Investment Advisor

13 hours ago

Dublin, Ireland Barclays Full time

As a Barclays Investment Advisor, you will partner with bankers and provide your expertise for investment propositions, focusing on direct interactions with HNW, UHNW and Family Office clients. This is an exciting opportunity to work on product platforms and services and design the right solutions for the clients. This will include pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates.

This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

Key Responsibilities:

- Managing and advising clients on their investment assets across all services
- Directing all investment assets under their covered relationships (including discretionary, advisory, execution only service assets)
- Providing a proactive bespoke service as agreed with clients
- Developing innovative investment strategies and analysis to deliver on intricate client needs for most complex of investment concepts
- Developing and managing a significant book of client relationships, whilst partnering with the aligned banker teams to support their businesses
- Interacting with the key stakeholders from across the business including banker teams, Investment Solutions product areas, and investment services
- Contributing to idea generation, product development and the ongoing enhancement of the investment propositions across Investment Solutions
- Delivering wide ranging investment content at banker team meetings, larger business investment briefings and external conferences/presentations where required

Essential Skills:

- Established record of client acquisition, relationship strategies, developing and managing investment business with HNW, UHNW and family office clients across multiple jurisdictions
- Fluency in English and Italian is required along with experience of asset classes, investment philosophies, equities, bonds, alternatives, derivatives and foreign exchange
- Excellent Knowledge and experience of macro-economics, behavioural economics, portfolio construction and a range of solutions to execute implementation
- Experience of investment propositions, focusing on direct interactions with HNW, UHNW and Family Office clients, ideally within a private bank

Preferred Skills:

- Educated to degree level (or professional equivalent) and QFA, EFA is desirable
- Existing experience with significant book of client relationships
- Expert knowledge in building client investment strategies
- Extensive market and investment knowledge

Purpose of the Role:

To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.

Accountabilities:

- Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance.
- Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
- Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal/corporate financial circumstances in order to provide options for suitable product solutions. Support with resolution of issues and provision of guidance on product usage.
- Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
- Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
- Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders.
- Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations:

- To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements and escalate breaches of policies/procedures.
- If managing a team, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes.
- If the position has leadership responsibilities, People Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard.
- OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments.
- Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
- Manage and mitigate risks through assessment, in support of the control and governance agenda.
- Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
- Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
- Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
- Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives.
- Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

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