Investment Services Director
3 weeks ago
Job Summary
The Senior Investment Officer will be a key member of the investment team, responsible for providing investment services to private clients across various jurisdictions. This role will involve supporting the investment team in reviewing investment portfolios, assessing investment managers, and assisting private client teams with investment-related queries.
Key Responsibilities
- Assist in the review and assessment of investment portfolios to ensure alignment with client goals and risk tolerance.
- Support the investment team in evaluating investment managers and their performance.
- Collaborate with private client teams to address investment-related queries and provide expert advice.
- Contribute to the development of investment strategies and solutions for private clients.
Requirements
- Minimum of three years' experience in fiduciary services, with a strong understanding of investment management and client relationship management.
- Qualification as a C category person under the JFSC guidelines.
- Desirable: RDR Level Four qualification or willingness to undertake.
- Experience working with investment management, client relationship management, or private banking would be beneficial.
Additional Requirements
- Five years' Jersey residency is required for this position.
-
Investment Director
3 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
3 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
4 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
4 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
5 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
5 days ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director", "description": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client...
-
Investment Director
2 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director Opportunity", "content": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. You will be tasked with deepening client...
-
Investment Director
2 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full time{"title": "Investment Director Opportunity", "content": "Investment Director OpportunityEvelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. You will be tasked with deepening client...
-
Investment Director
3 weeks ago
St Peter, United Kingdom Evelyn Partners Full timeJob DescriptionInvestment Director - Jersey This is an opportunity to join a progressive and growing business, with a modern leadership style that operates a flexible working environment. As an Investment Director in our Jersey office, you will manage a diverse client base including private clients, IFAs and charities, you will be tasked with deepening...
-
Investment Director
2 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing expert investment advice and portfolio...
-
Investment Director
3 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing expert investment advice and portfolio...
-
Investment Director
2 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing personalized investment advice and portfolio...
-
Investment Director
2 weeks ago
St Peter Port, United Kingdom Evelyn Partners Full timeAbout the RoleWe are seeking an experienced Investment Director to join our team at Evelyn Partners. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing personalized investment advice and portfolio...
-
Investment Advisor for Trust Services
1 month ago
St Peter Port, United Kingdom AP Group Ltd Full timeInvestment Officer RoleWe are looking for a skilled Investment Officer with a strong background in financial markets and offshore fiduciary solutions.Applicants must possess the RDR Level 4 investment advice qualification.Collaborate with the Investment team to evaluate investment portfolios and assess fund managers.Provide support to Private Client teams on...
-
Investment Advisor for Trust Services
1 month ago
St Peter Port, United Kingdom AP Group Ltd Full timeCompany Overview: AP Group Ltd is a distinguished provider of Trust Services, currently on the lookout for an Investment Officer to enhance their team. This role presents an excellent opportunity to collaborate with a well-respected entity in the financial sector.Key Responsibilities:Collaborate with the Investment team to evaluate investment portfolios and...
-
Lead Investment Officer, Fiduciary Services
1 month ago
St Peter Port, United Kingdom AP Group Ltd Full timeSenior Investment Officer RoleAccountable for delivering investment solutions to individual clientsAssisting the investment team in evaluating portfolios and analyzing managersSupporting private client teams with investment-related inquiriesAt least three years of experience in fiduciary services is essentialMust meet the criteria of a C category individual...
-
Lead Investment Advisor, Fiduciary Services
1 month ago
St Peter Port, United Kingdom AP Group Ltd Full timeSenior Investment Officer RoleAccountable for delivering investment solutions to individual clientsCollaborating with the investment team to evaluate portfolios and analyze managersSupporting private client teams with investment-related inquiriesAt least three years of experience in fiduciary services is essentialMust meet the C category person criteria as...
-
Lead Investment Strategist, Fiduciary Services
1 month ago
St Peter Port, United Kingdom AP Group Ltd Full timeSenior Investment Officer RoleAccountable for delivering investment solutions to individual clientsCollaborating with the investment team to evaluate portfolios and analyze fund managersSupporting private client teams with investment-related inquiriesAt least three years of experience in fiduciary services is essentialMust meet the C category person criteria...
-
St Peter Port, United Kingdom AP Group Ltd Full timeAbout the RoleWe are seeking a highly skilled Investment Officer to join our team at AP Group Ltd. As an Investment Officer, you will play a key role in providing investment services to our private client teams across various jurisdictions.Your primary responsibilities will include reviewing investment portfolios, assessing investment managers, and assisting...
-
St Peter Port, United Kingdom AP Group Ltd Full timeAbout the RoleWe are seeking a highly skilled Investment Officer to join our team at AP Group Ltd. As an Investment Officer, you will play a key role in providing investment services to our private client teams across various jurisdictions.Your primary responsibilities will include reviewing investment portfolios, assessing investment managers, and assisting...
