Investment Advisor
Barclays(1 month ago)
About this role
An Investment Advisor (domestic market) within Private Banking, serving as a specialist partner to Relationship Managers on investment and discretionary solutions for affluent clients. The role focuses on growing and nurturing a portfolio of investment clients while ensuring adherence to regulatory and compliance standards. The position requires close collaboration across functions to support product expertise and client outcomes.
Required Skills
- Investment Knowledge
- Portfolio Construction
- Macroeconomics
- Regulatory Compliance
- Risk Management
- Client Acquisition
- Relationship Management
- Presentation Skills
- Stakeholder Influence
- Team Leadership
+2 more
Qualifications
- FCA Level 6
- 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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