Join us as an Investment Advisor (IA) focusing on markets within the Middle East, Africa, and Asia. You will work in close partnership with Relationship Managers in Private Banking, serving as a specialist with a deep understanding of our investment offerings. In this role, you'll focus on direct interactions with affluent clients, building and nurturing both internal and external relationships to grow a portfolio of investment and discretionary clients. The IA is expected to stay informed on the latest regulatory requirements and compliance policies, ensuring strict adherence to all standards. Maintaining compliance and managing risk are essential aspects of this role, as we aim to protect the business from undue exposure.
To succeed as an Investment Advisor, you should possess the following essential skills and qualifications:
* Industry qualifications at FCA Level 6 and/or CFA, with the potential to pursue additional qualifications as required by business needs.
* A deep, comprehensive understanding of our investment philosophy, including asset classes such as equities, bonds, alternatives, derivatives, and foreign exchange.
* Excellent knowledge of macroeconomics, portfolio construction, and the range of solutions needed for effective implementation. Familiarity with behavioral economics is also a plus.
Some other highly valued skills include:
* Experience within Middle East, African, and Asian markets.
* Self-motivation and the ability to strategically plan and execute client acquisition and relationship-building efforts.
* Relevant experience in the affluent investment industry at a level consistent with this role.
* Excellent presentation skills to effectively communicate and showcase our investment offerings.
* A collaborative mindset, able to work with colleagues worldwide to deliver comprehensive banking and financial services for clients.
You may be assessed on the key critical skills relevant for success in the role, such as risk and controls, change and transformation, business acumen, strategic thinking, and digital and technological skills, as well as job-specific technical skills.
This role is based in London.
This role is deemed a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.
Purpose of the role
To develop and manage the success of specific financial products and services, providing in-depth expertise on a particular product line, bridging the gap between product development, marketing, sales, and customer service.
Accountabilities
* Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks, and compliance.
* Understanding of market trends, new features, regulatory requirements, and potential risks, and analysis of data obtained from sales figures and customer feedback to support product development and communicate key findings to relevant stakeholders.
* Respond to customer inquiries, attend client meetings, and obtain a detailed understanding of complex personal/corporate financial circumstances to provide options for suitable product solutions. Support with resolution of issues and guidance on product usage.
* Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption.
* Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations.
* Participation in training sessions and workshops to share product knowledge and expertise with colleagues and stakeholders.
* Participation in events, conferences, and networking opportunities to showcase the product and generate interest.
Vice President Expectations
* To contribute to or set strategy, drive requirements, and make recommendations for change. Plan resources, budgets, and policies; manage and maintain policies/processes; deliver continuous improvements; and escalate breaches of policies/procedures.
* If managing a team, define jobs and responsibilities, plan for future needs, and coach employees. Lead specialists to influence operations, and guide team members through structured assignments. Train, guide, and coach less experienced specialists, and provide strategic input affecting long-term profits and risks.
* Demonstrate leadership behaviors: Listen and be authentic, energize and inspire, align across the enterprise, develop others.
* For individual contributors, serve as a subject matter expert, guide technical direction, lead multi-year assignments, and mentor colleagues.
* Advise stakeholders, manage risks, and demonstrate leadership in risk management and control enhancement.
* Understand organizational functions to contribute to business goals.
* Collaborate across functions, build trusting relationships, and influence stakeholders to achieve objectives.
* Use analytical thinking to compare and select complex alternatives, develop innovative solutions, and incorporate research outcomes.
All colleagues are expected to demonstrate Barclays Values: Respect, Integrity, Service, Excellence, and Stewardship, and embody the Barclays Mindset: Empower, Challenge, and Drive.
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