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Investment Manager

Job Ref: LF 28184
Leapfrog Jobs

Our client is seeking a driven and detail-oriented Investment Manager to join their esteemed Asset Management team. This role involves providing expert investment management services, contributing to strategic processes, and maintaining strong client relationships.

Location

Guernsey, Channel Islands

Responsibilities

Duties for this role include, but are not limited to:
Contributing to the development and execution of the investment process.
Conducting in-depth analysis and preparing detailed reviews of stocks and funds.
Ensuring client portfolios are aligned with bespoke investment strategies and regularly reviewed.
Maintaining client portfolios to reflect agreed investment strategies.
Communicating with clients to provide high-quality updates on investment performance and strategy.
Building and increasing the department's Assets Under Management (AUM).
Mentoring and motivating junior team members to foster professional growth.

Skills / Qualifications

The successful candidate will have over 5 years of experience managing investment portfolios for clients. They will hold professional qualifications meeting RDR Level 4 standards, with a commitment to ongoing CPD compliance. A strong understanding of investment management theory, strategies, and market trends is essential, coupled with excellent organisational, communication, and time management skills.

How To Apply

For a full job description, please call 711188, or email [email protected]. Alternatively, if you wish to apply, please submit your CV via the Apply Now button below.

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