Barclays

Investment Advisor

Barclays

23 days ago
Jersey
Onsite
Full Time
Senior
0 applicants
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Barclays
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About this role

A Barclays Investment Advisor in the Crown Dependencies provides comprehensive investment consultations, assessing clients' needs and risk profiles to design tailored portfolios. The role involves client engagement, portfolio analysis, and ongoing investment management, working within a regulatory framework.

Skills

Qualifications

Level 4 CISI or equivalent
Barclays

About Barclays

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Barclays is a British universal bank. Our businesses include consumer banking, as well as a top-tier, global corporate and investment bank.

About Barclays

Headquarters

San Francisco, CA

Company Size

201-500 employees

Founded

2018

Industry

Technology

Glassdoor Rating

4.2 / 5

Leadership Team

Sarah Johnson

Chief Executive Officer

Michael Chen

Chief Technology Officer

Emily Williams

VP of Engineering

David Rodriguez

VP of Product

Jessica Thompson

Chief Financial Officer

Andrew Park

VP of Sales

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