Senior Investment Officer, Fiduciary

3 weeks ago

St Peter Port, United Kingdom AP Group Ltd Full time
Job Title: Senior Investment Officer, Fiduciary

Job Summary:

The Senior Investment Officer, Fiduciary will be responsible for providing investment services to the private client team across various jurisdictions of the Company group.

Key Responsibilities:

  • Support the investment team in reviewing investment portfolios and assessing investment managers.
  • Assist the private client teams with investment-related queries.
  • Collaborate with the investment team to provide investment services to clients.
  • Develop and maintain relationships with clients and investment managers.
  • Conduct research and analysis to identify investment opportunities.

Requirements:

  • Minimum of three years' experience in fiduciary services.
  • Qualification as a C category person under the JFSC guidelines.
  • Minimum of RDR Level Four qualification or willingness to undertake.
  • Experience in investment management, client relationship management, or private banking.

Additional Requirements:

  • Five years' Jersey residency.

How to Apply:

Please submit your CV and any additional information to AP Group Ltd.

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