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9705 Barclays Bank SA/UAE
27d ago

Investment Advisor(m/w/x)

Genf
Full-timeOn-siteManagement

Description

As an Investment Advisor, you will engage with clients to identify investment opportunities, ensuring solutions meet their objectives while adhering to compliance standards. Your role involves analyzing financial data, presenting tailored proposals, and collaborating with teams to enhance product offerings.

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Requirements

  • •Fluency in English and French (spoken and written)
  • •Previous experience within financial services
  • •Deep understanding of investment products and financial markets
  • •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
  • •Assessment on key critical skills relevant for success in role

Work Experience

approx. 1 - 4 years

Tasks

  • •Advise clients and Relationship Managers on investment opportunities
  • •Ensure solutions align with client objectives and regulatory compliance
  • •Provide expertise on product features, benefits, and risks
  • •Analyze market trends and customer feedback for product development
  • •Respond to customer inquiries and attend client meetings
  • •Understand complex financial circumstances to offer suitable solutions
  • •Present product advantages to potential customers
  • •Assist in developing marketing materials and client presentations
  • •Participate in training sessions to share product knowledge
  • •Engage in networking events to showcase products
  • •Contribute to policy development and operational effectiveness
  • •Lead a team to deliver impactful business functions
  • •Coach employees and appraise performance against objectives
  • •Consult on complex issues and support resolution of escalated matters
  • •Identify risk mitigation strategies and develop new policies
  • •Manage risk and strengthen controls in work processes
  • •Collaborate with other areas to align business strategies
  • •Analyze data from multiple sources to solve problems
  • •Communicate complex information effectively to stakeholders
  • •Influence stakeholders to achieve desired outcomes

Languages

English – Business Fluent

French – Business Fluent

German – Basic

Italian – Basic

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