Investment Advisor

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.

Join us as an Investment Advisor in our Private Banking and Wealth Management team based in Monaco.

In this client-facing role, you will be responsible for managing and developing a portfolio of high-net-worth and ultra-high-net-worth clients in close collaboration with our Private Bankers. This role is central to delivering tailored investment solutions to our high-net-worth clients, combining deep product knowledge with a strong understanding of client needs and market trends.

The Investment Advisor will play a key role in developing and managing a specific suite of financial products and services. Acting as a subject matter expert, you will collaborate closely with internal teams—including product development, marketing, front office, and client service—to ensure our offerings are innovative, compliant, and aligned with client expectations.

You will be responsible for advising clients and Relationship Managers on investment opportunities, ensuring solutions are both suitable and strategically aligned with client objectives, while maintaining the highest standards of regulatory compliance and risk awareness.

Key Responsibilities:

• Deliver expert advice on investment products and market opportunities to internal teams and clients
• Support the development, positioning, and ongoing management of financial products and strategies
• Act as a liaison between investment product teams, Relationship Managers, and clients
• Ensure all advice and activities comply with Barclays' risk, control, and compliance frameworks
• Monitor market trends and client feedback to support continuous improvement of our product offering

Essential Criteria:

• Fluent in English and French (spoken and written)
• Previous experience at a Tier 1 bank
• Deep understanding of investment products and financial markets
• Strong knowledge of regulatory requirements, controls, and compliance practices

Desirable Criteria:

• Fluency in Russian would be a plus, however, other foreign languages are also a bonus
• 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

This role is based in Monaco.

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.