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Junior Investment Advisor- Spanish

Dublin, Ireland

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Dublin, Leinster

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Date live: Jun. 27, 2024

Business Area: Barclays International

Area of Expertise: Relationship Management / Sales

Reference Code: 90392145

Contract: Permanent

Junior Investment Advisor- Fluency in Spanish
Dublin


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.

As a Barclays Junior Investment Advisor with fluency in Spanish, you will be providing assistance to the wider Dublin Advisory investment team with a particular focus on helping existing senior advisory team members. In this role you will have a chance to be partnering with senior Investment Advisors, Discretionary Portfolio Managers and their aligned Private bankers bringing a deep understanding of investment proposition, focusing on administrative procedures and interactions with the Investments Team.  

Barclays Europe is an essential part of Barclays’ success across the globe. We support the bank’s global growth by servicing European clients and markets. We connect European clients to the power of Barclays globally, offering them access to the largest capital markets and growth opportunities in the US, UK, and Asia. And we offer agile, determined, and resilient people a platform or remarkable professional and personal growth. This is your chance to get closer to Europe and stay more connected than ever to the rest of the globe.


Barclays is one of the world's largest and most respected financial institutions, established in 1690, with a legacy of success, quality, and innovation. We offer careers that provide endless opportunity – helping millions of individuals and businesses thrive and creating financial and digital solutions that the world now takes for granted.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.


What will you be doing?
• Assisting the current investment advisory team on all day-to-day tasks, preparing for client meetings and banker presentations and provides support with any follow-up actions
• Building and managing relationships with Private Bankers and their executives and product, operational and client service colleagues across the business
• Completing administrative tasks connected to the full spectrum of investment solutions and the end-to-end process
• Managing client and banker relationships and assisting with providing proactive bespoke investment advice service as agreed with clients and bankers
• Providing a comprehensive consultation process, technical strength in assessing the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation 
• Having meaningful communication with other groups, influence successful outcomes, and challenge views where appropriate
• Preparing wide ranging investment content at banker team meetings, larger business investment briefings and external conferences/presentations where required
• Providing assistance to the FX and Money Markets ‘MM’ desk, understanding the process and upskilling on the range of FX products


What we’re looking for:


• Fluency in Spanish and English is required, Italian is an advantage, experience of the private banking and/or wealth management industry or broader financial services experience
• Ability to determine the right solution for the client situation including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews
• Knowledge of the concepts of developing and managing investment business with HNW, UHNW and Family Office clients, with varied investment requirements 
• Excellent presentation skills to effectively showcase the Private Bank and investment proposition full spectrum of investment solutions and the end-to-end process


Skills that will help you in the role:


• First-class knowledge of a range of asset class’: equities, bonds, funds, alternatives, derivatives, and foreign exchange
• Extensive knowledge of portfolio construction and a range of solutions to execute implementation and driving process improvement and leading efficiency initiatives
• Appropriate technical and product knowledge to deliver execution on the full spectrum of global markets and associated investment services and solutions 
• Able to demonstrate up to date knowledge of relevant changes in the marketplace, products, legislation and regulation, knowledge of the risks associated with investment products 


Where will you be working?


You will be based in our new flagship office, One Molesworth Street, which is in the heart of Dublin city Centre. We are currently expanding which drives a culture of change and hard work ethic, nonetheless the company maintains an open, friendly atmosphere. This is enhanced through our unique on boarding programs and several committees which all employees are eligible to join.









#LI-Hybrid

More about working at Barclays

Barclays offices across the UK are designed to be places where our people can come together to do their best work, surrounded by excellent facilities for both work and leisure. These are warm, diverse, supportive communities in some of the UK’s best locations, where everyone can thrive.

At Barclays, we offer a hybrid working experience that blends the positives of working alongside colleagues at our onsite locations, together with working from home. We have a structured approach where colleagues work at an onsite location on fixed, ‘anchor’, days of the week, for a minimum of two days a week or more, as set by the business area (or nearest equivalent if working part-time hours). Please discuss the working pattern requirements for the role you are applying for with the hiring manager. Please note that as we continue to embed our hybrid working environment, we remain in a test and learn phase, which means that working arrangements may be subject to change on reasonable notice to ensure we meet the needs of our business.

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 committed to providing a supportive and inclusive culture and environment for you to work in. This environment recognises and supports ways to balance your personal needs, alongside the professional needs of our business.

Providing the opportunity for all our employees, globally to work flexibly empowers each of us to work in a way that suits our lives as well as enabling us to better service our customers’ and clients’ needs. Whether you have family commitments or you’re a Carer, or whether you need study time or wish to pursue personal interests, our approach to working flexibly is designed to help you balance your life. If you would like some flexibility then please discuss this with the hiring manager.

We're committed to providing a supportive and simplified experience for our candidates throughout the application and assessment process. Here, you will find information about what to expect and some guidance around your assessment and interview.

While the application process depends on the role, there are some constant steps, which are;

Step 1 - Your application
Step 2 - Your assessment
Step 3 - Your interview
Step 4 - Next steps

We aim to create an inclusive work environment where everyone can reach their full potential. If you require any adjustments to our recruitment process, please click here to learn more.

Find out more information 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.

The Barclays Way

This is the spirit of Barclays. It’s why we exist, what we believe and how we behave. But most importantly, it’s how we make decisions, take action and get things done.

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Purpose

Working together for a better financial future.

Values

We believe great talent RISES. It acts with Respect, Integrity, Service, Excellence and Stewardship.

Mindset

We discover our full potential through our desire to Empower, Challenge and Drive each other.

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