Senior Wealth Manager/Managing Director (Guernsey) at Sanlam Group

What will you do?

Managing Director:
This role will assist in playing a pivotal role in setting up the Guernsey office as part of the international strategy.  Some of these responsibilities will include: 

• 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.

Wealth Management: 

• 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; and
• 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