Investment Advisor
Barclays(1 month ago)
About this role
An Investment Advisor in Private Banking and Wealth Management based in Monaco who manages and develops a portfolio of high-net-worth and ultra-high-net-worth clients. Acts as a subject matter expert for a specific suite of financial products, collaborating with product development, marketing, front office and client service teams. Advises clients and Relationship Managers on investment opportunities while ensuring adherence to regulatory, risk and compliance frameworks.
Required Skills
- Investment Advice
- Product Expertise
- Client Management
- Compliance
- Risk Management
- Market Analysis
- Relationship Management
- Presentation Skills
- Stakeholder Engagement
- Regulatory Knowledge
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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