Senior Investment Officer, Fiduciary

4 weeks ago


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

The Senior Investment Officer will be an integral part of the investment team, providing expert advice and support to the private client team across the Company group's jurisdictions.

Key Responsibilities:

  • Assist the investment team in reviewing investment portfolios and assessing investment managers.
  • Support the private client teams with investment-related queries and provide guidance on investment strategies.
  • Collaborate with the investment team to develop and implement investment plans that meet the needs of private clients.

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 is beneficial.

AP Group Ltd is an equal opportunities employer and welcomes applications from qualified candidates.



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