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

Responsibilities:

• 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.