Executive Portfolio Manager

21 hours ago


Saint Helier, United Kingdom Apex Group Full time
About Us

Apex Group is a leading provider of high-end services to the financial industry, with a strong presence in Jersey. Our mission is to deliver exceptional client experiences through bespoke solutions and expertise.

Role Overview

We are seeking an experienced Executive Portfolio Manager to join our Private Client and Family Office Team. As a key member of our team, you will be responsible for managing a portfolio of clients, working closely with Senior Management to drive business growth and delivering tailored solutions to meet their needs.

Key Responsibilities
  • Manage and develop a team of Administrators, providing guidance and support to ensure excellent client service delivery.
  • Contribute to the development of new business opportunities, identifying areas for growth and implementing strategies to achieve targets.
  • Collaborate with internal stakeholders to provide expert advice and guidance on portfolio management, ensuring seamless client service delivery.
Requirements

To succeed in this role, you will need:

  • A professional qualification recognised by the JFSC.
  • Excellent knowledge and understanding of offshore trusts.
  • Strong leadership and management skills, with the ability to motivate and develop a team.
  • Effective communication and interpersonal skills, with the ability to build strong relationships with clients and internal stakeholders.
What We Offer

As a valued member of our team, you can expect:

  • A competitive salary of £60,000 - £80,000 per annum, depending on experience.
  • Ongoing training and development opportunities to enhance your skills and knowledge.
  • A collaborative and dynamic work environment, with a strong focus on teamwork and mutual respect.


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