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Our client works closely with individual clients to give a financial clarity and deliver optimal returns.
To source and originate investment-orientated mandates from the target Trust and corporate sector in Guernsey, in accordance with a pre-agreed business development plan. Thereafter, to maintain and develop the key relationships and manage the clients and their needs in line with business stated philosophy.
To promote our full suite of professional investment management services.
To support, influence and promote company/group objectives particularly in conjunction with the Trust & Corporate Client Services Team.
To establish a strategy business plan and tactical business building programme to develop new business opportunities within the Guernsey Trust and Corporate Sector and contribute towards overall business strategy, development and achievement of business targets.
To actively engage with local trust companies through meetings, presentations and ad hoc events and thus identify prospective target clients. To build strong relationships with local firms and understand their investment requirements. Partnering with Group as part of the process is desirable.
One of the following qualifications is desirable:- FCA RDR Compliant Qualification/s e.g. CISI IAD or IMC (plus Securities Paper of Level 6) / (Level 4), or CISI PCIAM (Level 6), or CISI Diploma (Level 6/7), or CISI Masters (Level 7)
A number of years relevant experience in an equivalent role
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