Showing jobs 1 to 12 of 12.
Our client is seeking a Relationship Manager who will provide an exceptional level of service for a portfolio of local and international High Net Worth Private Clients. In this role, you will ensure a high-quality banking experience for your client portfolio, follow up on inbound leads and inquiries for new products and services, and demonstrate comprehensive knowledge of the bank’s products and services. You will also be responsible for contributing to the financial targets of the bank, understanding the bank's risk appetite, and adhering to policies and guidelines. This position involves positive cross-departmental coordination to deliver effective service and assessing client risk to ensure timely and accurate completion of periodic risk reviews, while addressing any KYC (Know Your Customer)/AML (Anti-Money Laundering) shortfalls. Click here to read more
Our client is seeking a Senior Administrator to join their Investments team on a full-time permanent basis. The main purpose of the role is to deliver a high-quality and efficient administration service across various investment activities. This position requires a strong understanding of investment administration and operational processes, with responsibility for ensuring that transactions and customer requests are progressed accurately and within agreed service standards. The Senior Administrator will take ownership of complex queries, identify and manage operational risks, and work closely with both internal teams and external investment counterparties to secure positive outcomes for customers. Click here to read more
Our client has an excellent opportunity for an experienced and pro-active, fully qualified Senior Financial Planning Manager to join their growing independent financial services organisation with a diverse and established client base. This is a full-time, permanent position where you will develop and manage a portfolio of clients, providing personal and corporate advice across all areas of financial planning. The role focuses on delivering exceptional service and building long-term relationships whilst ensuring the client’s needs are met effectively. The successful candidate will bring specialist knowledge of the financial services market and demonstrate commitment and enthusiasm in achieving the organisation's core objectives. This position presents a remarkable opportunity to contribute significantly to the client's vision while enjoying a supportive culture that prioritises professional development and rewards your expertise. Click here to read more
Our client is a leading and growing independent financial services organisation, offering an excellent opportunity for an experienced and proactive Financial Planning Manager. This full-time role involves developing and managing a diverse portfolio of clients and provides the opportunity to cover all aspects of financial planning, including both personal and corporate advice. The position is based in the Isle of Man and offers a supportive environment dedicated to consistent professional development and attractive remuneration. The principal focus of this role is to deliver comprehensive financial planning services with specialist knowledge of the financial services market. You will be responsible for ensuring that client needs are met with enthusiasm and commitment while delivering the client’s core objectives. Click here to read more
Our client is seeking a full-time Senior Fund and Investment Administrator to join their team in Guernsey. This permanent position offers an exciting opportunity to contribute to the administration of fund management services. You will be responsible for the collection and review of shareholder Client Due Diligence, processing of shareholder deals, and preparing fund valuations using the AcuFund accounting system. In addition, you will communicate with shareholders, ensure regulatory compliance, and liaise with custodians and auditors. This role requires a keen eye for detail and the ability to work under tight deadlines while fostering productive relationships within the team and with external partners. Click here to read more
The Manager within the Listings department will play a pivotal role in the effective management of the Listings team, based in Guernsey. Reporting to the Director & Head of Listings, this role offers a unique opportunity within a company well-regarded in the capital markets sector. The Manager will be involved in a range of duties including processing listing applications, engaging proactively with members, and ensuring efficient workflow management. Upon successful completion of probation, the individual will become an active member of the Listing and Membership Committee, contributing to key regulatory and supervisory decisions. The role involves a blend of operational responsibilities and team development, with expected collaboration across various departments. This position not only requires a keen understanding of the Financial Services industry but also a desire for continued professional development and effective service delivery. The company promotes an innovative culture and has ambitious growth plans, making it an exciting environment for personal and professional advancement. Click here to read more
Our client is seeking a dedicated Senior Relationship Manager to focus exclusively on a key European partnership. This important role demands exceptional communication, analytical, and problem-solving skills, along with a solutions-driven mindset to navigate multi-jurisdictional offerings across various issuer securitisation products, including bankables, non-bankables, real assets, and digital assets. The successful candidate will act as a primary escalation point for the client, coordinate internal teams, resolve issues, achieve revenue targets, and provide leadership alongside the existing Team Manager. Click here to read more
Our client is seeking a Senior Analyst to join the Investment, Fiduciary, and Pension Division. The role will primarily focus on ensuring high-quality prudential, financial crime, and conduct regulation within the Bailiwick of Guernsey. The successful candidate will assist with delivering PRISM risk-based supervision, enforcement, and policy creation. This is a full-time role, and the responsibilities include assisting with supervision, policy development, and maintaining key relationships with licensees. You will contribute to regulatory decision-making, conduct on-site visits, and support projects related to pension supervisory policy and international standards. Click here to read more
Our client is seeking an Analyst to join their Investment, Fiduciary, and Pension Division. Reporting to the Assistant Director, this role involves supporting the delivery of high-quality prudential, financial crime, and conduct regulation within the Bailiwick of Guernsey. The successful candidate will assist in safeguarding the region’s international reputation while fostering a regulatory environment where good firms can thrive. Key aspects of the role include risk-based supervision, enforcement, policy creation, and facilitating innovation. Click here to read more
Our client is seeking an Analyst or Actuarial Trainee to join their Actuarial Pensions team on a full-time, permanent basis. Reporting to the Manager, Actuarial Pensions, this role offers a valuable opportunity for a numerate and analytical individual to begin or develop a career in actuarial consultancy. You will be involved in the preparation of data, calculations, and reports for pension schemes, as well as client communications and quality assurance of work. Full training will be provided, with support for professional qualifications for the right candidate. Click here to read more
Our client is seeking an Investments Administrator to join their team for a 6-month Fixed Term Contract, working from 9:00 am to 3:00 pm, Monday to Friday. The primary purpose of this role is to ensure the efficient and accurate administration of investments related to open architecture and unit-linked investment products. You will be responsible for processing transactions and managing client servicing activities in compliance with established procedures and service standards. Click here to read more
Our client is seeking a Senior Fund & Investment Administrator to join their team on a temporary basis, working a 35-hour week. This role primarily involves overseeing the review and collection of shareholder Client Due Diligence, ensuring compliance with account opening documentation, and supporting the administration of fund valuations using an established accounting system. You will be responsible for managing shareholder communications, executing fee payments, and reconciling client bank accounts, while also liaising with fund custodians and auditors to ensure regulatory compliance. With this position, you will assist in various project work and other duties as required by management, playing a crucial role in maintaining the integrity of the funds administered. Additionally, our client is also open to considering permanent candidates with a strong understanding of fund valuations, who can undertake similar responsibilities. Click here to read more
Showing jobs 1 to 12 of 12.
