Investment Advisor

Barclays

Monaco, Monaco
On-site
Subject matter expert on financial products
Develop and manage financial products
Client-facing role for high-net-worth clients
Barclays is seeking an Investment Advisor for its Private Banking and Wealth Management team in Monaco. The role involves managing a portfolio of high-net-worth clients, providing expert investment advice, and ensuring compliance with regulatory standards

Job Summary

  • Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line.
  • Respond 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.
  • In this client-facing role, you will be responsible for managing and developing a portfolio of high-net-worth and ultra-high-net-worth clients in close collaboration with our Private Bankers.

Matching Summary

Match Score: 85

Barclays is seeking an Investment Advisor for its Private Banking and Wealth Management team in Monaco. The role involves managing a portfolio of high-net-worth clients, providing expert investment advice, and ensuring compliance with regulatory standards.

Skills & Requirements

Must-have

  • Subject matter expert on financial products
  • Develop and manage financial products
  • Client-facing role for high-net-worth clients
  • Fluent in English and French
  • Deep understanding of investment products
  • Strong knowledge of regulatory requirements

Nice-to-have

  • Fluent in Russian
  • Strong commercial acumen
  • Client-focused mindset
  • High attention to detail
  • Analytical thinking skills

Key Requirements

  • Previous experience at a Tier 1 bank
  • Fluent in English and French (spoken and written)
  • Deep understanding of investment products and financial markets
  • Strong knowledge of regulatory requirements, controls, and compliance practices

Work Rights

Not specified

Tailored Resume

Cover Letter