Investment Manager, Asset Management

Our client is seeking an Investment Manager, Asset Management!

The successful candidate's responsibilities will include:

  • Delivering professional investment management to the client base.
  • Contributing to the company's investment process
  • Conducting in-depth analysis and producing detailed reviews of stocks and funds.
  • Ensuring that each clients unique circumstances are understood and reviewed regularly such that they are provided with the appropriate investment strategy
  • Keeping client portfolios in line with agreed investment strategies.

Requirements:

  • 5+ years of experience as an Investment Manager, looking after a portfolio of clients.
  • Strong communication, organisational, and time management skills.
  • Professional investment management qualifications to a minimum of RDR level 4, and completion of ongoing CPD.
  • Thorough knowledge of investment management theory, strategies and products.
  • A strong understanding of investment market trends.

For more information, please call Ben Le Feuvre on 01534 707811 or email your CV to jobs@excel-recruitment.com

Location: 
Guernsey
Type: 
Permanent
Discipline: 
Investments
Job Posted: 
Thu, 16 Jan 2025
Closing Date: 
Tue, 15 Apr 2025
Reference: 
12393

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