Investment Advisor
Barclays(1 month ago)
About this role
An Investment Advisor (Assistant Vice President) in Private Banking who acts as a specialist on investment offerings for the domestic market, partnering closely with Relationship Managers to grow and manage portfolios of affluent and discretionary clients. The role requires deep product and market knowledge, adherence to regulatory standards, and building internal and external relationships to support business growth and protect the bank from undue risk.
Required Skills
- Investment Knowledge
- Portfolio Construction
- Macroeconomics
- Regulatory Compliance
- Risk Management
- Client Acquisition
- Relationship Management
- Presentation Skills
- Collaboration
- Data Analysis
Qualifications
- FCA Level 4
- CFA
- PRA/FCA Certification
About Barclays
home.barclaysBarclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.
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