Corporate Senior Investment Advisor

The Senior Investment Advisor (IA) will partner with Corporate & Investment Bank and Private Bankers, as an investment specialist with deep understanding of our investment proposition, focusing on direct interactions with Institutional clients. It is to represent the investment proposition, position the proposition in a relevant and impactful approach and solution for the client and drive investment assets and revenues.

The Senior IA will demonstrate a comprehensive understanding of the Barclays Private Bank investment product platforms and services, and use that understanding to design the right solution for the client situation including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates.

Senior IAs act as the conduit into the full spectrum of our investment capabilities, providing a comprehensive consultation process, as well as technical strength in assessing the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation and risk management.

Responsibilities

• Understand the client situation, objectives, decision making process, and competition to position Barclays investment capability in a relevant and compelling manner to solve their problem or need.
• Use their judgement to design and pitch the right investment solution themselves and any relevant product specialists.
• Provide advice on individual solutions and devise trading/investment ideas for clients.
• Review investment portfolios regularly and propose relevant changes for the markets and their situation.
• Provide regular market updates on all major asset classes and financial indicators.

The Investment Advisor role is the central and continuous contact with the client from prospect, understanding, design of solution, pitch, implementation and on-going support. The role will use other product specialists for specific product support but it is this role that drives the perception of the client regarding investment capability, how it is relevant to the client which translates into investment assets and revenues and off balance sheet revenue. The Senior IA role is a producer role and is assessed on growth of investment assets, revenues, margin, expanding and deepening the investment relationship with prospects and existing clients.

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.

Director Expectations

• To manage a business function, providing significant input to function-wide strategic initiatives. Contribute to and influence policy and procedures for the function and plan, manage and consult on multiple complex and critical strategic projects, which may be business-wide.
• They manage the direction of a large team or sub-function, leading other people managers and embedding a performance culture aligned to the values of the business. Or for an individual contributor, they lead organisation-wide projects and act as deep technical expert and thought leader, identifying new ways of working and collaborating cross-functionally. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions.
• Provide expert advice to senior functional management and committees to influence decisions made outside of own function, offering significant input to function-wide strategic initiatives.
• Manage, coordinate and enable resourcing, budgeting and policy creation for a significant sub-function.
• Escalates breaches of policies/procedure appropriately.
• Foster and guide compliance, ensure regulations are observed that relevant processes in place to facilitate adherence.
• Focus on the external environment, regulators, or advocacy groups to both monitor and influence on behalf of Barclays, when appropriate.
• Demonstrate extensive knowledge of how the function integrates with the business division/Group to achieve the overall business objectives.
• Maintain broad and comprehensive knowledge of industry theories and practices within own discipline alongside up-to-date relevant sector/functional knowledge, and insight into external market developments/initiatives.
• Use interpretative thinking and advanced analytical skills to solve problems and design solutions in often complex/sensitive situations.
• Exercise management authority to make significant decisions and certain strategic decisions or recommendations within own area.
• Negotiate with and influence stakeholders at a senior level both internally and externally.
• Act as principal contact point for key clients and counterparts in other functions/business divisions.
• Mandated as a spokesperson for the function and business division.

All Senior Leaders are expected to demonstrate a clear set of leadership behaviours to create an environment for colleagues to thrive and deliver to a consistently excellent standard. The four LEAD behaviours are: L – Listen and be authentic, E – Energise and inspire, A – Align across the enterprise, D – Develop others.

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.