Senior Wealth Manager/MD (Guernsey) at Sanlam Group

What will you do?

•  As Managing Director, assume responsibility for:-
  • The efficient and effective operations of the business;
  • Ensuring adherence to all applicable regulatory requirements; and
  • Managing annual operating expenditure of the business according to the annual budget. 
•  Acting as an executive director of the business, including the preparation for and attendance of quarterly board meetings;
•  Managing client investment portfolios;
•  Portfolio construction; 
•  Building an asset base / business development; 
•  Maintaining client relationships;
•  Aligning individual client portfolios with model portfolios;
•  Monitoring individual portfolios and dealing with market movements and research;
•  Obtaining client’s instructions with regards to corporate actions;
•  Completion of new client mandates;
•  Leveraging your own network and the broader Sanlam pan-African group network, to build a book of your own private and institutional clients;
•  Maintaining key relationships; and
•  You will be required to undertake quarterly travel.

Qualification and experience

• Minimum of 10 years relevant experience in the investment management industry (preferably with an established client base)
• Knowledge and experience in the management of equities, multi-asset class portfolios, portfolio construction and understanding trade-offs in risk and return
• Relevant post graduate degree, and professional qualification
• Relevant Guernsey regulatory & training qualifications & approvals
• Prior experience in establishing an early stage business in the financial services sector an advantage

Personal qualities

• Sound business acumen
• Networking and relationship builder
• Strong numerical orientation
• Highly organized with a high level of customer focus
• Accurate and detail orientated
• Excellent listening, communication and interpersonal skills
• Ability to motivate and build a team