Our client is seeking a Portfolio Manager to join their Wealth Management division on a full-time basis. This role requires a proactive professional with a can-do' approach who thrives in a collaborative environment, enjoys prospecting for new business, and is passionate about delivering exceptional client service and tailored investment solutions. Click here to read more
Job Duties:
- Manage client relationships and individual portfolios, either independently or in conjunction with a Portfolio Director, ensuring: adherence to mandates, respect of risk profiles and fair treatment of clients.
- Fully understand each client's family relationships, circumstances, risk profile, financial position, investment objectives, and restrictions.
- Provide timely and professional client reporting.
- Meet with clients regularly to update them, reassess their circumstances, and implement agreed actions.
- Respond promptly to client enquiries and proactively adjust to changing economic conditions.
- Actively support business development by identifying and converting new business opportunities into profitable relationships.
- Assist with preparing investment proposals.
Job Requirements:
- An approved Level 4 or higher regulatory qualification.
- Willingness to study for and achieve the CISI Chartered Wealth Manager or an equivalent higher-level qualification if not already held.
- Ability to maintain a Statement of Professional Standing annually.
- Demonstrable client relationship and portfolio management experience.
- Sound understanding of wealth management compliance and regulatory requirements.
- Relevant housing qualification to live and work in Jersey.
- Professional, organised, and motivated with strong interpersonal and communication skills.
- Ability to inspire confidence, build trust, and make sound judgements with limited information.
- A team player who collaborates effectively across divisions.
- Ability to work under pressure and meet tight deadlines.
- A commitment to learning and delivering excellent client outcomes.
What You'll Love:
This role offers the chance to be part of a dynamic wealth management environment, where you can contribute to excellent client outcomes and business growth. You will enjoy opportunities for professional development while collaborating with a highly skilled team to deliver tailored investment solutions.
Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here