IA Client Facing - Ireland

Join us as an Investment Advisor in Dublin and play a key role in delivering tailored investment solutions to high-net-worth (HNW), ultra-high-net-worth (UHNW), and Family Office clients. In this role, you will partner with bankers to provide expert advice on investment propositions, including portfolio analysis, pitches, proposals, and ongoing reviews. You will be responsible for managing and advising clients on their investment assets, directing investments across discretionary, advisory, and execution-only services, and delivering a bespoke service to meet their complex needs. Working closely with banker teams and key stakeholders across the business, you will develop innovative investment strategies and contribute to idea generation, product development, and the enhancement of our investment propositions. You will also represent the business in client meetings, briefings, and external conferences, offering insights and expertise on investment services, with this you would be expected to travel. This is an exciting opportunity for an experienced professional to join a dynamic team and make a significant impact in the investment advisory space.

To be successful as an Investment Advisor, you should have:

• Established record of client acquisition, relationship strategies, developing and managing investment business with HNW, UHNW and family office clients over several years.

• A thorough or excellent knowledge of all asset classes, including equities, bonds, alternatives, private markets, derivatives, and foreign exchange

• Excellent Knowledge and experience of macro-economics, behavioural economics, portfolio construction and a range of solutions to execute implementation

• Experience of investment propositions, focusing on direct interactions with HNW, UHNW and Family Office clients, ideally within a private bank

Some other highly valued skills may include:

• Educated to degree level (or professional equivalent) and QFA, EFA is desirable

• Existing experience with significant book of client relationships

• Expert knowledge in building client investment strategies

• Extensive market and investment knowledge

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.

This role is based in Dublin.

This role is regulated by CBI.This role is deemed as a Controlled Function role under the Central Bank of Ireland Fitness and Probity 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 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

• To contribute 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, they define jobs and responsibilities, planning for the department’s future needs and operations, counselling employees on performance and contributing to employee pay decisions/changes. They may also lead a number of specialists to influence the operations of a department, in alignment with strategic as well as tactical priorities, while balancing short and long term goals and ensuring that budgets and schedules meet corporate requirements..
• If the position has leadership responsibilities, People 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..
• OR for an individual contributor, they will be a subject matter expert within own discipline and will guide technical direction. They will lead collaborative, multi-year assignments and guide team members through structured assignments, identify the need for the inclusion of other areas of specialisation to complete assignments. They will train, guide and coach less experienced specialists and provide information affecting long term profits, organisational risks and strategic decisions..
• 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.