Investment Specialist
Barclays(7 months ago)
About this role
An Investment Specialist in Private Clients India is a senior client-facing role within the Investments team, responsible for covering current and prospective investments-led clients and delivering consistently excellent outcomes on agreed mandates. The role leverages Barclays’ global franchise to provide bespoke investment solutions for high net worth and ultra-high net worth clients and family offices. It supports the Private Bank’s offering across banking, investment and credit needs while collaborating with internal specialists and client-facing teams.
Required Skills
- Investment Counseling
- Investment Advisory
- Portfolio Management
- Market Knowledge
- Regulatory Knowledge
- Client Relationships
- Product Knowledge
- Risk Management
- Stakeholder Management
- Presentation Skills
+2 more
Qualifications
- NISM X-A
- NISM XXI-A
- NISM V-A
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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