Offshore Investment Advisor
Isle of Man
Permanent
Our client is seeking an Offshore Investment Advisor to join their team.
This is an exciting chance to act as the conduit into the full spectrum of investment capabilities, providing a comprehensive consultation process to assess the needs and risk appetite of the client, and translating this into portfolio construction, asset allocation and risk management.
The successful candidate will be designing appropriate investment solutions for the clients including pitches, proposals, existing portfolio analysis, implementation and on-going investment reviews, management and client updates.
Key Skills & Experience
- Relevant experience of the Investment industry and knowledge of macro-economics, portfolio construction and a range of solutions to execute implementation
- Established track record of developing and managing investment business across the scoped client segments, with broad ranging investment complexity across multiple jurisdictions
- Level 4 CISI or equivalent and first-class understanding of the constituent asset classes of investment philosophy, equities, bonds, alternatives, derivatives and foreign exchange
- Exceptional influencing and communication skills with the ability to prepare/present investment proposition and recommendations
- Level 6 CISI /FCA or equivalent
- An understanding of behavioural economics would be beneficial
Your specialist: Debbie Amankwa
Quote job ref: 15899
Hi, I'm Debbie and I look forward to receiving your submission for this fantastic opportunity with this business.
