Portfolio Manager

Posted 2 Days Ago
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Saint Helier
Senior level
Financial Services
The Role
Manage discretionary and advisory portfolios, develop client relationships, support marketing initiatives, and ensure risk mitigation according to legislation.
Summary Generated by Built In

Company Description

Standard Bank Offshore is the offshore arm of the Standard Bank Group, a leading Africa focused financial services group, and an innovative player on the global stage. Our international Banking, Lending, Investment, Fiduciary and Wealth Management services   offers a variety of career-enhancing opportunities – plus the chance to work alongside some of the sector’s most talented, motivated professionals.

Our clients range from individuals to businesses of all sizes, high net worth families and large multinational corporates and institutions. We’re passionate about creating growth in Africa and SBO is perfectly positioned to support the growth of our organisation from our office in the Isle of Man, Jersey, London, Mauritius and South Africa. Bringing true, meaningful value to our clients and the communities we serve and creating a real sense of purpose for you.

Job Description

PLEASE NOTE:

  • This role is not open to relocation.  Only candidates who have residency and right to work in Jersey can be considered.

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 experience in Asset Management
  • Relevant investment industry experience in a similar role.

Key Outputs :

  • Build, develop and maintain strong relationships with all relevant fiduciary partners and other relevant stakeholders
  • Conduct regular evaluations of client portfolios
  • Contribute to the planning and execution of new projects or system implementation initiatives
  • Create a collaborative and client-focused relationship with all internal and external stakeholders
  • Deliver exceptional levels of service to clients by owning customer issues, keeping customers informed, and ensuring all their requirements are met timeously

Additional Information

Behavioural Competencies:

  • Conveying Self-Confidence
  • Developing Expertise
  • Developing Strategies
  • Embracing Change
  • Exploring Possibilities
  • Generating Ideas
  • Interacting with People
  • Managing Tasks
  • Showing Composure
  • Taking Action
  • Team Working
  • Valuing Individuals

Technical Competencies:

  • Client Business Case
  • Deal Appraisal
  • Exception Handling
  • International Market Knowledge
  • Product Development
  • Quantitative Analysis

#SBO

Top Skills

Financial Management Software
Quantitative Analysis
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The Company
Johannesburg
63,856 Employees
On-site Workplace
Year Founded: 1862

What We Do

As a brand with a legacy of 161 years in Africa, we have a deep understanding and belief in the boundless opportunities that this continent presents. Our vision extends beyond mere geography; it encompasses a profound recognition of the potential for growth that resonates within our people, customers, entrepreneurs, and all who share our unwavering commitment and passion for investing in Africa. With a presence in 20 countries across sub-Saharan Africa, we have cultivated a diverse community of the most skilled, innovative, and creative minds in the industry. Our purpose is to drive Africa's growth, acting as a catalyst for inclusive and sustainable economic development in the regions we serve. We strive to improve the lives of our fellow Africans by conducting business in an ethical and responsible manner. As a trusted partner, we consistently set higher standards and aspire to become better with each endeavour. We are more than just a banking institution; we are a driving force behind Africa's growth. Join us on this transformative journey. Together, we have the collective power to propel Africa into the future, making tangible progress for all who proudly call Africa home.

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