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Investment Advisor/ DPM Business Development

Monaco, Municipality of Monaco

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Investment Advisor/ DPM Business Development

Monaco, Municipality of Monaco

Apply for job

Date live: Mar. 26, 2024

Business Area: Barclays International

Area of Expertise: Investment / Portfolio Management

Reference Code: 00285680

Contract: Permanent

Where will you be located?

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Barclays Overview

Barclays is a British universal bank. We are diversified by business, by different types of customers and clients, and by geography. Our businesses include consumer banking and payments operations around the world, as well as a top-tier, full service, global corporate and investment bank, all of which are supported by our service company which provides technology, operations and functional services across the Group.

Working Flexibly

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.

Purpose of role

The Investment advisor will have a unique and clear focus on discretionary portfolio management business development. In tight collaboration with the Head of Investments, Investment Advisors, Investment Managers and Private Bankers locally, the Investment Advisor will aim at developing the DPM book of business, manage the future pipeline and help retain business when at risk.

The ideal candidate will have a clear commercial mindset and a proven track record at gaining traction on developing new business. He/ she will have a strong background in Investment Management.

Core accountabilities

1.Actively market and develop the Discretionary Portfolio Management client base

·Work with Investment Advisors and Private Bankers to identify prospective individual and groups of clients for Investment Management service

·Identify client needs and objectives and match to service delivery capabilities

·Communicate/deliver/close on client proposals

·Identify new product opportunities/needs in the marketplace and communicate these to the appropriate product specialists

·Ensure each client segment receives the appropriate level of service

·Actively market DPM in the Principality and develop client base, alongside Investment Managers

2.Working with the Head of Investments, develop and deliver to a budget and business plan

·Contribute to the setting of business goals, objectives, sales management action plans and sales dials for the Market

·Measure individual (and if applicable, team) performance(s) against goals, objectives, client satisfaction levels

·Optimise business and product mix and ensure multiple product penetration

·Assist Investment Advisors and bankers on mandates promotion

3.Focus on business retention

·Identify potential business at risk and proactively deliver action plan to retain assets

4.Participate to internal and external marketing and communication plans on Investment management services

5.The candidate will have to work closely with the Investment management team

Role requirements

Professional/technical experience

·Excellent market exposure and multidiscipline investment expertise

·Strong investment and banking product knowledge

·Appropriate technical/product/linguistic knowledge and skills for the Market covered

·Sales and process driven

·Proven ability to access and influence target client base

·Proven track record as a successful salesperson

·Demonstrable success in working seamlessly and effectively with investment specialists, investment managers and private bankers

·Client facing, significant revenue-generating activity

·Has operated successfully in a rapidly changing environment

·Linguistic skills appropriate for the Markets covered

·Proven familiarity with market information systems appropriate to asset classes covered (e.g. Reuters, Bloomberg, Telerate, etc.)

Person Specification:

·Excellent command of English an absolute necessity. Bilingual with another language required.

·Calculated risk taker

·Creative thinker

·Entrepreneurially minded, yet successful teamworker

·Effective listening and communicating skills

·Proven ability to operate in a complex business environment

·Socially, linguistically and culturally attuned to the relevant Market

·Team player

The ideal candidate will have the ability to work under pressure, with excellent time management skills, enthusiasm and ambition.

Purpose, Values and Mindset

We deploy finance responsibly to support people and businesses, acting with empathy and integrity, championing innovation and sustainability, for the common good and the long term.

Our values underpin everything we do: Respect, Integrity, Service, Excellence and Stewardship.

Respect

We harness the power of diversity and inclusion in our business, trust those we work with, and value everyone's contribution.

Integrity

We operate with honesty, transparency and fairness in all we do.

Service

We act with empathy and humility, putting the people and businesses we serve at the centre of what we do.

Excellence

We champion innovation, and use our energy, expertise and resources to make a positive difference.

Stewardship

We prize sustainability, and are passionate about leaving things better than we found them.

Our Mindset shapes how we take action, living by our Values, driven by our Purpose, always with our customers and clients at the heart of what we do; our Mindset is to Empower, Challenge and Drive.

Empower

Trust and support each other to deliver. Make decisions with those closest to the topic. Include diverse perspectives. Celebrate success and learn from failure.

Challenge

Question whether things can be done better. Use insights based on data to inform decisions. Be curious about how we can adapt and improve. Speak up and be open to alternative viewpoints.

Drive

Focus on outcomes. Deliver with pace. Be passionate and ambitious about what we do. Take personal responsibility. Actively build collaborative relationships to get things done.

More about working at Barclays

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.

OWe 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.

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.

More content

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.

Learn more

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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