Assistant Investment Manager
I joined the company in 2017 to work in a newly established role in the Guernsey Portfolio Management team. My previous experience in private wealth management equipped me with skills in client relationship management and a focus on providing excellent service to clients.
My key responsibilities are to support a team of seven Investment Directors, attend meetings with clients and dealing with administrative client requests. From initial meetings through to investment proposals and account openings, I am a familiar face from the very beginning of a new client relationship and a point of contact in the Investment Directors absence.
I am also responsible for the management and accounts for our clients invested in Canaccord Genuity Funds, as well as the development and growth of this client base. This also includes the Administration and management of the 'Select Portfolio Service'.
Location: Guernsey
A bit about me:
As a hobby cake maker for the last 5 years, I have managed to build myself a very loyal customer base that return year on year for their cake needs, which keeps me very busy. I am completely self-taught, meaning I've had my fair share of 'learning from my mistakes' moments.
My other passion is weightlifting, which includes competing in the Guernsey Strongest Channel Islands competitions.
When I’m not cake making or weightlifting, you will find me relaxing at home with my rescue dog and husband, or out walking the beautiful cliffs of Guernsey.
What does can-do mean to me:
You could call it an ethos, an approach, or an ideology. We simply call it can-do.
It's about having all round positive attitude, both in and outside of work. To go out of your way to help others, to listen and learn from each other, in order to build a better and stronger environment that everyone can benefit from.
Contact:
amy.merrien@canaccord.com
+44 1481 733924
View Amy Merrien's profile on LinkedIn
