|
Jersey
|
Senior Trust Manager (ref: Jer/127):
The client is a successful independent wealth
management group which has provided wealth management and fiduciary services
to international families for over thirty years. Having in excess of $25
billion of assets under management, and major trust offices in Jersey and
Switzerland,
the group is intensely relationship focused. The Jersey
trust office has twenty five staff, and worldwide the group has over
three hundred staff.
Wealth management services are provided by a
multi-disciplinary team of experienced and committed professionals, and
the group is unusual in being owned by its management and staff. It is
dedicated to providing professional and innovative advice on financial
structuring, international taxation and estate planning, establishment
and administration of international trusts and companies, investment and
money management.
We are seeking an experienced Senior Trust Manager, who
also will be professionally- qualified as an ACA or ACCA, to join the
senior trust team in Jersey providing guidance and advice to clients in
the delivery of a sophisticated wealth management service. Candidates
must be highly experienced and professional in the management of HNW
client relationships.
The position offers an outstanding career opportunity
for a senior trust professional to join an unusual and highly successful
independent group.
|
|
Associate
Director Employee Benefits: (ref: Jer/128):
Our
client is a successful independent wealth management group, based in Jersey and employing over eighty staff. The firm is
highly experienced in provision and administration of both Fund and
Employee Benefit structures.
The
focus of the role will be to undertake key administrative duties, and to
manage an established and growing Share Plan Team which administers both
approved and unapproved Share Plans for both Listed and Unlisted
Companies. The successful candidate will report through the Divisional
Director to the Human Capital Divisional Board.
Technically,
the successful candidate will be expected to demonstrate a good knowledge
and practical experience of various types of share schemes - EMI Plans,
Co-investment Plans, Share Incentive Plans, Performance Share Plans,
LTIPs, Esops, Share Save Schemes and ad hoc awards, plus sound knowledge
of UK taxation relating to the provision of awards from Share Plans. Good
IT skills and the ability to monitor a Share Plan specific database will
be needed, and the skill to review Employee Benefit Trust accounts for
presentation to the directors.
The
appointee will demonstrate a strong track record in managing a dedicated
share plan team, plus strong client relationship skills and the ability
to work closely with professional intermediaries. The ideal candidate
would be either ACA or ACCA qualified with a number of years post
qualification experience working within a Share Scheme / Employee Benefit
Trust environment.
An
excellent remuneration package, including equity participation, is
offered and the opportunity to join a highly successful group at
Associate Director level.
|
|
Trust
Lawyer (ref: Jer/129):
Our
client is a leading international private bank, headquartered in Jersey, with offices or a marketing presence in a
number of offshore locations. The private bank is backed by the resources
and contacts of a large parent banking group with offices throughout the
world, and offers a full range of wealth management services to a
worldwide client base – including fiduciary and corporate services,
private banking, treasury services, and asset management.
Reporting
to the Global Head of Fiduciary Services, the post holder will head a
small team of more junior lawyers and support staff, and will be
responsible for identification of legal issues and provision of practical
business solutions to senior management of the Trust. They also will be a
director of the Trust, and one of the small number of senior executives
who strategically direct its international activities.
Based
in Jersey, the successful candidate will
be a qualified solicitor or barrister with demonstrated previous
experience as an in-house lawyer in a trust environment. They will be
able to exercise sound judgment, demonstrate excellent communication
skills, and an ability to lead their team.
This
is a superb opportunity to make a substantial contribution to the shaping
of a successful international business.
|
|
Intermediary
Sales Manager – Investment Products: (ref: Jer/130):
Our
client is a leading Jersey-based independent investment management
company, with client AUM in excess of £1 billion, providing discretionary
asset management services to a worldwide client base of private
individuals, investment companies, corporate and personal trusts.
We
are seeking an experienced sales professional who will take
responsibility for generation of new business and achievement of sales
targets for all investment services provided by the firm, focusing on the
buoyant Intermediary sales market in the Channel
Islands. Backed by the excellent asset management track
record and product base of the firm, the Intermediary Sales Manager will
identify business opportunities and develop close working relationships
with key intermediaries.
The
person appointed will be qualified to meet the requirements as a
Registered Person within the terms of the Investment Business (Jersey) Law 1998, and must have an excellent
practical knowledge of investment management, collective investments and
securities trading and settlement practice. They will understand the
professional needs of an Intermediary IFA, and have a good understanding
of the benefits of trusts and private investment companies and their
operation. Their career will demonstrate a track record in successful
business development roles.
The
position offers an excellent base salary, plus a sales-based incentive
bonus scheme and a benefits package. It is an opportunity to join a
successful and dynamic local investment firm.
|
|
Assistant
to Private Bank Investment Manager: (ref: Jer/131):
Our
client is the wealth management division of a leading AA-rated bank, and
provides private banking, asset management, stock broking, offshore
banking, and wealth structuring and financial planning services to
affluent clients worldwide. The division has client AUM in excess of £120
billion and offices in eighteen countries.
The
highly experienced Investment Management specialists of the global
investment team provide investment advice to clients and private bankers,
and are responsible for managing discretionary and advisory assets. They
are responsible also for managing UHNW client relationships, and relationships
with many of the largest clients of the division are managed by the
Jersey office.
We
are seeking a young investment professional who is pursuing a career in
investment management within the private banking sector. Working under the
guidance of an Investment Management specialist and Private Banker, they
will assist in the day-to-day management of portfolios, preparation of
valuations and performance reports, and in preparation of bespoke
presentations for clients. Day-to-day operational support will include
checking and follow up of settlements, corporate actions, cash movements,
fees and other operational matters.
The
role will interface directly with wealthy clients and their advisors and
with other operational units of the bank, including the Geneva-based
family office. Excellent communication skills, tact and diplomacy
therefore are prerequisites for the role, and a sound understanding of
global economics, international securities markets and offshore financial
services will be needed.
The
role offers a superb opportunity for a young investment professional
wishing to learn and progress within a blue chip private banking wealth
management environment.
|
|
Managing
Director Fund Administration Services: (ref: Jer/134):
Our client is a
leading provider of financial administration services, with major offices
based in Jersey and a number of other
offshore jurisdictions. Within its extensive service offering, the
company provides fund domiciliation and management services to third
parties across a comprehensive range of investment funds ranging from
unit trusts to hedge funds.
We are seeking a
dynamic Managing Director who will be responsible for the overall
direction and management of the Jersey-based business, which is already
operating successfully and employs over a dozen staff. The business model
of the parent group strongly encourages an entrepreneurial spirit, and
allows considerable autonomy to the senior management of its business
units.
The Managing Director
appointed will be a growth-focused individual who will thrive in this
environment. In addition to first rate business management abilities, the
appointee must have a strong knowledge of fund administration operations
in order to discuss and assess needs of clients, and to define and deliver
an effective administration service to a diverse range of fund investment
vehicles.
This is an
outstanding opportunity for a client-focused funds professional to direct
and manage a successful and expanding business.
|
|
Lawyer
– Funds & Structures (ref: Jer/137):
Our client is a major
Fund Administrator and part of a diverse group offering a wide range of
offshore services. It is active in the establishment and administration
of an extensive range of third party collective investment schemes, which
are managed for clients under diverse structures. The group also
maintains a trust licence under which a range of management companies and
SPV structures operate.
We are seeking a
qualified lawyer, or a professional with a high degree of relevant
experience, to join the rapidly expanding Funds operation in Jersey. Candidates should be experienced in funds
and structured finance, and be familiar with relevant laws and regulatory
regimes applicable to the investment vehicles most commonly established
in Jersey.
Funds established and
administered by our client include money market, bond and equity funds;
feeder funds; funds of funds; hedge funds; emerging market and trade
finance funds; broker-advised funds; private equity and property funds.
Other structures include open or closed-ended funds, master/feeder
arrangements and limited partnerships; capital markets and securitisation
structures; and Sharia-compliant structures.
The role will involve
dealing with clients daily in their structuring and restructuring needs,
planning and running meetings to facilitate a wide range of transactions,
liaising between clients and administration teams, developing and
maintaining tax-efficient frameworks, and co-ordinating closely with
directors. The role is an interesting and challenging one within an
active and growing wealth management group.
|
|
Senior
Investment Position: (ref: Jer/140):
Our client is a
Jersey-based independent investment management company which provides discretionary
asset management services to a worldwide client base. A key to its
continuing success has been to devise and pursue a successful independent
investment strategy.
Offshore Executive
Recruitment is seeking to fill a director-level position which will have
responsibility for planning of investment strategy and allocation of
assets within the firm’s core service offerings. The person
appointed will chair and co-ordinate the Asset Allocation Group with
overall responsibility for investment performance of the firm’s
Asset Allocation Services, and will play a leading role in development of
the investment philosophy and processes across the business and product
range. As a senior member of the management team they will assist in
maintaining the profile of the firm as an international asset manager of
quality and substance, and will contribute to the strategic development
of the business in all respects.
The position will
require a qualified investment professional with a proven record of
managing investments and setting investment strategy across multiple
asset classes on an international basis, and of sufficient standing to
add credibility to the firm’s excellent reputation in the
industry. This is an outstanding
opportunity for a senior investment professional to use their investment
skills and experience within the environment of a successful independent
group.
|
|
Private
Bank Relationship Manager (ref: Jer/147):
Our client is a
highly rated blue chip bank offering a full range of wealth management
services and operating in over fifty countries worldwide. We are seeking
an experienced relationship manager who will become a new member of the
small Jersey-based team, which currently manages a successful business
with local intermediaries.
Backed by the full
administrative and product resources of the banking group which offers
private banking, investment administration and fiduciary services, the
focus of the new role will be to extend the activities of the Jersey office to private client business. The
primary responsibility of the relationship manager will be to grow and
develop HNW and UHNW relationships through their existing contacts and
business sources. There is
flexibility in the geographical market focus of the new role, depending
on current contacts.
The private client RM
will act as the main point of contact for the client within the private
bank and will be responsible for sourcing and collating all their needs
from within or outside of the group and managing these needs. In keeping
with the service ethos of the bank, they must provide a high level of
service and financial advice to existing and potential clients, liaising
closely with customers regarding their banking and investment needs.
The RM appointed will
have extensive wealth management experience, preferably with a strong
investment background, and good private client connections. An excellent
package will be available for the right candidate.
|
|
Head
of Company Secretarial Department (ref: Jer/150):
Our client is a major
Fund Administrator and part of a diverse group offering a wide range of
offshore services. It is active in the establishment and administration
of an extensive range of third party collective investment schemes, which
include money market, bond and equity funds, funds of funds, hedge funds,
private equity and property funds, emerging market and trade finance
funds, and white label funds. Corporate administration experience gained
from administration of funds also is applied to the administration of
capital market and structured finance products. Diverse structures are
established and managed for clients and include open or closed-ended
funds, master-feeder arrangements, limited partnerships, and corporate
schemes.
We are seeking a Manager
to head the small company secretarial team which is responsible for the
structuring of the various investment vehicles offered to clients. The
ideal candidate will be a qualified lawyer with at least three years
local experience in funds and structured finance, or a highly experienced
member of a corporate finance team. They should be familiar with all
relevant laws and regulatory regimes applicable to the various investment
vehicles most commonly established in Jersey.
The role will involve
dealing with clients daily to assess and meet their needs in structuring
and restructuring their products; planning and conducting all board
meetings; liaising effectively between clients and internal transaction
teams and identifying new opportunities through regular contact with
clients; developing frameworks to maintain tax efficiencies and
understanding and reacting to tax implications; understanding and
managing client expectations; co-ordinating research into relevant laws
and rules of other territories;
co-ordinating effectively with internal and external directors;
and maintaining the highest levels of corporate governance in the
operation.
|
|
Financial Accountant:
(ref: Jer/152):
Our client is the offshore
arm of a major international bank, headquartered in Jersey,
and specialising in the provision of offshore banking services.
Offshore Executive
Recruitment is seeking an enthusiastic and capable Financial Accountant
to join the Finance and Planning team in the Jersey
headquarters. This team of twelve staff is responsible for all financial
control, business analysis, planning, internal and external reporting and
provision of management information for the offshore bank.
The Financial
Accountant will be responsible for financial reporting for the offshore
operation, including group subsidiary companies. This will include
P&L and Balance Sheet reporting (Saracen), returns to Regulators in
several jurisdictions, production of statutory accounts, and provision of
high quality MI analyses to support operational decisions for a dynamic
and rapidly evolving banking organisation.
This is a prime
opportunity to obtain world-class experience and help the CFO influence
the direction for the bank as it enters an important phase of
development.
|
|
Senior
Managers – Specialist Funds (ref: Jer/165):
Our client is a major
Fund Administrator and is part of an offshore banking and wealth
management group offering a wide range of offshore services. The Funds
Services Division has been growing extremely rapidly and is active in the
establishment and administration of an extensive range of third party
collective investment schemes.
Areas of rapid growth
include private equity and property funds. In order to service this
important market sector, the Funds Services Division wishes to recruit
two senior managers each of whom will focus on client relationship
management and business development in one of these sectors.
We are seeking
candidates who will be able to demonstrate good technical knowledge and
experience of either private equity or property funds, including an
ability to interface effectively with clients, fund administration teams,
and throughout the worldwide network of the banking group. The group is
particularly active and well-connected in emerging markets including the
Middle East and Asia.
|
|
Senior
Manager Corporate Services (ref: Jer/172):
Our client is a major
Fund Administrator and part of a diverse group offering a wide range of
offshore services. It is very active in the establishment and
administration of an extensive range of third party collective investment
schemes, which are established and managed for clients under diverse structures
including corporate schemes, unit trusts and limited partnerships. The
company maintains a trust licence under which a range of management
companies and SPV structures operate.
We are seeking an
experienced manager who will be responsible for the provision of
administration and company secretarial services for non-fund companies
within the fund administration business.
The Senior Manager will liaise closely with directors, lawyers,
and others in the establishment and implementation of these structures
and organisation of associated on-going investment transactions. The
identification of operational and administrative issues will be an
important part of the role, involving working with clients and all areas
within the Jersey office to resolve them.
The Senior Manager
will be responsible for the day-to-day company administration service
provided to these entities, including co-ordination of complex investment
transactions such as property acquisitions and purchases of unquoted
companies. Initially reporting to a director, the appointee will be a
Category “B” trust employee for the trust company licence.
Ideally the person
appointed will be experienced in a similar role within a trust company or
fund administration business and will have a wide understanding of
corporate or fund structures and the Jersey
regulatory regime for Funds and Trust Business.
As the business is
experiencing a phase of rapid growth, the opportunity will exist for the
right candidate to progress to director level.
|
|
|
|
|
