Join us as an Investment Advisor in our Private Banking and Wealth Management team based in Geneva.
As an Investment Advisor you will be responsible for advising clients and Relationship Managers on investment opportunities, ensuring solutions are both suitable and strategically aligned with client objectives, while maintaining the highest standards of regulatory compliance and risk awareness.
Key Responsibilities:
* Client Data Analysis & Reporting
o Collect, analyze and interpret clients’ financial data
o Develop tailored reporting and ad hoc analyses on portfolio performance, risks, and opportunities
* Implementation & Support within Investment Advisory
o Contribute to the development and implementation of investment products and services, in coordination with investment advisors
o Provide analytical and technical support to investment advisors
o Build strong expertise in a wide range of investment solutions (equities, bonds, funds, alternative investments)
* Investment Advisory & Client Support
o Prepare and deliver detailed investment proposals and presentations, tailored to clients’ profiles, objectives, and risk appetite
o Monitor the performance of implemented investments
* Risk Management & Compliance
o Identify, assess and monitor investment risks across products and client portfolios
o Ensure strict compliance with regulatory requirements, local laws, and internal Barclays policies
o Document, escape, and report anomalies or breaches in accordance with compliance procedures
Essential Criteria:
* Fluent in English and French (spoken and written)
* Previous experience within financial services
* Deep understanding of investment products and financial markets
Desirable Criteria:
* Fluency in German and/or Italian
* Strong commercial acumen with a client-focused mindset
* High attention to detail and analytical thinking
* Excellent multitasking and time management skills in a dynamic environment
This role is based in Geneva.
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.
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