Investment Specialist

Investment Specialist

Posted 4 years ago

Alexander Daniels Offshore is working with a business based in Jersey to recruit an Investment Specialist.


  • Deliver holistic investment advice, off-balance sheet liquidity and custody & execution services to target client base (i.e. personal and non-personal customers).
  • Support the business by driving a balanced scorecard performance management culture.
  • Deliver investment revenue via investment advice and arranging services, with AUM targets.
  • Demonstrate extensive knowledge of investment requirements, industry trends, products, services and the regulatory environment we operate in.
  • Provide investment service in compliance with the Training and Competency scheme guidelines.

Skills and Experience:

  • Have strong previous regulated instrument/investment experience and must satisfy the FCA criteria for an approved person both initially and on an ongoing basis.
  • Have appropriate investment qualifications (UK Level 4 minimum, level 6 preferred), and may be required to gain further qualifications as determined by business demands.

Job Features

Job CategoryAD Offshore
Job LevelPartner
Job IdAD-JSY-1616
Job TimeFull Time

Key Details

CategoryAD Offshore
Ref NumberAD-JSY-1616
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