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!