Assistant Investment Consultant

The Investment Consultant Team is responsible for providing trading, investment, hedging strategies and product information to Customer Relationship Managers and Direct Clients. The Assistant Investment Consultant will assist in the preparation of materials for internal sales meetings and external meetings and support Senior Investment Consultants with various duties. A university graduate with a keen interest developing a career as an Investment Advisor is required for this role.

Key Responsibilities:

  • Assist in the preparation of materials for internal sales meetings and external meetings with specific focus on the institution’s evolving investment ideas/themes.
  • Support Senior Investment Consultants with various duties in respect of the smooth running of advisory and discretionary services and trade execution and bespoke reporting.
  • Analyse and initiate investment ideas/themes in collaboration with the global Financial Strategies Advisory and Asset Management teams.
  • Provide market and product information to front office and clients and investigating/answering queries.
  • Ongoing monitoring of client investment portfolios in conjunction with Senior Investment Consultants.
  • Maintain a strong compliant culture adhering to all relevant BJSS directives and relevant regulatory framework – in particular, adhere to best practice in respect of MIFID directives.

Key Competencies:

  • Working knowledge of Bloomberg, Excel, and PowerPoint is essential.
  • Strong verbal and written communication skills are essential (presentation skills an advantage).
  • Passionate about financial markets.
  • Keeps abreast of latest market developments.
  • Proactive, self-starter that shows a keen interest in financial markets and developing a career as an Investment Advisor.
  • Previous experience working in Banking and Investment Management is an advantage.
  • Part RDR investment qualified is an advantage.
Job Category: Latest jobs in Gibraltar
Job Type: Full Time
Job Location: Gibraltar
Salary: DOE

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