
Person Specification
Professional/technical experience
The right candidate will have in-depth and broad investment product knowledge
as well as a strong understanding of broad asset allocation issues, and have
the ability to assimilate complex investment information. The right candidate
will also have the technical skills and experience with respect to designing
and /or selling of derivatives and structured products across asset classes.
You will have at least a basic understanding of wealth and estate planning
issues.

Drawing on your substantial experience communicating with clients you will be
able to demonstrate superior selling skills with a proven record for closing.
With your effective listening skills, you will be skilful at matching client's
investment needs to appropriate proposition and product set.

Academic and professional qualifications
You will be at least of graduate calibre, have minimum ‎8 years of relevant
experience and have the local investment qualifications allowing you to
provide investment advice. CFA / CAIA charter a plus.

Language skills
Strong verbal, written communication and presentation skills are a critical
requirement of the position. Whilst second languages are not an essential
requirement of this position, candidates with additional languages skills are
at a distinct advantage.

Personal attributes
Setting you apart will be your ability to engage a diverse client group,
bankers and product providers to drive effort in winning business. As a highly
motivated self-starter who can work in a disparate global team you will build
excellent relationship and team building skills. You are creative and
commercial minded individual that can work at pace to achieve accurate and
high performing portfolios.

Purpose and Values
Barclays has a single cross-business Purpose for Barclays and five core Values
which underpin it.
Our Purpose is helping people achieve their ambitions in the right way. Put
simply, this is the answer to the question 'What is Barclays for?' and it
should guide our every action as employees.

Respect
We respect and value those we work with, and the contribution that they make.
Integrity
We act fairly, ethically and openly in all we do.
Service
We put our clients and customers at the centre of what we do.
Excellence
We use our energy, skills and resources to deliver the best, sustainable
results.
Stewardship
We are passionate about leaving things better than we found them.