Full Description

Purpose of the role: You will be involved in all aspects of the Investment Teams provision of investment services to the private client teams across the jurisdictions. Responsibilities: Assist the Team in processing quarterly investment reviews, including determining results and investigating and following up on any performance or portfolio issues Distribute results and ensure they are recorded in the companys systems Assist the Team in preparing Annual Investment Reviews including the updating of investment profiles in conjunction with the Trustees and assessment of longer-term investment suitability Manage the process of setting up new portfolios for investment monitoring, including interpreting investment management agreements and liaising with the Client Teams, investment managers and ARC accordingly Ensuring portfolios are correctly set up in the company systems and diary structure for Annual Reviews To be the point of contact with ARC in relation to providing all information and statements required for the provision of performance reports. Skills required: Minimum Level 4 investment qualification preferred, or a willingness to undertake Experience of working in investment management, client relationship management or private banking would be beneficial

For more information please visit https://jobs.axalleine.je/job/senior-investments-officer-1985.aspx.

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