The role serves as a specialist conduit for the full spectrum of investment capabilities, providing comprehensive consultation to assess client needs and risk appetite
Job Summary
The role serves as a specialist conduit for the full spectrum of investment capabilities, providing comprehensive consultation to assess client needs and risk appetite.
You will work in close partnership with Relationship Managers in Private Banking to serve affluent, H/UHNW, Trusts, and Corporate clients.
Success requires demonstrating Barclays Values of Respect, Integrity, Service, Excellence, and Stewardship while managing complex investment solutions.
Matching Summary
The role serves as a specialist conduit for the full spectrum of investment capabilities, providing comprehensive consultation to assess client needs and risk appetite.
Skills & Requirements
Must-have
FCA Level 4 or CFA qualification
Deep understanding of asset classes
Experience with affluent investment industry
Knowledge of macroeconomics and portfolio construction
Nice-to-have
Understanding of behavioral economics
Level 6 CISI or FCA qualification
Strategic planning for client acquisition
Collaborative mindset for global teams
Key Requirements
FCA Level 4 or CFA certification required
Minimum experience in affluent investment industry
Mandatory regulatory qualifications under PRA & UK FCA