Christopher Jardine

Background

About Christopher Jardine

I am a client focused financial advisory relationship manager with a track record of delivering focused customer service based on an in depth knowledge of investments across 3 major asset classes. I have achieved this through a focus on execution of key deliverables backed up with strong analytical and numerical skills. This has enabled my clients to make sound and informed investment decisions and to be positive advocates for the organizations I have worked for.KEY SKILLS & ACHIEVEMENTSSecuring Opportunities, Writing Proposals and Managing Multiple Mandates: I participated in winning a fixed interest management mandate, highlighting the clients needs.Relationship Builder: I have forged trusted relationships with high net worth clients, boards of trustees, institutions and other professional service providers resulting in revenue retention and growth of client advocacy and funds under management.Investment Portfolio Analysis: I am experienced in preparing bespoke investment reporting, portfolio risk analysis and presentations on portfolio and broader market performance which enable my clients to understand and assess the value of my advice and my organizations service offering.Investment Planning and Advocacy: I managed the revision of investment management agreements and SIPO’s for several significant clients. This promoted client retention and advocacy through clear service levels, investment objectives and outcomes. Governance and Stakeholder Management: Preparation of board papers and oversight of financial account preparation by accountants and auditors. I have had active involvement in investment committees and prepared board papers on client strategy and retention strategies for at risk clients.