Purpose of the role:
Youwill have day-to-day responsibility for the management and development of a portfolio of funds clients. You must provide a highly responsive service to all clients whilst ensuring adherence to compliance and shareholder registration duties, as required. Management of more junior members of the team, including performance management, workload supervision and proactively being part of the strategic planning for business growth.
On-boarding and support through to launch
Compliance review, investor CDD and relations
Ensuremonitoring of bank accounts and activities are in line with business expectations
Reviewing launch documentation
Preparation of administration reports for client Board meetings and attendance at meetings
Meet with existing and prospective clients and intermediaries
Have a detailed understanding of the market, competitors and key offerings
Attend seminars and workshops, read industry publications and advisory briefs and follow developments in wealth management to enhance professional and technical knowledge
Shape own development by identifying areas to improve own knowledge and skills and actively seek assistance
You should be educated to degree level or equivalent
Have a minimum of between 3-5 years experience in fiduciary services and qualify as a B category person under JFSC guidelines, holding a relevant professional qualification
For more information please visit https://jobs.axalleine.je/job/funds-manager-384.aspx.
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