GLS Recruitment
GLS Recruitment

Implementation Portfolio Manager

REF: 1947


Purpose of Job Role

To manage discretionary portfolios in line with client objectives and Investment Committee (IC) recommended asset allocations (RAA) in an efficient manner.

Key Responsibilities:

  • Portfolio Management: Manage discretionary portfolios in line with Investment Strategy (IS) recommended portfolios and clients’ Investment and Risk Objectives
  • Manage portfolios according to the established investment and dealing process for discretionary clients
  • Adhere to the Portfolio Management Policy, underlying investment strategy, regulatory requirements, compliance and guidelines
  • Perform ongoing investment controlling, performance and risk monitoring of the portfolios
  • Move non-restricted portfolios in line with assigned recommended portfolio in an agreed timeframe with adherence to the clients requirements (if applicable)
  • Support Senior PMs and CIO on management of Bespoke portfolios including preparation for portfolio reviews
  • Transition unapproved holdings from discretionary accounts
  • Adhere to documented tolerance rules across the entire trading group/client portfolio
  • Deliver portfolio investment performance that is consistent with the investment strategy
  • Provide portfolio management support to Private Bankers as well as directly with clients
  • Ensure when dealing that the book build procedure is met and covers the entire book of business within the established time frame
  • Approach management of portfolio systematically ensuring errors are minimised
  • Provide all clients with the same investment experience for their given risk profile
  • Respond to all Investment Oversight Committee (IOC) matters promptly and within the required time
  • Document all restrictions to portfolios
  • Business Requirements: Contribute and achieve personal and team targets throughout the year with Team Leader
  • Teamwork: Work within investment team to help improve the construction and performance of recommended portfolios
  • Business/Market Knowledge: Develop and sustain a broad technical knowledge across a wide range of products and services of the Private Bank to ensure relevant clients are targeted with best product and service information
  • Develop a sound knowledge of all stocks monitored on the approved lists and all KB investment products
  • Internal Control: Maintain full, accurate files/notes of all client meetings/calls/conversations using company core systems to store
  • Regulatory: Improve the quality of client service to meet the requirements for client due diligence
  • Follow best practice within the regulatory framework, suitability, conduct risk and Treating Customers Fairly principles
  • Meet ongoing suitability and conduct requirements at all times
  • Understand and apply internal Risk and Compliance policy, process and procedures
Skills, Knowledge and Expertise:
  • Proven experience in portfolio management
  • Advanced MS Excel skills
  • Strong attention to detail
  • Proven organisational skills
  • Strong team player
  • Good communicator both internal and external clients
  • Good knowledge of economics and global financial markets
  • Understands currencies, knows about varying political situations and environmental information
  • Knowledge of all asset vehicles and an understanding of their appropriateness under varying circumstances in applying them to client portfolios
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Vacancy Key Contacts

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Kevin Goldswain


+44 1534 852111

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Marie-Clara Thaureux


+44 1534 852111

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GLS Recruitment

Terms & Conditions

These Website Terms and Conditions cover your use of our website (the ‘Website’). By accessing, using or contributing to the Website you agree that you have read and accept these Website Terms and Conditions and that they apply to your use of the Website. If you do not wish to be bound by these Website Terms and Conditions, please leave the Website.

These Website Terms and Conditions cover your use of our website (the ‘Website’). By accessing, using or contributing to the Website you agree that you have read and accept these Website Terms and Conditions and that they apply to your use of the Website. If you do not wish to be bound by these Website Terms and Conditions, please leave the Website.

1. Contact details

The Website is run by the Green Lizard Solutions Ltd. (“GLS”).

Through the Website you may gain access to products, services and training courses of Green Lizard Solutions Ltd. and/or Green Lizard Solutions Ltd. t/a GLS HR & Training (GLS) and/or Green Lizard Solutions Ltd. t/a GLS Recruitment. In addition to these Website Terms and Conditions the provision of such products, services and training courses will be governed by such additional terms and conditions as you may be made aware of at the time of booking.

If you have any queries relating to your use of the Website, please email us

2. Data protection and privacy

For your security and peace of mind, GLS and its subsidiaries will not supply your details to any third party business or organisation for marketing purposes.

3. Intellectual Property

All intellectual property rights throughout the design and layout of the Website and in the material and information published on the pages of the Website, including, but not limited to, copyright and rights in registered and unregistered trademarks, are owned by or licensed to GLS.

Save as may be incidental to you obtaining access to the content on the Website, you must not reproduce, download, transmit or retransmit, manipulate or store on paper, electronic (including, but not limited to any database or any part of the Internet), CD Rom or other offline product on any other format in whole or in part, the design and layout of the Website or the information or material published on the pages of it, nor hypertext or otherwise link to it, without the prior written consent of GLS, such permission to be given or withheld at GLS’s absolute discretion.

4. Disclaimer

The material and information contained on the Website is for general information only and does not constitute any form of advice or recommendation by GLS. You should not rely on the material or information on the Website as a basis for making any business, legal or other decisions. You should seek advise from GLS or other appropriate independent advice before making any such decisions.

GLS does not warrant or represent and excludes all warranties or representations that the material and information, including advertising material, on the Website is accurate, true or complete or that it is free of viruses or that it does not contain any material which is defamatory, obscene or illegal in any way.

In no circumstances will GLS be liable to you or any other third parties for any loss or damage (whether direct or indirect, including loss of profits, loss of opportunity or any consequential loss) resulting from or in any way connected with your use of the Website or its content, whether caused by negligence, misrepresentation, breach of any statutory duty, breach of contract or otherwise. GLS does not limit or exclude its liability for death or personal injury resulting from its negligence.

You may access other websites via hypertext links from the Website. You use such links and other websites entirely at your own risk. Such websites are provided by third parties and neither GLS nor its subsidiaries accept any responsibility for the availability, content or use of such websites or information contained on them. Any links to third party websites do not amount to any endorsement of that site by GLS.

GLS endeavours to ensure that the information it provides through the Website is accurate and accepts no liability for any errors and omissions, misuse of copyright or personal information in breach of the above rules.

5. Indemnity

You agree to indemnify and to keep the GLS indemnified from and against any costs, claims, demands, expenses and liabilities suffered or incurred by GLS arising from or which are directly or indirectly related to your access to and/or use of the Website and/or any other person or entity’s use of the Website.

6. General

GLS reserves the right to assign or transfer all or any of its rights and obligations under these Website Terms and Conditions to any of its group companies or to any other third party. In the event of assignment or transfer to any other third party, notification will either be given to you by email or posted on the Website.

Failure by GLS to exercise or enforce any right conferred upon it shall not be deemed to be a waiver of any such right nor operate so as to bar the exercise or enforcement of that or any other right on any later occasion.

GLS reserves the right to vary these Website Terms and Conditions from time to time. Such changes will be posted on the Website. Changes in this manner shall be deemed to have been accepted if you continue to use the Website after a period of 2 (two) weeks from the date of posting on the Website.

These Website Terms and Conditions are governed by and will be interpreted in accordance with Jersey law. The Jersey courts shall have exclusive jurisdiction to settle any claim or dispute which may arise out of or in connection with these Website Terms and Conditions.

Last update: January 2016 – Green Lizard Solutions Ltd.

GLS Recruitment

Working in Jersey

Jersey is the largest of the British Channel Islands at 45 square miles and is one of the World’s leading International Finance Centres. Located 85 miles to the south of Mainland Britain and 14 miles from the coast of France, Jersey’s reputation for being one of the best regulated international finance centres combining with strong economic stability offers the perfect setting for International Finance.

Over 12,000 of the islands c.100,000 population are professionally trained and enjoy careers in the Islands Financial Services companies, many of the head-offices based in offshore Jersey.

Offering a competitive Tax jurisdiction with a cap of 20% on Personal tax and no VAT, Jersey is in the unique position to offer a much sought after work-life balance. Surrounded by beautiful beaches give summer a greater meaning. Commuting is not a word that needs to be used in Jersey and Crime rates remain at a low whilst both public and private schools consistently perform better than their UK counterparts providing a perfect setting for families.

GLS Recruitment

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