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Posted 4 months ago

A rewarding career opportunity within the Guernsey office of a leading independent offshore bank and trust company, whose entrepreneurial spirit and unrelenting focus on clients’ needs, is at the heart of everything they do.

Supporting the Investment Managers with the day to day running of assigned client portfolios, you will assist with the implementation of trades, support projects and coordinate regular investment meetings.

A great career opportunity for a motivated individual taking the next step in their finance career, with a desire to learn and build their knowledge.

Responsibilities will include:

  • Supporting the implementation of investment strategies across portfolios 

  • Identifying and mitigating any operational risks

  • Assisting the manager with the day to day management of accounts

  • Supporting investment monitoring – exceptions, restrictions, suitability etc.  

  • Producing and distributing portfolio valuations 

Experience and skills required:

  • Previous experience within financial services 

  • An understanding of the global financial markets 

  • Already hold or be willing to obtain professional investment qualifications

  • Strong communication, presentation and interpersonal skills 

  • Excellent organisational and time management skills 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.