Investment Advisor

Ref: 43206_1669130629
Permanent, Full-time

Do you have a keen knowledge of investments and the financial markets?

A well known financial and fiduciary business in Guernsey is looking for an Investment Advisor to join their ranks.

This is an opportunity to become part of a successful investment team, providing discretionary portfolio management services to a global array of private clients, companies and intermediaries.

In this client facing role, you will:

  • Liaise with clients, administrators and sub-advisors
  • Support the advisory/management function to the Fund department
  • Work alongside the Investment Administration team
  • Attend and contribute to the Investment committee 

The ideal candidate will be highly numerate and possess good knowledge of financial instruments, i.e equities, bonds & mutual funds, understand securities and bank settlement processes, along with strong PC literacy and the ability to program using Excel formulas.

You will be encouraged to take RDR standard qualifications and will play an integral role within the company’s investment process.

Should this opportunity pique your interest, submit your CV today or call Marcel on 714 634 for more details.

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