Investment Advisor

Job Description

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 the product development process, and communicate key findings to relevant stakeholders to improve product offerings.
• Response 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. Support with resolution of issues, and provision of 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 other stakeholders.
• Participation in events, conferences, and other networking opportunities to showcase the product and generate interest.

Vice President Expectations

• Advise key stakeholders, including functional leadership teams and senior management on functional and cross functional areas of impact and alignment.
• Manage and mitigate risks through assessment, in support of the control and governance agenda.
• Demonstrate leadership and accountability for managing risk and strengthening controls in relation to the work your team does.
• Demonstrate comprehensive understanding of the organisation functions to contribute to achieving the goals of the business.
• Collaborate with other areas of work, for business aligned support areas to keep up to speed with business activity and the business strategies.
• Create solutions based on sophisticated analytical thought comparing and selecting complex alternatives. In-depth analysis with interpretative thinking will be required to define problems and develop innovative solutions.
• Adopt and include the outcomes of extensive research in problem solving processes.
• Seek out, build and maintain trusting relationships and partnerships with internal and external stakeholders in order to accomplish key business objectives, using influencing and negotiating skills to achieve outcomes.

All colleagues will be expected to demonstrate the Barclays Values of Respect, Integrity, Service, Excellence and Stewardship – our moral compass, helping us do what we believe is right. They will also be expected to demonstrate the Barclays Mindset – to Empower, Challenge and Drive – the operating manual for how we behave.

As an Investment Advisor (IA) you will work in partnership with Relationship Managers within the Private Bank in order to deliver investment solutions to high-net-worth individuals (HNWIs), ultra-high-net-worth individuals (UHNWIs) and institutional clients including family offices and external asset managers, working closely with Relationship Managers, Product Specialists and Portfolio Managers of our discretionary mandates, you will leverage your market expertise to construct and recommend investment strategies aligned with clients’ financial goals and risk tolerance. IA’s are expected to adhere and maintain knowledge of all applicable regulatory requirements and compliance policies to avoid exposing the business to undue risk, which is a critical component of this role. 

Key Responsibilities:

• Provide expert investment advice and portfolio construction services to private banking clients.

• Collaborate with Relationship Managers to understand client profiles, objectives, and constraints.

• Propose and implement (bespoke) investment strategies across asset classes (equities, fixed income, alternatives, etc.).

• Monitor and review client portfolios regularly, ensuring alignment with changing market conditions and client needs.

• Deliver market insights, investment ideas, and updates in both written and oral formats.

• Maintain up-to-date knowledge of global financial markets, economic trends, and regulatory developments.

• Participate in investment committees and contribute to internal research publications.

• Ensure all advisory activities comply with Swiss financial regulations, internal risk policies, and MiFID II/FIDLEG frameworks.

• Support the bank’s asset-gathering efforts by enhancing client engagement and satisfaction through trusted advisory relationships.

To be successful as an Investment Advisor, you should have these essential skills/ qualifications:

• Bachelor’s or Master’s degree in Finance, Economics, Business, or a related field.

• Professional certifications such as CFA, CAIA, CIIA, or AZEK are a plus.

• You will have a first-class understanding of the constituent building blocks and asset classes of our investment philosophy, (equities, bonds, alternatives, foreign exchange, commodities, structured products and derivatives).  

• Strong knowledge of macroeconomics, portfolio construction and a range of solutions to execute implementation. An understanding of behavioural economics is also preferable.   

• Outstanding knowledge of Investments

 Some other highly valued skills include:

• Self-motivated, be able to plan and execute client acquisition and relationship strategies.

• Relevant experience of the affluent investment industry commensurate with the grade.

• Strong presentation skills in order to effectively showcase our investment proposition. Ability to convey complex concepts clearly

• The ability to work with colleagues worldwide to deliver banking and other services, thus ensuring a holistic service for the client. 

• Fluent in English and an understanding of French desirable.

You may be assessed on the key critical skills relevant for success in role, such as risk and controls, change and transformation, business acumen strategic thinking and digital and technology, as well as job-specific technical skills.

What We Offer:

• A prestigious and dynamic working environment.

• Access to cutting-edge investment platforms and research resources.

• Opportunities for career development and professional training.

• Flexible working with possibility to work from home one day per week to be agreed with Team Head.

This role is based Geneva