24 Jul 2017

Senior Investment Advisor Guernsey

Personnel AppointmentsAnywhere

Job Description

Our client is a private bank and wealth management company seeking to recruit a Senior Investment Advisor. Key responsibilities will include: • Implement the local ADV strategy and roadmap • Remain informed and be aware of the company’s investment strategy, key themes, and also of any potential evolution/change within the group investment offering. • Convey company’s Investment Strategy and investment Committee views • Promote, suitably and consistently with all policies (Suitability, TCF, etc.), the full range of investment products and services available in the company’s investment offering • Build strong relationships with Private bankers, their clients, and ADV users in general • In charge of a Private bankers coverage defined by Group Head of Advisory • Provide portfolios performance updates and reviews • Train Private Bankers on investment products and services • Transmit Private bankers and Clients feedbacks to the other WMS teams in order to adapt and develop further the company’s investment products and services offering • Support the Group Head of Advisory for specific Advisory projects The successful candidate will have: • Relevant previous experience of working in a similar role. • Strong experience / expertise in the financial industry. • Generic financial knowledge. • Knowledge of all main investment products and services (discretionary portfolio management, equities, bonds, structured products, mutual funds, hedge funds, etc.) • Knowledge of asset allocation • Commercial and interpersonal skills • Client and service oriented Desirable: • Strong expertise in a specific investment product of service • Level 4 RDR compliant qualification such as the CISI Investment Advice Diploma (or higher) • Additional relevant professional qualification e.g. CFA For more information please email: info@pa.gg or call: +44 1481 723221. Please visit our website www.pa.gg for our latest vacancies.


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