Portfolio Manager, Investment Services at Standard Bank Offshore

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services firm seeks an experienced professional to manage discretionary and advisory portfolios in the United Kingdom. This role involves maximizing fund value and building long-term client relationships while ensuring compliance with legislation. Candidates should possess a Diploma in Finance and Accounting, have 5-7 years in Asset Management, and demonstrate expertise in client business case and international market knowledge. Competitive salary and benefits offered.

Qualifications

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

Responsibilities

• Control the management of allocated discretionary and advisory managed portfolios.
• Maximise the value of funds within the terms of investment policy and client requirements.
• Develop long-term relationships with clients.

Skills

Client Business Case

Deal Appraisal

Exception Handling

International Market Knowledge

Education

Diploma in Finance and Accounting

Post Graduate Diploma in Finance and Accounting

Job description

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

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.

Qualifications

Minimum Qualification

• Diploma in Finance and Accounting
• Post Graduate Diploma in Finance and Accounting

Experience Required

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

Behavioural Competencies

Developing Expertise

Technical Competencies

Client Business Case / Deal Appraisal / Exception Handling / International Market Knowledge