CrawlJobs Logo
Barclays Logo Barclays · Finance

Investment Advisor

India, Mumbai · Job Posted January 16, 2026
Apply Position
Job Link Share

Job Description

Join us an Investment Specialist at Private Bank, where we strive to provide the right solutions for our diverse clients through our international network of specialists, located in vibrant financial hotspots around the world. The Private Bank supports UHNWIs and Family Offices with respect to their banking, investment and credit needs through a dedicated Private Banker and team of specialists.

Job Responsibility

  • Provision of SME expertise on specific products and services to customers and colleagues
  • Understanding of market trends, new features, regulatory requirements and potential risks
  • Response to customer inquiries, attend client meetings
  • Presentation of the advantages and features of the product to potential customers
  • Assistance with the development and execution of marketing materials for the product
  • Participation in training sessions and workshops
  • Participation in events, conferences, and other networking opportunities

Requirements

  • Long investment counselling, investment advisory and/or investment management experience centred in India
  • Thorough knowledge of Indian and global markets and investment products and services
  • Thorough Knowledge of Private Banking & Wealth Management regulatory and industry landscape in India
  • Thorough Knowledge of business opportunities in the region in Investments
  • All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A would be required

Nice to have

  • Senior role in strong PB&WM and/or Asset Management franchises in India
  • Demonstrated ability to build and grow investments business, especially assets under advice/management in PB&WM industry in India
  • Great collaboration skills
  • Key Clients relationship management qualities
  • Platform building and change management skills

What we offer

  • Modern workspaces, collaborative areas, and state-of-the-art meeting rooms
  • Facilities include wellness rooms, on-site cafeterias, fitness centers, and tech-equipped workstations
  • Hybrid working
  • Supportive and inclusive culture and environment
  • Flexible working arrangements
Barclays - All Job Offers

Looking for more opportunities?

Search for other job offers that match your skills and interests.

Suggested Tags: Frontend Developer Secretary Talent Manager Salesforce Administrator Data Analyst
Similar Jobs for

Investment Advisor

8 matching positions

Investment Advisor

Working as part of our Belux Capital Markets team, you’ll support in initiating ...
Location
Location
Belgium , Brussels
Salary
Salary:
Not provided
jll.com Logo
JLL
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University degree in Finance, Economics or Law
  • Up to 1 to 3 years’ experience in a similar role and environment or in a financial position
  • Ability to analyze qualitative and quantitative information
  • Proficiency in MS Office and advanced level in Excel
  • Excellent organizational and time management skills
  • Excellent communication skills – both written and spoken
  • Ability to work in a fast-paced environment
  • Preferably fluent knowledge of Dutch, French and English
  • Entrepreneurial and a self-starter attitude
  • Desire to work as part of a supportive and talented team
Job Responsibility
Job Responsibility
  • Provide real estate market and strategic research
  • Conduct investment analyses
  • Analyse & conduct financial reports
  • Collect and review due diligence materials
  • Prepare investment memoranda & other marketing materials
  • Assist in investor market presentations
  • Assist in property viewings
  • Assist and implement sales process
  • Prepare service proposal documents
  • Source, establish, and maintain relationships with (prospective) clients
What we offer
What we offer
  • Entrepreneurial, inclusive culture
  • Opportunity to develop strengths and enjoy a fulfilling career full of varied experiences
  • Fulltime
Read More
Arrow Right

Investment Advisor

Join us as an Investment Advisor within our Private Bank and Wealth Management t...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Significant experience as an IA with respective client segments
  • Experience and success in marketing investments to institutional clients
  • Level 4 UK RDR qualification (or equivalent) to give regulated client advice
  • Goal-orientated with capability to think independently and solve complicated problems
  • Good communication skills in order to deal with a variety of stakeholders
Job Responsibility
Job Responsibility
  • Understand the client situation, objectives, decision making process, and competition to position Barclays investment capability
  • Use judgement to design and pitch the right investment solution
  • Provide advice on individual solutions and devise trading / investment ideas for clients
  • Review investment portfolios regularly and propose relevant changes
  • Provide regular market updates on all major asset classes and financial indicators
  • Provision of SME expertise on specific products and services to customers and colleagues
  • Understanding of market trends, new features, regulatory requirements and potential risks
  • Response to customer inquiries, attend client meetings
  • Presentation of the advantages and features of the product to potential customers
  • Assistance with the development and execution of marketing materials
What we offer
What we offer
  • Hybrid working
  • Structured approach to hybrid working with fixed 'anchor' days
  • Supportive and inclusive culture and environment
  • Commitment to flexible working arrangements
  • International scale offering incredible variety, depth and breadth of experience
  • Chance to learn from a globally diverse mix of colleagues
  • Encouragement to embrace mobility
  • Fulltime
Read More
Arrow Right
New

Investment Advisor, Private Wealth Management

Location
Location
Singapore , Singapore
Salary
Salary:
10000.00 - 12000.00 SGD / Month
https://www.randstad.com Logo
Randstad
Expiration Date
August 27, 2026
Flip Icon
Requirements
Requirements
  • Education: Bachelor's degree in Finance, Business Administration, Economics, or a related field
  • Experience: 8 years in the financial industry, specializing in investment advisory, ideally within Premier Private/Private Banking
  • Investment Knowledge: Extensive understanding of financial products, including equities, unit trust & structured products
  • Collaboration: Ability to work across teams, understanding interdependencies and synergies within the organization
  • Language Skills: Proficient in spoken and written English
  • Fluency in Mandarin is required to effectively liaise with Mandarin-speaking clients and conduct product discussions
  • Written Mandarin proficiency is preferred for client communication when necessary
  • CACS 1 & 2 required
Job Responsibility
Job Responsibility
  • Work with Relationship Managers to enhance client relationships, expand wallet share, and attract high-net-worth prospects
  • Provide tailored investment insights and portfolio strategies to support relationship managers within the PB space
  • Manage a portfolio of high-value accounts, actively identifying opportunities aligned with clients' financial goals and market conditions
  • Evaluate individual risk profiles and investment preferences to recommend suitable wealth management solutions
  • Deliver up-to-date market intelligence and high-quality financial offerings within private banking parameters to sophisticated investors
  • Fulltime
Read More
Arrow Right

Senior Investment Advisor

As a Senior Investment Advisor within the PNC Private Bank organization, you wil...
Location
Location
United States of America , Washington
Salary
Salary:
104000.00 USD / Year
PNC Financial Services
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • University/college degree
  • Industry relevant experience is typically 8+ years
  • Higher level education such as a Masters degree, PhD, or certifications is desirable
  • In lieu of a degree, a comparable combination of education, job specific certification(s), and experience (including military service) may be considered
  • Customer Focused
  • Managing Risk
  • Skills: Accountability, Budget Management, Competitive Advantages, Decision Making, Finance Strategy, Financial Modeling, Investment Management, Relationship Management
  • Competencies: Client Relationship Management, Decision Making and Critical Thinking, Effective Communications, Investment Consulting, Portfolio Management, Products and Services, Value Selling
Job Responsibility
Job Responsibility
  • Manages accounts in accordance with investment objectives developed with the client
  • Provides specialized advice and partnership with specialists supporting the portfolio investment strategy, objectives, and health of the strategy
  • Responsible for delivering the PNC investment experience to clients, providing actionable advice, market insight and reporting on investment results
  • Maintains expert level knowledge of complex investment and asset management strategies
  • Responsible for maintaining and growing assets under management
  • Supports and may lead the sales efforts of the business through the introduction and expansion of financial services to the client
  • Executes risk management practices through the adherence to PNC's policies and procedures
  • May help provide direction to investment professionals
What we offer
What we offer
  • Medical/prescription drug coverage (with a Health Savings Account feature)
  • Dental and vision options
  • Employee and spouse/child life insurance
  • Short and long-term disability protection
  • 401(k) with PNC match
  • Pension and stock purchase plans
  • Dependent care reimbursement account
  • Back-up child/elder care
  • Adoption, surrogacy, and doula reimbursement
  • Educational assistance, including select programs fully paid
  • Fulltime
Read More
Arrow Right

Chief Compliance Officer - Broker-Dealer and Registered Investment Advisor

In this role, you’ll lead our Securities Compliance team as the Chief Compliance...
Location
Location
United States , San Francisco; New York; Portland
Salary
Salary:
242700.00 - 303400.00 USD / Year
mercury.com Logo
Mercury
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 10+ years of experience working in securities compliance role, ideally at a financial technology company, brokerage, or asset manager
  • FINRA Series 24 license
  • additional licenses helpful but not required
  • Extensive experience with FINRA and SEC regulations on RIAs (Registered Investment Advisor) and BDs (Broker-Dealer)
  • Experience building regulatory functions from the ground up
  • Comfort in driving strategy and planning for the function autonomously
  • Exposure to executive-level stakeholders, including experience reporting to leadership on the status of compliance programs and regulatory relationships
Job Responsibility
Job Responsibility
  • Mature our foundational program to manage all of Mercury’s direct regulatory and license obligations, and continually assess our compliance posture in advance of new licensing needs
  • Supervise employees working on investment-related product offerings and ensure compliance across regulated securities entities (RIA and Broker-Dealer)
  • Manage examinations/audits (internal and external) or other regulatory inquiries related to licensed activity, including serving as primary point of contact with regulatory bodies
  • Work across Compliance and key cross functional teams to ensure direct regulatory requirements are sufficiently addressed through compliance programs, product solutions or new operational builds
  • Support governance efforts on behalf of Mercury’s Compliance organization including monitoring ongoing compliance and establishing mechanisms for reporting on entity compliance health
  • Support the Compliance function in defining and achieving departmental initiatives, maintaining product support playbooks and best practices, developing and documenting scalable solutions, and liaising with external parties
  • Contribute to building a strong culture of compliance across Mercury’s teams
What we offer
What we offer
  • base salary, equity, and benefits
  • Fulltime
Read More
Arrow Right

Investment Advisor, Private Bank

This is an exciting opportunity to join Barclays as an Investment Advisor, Priva...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
barclays.co.uk Logo
Barclays
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information
  • Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives
  • Good Basic understanding of wealth and estate planning issues
  • Extensive experience working in investment advisory, portfolio management or sell-side global markets
  • Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set
  • An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment
  • Excellent verbal, written communication, and presentation skills
Job Responsibility
Job Responsibility
  • 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
What we offer
What we offer
  • Hybrid working
  • Structured approach to hybrid working with fixed 'anchor' days
  • Fulltime
Read More
Arrow Right

Investment Executive (Financial Advisor)

We are looking for a skilled and client-focused Investment Executive (Financial ...
Location
Location
United States , Hyannis
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of experience in wealth/investment services, banking or financial advisory industry
  • Active Series 7, 63, or (65/66) licenses are required
Job Responsibility
Job Responsibility
  • Develop and implement personalized investment strategies that align with clients' financial objectives
  • Manage and grow a portfolio of client relationships by delivering exceptional service and advice
  • Execute investment transactions with precision while adhering to compliance and regulatory standards
  • Identify opportunities to expand business through proactive networking and relationship-building
  • Collaborate with internal teams to ensure a seamless and efficient client experience
  • Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions
  • Prepare and present detailed financial plans and investment strategies to clients
  • Facilitate insurance solutions that complement clients' overall financial plans
What we offer
What we offer
  • Medical
  • Vision
  • Dental
  • Life and disability insurance
  • 401(k) plan
  • Fulltime
Read More
Arrow Right

Investment Associate - Digital Infrastructure

We’re looking for an Investment Associate to join Legal & General Asset Manageme...
Location
Location
United Kingdom , London
Salary
Salary:
Not provided
legalandgeneral.com Logo
LegalAndGeneral
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • ACA or CFA qualification (or working towards)
  • Experience in a relevant transactional environment such as investment banking, private equity, corporate finance or a Big 4 firm
  • Strong financial modelling skills, including experience building DCF and/or LBO models
  • Good understanding of financial statements, capital structures and valuation techniques
  • Strong analytical thinking with the ability to translate insights into clear recommendations
  • Confident communication and presentation skills, with experience engaging a range of stakeholders
  • Interest in digital infrastructure and private markets, with a commercially aware mindset
  • Fluency in a European language (such as German, French, Spanish or Italian) beneficial
Job Responsibility
Job Responsibility
  • Supporting deal sourcing and screening activities across digital infrastructure sectors
  • Conducting sector research and market analysis to identify investment opportunities
  • Building and maintaining detailed financial models, including DCF and LBO analysis
  • Supporting all stages of transaction execution, including due diligence and valuation
  • Managing external advisors and reviewing outputs to inform investment decisions
  • Preparing investment papers and presenting insights to internal stakeholders and committees
  • Monitoring portfolio company performance, including reviewing reporting and supporting board-related activities
  • Contributing to wider strategy development, fundraising initiatives and corporate development activity
What we offer
What we offer
  • The opportunity to participate in our annual, performance -related bonus plan and valuable share schemes
  • Generous pension contribution
  • Life assurance
  • Healthcare Plan (permanent employees only)
  • At least 25 days holiday, plus public holidays, 26 days after 2 years’ service. There’s also the option to buy and sell holiday
  • Competitive family leave
  • Participate in our electric car scheme, which offers employees the option to hire a brand-new electric car through tax efficient salary sacrifice (permanent employees only)
  • There are many discounts we offer – both for our own products and at a range of high street stores and online
  • We’re creating net‑zero carbon workplaces by 2030 by investing in our sustainable, modern offices across the UK, all designed to bring people together and elevate the in‑person experience
  • Fulltime
Read More
Arrow Right