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Fiduciary Portfolio Manager

2 months ago


Saint Helier, United Kingdom Standard Bank Group Full time

Job Title: Client Service Director

Company: Standard Bank Group

To provide expertise for and manage a designated asset portfolio for Fiduciary Services business, service a portfolio of clients and assist in the regulatory management of the fiduciary business, while ensuring that the business operates within all regulatory and legislative frameworks and delivers consistent, high-quality service to all clients.

Key Responsibilities

Portfolio Management

  • Develop and implement strategies to manage and grow client portfolios

Client Service

  • Provide exceptional service to clients, ensuring their needs are met and exceeded

Regulatory Compliance

  • Assist in the management of regulatory compliance, ensuring the business operates within all relevant frameworks

Business Development

  • Identify and pursue business opportunities to drive growth and revenue

Qualifications

Minimum Qualifications

  • First Degree in Business Commerce

Experience Required

  • 8-10 years Extensive Senior Management experience in a Trust or Fiduciary environment

Behavioral Competencies:

  • Developing Strategies
  • Embracing Change
  • Following Procedures
  • Generating Ideas
  • Impressing People

Technical Competencies:

  • Business Acumen (Audit)
  • Compliance
  • Customer Understanding (Business Banking)
  • Product and Services Knowledge
  • Risk Management

What We Offer

At Standard Bank Group, we offer a dynamic and supportive work environment that fosters growth and development. Our people are our greatest asset, and we strive to create a workplace where they can thrive and pursue their dreams and aspirations. We are committed to driving business growth and delivering exceptional service to our clients.