Portfolio Manager at Standard Bank Offshore

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a skilled professional to manage discretionary and advisory portfolios effectively. In this role, you will maximize fund value while adhering to investment policies and client requirements. Your expertise in asset management and client relationship management will be crucial in developing long-term client relationships and supporting marketing initiatives. This position offers a unique opportunity to contribute to a dynamic team focused on risk identification and mitigation, ensuring compliance with legislation and industry best practices. If you have a passion for finance and a proven track record, this role is for you.

Qualifications

• 5-7 years experience in Asset Management.
• Relevant investment industry experience in a similar role.

Responsibilities

• Manage discretionary and advisory portfolios to maximize fund value.
• Develop long-term client relationships and support marketing initiatives.

Skills

Asset Management

Client Relationship Management

Risk Mitigation

Investment Policy Compliance

Education

Diploma in Finance and Accounting

Post Graduate Diploma in Finance and Accounting

Job description

Apply via : https://smrtr.io/q_F3B

Job Description
To control the management of allocated discretionary and advisory managed portfolios, in order to maximise the value of funds within the terms of investment policy and client requirements, develop long term relationships with clients, support offshore and wider group marketing initiatives and ensure identification and mitigation of risks, in-line with applicable legislation and standards and industry best practice.

Minimum Qualification:
Diploma in Finance and Accounting
Post Graduate Diploma in Finance and Accounting

Experience Required :
5 - 7 years experience in Asset Management
Relevant investment industry experience in a similar role.

Technical Competencies:
Client Business Case
Deal Appraisal
Exception Handling
International Market Knowledge
Product Development