Client Portfolio Manager

  • Post Date: February 28, 2023
  • Isle of Man
Job Description

Our client who is a well established Fiduciary Service is currently seeking a Client Portfolio Manager who will be responsible for the administration of a portfolio of complex client entities. You will be required to maintain this to a high professional standard and to act as motivational line manager to a team of company administrators.

Skills & Experience Required:
– Proven technical skills who has STEP or CGI qualifications
– A thorough knowledge of the industry with a keen interest in keeping up to date with legislative changes
– Experience of managing a team who can encourage colleagues with a positive attitude
– Experience and the flair to manage good relationships with key client
– The ability to obtain “key staff” status with the Financial Services Authority
– The capacity to act as a director on client companies
– Be able to act as a signatory on in-house companies and operate client company bank accounts as a “A” signatory
– The knowledge to act as a technical resource to colleagues
– Excellent organisational and communication skills, both written and verbal