Your browser is out of date. It has known security flaws and may not display all features of this and other websites. Learn how to update your browser.

Call General Office Call Shelley Call Lauren Call Ann
General Office Email Shelley Email Lauren Email Ann

Investment Manager

Reference
KR13299

Location
Jersey

Salary

Category
Investments

Are you an experienced Investment Manager looking for your next big opportunity? Our client, a leading player in the financial services sector, is seeking a talented individual to join their dynamic Client Solutions Group (CSG). This role offers you the chance to shape investment solutions that make a real difference to clients and their portfolios. You’ll manage discretionary and advisory investment accounts, collaborating closely with bankers and wealth planners to ensure investment strategies align with client mandates and regulatory requirements.

In this role, you'll actively contribute to your client's success by generating investment ideas, executing trades efficiently, and maintaining a high level of compliance with regulatory standards. You’ll also play a key part in business development by promoting a full range of financial products and services. As part of an innovative and forward-thinking team, you’ll work in a culture of collaboration, where your ideas are valued and your input on marketing materials and risk management processes is crucial.

The ideal candidate will hold a CFA or CISI Level 4 qualification, possess deep knowledge of asset markets, and have a solid understanding of portfolio construction, risk management, and the UK regulatory landscape. In return, you’ll enjoy a role that offers visibility and the opportunity to make a tangible impact in a company that prioritizes personal growth and community spirit.

Ready to take the next step in your career? Contact us to learn more and become part of a team where hard work meets innovation, and success is built together.

Apply

Key Contact

Shelley Kendrick

Managing Director
01534 715151
Email me

View Profile

  • "They are our charity partner. Whilst they give their time and expertise for free, we always feel we receive a top class service - they are friendly, professional and always available. "

    Best Service from Professional Services
  • "They are such a welcoming team. They are professional and make everyone feel at ease when entering their office! "

    Best Service from Professional Services
  • "One of the best agencies I have ever worked with they took the time to understand me and my career requirements."

    LC Candidate
  • "I got properly focused roles that were of genuine interest - a refreshing experience from other agencies I have dealt with from both employer and employee perspectives."

    JF Client and Candidate
  • "Great understanding of finance and roles relevant for me fantastic communication, time efficient, personalised service very kind and thoughtful!"

    JS Candidate
  • "I have dealt with a number of recruitment companies but have never found one that is as personable and professional as Kendrick Rose."

    CB Client
  • "You take an individual and creative approach to career counselling and matching clients and opportunities."

    SD Client
  • "I want to deal with an individual who takes time to understand what I’m looking for and then be proactive in contacting their network and database."

    RT Client

Newsletter

For new roles, and all things Kendrick Rose.

Please tick this box, to confirm you’re agreeing to our privacy policy.