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Home » Investment Officer
We are searching for an Investment Officer to join a leading Financial Services provider in St Helier, Jersey. This position offers a great opportunity for someone with knowledge and passion to make significant contributions across various investment activities.
As an Investment Officer, the successful candidate will provide top-tier investment services tailored for private client teams in the company. A strong expertise will help maintain impeccable standards while navigating complex markets and ensuring compliance with regulatory frameworks. Responsibilities include conducting quarterly reviews, addressing portfolio issues, and recording outcomes into company systems. The candidate will also be responsible for setting up new portfolios efficiently and overseeing their integration into monitoring processes.
To be successful in this role, the ideal candidate must possess excellent interpersonal skills, engage effectively with intermediaries and colleagues, and have strong IT skills, particularly Excel mastery. They must also have a solid grasp and experience regarding financial markets. This role requires a minimum Level 4 investment qualification or willingness therein along with three years’ pertinent industry background.
If this exciting challenge aligns well with your professional journey thus far, we would like to hear from you. Apply today!
More information about this role is available upon request – contact the team today for further details
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1 Lefebvre Street, St Peter Port,
Guernsey, GY1 2JR
7 Castle Street, St Helier
Jersey, JE2 3BT