Investment Services Director
4 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.
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