Portfolio/Wealth Manager
- Location
- Port of Spain, TT
- Salary
- Competitive salary
- Posted
- 14 Sep 2020
- Closes
- 24 Sep 2020
- Ref
- 118490
- Job role
- Accountant
- Experience level
- Manager
Job Purpose & Summary:
To grow JMMB's retail and institutional investment management business. The Portfolio/Wealth Manager Develops and manages portfolios that allow clients to achieve their financial goals.
Duties and Responsibilities:
* Constructs and maintains retail and corporate client portfolios in accordance with the Group Investment Management framework
* Grows discretionary and advisory wealth management clients, revenues and business line profitability
* Launches and manages investment management solutions for corporate and institutional clients including pension funds
* Manages JMMB ITT mutual funds portfolios for optimal performance and within established guidelines
Education, Training and Work Experience Required:
* A First Degree in Finance, Economics or Business and CFA designation; or equivalent work experience.
* Licensed by the Financial Services Commission, or a suitable candidate for licensing
* Should have a minimum of 5 years' experience preferably in institutional sales and or trading or Treasury department of a financial institution.
* Proven ability to close/sell financial solutions and exceed targets
* Must have a sharp business development focus and experience.
Skills:
* Highly effective verbal and written communication skills
* Strong influencing skills; ability to generate support and build consensus
* High levels of energy and enthusiasm
* Excellent interpersonal skills
* Must be a self-starter with drive and initiative and eagerness to learn
* Able to function in an unstructured environment and solve issues by taking ownership and following through until a task is complete.
* Able to work well under pressure.
* Able to work both as part of a team and independently
Behavioral Competencies:
* Solution oriented expert
* Actively live our core values as enshrined in the Vision of Love
* Extraordinary leader working in the best interest of all
Relationships
* Sales team
* Traders
* Group Risk
* Retail
* Corporate and Institutional clients
To see the full job description please click apply.
To grow JMMB's retail and institutional investment management business. The Portfolio/Wealth Manager Develops and manages portfolios that allow clients to achieve their financial goals.
Duties and Responsibilities:
* Constructs and maintains retail and corporate client portfolios in accordance with the Group Investment Management framework
* Grows discretionary and advisory wealth management clients, revenues and business line profitability
* Launches and manages investment management solutions for corporate and institutional clients including pension funds
* Manages JMMB ITT mutual funds portfolios for optimal performance and within established guidelines
Education, Training and Work Experience Required:
* A First Degree in Finance, Economics or Business and CFA designation; or equivalent work experience.
* Licensed by the Financial Services Commission, or a suitable candidate for licensing
* Should have a minimum of 5 years' experience preferably in institutional sales and or trading or Treasury department of a financial institution.
* Proven ability to close/sell financial solutions and exceed targets
* Must have a sharp business development focus and experience.
Skills:
* Highly effective verbal and written communication skills
* Strong influencing skills; ability to generate support and build consensus
* High levels of energy and enthusiasm
* Excellent interpersonal skills
* Must be a self-starter with drive and initiative and eagerness to learn
* Able to function in an unstructured environment and solve issues by taking ownership and following through until a task is complete.
* Able to work well under pressure.
* Able to work both as part of a team and independently
Behavioral Competencies:
* Solution oriented expert
* Actively live our core values as enshrined in the Vision of Love
* Extraordinary leader working in the best interest of all
Relationships
* Sales team
* Traders
* Group Risk
* Retail
* Corporate and Institutional clients
To see the full job description please click apply.
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