We're one of the UK's leading investment management companies, with responsibility for over £33.9 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future
Right now we're a team of 1500+ dedicated professionals located across 15 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Role: Investment Director
Location: St Peter Port, Guernsey
To provide and manage high quality professional investment management services on a discretionary or non-discretionary basis under the terms of a discretionary or non-discretionary management agreement.
To develop new business opportunities and contribute towards business strategy, development and achievement of business targets.
To support, influence and promote company/group objectives.
Allowable Investment Activities:
Investment Adviser Function – advising on investments other than a non-investment insurance contract and performing the appropriate duties within the customer trading function.
Investment Management Function - acting in the capacity of an investment manager and performing functions within the investment adviser function and the customer trading function.
Skills, Knowledge & Experience Required
One of the following qualifications are essential:-
FCA RDR Compliant Qualification/s e.g. CISI IAD (Level 4), or CISI PCIAM (Level 6) with appropriate gap fill, or CISI Diploma (Level 6/7), or CISI Masters (Level 7), or IMC (plus Securities Paper of IAD)
A number of years relevant experience in an equivalent role
+44 1481 706461