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Investment Counsellor

  • Investments
  • Guernsey
  • Full Time
  • Permanent
  • Ref: 9064

Sitting within Private Banking, you will be responsible for the delivery of investment solutions to clients and potential prospects. The role will involve reviewing and assessing client portfolios, produce client reports, prepare and implement monthly currency hedging along with placing EXO Trades for various trust accounts. Prior experience gained in portfolio management and client relations is a must along with a Level 4 investment qualification. Call Jason for more information.


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