Showing jobs 1 to 21 of 21.
Our client is seeking an Investment Analyst to join their small and focused team. This role is integral to various aspects of the investment function, which includes research, record keeping, trading, and operations. The core focus will be on supporting investment research and asset allocation routines, procedures, projects, and meetings. In addition, there will be an opportunity to assist in building process automation through the use of AI and other tools. This position offers a chance to rotate through multiple functions within the team, appealing to individuals who possess relevant experience or a keen aptitude for this type of work. The successful candidate will begin as soon as possible, with opportunities for growth and development within the team. Click here to read more
Our client is looking for a knowledgeable Wealth Planner to join their team in the Isle of Man. In this pivotal role, you will focus on providing holistic wealth planning advice, while fostering and maintaining excellent client relationships. You will play a key part in ensuring that both prospective and existing clients receive tailored advice on pensions and investments, with the aim of achieving positive client outcomes. This role also allows you to engage in local business development activities. You will work collaboratively with colleagues to support each other in achieving organizational goals. Your proactive service will help meet the ongoing financial needs of clients and ensure compliance with relevant advice standards and regulations. This is an extraordinary opportunity to grow your career in a supportive environment with a reputable firm in the wealth management industry. Click here to read more
Our client is seeking an experienced Wealth Planning Director to enhance their team in the Isle of Man. In this senior role, you will provide strategic leadership and holistic wealth planning advice, focusing on building and maintaining outstanding client relationships. You will be instrumental in supporting the business development strategy while also offering your subject matter expertise to refine financial planning propositions and processes. Your proactive approach will ensure that clients receive exceptional service, addressing their specific needs and circumstances, including those of vulnerable clients. You will collaborate with colleagues to drive growth and influence industry-best practices within the team. This is a fantastic opportunity for a seasoned professional looking to make a significant impact in a reputable wealth management firm. Click here to read more
Our client is seeking a Portfolio Manager to oversee and manage an extensive portfolio of investments. This role is integral to the success of the organisation, ensuring that strategic investment objectives are met while balancing risks and returns. The successful candidate will be responsible for developing and implementing investment strategies, assessing market trends, and collaborating with various stakeholders. This is a full-time position that offers an opportunity to work within a dynamic team, with a focus on aligning the portfolio with the overarching goals of the organisation. The Portfolio Manager will play a key role in presenting findings and recommendations to senior management and stakeholders. This position demands strong analytical and decision-making skills, alongside a solid understanding of financial markets and investment instruments. Click here to read more
Our client is seeking a Client Relationship Manager to join their team in Jersey. In this pivotal role, the successful candidate will support the Wealth Consultants by providing ongoing service and implementing new business strategies for clients. They will manage client relationships, coordinate day-to-day service activities, and ensure that all administrative and regulatory requirements are adhered to. The Client Relationship Manager will act as a dedicated point of contact, maintaining a high standard of service and responding effectively to client queries. Additionally, this role involves preparing client financial plans and documentation, ensuring compliance with relevant standards, and contributing to team development initiatives. Click here to read more
Our client is seeking a Wealth Consultant located in Jersey. The primary purpose of this role is to develop and maintain business streams while providing clients with tailored financial strategies and plans that align with their specific needs and objectives. The successful candidate will be expected to build and nurture client relationships, ensuring a steady business flow and the achievement of agreed targets. Additionally, the Wealth Consultant will play a pivotal role in promoting the business within the financial profession and the wider community. Continuous professional development is essential to meet both regulatory requirements and personal development goals. The role involves ensuring compliance with all legislative requirements and adhering to responsible business practices. The position may require flexibility in travel for client meetings, which could extend beyond office hours. Click here to read more
Our client is seeking a Junior Fund & Investment Administrator to join their operations team on a permanent basis, working 35 hours per week. Established in Guernsey, our client is a financial and fiduciary services provider that offers tailored solutions and offshore investment options. As a reputable service provider, they specialise in wealth management areas, including the formation and administration of trusts and companies, managed services, investments, property management, and fund administration. The role presents an exciting opportunity for an individual to build a career in fund and investment administration while developing long-lasting relationships with clients, both individual and corporate. New entrants to the industry are welcomed, with a focus on personal development and professional qualification. Click here to read more
Our client is a leading financial and fiduciary services provider established in Guernsey. They specialise in bespoke, expert solutions and offshore investment alternatives, covering areas of wealth management ranging from Trusts and Companies formation and administration to Managed Services, Investments, Property Management, and Fund Administration. With a commitment to building trustworthy, long-lasting, and multi-generational relationships with clients, both individual and corporate, this role represents an exciting opportunity for a highly motivated individual. This is a permanent position offering a 35-hour work week. Click here to read more
Our client is seeking a Senior Administrator to join their Incentives and Internal Investments (I&I) team based in Jersey. This full-time role offers a unique opportunity to immerse yourself in the administration of private equity internal incentive structures within a dynamic Fund Services environment. The Senior Administrator will manage day-to-day responsibilities involving company secretarial duties and transaction execution. This position requires meticulous attention to detail and a high degree of autonomy, providing an ideal platform for career advancement in fund administration. The role also entails direct collaboration with senior executives, investment professionals, and external counterparties, ensuring thorough governance and compliance with legal and regulatory standards. This role is not only pivotal for the team but also serves as an opportunity to guide and mentor junior team members, enhancing their professional development. The position is essential for maintaining the high standards and integrity of the client's internal incentive platforms, making it a significant opportunity for the right candidate. Click here to read more
Our client is seeking an Investment Research Analyst to join their dynamic team. This role involves conducting in-depth analysis of investment opportunities, generating comprehensive research reports, and providing strategic insights to guide investment decisions. The Analyst will work closely with a team of skilled professionals to evaluate market trends and assess the performance of various financial instruments. The position is full time, providing a competitive salary package and opportunities for professional development. The successful candidate will be expected to present findings to stakeholders and contribute to investment strategy discussions. This role requires a detail-oriented approach and the ability to synthesize complex data into actionable recommendations. Click here to read more
Our client is seeking to recruit an Assistant Manager within the Market Regulation department based in Guernsey. Reporting to the Manager of Market Regulation, this role involves managing the day-to-day operational activities of the team. It presents an exciting opportunity to engage with capital markets within a locally based company that has truly international ambitions, particularly in light of anticipated growth and planned expansion. The Assistant Manager will be pivotal in delivering proactive, service-focused engagement with Members of the exchange, thereby promoting compliance with its rules. Additionally, the role includes overseeing operational and process improvements, conducting risk-based market monitoring, and planning supervisory visits to Member firms. Click here to read more
Our client is seeking an experienced Senior Administrator to join their dynamic Family Office team based in the Isle of Man. This full-time role is crucial to providing exceptional administration services for multi-jurisdictional trusts and companies, ensuring that client needs are met with the highest standards. As a valued member of the team, you will enjoy opportunities for personal development and ongoing training, setting the stage for your career growth within a respected organisation. 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 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 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 has a new and exciting permanent full-time opportunity for an Equity Analyst. This role requires a deep understanding of financial markets, investment strategies, and strong analytical skills. The successful candidate will work closely with portfolio managers, traders, and other investment professionals to contribute to the decision-making process and help optimise the equity portfolio. Click here to read more
Our client has a new and exciting permanent full-time opportunity for a Fixed Income Analyst. This role involves conducting in-depth research and analysis of fixed income securities, providing investment recommendations, and contributing to portfolio management decisions. The successful candidate will work closely with traders and portfolio managers to assess market trends, credit risk, and valuation metrics. Click here to read more
Our client has a new permanent full-time opportunity for an Income Systematic Researcher/Developer. This role focuses on researching and developing systematic trading strategies within income-generating asset classes. The successful candidate will analyse large datasets, design quantitative models, and implement trading strategies to optimise risk-adjusted returns. Click here to read more
Our client has an exciting opportunity for an Equity Systematic Researcher/Developer to join their team. This role involves conducting quantitative research and developing systematic trading strategies for equity markets. The successful candidate will be responsible for analysing large datasets, designing and implementing trading models, and optimising performance through advanced statistical and machine learning techniques. 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 a diligent individual to join their Asset Services team, providing high-quality services to clients and introducers. Within this 12-month temporary role, the successful candidate will work collaboratively with colleagues across the business to ensure that operational processes meet all relevant internal and regulatory policies. This position involves delivering outstanding customer service, preparing and processing operational tasks such as dividends, asset transfers, and corporate actions. The role also entails handling complex client queries, maintaining accurate records, and ensuring compliance with company policies. Furthermore, the candidate will contribute to continuous improvement initiatives and assist in maintaining the team’s internal procedures for service excellence. A commitment to the company’s values of excellence, integrity, and innovation is essential. Click here to read more
Showing jobs 1 to 21 of 21.