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VP Investment Advisor, Private Bank

Singapore, Singapore

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Date live: 03/11/2025

Business Area: Investments

Area of Expertise: Relationship Management

Contract: Permanent

Reference Code: JR-0000040936

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Barclays Relationship Management

Join Relationship Management, to build and maintain relationships with customers, clients, stakeholders, and strategic partners. Your focus will be on driving business growth through effective relationship-building and delivering tailored solutions to meet client needs.

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About Barclays Private Bank

The Private Bank supports HNW, UHNW and Family Office banking, investment and credit needs through a dedicated Private Banker and team of investment and wealth specialists.  With offices in London, Monaco, Switzerland, India, Dubai and Singapore, the Private Bank offers our international client base access to a fully bespoke service. The business is high growth and significantly invested in delivering high touch personal services and creative client solutions with access to the Corporate and Investment Bank. More complex products are available through the Private Bank, including structured credit, derivative margin trading and access to trading desks for equity, fixed income and FX products.

This is an exciting opportunity to join Barclays as VP Investment Advisor, Private Bank. You will be the conduit into investments for Private Bankers and clients. While partnering Private Bankers in supporting client investment needs, you will provide the technical strength assessing the needs and risk appetite for clients and translate this into proposals for overall asset allocation, specific products, and investment services. You will also follow up on the investments made in order to give the client, together with the Private Banker an ongoing level of investment advice which stands out in the competitive wealth management environment. With active goals and objectives, you will proactively and substantially acquire profitable new investment business and increase existing client wallet share. Your interaction with clients will serve as an additional channel to provide feedback to product specialist teams in order to further customise our product proposition to client needs, with opportunities to collaborate closely across all infrastructure areas and internal stakeholders.

You may be assessed on key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, as well as job-specific technical skills.

To be successful for the role, candidates should possess the following skills or experience:

  • In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information. 
  • Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives. 
  • Good Basic understanding of wealth and estate planning issues.
  • Extensive experience working in investment advisory, portfolio management or sell-side global markets. Additional finance qualification (CFA, MBA, CAIA) highly desirable.
  • Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set.
  • An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment.
  • Excellent verbal, written communication, and presentation skills. Additional languages skills are viewed favorably.

This role is regulated by MAS (Monetary Authority of Singapore).

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

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. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
  • 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. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others..
  • 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, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
  • 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. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
  • Adopt and include the outcomes of extensive research in problem solving processes.
  • Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

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.

Barclays welcomes applications from all candidates and is committed to ensuring reasonable adjustments (accommodations) are put in place to allow for a fair and inclusive recruitment process. For more information and how to request one, please review Adjustments to the recruitment process.

We’re a global, vital and highly respected financial organisation with an inspiring Purpose. Operating in 39 countries and employing around 100,000 people across the world, we help communities, individuals and businesses thrive. And we’ve created financial solutions and technology that the world now takes for granted. A career with us can offer incredible variety, depth and breadth of experience, and the chance to learn from some of the best minds in technology and finance.

To find out more about Barclays' strategy please click here.

Barclays offers a diverse, inclusive and engaged culture. A place where people can bring their whole selves to work and be respected for who they are, valued for what they do and celebrated for their contribution to our business and our community.

We are an equal opportunity employer and opposed to discrimination on any grounds. It is the policy of Barclays to ensure equal employment opportunity without discrimination or harassment on the basis of race, colour, creed, religion, national origin, alienage or citizenship status, age, sex, sexual orientation, gender identity or expression, marital or domestic/civil partnership status, disability, veteran status, genetic information, or any other basis protected by law.

Barclays is required by law to confirm that you have the Legal Right to Work in any role that you apply for. If you currently hold a work visa sponsored by Barclays, or you would require sponsorship from Barclays, you must declare this as part of your application. Sponsored visas are role and entity specific and any changes must be reviewed. It is important that you ensure you are working on the correct visa at all times. Failure to accurately disclose your visa status or Legal Right to Work may result in your application or any employment offer being withdrawn at any time.

This is Barclays Singapore

Barclays has been a strong presence in Singapore for over 50 years. Our office is carefully designed to optimise the well-being of our colleagues. The center itself is an integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area.

Located in Marina Bay, you will have convenient options to commute, excellent views, and access to a range of amenities.

We’re utilising cutting-edge technology to deploy eco-friendly facilities like a eco-farm to cultivate fresh produce in our office.

Singapore is one of the wealthiest and safest cities in the world with low crime rates and zero corruption.

Our colleagues here in Singapore come from all around the world to create a richly diverse, wholly inclusive environment.

This is Barclays Singapore

Barclays has been a strong presence in Singapore for over 50 years. Our office is carefully designed to optimise the well-being of our colleagues. The center itself is an integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area.

Great location

Located in Marina Bay, you will have convenient options to commute, excellent views, and access to a range of amenities.

Sustainability and innovation

We’re utilising cutting-edge technology to deploy eco-friendly facilities like a eco-farm to cultivate fresh produce in our office.

A great city to live in

Singapore is one of the wealthiest and safest cities in the world with low crime rates and zero corruption.

A vibrant community

Our colleagues here in Singapore come from all around the world to create a richly diverse, wholly inclusive environment.

Be you. Be valued. Belong.

We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success. Our colleague networks offer connection, support, and growth, while our "This is Me" series shares the unique stories of our colleagues. Committed to diversity, equity, and inclusion, Barclays values you for who you are and ensures you truly belong.

You can learn more about our commitment to our colleague on our DE&I page.  

Learn more

Application Process

Your application

We’ll ask for information about you, your CV and cover letter.

1

Your assessment

Covering your behaviours and ability at work.

2

Your interview

Exploring your past experiences and skills.

3

Next step

We’ll request additional information so that you can complete our screening process

4
How to ApplyRead our FAQ's
Barclays

Working flexibly

We’re committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports your personal needs, alongside the professional needs of our business. If you'd like to explore flexible working arrangements, please discuss this with the hiring manager. Your request will be reviewed in-line with the requirements of the role/business needs of the team.

Hybrid working

We have a structured approach to hybrid working, where colleagues work at an onsite location on fixed, ‘anchor’, days, as set by the business area. Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

Barclays is built on an international scale.

Our geographic reach, our wide variety of functions, businesses, roles and locations reflect the rich diversity of our worldwide customer base. All of which means we offer incredible variety, depth and breadth of experience.
And the chance to learn from a globally diverse mix of colleagues, including some of the very best minds in banking, finance, technology and business. Throughout, we’ll encourage you to embrace mobility, exploring every part of our operations as you build your career.

Find more information

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