32 jobs found

Our client is seeking a Trust Manager to join their team based in St Helier. The role involves managing a portfolio of clients, ensuring compliance with trust deeds, corporate documents, and professional legal/tax advice. This is a full-time position, ideal for someone with over six years' experience in the Jersey trust industry, including three years at Assistant Manager or Manager level. Job Duties Act as a signatory for group entities and manage a portfolio of clients in accordance with trust deeds and legal/tax advice. Attend client meetings, prepare file notes, and liaise directly with clients, advisers, investment managers, and bankers. Establish and maintain strong relationships with intermediaries and clients. Assist in generating new business enquiries and supervise junior team members. Conduct client file reviews, ensuring all action points from reviews and risk escalations are proactively managed. Prepare minutes, monitor clients' cash requirements, and ensure all clients are administered in accordance with the PPM and AML manuals. Oversee the collection of outstanding aged debts in collaboration with the finance department. Participate in internal committees or sub-committees related to governance, policy, and business development. Provide technical support to staff and represent the company externally as required. Ensure compliance with internal policies, procedures, and current TCB Codes of Practice. Undertake Continuous Professional Development (CPD) training as required. Job Requirements A minimum of six years' experience in a Private Client role within the Jersey trust industry, with at least three years at Assistant Manager or Manager level. Entitled to work status in Jersey (minimum five years' residency). Fully qualified to meet Category B requirements under the JFSC Codes of Practice for Trust Company Business (TCB). Strong organisational, communication, and networking skills. Good understanding of Jersey trust, company, foundation, and limited partnerships law, as well as knowledge of UK tax issues, financial markets, and the global economy. Awareness of risk issues in the context of fiduciary responsibilities. Motivated and driven, with the ability to work under pressure to meet tight deadlines. Willingness to travel as business needs dictate. What You'll Love: This role offers the opportunity to work in a dynamic environment, managing high-value client portfolios and being part of a trusted team. You'll work closely with senior professionals and contribute to the growth and governance of the organisation. If you're an experienced professional looking for a challenging and rewarding role, we look forward to receiving your application. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

Position: Pipeline Strategy & Analytics Manager Location: London - Hybrid The Maples Group is a standard bearer in financial and legal services, trusted by many of the world's largest hedge fund managers, private equity firms and international corporations. Our distinction flows from our carefully curated team: 2,500+ professionals characterised by tenacity, ethics and exacting excellence.We hire smart and sharpen smarter, arming talent with best-in-class resources and skills. With 15 locations across the Americas, Asia, Europe and the Middle East, our international presence offers a unique springboard for career development and cross-cultural immersion. Our side-by-side financial and legal services are similarly ripe for interdisciplinary learning and growth. The Maples Group looks to add a London-based Pipeline Strategy & Analytics Manager to our team and invites eager and qualified candidates to apply. We are committed to diversity, inclusion and equality of opportunity as we attract, retain and develop world-class talent. Whom we seek Our merit-based culture suits professionals in pursuit of boundless careers and lives.Beyond their acumen, team members are collaborative and conscientious, bringing a healthy sense of drive and purpose to each interaction and to all aspects of their work. About the Role This role will be jointly reporting to the Senior Business Development & Marketing Technology Manager and directly supporting the global legal and financial services divisions of the Group. The role will work within a global Business Development and Marketing team that provides integrated business development and marketing technology ("BD-MarTech") platform solutions. Key Responsibilities Enhance pipeline architecture by implementing seamless, Group-wide workflows for opportunity and revenue tracking. Support CRM technology projects, partnering with the CRM Technology Manager on the implementation and roll-out of the M&C opportunity-tracking module. Analyse sales and BD data to uncover trends, gaps and growth opportunities, translating findings into clear recommendations. Generate real-time insights through dashboards and scheduled analytics that inform strategic decision-making for senior stakeholders. Collaborate with BD teams to maintain high-quality data entry and governance standards across all pipeline touch-points. Own forecasting models and produce routine and ad-hoc reports for leadership, practice and sector heads. Deliver training programmes for fee-earners, client-service professionals and BD colleagues on analytics tools, dashboards and data-quality best practice. Continuously optimise reporting tools and data-visualisation processes, incorporating user feedback on a monthly / quarterly basis. Requirements Education : Bachelor's degree in analytics, business management, information systems or a related field Superior CRM expertise: hands-on knowledge of InterAction, Salesforce or similar enterprise CRMs, including schema design, workflow automation and data governance. Advanced analytics proficiency: demonstrable experience with Power BI, Tableau or equivalent platforms; comfortable building complex visualisations and predictive models. Data validation & quality control: proven track record establishing controls that drive accuracy, consistency and compliance. Superior Project & Stakeholder Management : Adept at working with cross-functional teams, managing project timelines, and communicating progress to senior stakeholders. Advanced Change Management : Comfortable implementing new systems and driving user adoption through training, documentation, and support. Professionalism : Attention to detail, excellent organisational skills, and a team-first mentality Excellent training and communication skills for global training and implementation of new tools and platforms Be a self-starter with the ability to handle a diverse workload Excellent time management, organisational, prioritisation and communication skills, both verbal and written (fluent written and oral English) Benefits & Rewards The most enduring professional relationships are reciprocal relationships.The Maples Group prioritises employee health and wellbeing. Depending on your location, we offer a range of benefits, including: Comprehensive health coverage (medical, dental and optical) Competitive vacation packages Educational assistance and professional development programmes Savings or pension plan Life insurance Travel insurance Global mental wellness programme Sports clubs and social events About the Maples Group Over five decades, the Maples Group has grown from modest beginnings into one of the world's preeminent professional services firms, offering specialised fiduciary, fund administration, regulatory and compliance, entity formation and management and legal services on the laws of the British Virgin Islands, the Cayman Islands, Ireland, Jersey and Luxembourg. You can learn more about the Maples Group on our corporate website .Experience our culture and our people on our Careers Page or on LinkedIn . Disclaimer: All personal information collected during the application process will be used for recruitment-related purposes only. Please refer to our Job Applicant Privacy Notice at for details on how we handle personal information relating to job applicants.

We have an exciting opportunity to be part our Controllership team supporting Aon's Health and Wealth solution lines. Join our team and make an impact! This is a hybrid role with the flexibility to work both virtually and from our Chicago office. We are looking for a passionate individual who is eager to contribute and grow with us. Apply now and be part of an exciting journey! Aon is in the business of better decisions At Aon, we shape decisions for the better to protect and enrich the lives of people around the world. As an organization, we are united through trust as one inclusive team and we are passionate about helping our colleagues and clients succeed. What the day will look like Cultivate strong working relationship with other US controllership teams and ensure proper recording of intercompany transactions Manage month end close process including preparing and reviewing journal entries in Workday ensuring compliance with Aon's Accounting Policies Complete required monthly Balance Sheet reconciliations within required timetable Responsible for clearance and resolution of OOB positions for all Trade and Non/Fiduciary intercompany balances Manage the settlement process of Intercompany balances Perform PL & BS Trade Template Submission Support Revenue Manager with external and internal audit inquiries and assist in providing supporting documentation for requests Review & analyze the monthly and quarterly balance sheet file and provide commentary to explain material variances Perform Large Contract reviews to ensure revenue is recorded in the right period and with appropriate support Drive Automation efforts on two critical processes including Working Capital Forecast Analysis and H&W Month End Balance Sheet Review (SOX Control) Review & analyze the Geared Incentive Accrual and Pay out Prepare the Geared Incentives clearing template for FP&A Manage monthly Working Capital Forecast process for Health, Wealth and Talent Solutions How this opportunity is different At Aon, we don't just offer a job; we offer a career path filled with opportunities for growth and innovation. In this role, you'll have the chance to work with a dynamic team of professionals across various sectors, including finance, technology, and consulting; ensuring a rich and diverse work experience. Skills and experience that will lead to success 3+ years of experience in an accounting or FP&A role Bachelors degree in accounting, finance, or related field Advanced Excel skills with ability to quickly organize and analyze large/diverse sets of data Knowledge of Powerpoint, Workday, TM1, Power BI/Query and Apptio would be an advantage Prepared to be flexible to meet deadlines and support team when required. How we support our colleagues In addition to our comprehensive benefits package, we encourage an inclusive workforce. Plus, our agile environment allows you to manage your wellbeing and work/life balance, ensuring you can be your best self at Aon. Furthermore, all colleagues enjoy two "Global Wellbeing Days" each year, encouraging you to take time to focus on yourself. We offer a variety of working style solutions for our colleagues as well. Our continuous learning culture inspires and equips you to learn, share and grow, helping you achieve your fullest potential. As a result, at Aon, you are more connected, more relevant, and more valued. Aon values an innovative and inclusive workplace where all colleagues feel empowered to be their authentic selves. Aon is proud to be an equal opportunity workplace. Aon provides equal employment opportunities to all employees and applicants for employment without regard to race, color, religion, creed, sex, sexual orientation, gender identity, national origin, age, disability, veteran, marital, domestic partner status, or other legally protected status. People with criminal histories are encouraged to apply. We welcome applications from all and provide individuals with disabilities with reasonable adjustments to participate in the job application, interview process and to perform essential job functions once onboard. If you would like to learn more about the reasonable accommodations we provide, email For positions in San Francisco and Los Angeles, we will consider for employment qualified applicants with arrest and conviction record in accordance with local Fair Chance ordinances. Aon is not accepting unsolicited resumes from search firms for this position. If you are a search firm, you will not be compensated in any way for your submission of a candidate, even if Aon hires that candidate. Nothing in this job description restricts management's right to assign or reassign duties and responsibilities to this job at any time. Pay Transparency Laws The salary range for this position (intended for U.S. applicants) is $80,000 - $92,000 annually. The actual salary will vary based on applicant's education, experience, skills, and abilities, as well as internal equity and alignment with market data. The salary may also be adjusted based on applicant's geographic location. The salary range reflected is based on a primary work location of Chicago, Illinois. The actual salary may vary for applicants in a different geographic location. This position is eligible to participate in one of Aon's annual incentive plans to receive an annual discretionary bonus in addition to base salary. The amount of any bonus varies and is subject to the terms and conditions of the applicable incentive plan. Aon offers a comprehensive package of benefits for full-time and regular part-time colleagues, including, but not limited to: a 401(k) savings plan with employer contributions; an employee stock purchase plan; consideration for long-term incentive awards at Aon's discretion; medical, dental and vision insurance, various types of leaves of absence, paid time off, including 12 paid holidays throughout the calendar year, 15 days of paid vacation per year, paid sick leave as provided under state and local paid sick leave laws, short-term disability and optional long-term disability, health savings account, health care and dependent care reimbursement accounts,employee and dependent life insurance and supplemental life and AD&D insurance; optional personal insurance policies, adoption assistance, tuition assistance, commuter benefits, and an employee assistance program that includes free counseling sessions. Eligibility for benefits is governed by the applicable plan documents and policies.

Overview When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company's esteemed annual list of the World's Most Innovative Companies, as well as recognition as one of U.S. News & World Report's Best Companies to Work For in 2024. Discover endless opportunities to grow and make your mark at Hines. Responsibilities As a Senior Analyst of Fund Management with Hines, you will execute on behalf of the Fund Management team to interact with various investors / partners in portfolios and support the decision-making and management of key investment issues. The Senior Analyst partners with the Director to provide investor considerations and input to major decisions (acquisitions, reviewing asset management, disposition recommendations). Reports to the Director of Fund Management in assigned region (Europe) within Investment Management. Support select strategic separate accounts, including assisting with the annual meeting process and governance for these specific accounts. Initial focus will be on two major separate accounts on behalf of two of the largest German institutional investors. Responsible for providing guidance on strategic asset management decisions for separate accounts at the direction of and coordination with the Director of Fund Management and with oversight of the relevant SMD of Fund Management. Support the preparation of annual plans for assets for review and feedback from the Director of Fund Management. Drive analyses that inform and ultimately advise how the investors are deploying capital at their discretion while acting as a fiduciary and advocate for investors' interests, at the direction of both the SMD and Director of Fund Management. Manage relevant reporting deliverables for the separate accounts. Collaborate with and support the Associates working on the separate accounts. Coordinate as relevant with other units within Investment Management (e.g. Finance, Global Investment Strategy, Research, Risk) and within the broader firm (e.g., regional teams) to advance major analyses and/or recommendations for specific vehicles and/or investors. Support to proactively identify and surface investor considerations as input to major regional asset management decisions including major tenant changes, dispositions, and other asset level decisions. Qualifications Minimum Requirements include: Bachelor's degree in business, analytics, or quantitative streams; MBA preferred. CFA designation preferred. Two years of related experience (including internships), particularly within Private Equity Real Estate in a Strategy, Portfolio Management, Distribution or Consulting Role. Advanced knowledge of Microsoft Office Word and Excel. Ability to understand and articulate portfolio management concepts effectively. Demonstrated quantitative skills and relationship building skills. Excellent written and oral communication skills required. Fluency in German required. Proven ability to manage multiple projects simultaneously. A clear understanding of the global real estate market. Work overtime as business needs deem appropriate. Work indoors majority of the time but may include some site visits. Travel may be required. Closing At Hines, we strive for excellence as a leading global real estate investment manager, driven by our by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion of assets across such property types as living, office, retail, mixed-use, logistics and life science projects - all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients' needs. While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines' success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive. Hines is proud to be named to Fast Company's prestigious annual list of the World's Most Innovative Companies for 2024. Includes both the global Hines organization and RIA AUM as of December 31, 2023. We are an equal opportunity employer and support workforce diversity. No calls or emails from third parties at this time please.

An international well-respected trust firm specializing in providing fiduciary services to individuals, entrepreneurs, and families, across a wide range of sectors is looking to hire a trust administrator for its London West End office. Responsibilities: Proactive account management including account set up, investment performance review, and ongoing customer support. Act as a client relationship manager and liaison between customers, tax, accounting, legal, and operations personnel. Administration of a portfolio of trusts and companies, ensuring compliance with regulatory requirements. Preparing and maintaining statutory records, including minutes, resolutions, and key documentation. Managing payments and transaction processing, liaising with legal, accounting, and tax teams. Handling ad hoc projects, including regulatory changes and process improvements. Minimum Requirements: The successful candidate will need to have a minimum of 4 years experience in trust and corporate administration, with a proven ability to manage a portfolio of clients independently. A relevant STEP or ICSA qualification (or working towards one) is desirable. If you believe you possess the necessary skills to meet our client's discerning requirements and are eager to seize this exciting opportunity, please email your current CV to or call . AP Group is acting as an introductory service in relation to this vacancy. By submitting your CV for consideration, you are consenting to its retention for the purpose of securing you work. Any information you provide to AP Group and its subsidiaries will be subject to the protection of Data Protection Laws, our policy for which can be found at

What is the opportunity? The Director - Team Lead, Fiduciary Management will be responsible for the management of the Fiduciary Management team, ensuring their team provides an unrivalled client experience while operating a cost-effective and efficient business. You will ensure the Fiduciary Management teams work in full cooperation with Sales and Relationship Management (SRM) with their overall responsibility as the Prime Relationship Manager for all WM-I client relationships. This includes the referral to SRM of any new business opportunity from new prospects or existing clients, provision of any related client information, and participation in any client reviews. Willingness to travel within the British Isles and occasional travel to RBC offices in other locations.

Title: Accountant International Reporting Type: Permanent Hours: Full Time (hybrid/remote available) Salary: £55-65k approx. (depending on experience/qualifications) Details: Summary and Overview: As a Manager you will be part of the International Reporting Team, ensuring adherence to regulatory obligations in line with global information exchange legislation and you will provide support, guidance and training to global offices. Duties & Responsibilities: In coordination with the Head of Department, implement and monitor internal jurisdictional dashboards to assist location heads and other stakeholders to monitor and oversee adherence to legislation and future legislative changes and updates. Monitor and oversee the steps to reporting. Monitor and oversee adherence to known reporting timelines. Assist the jurisdictions with reporting within the deadline(s) to all known reportable jurisdictions Identify, communicate, and mitigate incidence of penalties. Assist with the assessment, modification and implementation, where needed, of internal processes and procedures to ensure compliance with regulatory compliance obligations with OECD, IRS / US Treasury and other multi-jurisdictional and global legislation. Assist with the ongoing monitoring of our internal operational risk framework to mitigate any potential breaches, and financial risk. Support global offices to understand the requirements of annual classification scoping for AEOI, ROE, Economic Substance and the implications of this. Understand and implement information disclosure relevant due diligence processes and procedures in accordance with obligations. Understand the requirements of the annual valuations process, including audit and reporting obligations. Understand and implement robust processes and procedures following classification of managed entities as Passive NFFEs. Understand the requirements of the ECCTA Register of Overseas Entities legislation, and reporting obligations, including verification and validation of submissions. Beneficial Ownership registers. Person specification: We are searching for someone who can bring a range of skills and experiences to enhance the team. As such, there are a few skills we are looking for: Professional accounting qualification along with substantial post qualification experience in a regulated environment. In depth experience of financial reporting and statutory requirements. Knowledge of client accounting and bookkeeping in a fiduciary environment (desirable). Knowledge of other information disclosure regimes (desirable). Ability to learn quickly and undertake all professional development opportunities available to become familiar with a unique sector. Personal Attributes Communicates effectively Plans and aligns Action orientated Client Focused Resilient Our client is a global professional services provider, working with private clients, corporate clients and funds to navigate the many twists and turns to achieve their ambitions. A proactive and passionate business, providing exceptional service to develop deep and meaningful client relationships, providing an unrivalled breadth of bespoke end-to-end wealth protection and business support services. The business has expanded, requiring the ability to adapt quickly to change and invest in key areas to support the growth journey. As a result, the business is looking for brilliant people to join the team to grow and develop. JBRP1_UKTJ

At EY, you'll have the chance to build a career as unique as you are, with the global scale, support, inclusive culture and technology to become the best version of you. And we're counting on your unique voice and perspective to help EY become even better, too. Join us and build an exceptional experience for yourself, and a better working world for all. Senior Consultant - Pensions Consulting EY is accelerating the growth of our Pensions Consulting team and are looking for self-starting, diligent individuals from a consultancy or accounting firm who can contribute to our growth plans and who wish to be part of a successful business with a strong, established brand. We offer our clients expert-led advice wherever pension risk touches their business and our team work within a multi-disciplinary environment across a number of specialist areas, including providing funding and risk management advice for corporates, and advising on buy- and sell-side corporate transactions and assisting asset managers/insurers. The opportunity We are now looking to grow our consulting business. In order to achieve this growth, we are looking for quality individuals with core pensions knowledge and who have demonstrable experience of working with and building trusted relationships including CFOs of corporate sponsors, pension managers, trustees and pension providers. We are seeking individuals with expertise in the following areas: Corporate pensions strategy Pension end-game solutions Pension risk transfer transactions Data and analytics Leveraging corporate and pension scheme data for value Pension fund operational and governance excellence ESG issues for pension funds Addressing pension aspects of corporate M&A Fiduciary management advisory Your Key Responsibilities Providing support to the senior management team with marketing initiatives Building effective relationships in the market and within the EY network Preparation of numerical and written advice, as well as liaising directly with clients Management of client projects within agreed scope and budget with minimal supervision from senior management Leading client project teams and delegating work effectively Providing pensions expertise / opinions whilst working in larger cross service line projects Helping develop team members through mentoring, feedback and training Maintaining our very high professional standards To qualify for the role you must have: Strong oral and written communication skills Consulting experience and enjoy building trusted client relationships Be comfortable with complexity and ambiguity and recognises the world is changing and will continue to change Be a self-starter, with can-do attitude and energy who is willing to try new things Demonstrate initiative and creativity Be outgoing and personable Enjoy working with people from range of backgrounds and disciplines Have knowledge of the UK pensions environment but do not need to be an actuary Have good commercial awareness Proven track record of delivering high quality work in appropriate timescales Project management skills What we offer We offer a competitive remuneration package where you'll be rewarded for your individual and team performance. Our comprehensive Total Rewards package includes support for flexible working and career development, and with FlexEY you can select benefits that suit your needs, covering holidays, health and well-being, insurance, savings and a wide range of discounts, offers and promotions. Plus, we offer: Continuous learning: You'll develop the mindset and skills to navigate whatever comes next. Success as defined by you: We'll provide the tools and flexibility, so you can make a meaningful impact, your way. Transformative leadership: We'll give you the insights, coaching and confidence to be the leader the world needs. Diverse and inclusive culture: You'll be embraced for who you are and empowered to use your voice to help others find theirs. If you can demonstrate that you meet the criteria above, please contact us as soon as possible. The exceptional EY experience. It's yours to build. Apply now. EY Building a better working world EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets. Enabled by data and technology, diverse EY teams in over 150 countries provide trust through assurance and help clients grow, transform and operate. Working across assurance, consulting, law, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.

Our client, a HNW Family Office / Property Company in Gerrards Cross is seeking an experienced senior finance professional as Finance and Operations Director, to oversee its finance and investment strategy across its equity investments, property portfolio and statutory entities. Reporting to the Family Office principals, the role will include: Providing operational and administrative support to the family office, acting as a gatekeeper. Implementation of a long-term investment strategy across real estate, equities, funds etc. Oversee the reporting of wealth managers and their investment returns. Evaluating the cash flow requirements and tax ramifications of any investment decisions Management of all financial reporting for various entities, overseeing a small finance team Preparation of agendas and minutes/records of family office meetings as required. Oversee maintenance and refurbishment of family properties across various locations. Liaise with Accountants, Finance, Legal and Insurance representatives on the principals' behalf. Ensure adequate controls and legislative regulations and disclosures are adhered to. Ensure all company secretarial regulations and duties are dealt with. Oversee the preparation of annual accounts for all entities, liaising with external auditors. Comply with all fiduciary duties appertaining to directors. Carry out research for the principals and manage ad-hoc projects as and when required. This senior finance, investment and operations role requires an accomplished Finance Director with at least 20 years' experience, from a similar background - Family Office, Real Estate/Property Investment, an Accountancy Practice or Wealth/Investment Management. You should have a proven track record at Finance Director or Partner level in an environment that requires the strictest of confidentiality and a high degree of discretion. You will have excellent communications skills, strong problem-solving ability, be self-motivated, highly driven and have a strong sense of commitment and loyalty. This will be a long term and rewarding opportunity.

Our client is seeking a dynamic Business Development Manager to join the front office team of their Investment Management business, based in either Jersey or the Isle of Man. This key role is responsible for bringing in new business and contributing to the growth of assets under management through the client's investment products and services. If you are a confident self-starter with a strong track record in business development, we encourage you to apply. Job Duties: Play a key role in the discretionary business development strategy. Provide investment proposals to new and existing clients using the client's risk profiler. Actively network both locally and internationally, with travel to key target markets to build relationships with trustees and advisers. Establish key advisor and institutional client partnerships and seek suitable books of business. Host face-to-face and virtual meetings, seminars, webinars, and events. Demonstrate products and systems to clients, trustees, and advisors. Meet or exceed annual sales targets and fulfil objectives set by the Line Manager. Collaborate with Business Development Managers for Platform and Banking to develop shared new business opportunities. Work closely with the Relationship Manager - Investment Management to ensure excellence in client relationships. Generate innovative new business projects and initiatives to drive sales growth. Reflect with integrity the values of the client as part of its public-facing profile. Continuously improve statistical reporting of business development activity via CRM. Attend regular sales meetings to promote team collaboration. Engage closely with the Investment Management team to ensure that business development activities align with theoverall investment strategy. Job Requirements: A finance or investment qualification. Strong presentation skills for both small and large audiences. Comprehensive knowledge of the financial services industry, global markets, and technical product knowledge, including funds and investments. Understanding of ESG and sustainable investments. Confident, ambitious, and relationship-focused with a proven track record in business development. An existing network of professional contacts within the financial advisory and fiduciary sectors in either Jersey and/or the Isle of Man. What You'll Love: You will be part of a growing, innovative investment management firm that places emphasis on integrity and excellence. Our client fosters a dynamic work environment where collaboration, professional development, and creativity are encouraged. If you're looking to make a significant impact and grow within a leading investment business, this is the perfect role for you. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here

Manager Consultant Relations Location: United Kingdom, London Time Type: Full time Posted On: Posted 2 Days Ago Job Requisition ID: R1750 Department: Robeco Global Consultant Relations With a 95 year track record and approximately €200b AUM globally, Robeco is looking to appoint an experienced Global Consultant Relations Manager, based in Robeco's London office. The GCR team is an established and highly regarded team within the business and has achieved a formidable ratings footprint with global consultants. The role has direct coverage of a defined group of global consultants and will contribute to the strategy and success of the team. This team consists of 5 members based in London, The Netherlands and New York. This hire will report to the Global Head of Consultant Relations, based in London. Position & Requirements The Consultant Relations (CR) team is responsible for: Managing the head office relationships with global consulting firms, specifically Mercer, WTW, AON, Cambridge Associates, bfinance and Russell Investments including maintaining and improving ratings with those firms; Managing the fiduciary (OCIO) relationships with the global consulting firms; Driving the firms engagement with field consultants at the global firms; Bringing the perspective of global consultants into the development of new products and strategies; Principal Responsibilities: Work closely with the team to develop and implement Robeco's CR Strategy; Develop appropriate and lasting relationships with relevant Senior managers, Research and field consultants globally; Develop and grow the relationships with the fiduciary arms of global consulting firms; Support the broader effort and strategy of the Global CR team; Develop strong working relationships with the investment professionals globally and other relevant internal stakeholders/departments, sharing information to achieve a coordinated sales effort; Provide feedback and input on market developments to the broader Robeco Group. Experience and Qualifications The candidate has experience in Consultant Relations and a proven track record of working successfully to build both strong ratings and lasting relationships; The role also requires strong technical skills (ideally across both systematic/quantitative strategies and credit) and strong communication and presentation skills. The candidate will be expected to operate with autonomy with the purpose of promoting Robeco's investment products to the Global Consultant community and will have experience in building relations and have the relevant network. The candidate will also need a strong ability to structure, organize and monitor progress. The CR team consists of five direct team members and works closely with the various international sales offices to ensure consistent messaging and engagement with the consultant community. The candidate would be expected to work very closely with this team. The candidate would have an ability to work with a small, international team, contribute constructively but also work autonomously in terms of activity with consultants. The ideal profile will include: A minimum of five years relevant experience; Proven relationship management experience; In-depth knowledge of investment products; University degree in relevant field required, graduate work a plus; A financial qualification (CFA or equivalent) highly desirable; Ability to identify, pursue and close new opportunities; Strong proven presentation skills; Frequent regional travel required; A passion for sustainable investing. All applications will be treated with the utmost confidentiality. An assessment and integrity test may be used in the selection procedure. Robeco Recruiting Team About Us As a Dutch asset manager operating globally, Robeco has always combined the best of both worlds. We have global reach and ambitions, while retaining our head office in our hometown of Rotterdam. Employees at Robeco share that combination: we hire and nurture people who can think internationally and put the client first, while keeping their feet firmly on the ground. We have strong links with academia, which underpin the research in our robust quantitative and sustainability investing strategies. Our people have backgrounds in finance but also in economics and geography. Likewise, as pioneers in emerging markets investing, our diverse backgrounds also add local knowledge. We offer an informal and flexible office atmosphere that gives people the room to be themselves, to grow and to perform to the best of their ability.

Job Description: Employer: DWS Group Title: Alternative Credit Underwriting Analyst Location: London About DWS: Today, markets face a whole new set of pressures - but also a whole lot of opportunity too. Opportunity to innovate differently. Opportunity to invest responsibly. And opportunity to make change. Join us at DWS, and you can be part of an industry-leading firm with a global presence. You can lead ambitious opportunities and shape the future of investing. You can support our clients, local communities, and the environment. We're looking for creative thinkers and innovators to join us as the world continues to transform. As whole markets change, one thing remains clear; our people always work together to capture the opportunities of tomorrow. That's why we are 'Investors for a new now'. As investors on behalf of our clients, it is our role to find investment solutions. Ensuring the best possible foundation for our clients' financial future. And in return, we'll give you the support and platform to develop new skills, make an impact and work alongside some of the industry's greatest thought leaders. This is your chance to achieve your goals and lead an extraordinary career. Team / division overview EMEA Alternative Credit is a key growth pillar of the EUR 115bn DWS Alternatives franchise. The Alternative Credit platform aims to build diversified portfolios across Direct Lending, Leveraged Loans and Structured Credit that deliver attractive risk-adjusted returns with a focus on capital preservation to a broad spectrum of investors including governments, corporations, insurance companies and private clients. Role Details As an Alternative Credit Underwriting Analyst, you will be part of a central underwriting team covering all investment strategies across Direct Lending, CLO's and Structured Credit, and be responsible for: Conducting detailed financial analysis of cash flows, financial statements and ratios to assess the credit worthiness of potential borrowers Evaluating credit risks across multiple factors such as industry trends, markets conditions and potential borrowers operating environment Performing detailed due diligence on potential borrowers including the review of legal documentation, contracts and other relevant information impacting credit decisions Developing and utilising complex financial models to simulate different scenarios, assess potential risks and project future performance of borrowers Assisting in the preparation of credit memoranda and other documentation for Investment Committees, that provide accurate and concise underrating analysis and investment recommendations Monitoring the performance of existing loan portfolios, identifying potential issues and recommending actions to manager and mitigate risks Ensuring regulatory compliance by staying updated on relevant regulations and ensuring compliance with internal and external guidelines throughout the underwriting process We are looking for: A strong background in credit analysis to support the underwriting of Corporate Alternative Credit transactions covering Direct Lending, CLO's and Structured Credit Proven technical analysis skills, with experience of conducting due diligence and financial modelling of Corporate Credit investments Solid experience across buy-side private loan investment management with knowledge of LP relations and management of portfolio companies Contributing to the production of materials for RFP and marketing/fundraising activities Experience of producing credit investment proposals and supporting documentation for Investment Committees Experience of managing risk controls within an investments environment, with good understanding around the fiduciary duty of care Educated to degree level in a Finance related discipline from an accredited college or university (or equivalent) or an acceptable level of industry experience What we'll offer you: At DWS we're serious about diversity, equity and creating an inclusive culture where colleagues can be themselves and it's important to us that you enjoy coming to work - feeling healthy, happy and rewarded. At DWS, you'll have access to a range of benefits which you can choose from to create a personalised plan unique to your lifestyle. Whether you're interested in healthcare, company perks, or are thinking about your retirement plan, there's something for everyone. Some of our core benefits: 30 days' holiday + bank holidays, with the option to purchase additional days A non-contributory pension scheme, up to 10% Physical and Mental Health Well-Being benefits including (but not limited to) Private Medical Cover, a complimentary GP service and the support of Mental Health First Aiders Family friendly benefits including generous parental leave packages (supporting all variations of family set-ups), to healthcare plans and travel insurance The opportunity to support our CSR strategy which is focused on combatting climate change and achieving greater social justice. You can make donations to our partner organisations or take part in corporate volunteering opportunities in your local communities by providing on hand support. DWS' Hybrid Working model in the UK is designed to find the right balance between in-person collaboration and engagement in the office, which is core to our working culture, and working from home. Employees who wish to sign-up to our Hybrid Working model are required to work in the office two days a week, and given the flexibility to work from home for the remaining three. If you require any adjustments or changes to be made to the interview process for any reason including, or related to a disability or long-term health condition, then please contact your recruiter and let them know what assistance you may need. Examples of adjustments include providing a change to the format of the interview, or providing assistance when at the DWS office. This will not affect your application and your recruitment team will discuss options with you. Our commitment to equal employment opportunity Our values define the working environment we strive to create - diverse, supportive and welcoming of different views. We embrace a culture reflecting a variety of perspectives, insights and backgrounds to drive innovation. We build talented and diverse teams to drive business results and encourage our people to develop to their full potential. Talk to us about flexible work arrangements and other initiatives we offer.

Our client is seeking a highly driven and ambitious Head of Business Development to join the executive management team in their Investment Management business, located in Jersey or the Isle of Man. This is a key leadership role responsible for driving new business and managing front office activities across both locations, with a focus on growing assets under management and developing key relationships. If you have exceptional business development experience and strong leadership skills, we encourage you to apply. Job Duties: Lead the discretionary business development strategy and manage all front office activities across Jersey and the Isle of Man. Line manage the business development and relationship management teams. Attract new institutional, trustee, and adviser relationships to generate new business. Set and deliver business development activity in appropriate geographic locations. Manage key advisor and institutional client partnerships, seeking suitable books of business. Represent the company at key seminars, webinars, and events. Set and surpass annual sales targets and fulfil objectives set by the Line Manager. Mentor and develop the business development and relationship management teams. Work closely with Business Development Managers for Platform and Banking to develop shared new business opportunities. Drive new business projects, constantly introducing innovative ideas to increase sales. Organise and deliver business development management information to the wider executive team. Chair and organise regular sales meetings to ensure team cohesion and progress. Job Requirements: Exceptional presentation skills for both small and large client audiences. Excellent knowledge of the financial services industry and global markets. Comprehensive understanding of investment management strategies and products. Strong leadership skills, confident, self-starter, and highly ambitious. Proven track record in business development and sales team management. A substantial professional network within the financial advisory and fiduciary sectors in Jersey, the Isle of Man, or further afield. What You'll Love: You will be part of a growing, innovative investment management firm that places emphasis on integrity and excellence. Our client fosters a dynamic work environment where collaboration, professional development, and creativity are encouraged. If you're looking to make a significant impact and grow within a leading investment business, this is the perfect role for you. Interested? Register today, confidentially, with one of our friendly and dedicated recruitment specialists by clicking here.

Finance Director - Single Family Office, London - PLACED An exciting opportunity exists within this established and successful London based Family Office for an outstanding Finance Director. Working closely with the Founder to facilitate highly effective execution of projects and corporate functions within the Family Office and to oversee the finance team. Responsibilities: Have oversight of Family Office Finance teams, having ultimate responsibility for bespoke financial reporting/monitoring of personal wealth and assets and detailed tax analysis. Manage personal tax issues, including trusts, non-dom, and remittance areas of tax. Manage the Treasury function, including optimising multi-currency income, expenditure, and lending. Oversee purchases and sales of major private assets (e.g. properties), including structural issues relating to ownership and taxation implications thereof. Have close liaison with members of the family who are involved with the family office, and with offshore personal trustees. Project manage across lifestyle assets, including maximising income from certain assets. Oversee the private staff of the Founder on such matters as employee contracts, recruitment, and key transactions. Provide support for the structuring of real estate investment deals. For Commercial & Business, the Finance Director will: Ensure that the Founder's priorities are clearly articulated, communicated and that an effective and rigorous reporting mechanism is embedded to drive accountability and successful execution. Design and develop suitable management reporting systems to ensure rigorous and effective oversight of all Founder's business and investment activities. Develop and implement Founder's initiatives, and the tracking of progress on stated priorities. Have oversight of all corporate functions within the business (IT, HR, Finance, Technology). Have fiduciary responsibilities as director/secretary of various business entities. Be responsible for corporate financial management and governance. Skill Set and Experiences: 10+ years of relevant experience. A highly numerate hands-on accountant (probably qualified within a professional services firm) with a broad commercial awareness. Combination of business and personal accounting background. An understanding of personal tax issues, ideally experience of non-dom. and remittance areas of tax. Relevant evidence of people management within the Finance function and the ability to manage others. Family Office and/or professional service experience supporting private clients (HNW/UHNW individuals). Knowledge and experience of trusts. An excellent communicator with demonstrable ability to consolidate and report information in a clear, timely, transparent, and organised way. Confidence in liaising with the Founder and at the highest level with external professional advisers. Highly organised and effective project manager able to execute and oversee multiple projects and initiatives.

The successful candidate will ensure the administrative efficiency and effectiveness of Group Trust across all of its locations and jurisdictions, achieving high standards of regulatory and policy compliance while at the same time, enabling a working environment in which relationship management and client accounting staff can deliver high-quality, sophisticated fiduciary services with represent value to clients, contribute to the Groups Trust. Project Manager, Business Analyst, Operations (7212) Finance Jersey View details Administrator - Executive Compensation Services (1) (7195) Finance Jersey View details Administrator or Senior Administrator - Private Client (6838) Finance Jersey View details