Investment Advisor

Join us as an Investment Specialist Support where you will manage and grow investment advisory relationships within Private Clients India, delivering consistently excellent outcomes for clients across investment advisory and portfolio management services. You will work closely with client relationship teams, support acquisition of new clients, and collaborate with global and regional stakeholders to drive business growth while ensuring strong risk and control adherence.

To be successful in this role, you should:

• Manage advisory clients in partnership with client relationship teams, ensuring consistently excellent outcomes
• Support acquisition of prospective clients for Investment Advisory and Investment Management services
• Assist Senior Investment Advisors in managing client relationships
• Contribute to business growth in line with the firm’s strategic aspirations
• Maintain and strengthen controls in line with firm policies
• Collaborate effectively with regional and global stakeholders

Essential Skills/Basic Qualifications:

• Experience in investment portfolio analytics, investment advisory, and/or investment management within India
• Strong knowledge of Indian and global markets, investment products, and services
• Understanding of Private Banking & Wealth Management regulatory and industry landscape in India
• Awareness of business opportunities within the investments space
• Relevant regulatory certifications (NISM X-A, X-B, XXI-A, V-A)

Desirable Skills/Preferred Qualifications:

• Experience within strong Private Banking & Wealth Management or Asset Management franchises in India
• Structured and disciplined client management approach, including portfolio reviews and proactive engagement
• Strong collaboration skills
• Client relationship management capabilities

You may be assessed on the key critical skills relevant for success in the role, such as:

• Investment advisory and portfolio management expertise
• Analytical and problem-solving skills
• Stakeholder management and collaboration
• Risk and control awareness
• Client relationship management

Job location is Mumbai.

Purpose of the role

To support the Investment Advisors in their day to day activities in servicing clients and supporting strategies within the Investment Advisory team for growing new and existing invested AUMs across Private Bank and Wealth Management.

Accountabilities

• Support Investment Advisors in their direct client interactions and assist the Advisor in preparing and implementing:

• The design of diversified and optimised portfolios reflecting Barclays strategic and tactical views

• Customisation of portfolios taking into account personal objectives and individual financial personalities

• Provision of advice on individual solutions for clients

• Review of investment portfolios

• Provision of regular market updates on all major asset classes and financial indicators.

• Developing a compelling and innovative investments proposition. This will involve:

• Material involvement in the initiation and input into projects intended to improve product solutions and service offerings.

• Support of broad investment propositions through delivery, development and improvement of materials, leveraging understanding of clients and business.

Analyst Expectations

• To perform prescribed activities in a timely manner and to a high standard consistently driving continuous improvement.

• Requires in-depth technical knowledge and experience in their assigned area of expertise

• Thorough understanding of the underlying principles and concepts within the area of expertise

• They lead and supervise a team, guiding and supporting professional development, allocating work requirements and coordinating team resources.

• 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 develop technical expertise in work area, acting as an advisor where appropriate.

• Will have an impact on the work of related teams within the area.

• Partner with other functions and business areas.

• Takes responsibility for end results of a team’s operational processing and activities.

• Escalate breaches of policies / procedure appropriately.

• Take responsibility for embedding new policies/ procedures adopted due to risk mitigation.

• Advise and influence decision making within own area of expertise.

• Take ownership for managing risk and strengthening controls in relation to the work you own or contribute to. Deliver your work and areas of responsibility in line with relevant rules, regulation and codes of conduct.

• Maintain and continually build an understanding of how own sub-function integrates with function, alongside knowledge of the organisations products, services and processes within the function.

• Demonstrate understanding of how areas coordinate and contribute to the achievement of the objectives of the organisation sub-function.

• Make evaluative judgements based on the analysis of factual information, paying attention to detail.

• Resolve problems by identifying and selecting solutions through the application of acquired technical experience and will be guided by precedents.

• Guide and persuade team members and communicate complex / sensitive information.

• Act as contact point for stakeholders outside of the immediate function, while building a network of contacts outside team and external to the organisation.

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.