Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line
Job Summary
Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line.
Understand the client situation, objectives, decision making process, and competition to position Barclays investment capability in a relevant and compelling manner.
The Investment Advisor (IA) will partner with Corporate & Investment Bank and Private Bankers, as an investment specialist with deep understanding of our investment proposition.
Matching Summary
Develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line.
Skills & Requirements
Must-have
SME expertise on specific products
understanding of market trends
response to customer inquiries
presentation of product advantages
develop and manage financial products
investment specialist with deep understanding
Nice-to-have
guide technical direction
influence operations of a department
create an environment for colleagues to thrive
demonstrate leadership behaviours
sophisticated analytical thought
Key Requirements
Significant experience as an IA
Experience marketing investments to institutional clients
Level 4 UK RDR qualification
Goal-orientated with capability to think independently