Manager Real Estate Funds

  • Job Reference: 6388
  • Date Posted: 29 September 2022
  • Website:
  • Location: Jersey
  • Salary: On Application
  • Sector: Banking & Financial Services
  • Job Type: Permanent
  • Work Hours: Full Time

Job Description

Postholder will oversee portfolio of clients (including complex and crown jewel) and act as ‘B’ Signatory; travel to meet and liaise with clients; understand well requirements/ processes for high risk clients; review financial statements; manage, monitor and review team performance, attendance and development and manage workflow; financial management and ensure accounting and review deadlines met; ensure team adherence to internal company procedures; develop/enhance team specific procedures; conduct appraisals; assist with interviews; involvement in disciplinary/underperformance; analyse work in progress and prepare billing control forms; monitor and manage aged debts; develop and present training sessions; set and review performance objectives; schedule and attend meetings; prepare minutes and resolutions; perform client accounts/ financial statements reviews; assist with new client acceptance process; prepare checklists for investments, drawdowns and power of attorney; request CDD documentation.
Requirements are Table 4 qualification; 8 years’ relevant industry experience; at least 3 years’ experience in a supervisory role; experience of developing and coaching others; working knowledge of MS Office; understanding of local finance industry, legislation and regulatory requirements, client financial statements and people management theory and practical application; performance management of a team experience; skilled in persuading, influencing, leadership, motivation, presentation, relationship, communication and delegation skills; able to meet conflicting and demanding deadlines; team player; able to handle conflict; ‘Can do’ attitude; motivation; strong commitment to client service excellence; proactive; results driven.
Five years continuous residence in Jersey required.