Associate Portfolio Manager

  • Full Time
  • Permanent
  • Guernsey

AD-GSY-8255

LIVE

We have a brand new opportunity for an Associate Portfolio Manager to join a leading provider of insurance-based wealth solutions in Guernsey.

 

Key duties will include:

  • Working with PMs to help manage a group of private clients and institutional portfolios on a discretionary basis, adhering to the company’s Strategic Asset Allocation and Risk Appetite Statement
  • Compliance with the Conduct of Business Rules of the GFSC and the firm’s compliance manual
  • Client service standards maintained to a high standard, including attendance at client meetings followed up by high quality written communication
  • Attend and actively contribute at Investment Committee Meetings of both the Asset Manager and the Insurer
  • Assist in the administration and operation of the local office

 

More information about this role is available upon request – contact the team today for further details.



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