# Investment Specialist

**Company**: Barclays
**Location**: Mumbai, Altimus
**Experience**: senior
**Job type**: full-time
**Category**: Finance
**Industry**: Finance

**Apply**: https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Altimus/Investment-Advisor_JR-0000086877-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply
**Canonical**: https://yubhub.co/jobs/job_294786af-dce

## Description

We are seeking an Investment Specialist to join our Private Bank team in Mumbai. As an Investment Specialist, you will 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:**

- Provide SME expertise on specific products and services to customers and colleagues

- Understand market trends, new features, regulatory requirements, and potential risks

- Respond to customer inquiries and attend client meetings

- Present the advantages and features of the product to potential customers

- Assist with the development and execution of marketing materials

- Participate in training sessions and workshops

- Participate in events, conferences, and other networking opportunities

**Vice President Expectations:**

- Contribute to 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

**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

- All necessary regulatory certifications, such as NISM X-A, XXI-A, V-A

**Desirable skills/Preferred Qualifications:**

- Senior role in strong PB&WM and/or Asset Management franchises in India

- Demonstrated ability to build and grow investments business

- Great collaboration skills

- Key Clients relationship management qualities

- Platform building and change management skills

## Skills

### Required
- investment counselling
- investment advisory
- investment management
- Indian markets
- global markets
- Private Banking & Wealth Management

### Nice to have
- Asset Management
- collaboration
- client relationship management
- platform building
- change management

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Source: [Apply at barclays.wd3.myworkdayjobs.com](https://barclays.wd3.myworkdayjobs.com/en-US/External_Career_Site_Barclays/job/Mumbai-Altimus/Investment-Advisor_JR-0000086877-1?utm_source=yubhub.co&utm_medium=jobs_feed&utm_campaign=apply)