Investment Advisor
Barclays(1 month ago)
About this role
An Investment Advisor within the Private Bank and Wealth Management team who partners with Corporate & Investment Bank and Private Bankers to represent and position the bank’s investment proposition for corporate and institutional clients. The role designs tailored investment solutions, manages pitches and proposals, and drives investment assets and revenues. It involves acting as the conduit to the bank’s full investment capabilities and providing holistic portfolio construction, asset allocation and risk management expertise.
Required Skills
- Investment Advice
- Client Relationship
- Portfolio Analysis
- Market Research
- Risk Management
- Regulatory Compliance
- Presentation Skills
- Sales
- Product Expertise
- Trading Ideas
+1 more
Qualifications
- Level 4 RDR
- Level 6 CISI/FCA
- CFA
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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