This temporary position as a Relationship Manager involves the ownership and development of a portfolio of local clients. The individual will be responsible for cultivating business opportunities with both existing and new clients through the establishment of robust relationships. Key duties include acting as the primary point of contact for current clients, understanding the financial targets of the bank while maintaining a commercial awareness of the client portfolio, and ensuring effective onboarding while managing client risk aspects. The role necessitates cross-departmental coordination to deliver products and services suited to the client needs, as well as raising the bank's public profile locally and internationally, including participation in corporate events. Additional responsibilities entail providing support to colleagues during peak times and conducting periodic risk reviews to continually assess risks to the bank, ensuring that any KYC/AML shortfalls are addressed. Click here to read more

This role is focused on delivering exceptional client administration for a complex portfolio of client trust and company structures while providing oversight and support to the Trust & Corporate team as needed. The job holder will closely liaise with colleagues within the Trust & Corporate team, alongside clients and intermediaries. The position covers all dimensions of managing a portfolio of company and trust structures efficiently. Key responsibilities include maintaining and building strong relationships with clients, ensuring timely communication and support, and preparing necessary documentation for meetings. A successful candidate will also assist with client onboarding as well as manage billing and financial accounts reviews. This is a full-time role based in the Isle of Man. Click here to read more

The Senior Manager for New Business will oversee the entire onboarding process within a leading independent provider of bespoke private wealth, corporate administration, and yacht services. This pivotal role demands comprehensive oversight of a multi-jurisdictional team to ensure regulatory compliance and an exceptional client experience. The successful candidate will be instrumental in refining the onboarding strategy and implementing process improvements while working closely with Compliance, Risk, and relevant stakeholders. This full-time position requires strong commercial insight and strategic leadership to drive operational excellence. The role comes with significant responsibilities, including the management of the centralised onboarding process via the KYC360 platform. The individual will be responsible for overseeing extensive KYC, AML, and client suitability assessments in line with legal frameworks. Additionally, they will work collaboratively with third-party introducers and external advisors, while championing the organisation's values, and fostering a culture of professionalism and teamwork. Click here to read more

This role is designed for an individual who will provide comprehensive trust and company administration services for an international client base. The Assistant Manager will maintain a complex client portfolio while assisting in the management of a team. The position entails a demanding set of responsibilities, including administering a range of entities such as Trusts, Companies, Foundations, and Limited Partnerships. The successful candidate will establish and nurture strong working relationships with team members, intermediaries, clients, and client advisors. It is expected that the Assistant Manager will assist in training Assistant Administrators, enhancing their confidence and competence in trust and corporate services. Additionally, this role involves billing and debt collection for the assigned portfolio, as well as undertaking initial reviews of Working Papers for annual Accounts/Financial Statements. The ideal candidate will also have the opportunity to acquire, monitor, and manage assets within the client portfolio in alignment with established procedures. Regular collaboration with the Manager and Directors is essential for the effective day-to-day running of the team. Click here to read more

This role involves monitoring and reviewing all new account applications across offshore business units, ensuring compliance with regulatory, internal, and group requirements. The successful candidate will oversight the review process for 'standard and medium risk' rated accounts, contributing significantly to a positive client experience. This is a full-time position for a duration of 12 months. Key responsibilities include providing quality assurance, conducting investigations, and submitting detailed reports on associated risks, while ensuring that all actions adhere to established standards and frameworks. Additionally, this role requires the validation of clients' source of funds as per compliance guidelines and building strong relationships with stakeholders. Continuous professional development will be encouraged, ensuring alignment with best practices and regulatory amendments. Click here to read more

The role of the Data Protection Specialist involves supporting the Data Protection Officer in implementing specific Data Privacy Strategies in compliance with local legislation. This position is a full-time opportunity based in Jersey, focusing on the assessment and analysis of data privacy changes, gaps, and requirements. The Data Protection Specialist will be responsible for compiling reports that advise on risk mitigation plans to protect both clients and the organisation from data privacy risks. Key duties include maintaining and enhancing governance processes, providing administrative support for Data Subject Access Requests (DSARs), Records of Processing Activities (ROPAs), and Data Protection Impact Assessments (DPIAs). Furthermore, they will inform stakeholders about best practices regarding data privacy and ensure compliance with relevant policies and legislation. Collaboration with various teams and continuous improvement of data privacy processes are also vital components of this role. Click here to read more

The role involves the day-to-day delivery of marketing activities, particularly in social media management, event coordination, and industry engagement. The successful candidate will actively strengthen relationships with clients, partners, and industry stakeholders while continuing to build brand awareness. This position requires managing and maintaining the organisation’s social media channels, ensuring content is engaging and aligned with business objectives. Responsibilities also include acting as a brand guardian to maintain consistency in communications and messaging, creating and coordinating marketing materials, and supporting the planning and delivery of marketing campaigns. The Junior Marketing Assistant will assist with website updates and digital marketing activities as necessary. Additionally, the role includes planning, coordinating, and delivering various industry events and client functions. Click here to read more

This role requires an experienced individual to oversee fund accounting within a dynamic environment in Saint Peter Port, Guernsey. Responsibilities include ensuring accurate bookkeeping for all fund and corporate structures, delivering financial statements and various reports within regulatory timescales, and optimising the technology platform for improved efficiency and quality of output. The successful candidate will manage queries from colleagues, clients, and auditors, assist in the development of bookkeeping policies and procedures, and establish new structures aligned with streamlined processes. Exceptional service provision and maintenance of client and advisor relationships are paramount while also mentoring junior staff. This position may offer opportunities for business development and building a strong external reputation within the industry. Click here to read more