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Investment Consultant, Investments - Jersey

  • Location: Jersey
  • Salary: Negotiable per annum
  • Job Type:Permanent

Posted 19 days ago

  • Contact: Emma Muirhead
  • Contact Email:
  • Start Date: ASAP
  • Expiry Date: 24 July 2022
  • Job Ref: 38933

Our client, a market-leading company providing investment consultancy is looking for an investment consultant to join its team in Jersey.

The successful candidate will work in a dedicated team & be influential in helping to successfully grow & maintain a global investment client base of private trusts as well as pension & savings schemes.

The role will include provision of regulated investment advise to a range of fiduciary led clients. Service a portfolio client base, which will involve travelling to multiple jurisdictions, maintain & develop a network of prospects, leveraging off the Group's global distribution. Onboard new clients successfully & work with portfolio platform provider. Participate in quarterly reporting. Conduct client pitch & review meetings independently & with colleagues. Work with Head of Advisory to ensure revenue budgets & client service levels are met.

You will hold CISI Level 6 investment qualification or equivalent with 5 years' relevant industry experience in Investment Management or Private Banking. Excellent understanding of investment markets & the offshore financial services sector. Experience of investment writing, including client proposal, review & market commentaries. You will be highly organised & self-sufficient with good written & inter-personal skills, methodical with a high attention to detail. Maintain commercial awareness of targets with a good use of initiative. You will be proficient in the use of Bloomberg & Microsoft applications. Willingness to travel domestically & internationally to meet with clients.

We can only accept applications from candidates who have been living in Jersey for 5 years or more at this time to work in Jersey.

For further details please contact Emma on 01534 753014 or send your current CV with any other relevant information to

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