Manager, Fiduciary Investment Review

Updated: March 08, 2024 07:36 AM GMT

Full time Job in Saint Peter Port

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St. Pierre Port, Guernsey, Guernesey

At a prominent international financial services organisation, specialised in various jurisdictions and renowned for its commitment to results and valued relationships, an exciting opportunity awaits a professional seeking to join a collaborative team.

The organisation is seeking a professional to manage the Fiduciary Investment Review team. This individual will be responsible for overseeing performance and risk concerning client investment portfolios across all locations within the Group.

Responsibilities include:
• Leading a team of 2-3 professionals tasked with conducting client investment portfolio reviews.
• Ensuring that investment reviews adhere to Group policy and relevant regulations.
• Personally conducting internal portfolio reviews against market benchmarks and peer groups when necessary.
• Assisting in the management of relationships with external service providers involved in the investment review process.
• Collaborating with internal teams, providing support, and... More Detail