Offshore Executive Recruitment Ltd.,
8 Wests Centre,
Jersey, JE2 4ST
Channel Islands

01534811065


 

JERSEY-BASED POSITION

 

Head of Investment Platform - Jersey (ref: Jer/172):

 

Our client is a leading global wealth manager with offices in twenty five countries, providing private banking, investment management and other wealth management services to a global client base.

 

As a member of the local board, the investment professional appointed will have responsibility for all matters related to investment management, and will be “Head of Investment Management Jersey” and a principal person with local Financial Regulators.

 

This global wealth group has investment management teams based in UK, Jersey, Europe and Asia which use common systems, investment strategy and research input. The sophisticated investment platform in Jersey serves offshore clients, many of whom are UK resident non-doms, with combined AUM of the order of £1 billion, and is directly responsible for managing their portfolios within the overall group framework. A range of standard models plus bespoke portfolios for high AUM accounts are managed. The small local investment team liaises with group private bankers globally, and directly with Intermediaries, corporates and high AUM clients.

 

The Head of Investment Management Jersey will report to the Head of Investment Management in London, and will be responsible for management, span of control, oversight and fiduciary responsibility for all investments managed in Jersey. Responsibilities will include ensuring that client assets are managed in line with group strategy, agreed investment models, and client objectives.

 

 Candidates will have extensive current experience and technical expertise in managing multi-asset class portfolios, ideally in a private banking environment and dealing with UK resident non-doms, and will have relevant knowledge of the legal, tax, and regulatory factors involved in offshore asset management.

 

Contact David Tarver in confidence at Offshore Executive Recruitment  00 44 1534 811065 or email oerl@psilink.co.uk