Investment Advisor
Barclays(1 month ago)
About this role
An Investment Advisor (Crown Dependencies) at Barclays acts as the conduit to the bank's full spectrum of investment capabilities, delivering comprehensive consultations to assess client needs and risk appetite and translating these into holistic asset allocation and risk management solutions. The role partners closely with Relationship Managers in Private Banking to serve affluent, H/UHNW, trust and corporate clients and is based in Jersey. This is a certified role under PRA & FCA regulations and may require mandatory regulatory qualifications.
Required Skills
- Investment Advisory
- Portfolio Construction
- Asset Allocation
- Risk Management
- Client Relations
- Product Knowledge
- Market Analysis
- Presentation Skills
- Regulatory Compliance
- Relationship Management
Qualifications
- FCA Level 4
- CFA
- CISI Level 6
- 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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