Investment Advisor

jobs.barclays

Jersey, United Kingdom
Not specified; not specified; not specified
Fca level 4 or cfa qualification
Deep understanding of asset classes
Experience with affluent investment industry
The role serves as a specialist conduit into the full spectrum of investment capabilities for affluent and H/UHNW clients

Job Summary

  • The role serves as a specialist conduit into the full spectrum of investment capabilities for affluent and H/UHNW clients.
  • You will be responsible for assessing client needs, proposing holistic asset allocation solutions, and managing ongoing investment reviews.
  • Success requires collaborating closely with Relationship Managers in Private Banking to nurture relationships and grow an advisory portfolio.

Matching Summary

The role serves as a specialist conduit into the full spectrum of investment capabilities for affluent and H/UHNW clients.

Salary

Not specified; Not specified; Not specified

Skills & Requirements

Must-have

  • FCA Level 4 or CFA qualification
  • Deep understanding of asset classes
  • Experience with affluent investment industry
  • Knowledge of macroeconomics and behavioral economics

Nice-to-have

  • Level 6 CISI or equivalent certification
  • Strategic planning for client acquisition
  • Collaborative mindset for global teams
  • Excellent presentation skills

Key Requirements

  • FCA Level 4 or CFA required
  • Level 6 CISI/FCA preferred
  • Relevant experience in affluent investment industry
  • Certified role under PRA & UK FCA regulations

Work Rights

Not specified

Tailored Resume

Cover Letter