International Investment Advisor

London, United Kingdom

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Date live: Sep. 10, 2024

Business Area: Private Bank and Wealth Management

Area of Expertise: Relationship Management

Reference Code: JR-0000006197

Contract: Permanent

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Join us as a International Investment Advisor (IIA), where you'll work in partnership with Relationship Managers in Barclays International Banking (BIB), as an investment specialist with deep understanding of our investment proposition, focusing on direct interactions with affluent clients. The IIA will build internal and external relationships to grow and develop a portfolio of investment and discretionary clients. IIA’s are expected to research and maintain knowledge of all applicable regulatory requirements and compliance policies. Adherence to all such standards, both legal and regulatory to avoid exposing the business to undue risk is a critical component of this role.

To be successful as an International Investment Advisor, you should have these essential skills/ qualifications:

Appropriate investment qualifications (UK Level 4 minimum, level 6 preferred), and may be required to gain further qualifications as determined by business demands.

You will have a first-class understanding of the constituent asset classes of our investment philosophy; equities, bonds, alternatives, derivatives and foreign exchange.
Strong knowledge of macroeconomics, portfolio construction and a range of solutions to execute implementation. An understanding of behavioural economics is also preferable.

Some other highly valued skills include:

Self-motivated, be able to plan and execute client acquisition and relationship strategies.
Relevant experience of the International affluent investment industry commensurate with the grade.
Strong presentation skills in order to effectively showcase our investment proposition.
The ability to work with colleagues worldwide to deliver banking and other services, thus ensuringa holistic service for the client.

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

This role will be based out of 1 Churchill Place, London

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and will require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

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.

Assistant Vice President Expectations

Consult on complex issues; providing advice to People Leaders to support the resolution of escalated issues.
Identify ways to mitigate risk and developing new policies/procedures in support of the control and governance agenda.
Take ownership for managing risk and strengthening controls in relation to the work done.
Perform work that is closely related to that of other areas, which requires understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.
Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategy.
Engage in complex analysis of data from multiple sources of information, internal and external sources such as procedures and practises (in other areas, teams, companies, etc).to solve problems creatively and effectively.
Communicate complex information. 'Complex' information could include sensitive information or information that is difficult to communicate because of its content or its audience.
Influence or convince stakeholders 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.

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.

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.

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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