Job Description

Job Overview

Business Segment:

Insurance & Asset Management

Location:

JE, St Helier, Saint-Helier, La Motte Street 47-49

Job Type:

Full-time

Job Ref ID:

80440932A-0001

Date Posted:

10/10/2025







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

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