02 Mar 2023

Wealth Management Analyst

Ref 35824

Can you provide first-class personal service? A large independent financial services group is seeking a Wealth Management Analyst to join their team of trusted professionals. 

Responsibilities will include:

• Production of portfolio reviews, investment proposals, and other communications for clients.

• Coordination of new account openings.

• Collating data and information for senior team members on markets and portfolios. 

• Preparation of bespoke analysis for specific client situations. 

• Proactive monitoring and review of client portfolios.

If you have a right to work in Guernsey, 1-2 years experience in a professional role, and interest and knowledge in financial markets and investments then register with us today!




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