Investment Manager, Asset Management

Contact Email: hello@source.gg
Contact Telephone: 01481 701616
Job Reference: SOURCE-17396
Job Location: Jersey

A leading private bank is looking for an Investment Manager to join their Asset Management team.
Responsibilities will include delivering professional investment management to the bank’s client base. This includes: Contributing to the bank’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, ensuring that high quality client communication is provided in relation to investment strategy and performance, building client AUM for the department base and motivating and developing more junior members of the department.

Candidates should have 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 and a strong understanding of investment market trends.

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