Job Description

Job Overview

Business Segment:

Insurance & Asset Management

Location:

JE, St Helier, Saint-Helier, La Motte Street 47

Job Type:

Full-time

Job Ref ID:

80440932A-0001

Date Posted:

7/24/2025

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

Please note:

All our recruitment processes comply with the applicable local laws and regulations. We will never ask for money or any from of payment as part of our recruitment process. If you experience this, please contact our Fraud line on +27 800222050 or TransactionFraudOpsSA@standardbank.co.za