Manager, Portfolio

  • Job Reference: 7590
  • Date Posted: 4 August 2022
  • Website: https://www.thomasdessain.com/
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Great role managing discretionary and advisory managed portfolios, develop client relationships, support offshore and wider group marketing initiatives and ensure identification and mitigation of risks.  Postholder will take part in meetings, contribute to global monitored list and equity models by leading coverage of selection of stocks; input to investment expertise, strategy and general asset management duties; conduct portfolio evaluations to keep them informed of their position and verify that appropriate levels of fees or commission charged; deliver formal presentations; seek out relevant cross selling opportunities; compile investment proposals; provide expertise, advice, training and sector knowledge to distribution teams to support development of Investment Proposals and address client needs; design suitable and profitable schemes. 
Requirements are CISI IAD Level 4 qualifications and working towards a CISI PCIAM Level 6 or equivalent; at least 5 years relevant investment industry experience in a similar role.
Five years continuous residence in Jersey required.