Investment Advisor

Vor 5 Tagen

Genf, Genf, Schweiz Barclays Vollzeit

Job Description

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
  • 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.

#J-18808-Ljbffr

  • Private Wealth Advisor

    Vor 4 Tagen

    Genf, Genf, Schweiz MSM Investment Advisors S.A. Vollzeit

    We are seeking an experienced Investment Banking Executive to join our team at MSM Investment Advisors S.A. As a key member of our Investment Advisory team, you will be responsible for managing the wealth of high net worth families and individuals.You will work closely with our CIO and Investment Team to identify opportunities for growth and develop...

  • Corporate Financial Advisor

    Vor 3 Tagen

    Genf, Genf, Schweiz Terminal Investment Limited Vollzeit

    Position RequirementsWe are looking for a highly skilled and experienced Senior Analyst – Financial Planning & Investment Analysis to join our team.The ideal candidate will have strong analytical skills, expertise in financial modelling and experience in corporate finance or related fields.Main Responsibilities:Prepare detailed financial models for...

  • Investment Strategist

    Vor 7 Tagen

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About the RoleWe are seeking a skilled Investment Strategist to join our team in Geneva. As a key member of our Private Banking department, you will be responsible for developing and implementing investment strategies that meet the needs of our clients.Key ResponsibilitiesOversee centralized mandates and lead portfolio construction discussions to develop...

  • Senior Client Advisor

    vor 7 Minuten

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    Job Description">">This role is an exciting opportunity to join Michael Page International (Switzerland) SA as a Senior Client Advisor in Geneva. As a key member of our team, you will be responsible for building and maintaining relationships with high-value clients across the institutional sector.">">About Our Client">Our client is a leading private bank...

  • Financial Advisor

    Vor 5 Tagen

    Genf, Genf, Schweiz Thrivent Vollzeit

    Meaningful work. Rewarding career.Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you'll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through...

  • Strategic Financial Solutions Architect

    Vor 5 Tagen

    Genf, Genf, Schweiz Barclays UK Vollzeit

    Job OverviewWe are seeking a highly skilled and experienced professional to join our team as a Investment Advisor. As an Investment Advisor, you will play a critical role in developing and managing the success of specific financial products and services.

  • Investment Advisor

    vor 1 Woche

    Genf, Genf, Schweiz Barclays Vollzeit

    Purpose of the roleTo 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.AccountabilitiesProvision of SME expertise on specific products and services to customers and colleagues, including...

  • Investment Advisor

    Vor 6 Tagen

    Genf, Genf, Schweiz Barclays UK Vollzeit

    .Purpose of the roleTo 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.AccountabilitiesProvision of SME expertise on specific products and services to customers and colleagues, including...

  • International Private Bank, Client Advisor, Senior Associate, Swiss Market

    vor 2 Stunden

    Genf, Genf, Schweiz myGwork - LGBTQ+ Business Community Vollzeit

    As a Client Advisor working for J.P. Morgan in Geneva, you would lead new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. You would also be responsible for the client experience and engaging our resources to deliver a complete wealth management solution.Our Client Advisors are...

  • Senior Portfolio Manager

    vor 3 Wochen

    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our Client Private Bank in Geneva. Job Description Portfolio Strategy & Management: Oversee centralized mandates, lead portfolio construction discussions, and develop tailored investment solutions aligned with client risk profiles. Investment Advisory: Generate and present innovative investment ideas to relationship managers and select clients,...

  • Advocacy & Communications Advisor (Retainer)

    vor 14 Stunden

    Genf, Genf, Schweiz UNOPS Peace and Security Cluster Vollzeit

    Advocacy & Communications Advisor (Retainer)Hosted Entities RBM Partnership to End MalariaJob categories: Communications, Programme ManagementVacancy code: VA/2025/B5007/29949Level: ICS-11Department/office: GPO, GVA, GenevaDuty station: Home basedContract type: International ICADuration: Short term (Retainer) - Six (6) monthsApplication period: 26-Mar-2025...

  • Elite Wealth Solutions Expert

    vor 1 Tag

    Genf, Genf, Schweiz DES Capital Vollzeit

    About the OpportunityWe are seeking an experienced Exclusive Financial Advisor to join our team in Geneva or Zurich. As an Exclusive Financial Advisor, you will have the opportunity to work with high net worth individuals and families, providing expert advice on their financial goals.About DES CapitalAt DES Capital, we specialize in Executive Search for UHNW...

  • Expat Financial Advisor Switzerland

    vor 7 Minuten

    Genf, Genf, Schweiz Independent Resourcing Consultancy Ltd Vollzeit

    Key Responsibilities:Provide expert investment and pension transfer services to clients.Maintain high ethical standards and align with our company's core values.Leverage lead generation opportunities for business growth.Work with a dedicated Business Development Manager to enhance client acquisition and service.

  • Thrivent Advisor Opportunity

    Vor 5 Tagen

    Genf, Genf, Schweiz Thrivent Vollzeit

    About the CompanyThrivent is a diversified financial services organization that serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.Our Mission:To help Christians build their financial futures and live more generous lives.We've been doing this for over 100 years, and today we're a...

  • Private Wealth Manager

    Vor 4 Tagen

    Genf, Genf, Schweiz Click and Connect Online Limited Vollzeit

    Private Wealth Manager - Switzerland Our client, a well-respected Wealth Management firm headquartered in Europe, is expanding its presence across various countries in the region. A unique opportunity has therefore arisen for established Wealth Managers to join this growing firm. This is an exciting chance to join a fully regulated, ethical company that...

  • Private Banking Relationship Manager

    vor 1 Minute

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About Our Client">We are currently looking for a Private Banking Relationship Manager to join our team at Michael Page International (Switzerland) SA. As a key member of our team, you will be responsible for building and maintaining relationships with high-value clients across the institutional sector.">Job Description">">This role is an exciting opportunity...

  • Institutional Business Development Manager

    vor 7 Minuten

    Genf, Genf, Schweiz Michael Page International (Switzerland) SA Vollzeit

    About Our Client">We are currently seeking a highly experienced Institutional Business Development Manager to join our team at Michael Page International (Switzerland) SA. As a key member of our team, you will be responsible for identifying and developing new business opportunities within the institutional sector.">Job Description">">This role is an exciting...

  • Account Manager

    vor 3 Wochen

    Genf, Genf, Schweiz Michael Page - Switzerland Vollzeit

    About Our Client For our client, a major private bank, we are currently looking for an Account Manager - Institutional clients Job Description Key Responsibilities: Conduct comprehensive market research and develop strategies to acquire and engage high-value clients, including corporations, principal shareholders, C-suite executives, and professional...

  • Exclusive Financial Advisor

    vor 1 Tag

    Genf, Genf, Schweiz DES Capital Vollzeit

    About the OpportunityWe are seeking an experienced Executive Director of Private Banking to join our team in Geneva or Zurich. As an Executive Director of Private Banking, you will have the opportunity to lead a team of private bankers and develop strategies to grow the business.About DES CapitalAt DES Capital, we specialize in Executive Search for UHNW...

  • Senior Global Advisor

    Vor 3 Tagen

    Genf, Genf, Schweiz United Nations Development Programme Vollzeit

    United Nations Development ProgrammeBackground Diversity, Equity and Inclusion are core principles at UNDP:  we value diversity as an expression of the multiplicity of nations and cultures where we operate, we foster inclusion as a way of ensuring all personnel are empowered to contribute to our mission, and we ensure equity and fairness in all our...