International Investment Manager recruitment

About the challenge

The role will involve working in conjunction with designated introducers to provide comprehensive financial planning service to clients. Fulfilling clients’ needs from a range of Barclays approved providers by analysing their financial position, understanding their financial goals and their attitude to risk and ultimately recommending the most suitable solution to meet their needs. Additionally the role will involve working closely and building relationships with nominated introducers to provide support, guidance and coaching to achieve individual and team sales targets. Whilst ensuring delivery of business performance within appropriate regulatory and risk management parameters.

About you

You will have a proven track record of success within a regulated sales environment; ideally possessing a Banc assurance background coupled with advisory experience to both the personal and corporate market place. Client focused, ensuring understanding of client needs and will have the ability to build and maintain effective relationships. You will demonstrate a personal commitment to developing your business skills in order to achieve results for the business and support revenue generation. Additionally, posses an up to date knowledge of relevant changes in the marketplace and will demonstrate excellent business acumen as well as demonstrating fact finding skills. In addition, you will demonstrate awareness and adherence to regulatory requirements, whilst following best practice, procedures and processes and always striving for continuous improvement.

About us

As a leading global wealth and investment manager, Barclays provides international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across Barclays, one of the largest financial services groups in the world.

Barclays is a major global financial services provider engaged in personal banking, credit cards, corporate and investment banking and wealth and investment management. With over 300 years of history and expertise in banking, Barclays moves, lends, invests and protects money for customers and client worldwide.

Barclays Bank PLC is registered in England and authorised and regulated by the Financial Services Authority.
Registered number is 1026167 and its registered office is 1 Churchill Place, London E14 5HP