Our client is seeking a dedicated and skilled Portfolio Manager to join their Wealth Management division based in Jersey, Channel Islands. In this role, you will be part of a vibrant team where you will be responsible for managing client relationships and investment portfolios. The successful candidate will be hands-on, proactive, and passionate about delivering exceptional client service and investment solutions.
Job Duties:
- Manage client relationships and individual portfolios to ensure adherence to mandates and respect for risk profiles.
- Develop a deep understanding of each client’s inter-family relationships, circumstances, investment objectives, and specific restrictions.
- Provide timely and professional reports to clients, ensuring regular updates and assessments of their portfolio performance.
- React promptly to all client inquiries while being proactive in adjusting strategies according to the economic landscape.
- Actively contribute to business development efforts by identifying and converting new opportunities into profitable client relationships.
- Assist in the preparation of compelling investment proposals.
Job Requirements:
- An approved Level 4 or above regulatory qualification.
- Willingness to study for and achieve the CISI Chartered Wealth Manager or equivalent level 7 qualification, if not already held.
- Must obtain a Statement of Professional Standing on an annual basis.
- Demonstrable experience in client relationship management and portfolio management.
- Strong understanding of pertinent wealth management compliance and regulatory standards.
- Hold Entitled for Work status in Jersey.
What You’ll Love:
You will thrive in a professional, organised, and motivated environment where your interpersonal skills can shine. With a focus on collaboration and achieving excellent client outcomes, you will be part of a diverse team that values inclusion and innovation. Our client is committed to providing exceptional investment performance through active management, making it an exciting place for growth and professional development. If you are looking for a rewarding opportunity to excel in your career, consider this position and take the next step in your professional journey.
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