Portfolio Manager, Investment Services

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

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

Key Outputs :

• Actively participate in various investment committees and meetings, contribute to global monitored list and equity models by leading the coverage of a selection of stocks
• Build, develop and maintain strong relationships with all relevant fiduciary partners and other relevant stakeholders
• Conduct regular evaluations of client portfolios in order to keep them informed of their position and verify that appropriate levels of fees or commission are being charges
• Create a collaborative and client-focused relationship with all internal and external stakeholders to deliver solutions
• Deliver exceptional levels of service to clients by owning customer issues, keeping customers informed, and ensuring all their requirements are met timeously, while adhering to the Standard Bank customer service and customer experience standards

Additional Information

Behavioural Competencies :

• Conveying Self-Confidence
• Developing Expertise
• Developing Strategies
• Embracing Change
• Exploring Possibilities

Technical Competencies :

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

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