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.
Job Duties:
1. 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.
2. Fully understand each client's family relationships, circumstances, risk profile, financial position, investment objectives, and restrictions.
3. Provide timely and professional client reporting.
4. Meet with clients regularly to update them, reassess their circumstances, and implement agreed actions.
5. Respond promptly to client enquiries and proactively adjust to changing economic conditions.
6. Actively support business development by identifying and converting new business opportunities into profitable relationships.
7. Assist with preparing investment proposals.
Job Requirements:
1. An approved Level 4 or higher regulatory qualification.
2. Willingness to study for and achieve the CISI Chartered Wealth Manager or an equivalent higher-level qualification if not already held.
3. Ability to maintain a Statement of Professional Standing annually.
4. Demonstrable client relationship and portfolio management experience.
5. Sound understanding of wealth management compliance and regulatory requirements.
6. Relevant housing qualification to live and work in Jersey.
7. Professional, organised, and motivated with strong interpersonal and communication skills.
8. Ability to inspire confidence, build trust, and make sound judgements with limited information.
9. A team player who collaborates effectively across divisions.
10. Ability to work under pressure and meet tight deadlines.
11. 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.
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