Investment Advisor
Barclays(1 month ago)
About this role
An Investment Specialist in the Private Bank provides expert investment advice and product expertise to UHNWIs and Family Offices, supporting bespoke banking, investment and credit needs. The role acts as a subject-matter expert bridging product development, sales, marketing and client service across an international private banking network.
Required Skills
- Investment Counselling
- Investment Advisory
- Market Analysis
- Product Expertise
- Client Relationship
- Presentation Skills
- Regulatory Knowledge
- Risk Management
- Marketing Support
- Stakeholder Engagement
Qualifications
- NISM X-A
- NISM XXI-A
- NISM V-A
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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