Found 23 Banking, Funds & Wealth Management Jobs

We're seeking an enthusiastic professional to join our client as an Associate Director – Private Wealth. Joining on a permanent basis the successful applicant will provide vital support in team and client management, contributing to our client’s growth objectives and operational excellence. The Role… As an Assistant Director, you will: Provide crucial support for team and client management, ensuring exceptional service quality and consistency Collaborate with the Director to oversee all company development activities Assist in achieving key financial and non-financial targets, focusing on revenue maximisation and cost efficiency Proactively contribute to process improvement initiatives Cultivate a culture of shared knowledge and delegated responsibility within the team Co-coordinate teams to meet client deliverables, deadlines, and maintain deliverable quality Embody our cultural values and adapt positively to change, fostering a positive attitude Embed risk management processes within the organisation Ensure staff receive necessary training and address training gaps promptly Follow up on new business opportunities and manage fee quotes effectively Review unprofitable fee arrangements and develop action plans to improve profitability Actively manage the exit of unprofitable client relationships About You… To excel in this role, you should possess the following qualifications and qualities: Ability to inspire trust and confidence Strong Relationship Management skills, including the ability to address challenges Cultural awareness Integrity and transparency Energy and determination Proven ability to succeed through others Resilience and ability to work in a fast-paced environment Good knowledge and experience in offshore financial services Membership in a relevant Financial Institute or other professional body Awareness of cross-jurisdictional cultural differences Corporate Governance experience and risk mitigation expertise Effective leadership and management skills Evidence of promoting teamwork and collaboration The Reward… You will receive: Competitive salary & benefits package An inclusive and diverse work environment Continuous learning and development opportunities Career growth across an international network

Complex Operations Advisor...

PP11140

Join our client's dynamic team as a Complex Operations Advisor and be part of a fast-growing business. This is a permanent position offering you exciting opportunities to make a significant impact in a supportive environment. The Role… As a Complex Operations Advisor, you'll be responsible for a range of important duties: Review Inward Credits from personal customers to ensure incoming funds align with expected account activity Manage the incoming workflow for the team efficiently Handle complex customer queries, offering advice on source of funds/wealth and acceptable documentation About You… To excel in this role, you should possess the following skills and attributes: Customer-Centric: Demonstrate genuine care for helping customers with their queries Relationship Builder: Quickly build relationships and understand customer needs across a range of services Effective Communicator: Strong communication skills are essential for daily interactions with customers and colleagues The Reward… Joining our client's team comes with an array of benefits. Enjoy a competitive starting salary with bonus opportunities, pension scheme, career development opportunities and more!

Payments Technician, Permanent Job,...

PP11134

Mid Senior Level

We’re on the lookout for a Payments Technician to join our client on a permanent basis! This role will work with the Team Leader and Manager to ensure your colleagues cultivate and grow their skills and knowledge, ensure delivery of key IT changes and that procedures and processes are in line with relevant legislation and includes controls to mitigate regulatory risks. The Role… Maintaining expert knowledge in payments processes, you will: Execute complex technical work including issue resolution, ad hoc reporting and manipulation of large data sets Act as the escalation point for senior administrators for technical queries Conduct complaint investigation and quality assurance About You… Applicants must have proven experience and understanding in a technical payments role, and: Proficient with Microsoft Office (Excel, Word, PowerPoint) and Outlook Thorough understanding of applicable regulations across markets our client operates within Experience in collating and presenting complex data and situations to all levels of the organisations Comfortable talking in front of a group as well as one-on-one with an individual The Reward… Based in Onchan you will receive a competitive salary and benefits package including, pension, a bonus scheme, health insurance and more!

Cash Centre Supervisor, Contract...

PP11124

Temporary/Contract

Banking, Funds & Wealth Management, Information Technology

We’re looking for a cash centre supervisor to join our client’s busy team on an initial 18 month contract. The Role… On a daily basis you will liaise with customers and businesses to accurately collect information in order to solve their queries, and: Authorise and investigate all transactions to KPIs and SLAs Collect and analyse the required information from the customers and businesses Review processes which would be automated or enhanced to improve the customer and business experience Review processing errors and customer complaints to identify trends and training needs About You… In order to excel in this role you’ll have strong customer service abilities and excellent attention to detail, you’ll also: Work well in a fast paced environment and have good organisational skills to deliver to deadlines Be able to showcase knowledge and enthusiasm as you deal with a variety of different customers on a daily basis Have previous experience within a similar supervisory role The Reward… This role is on an 18 month contract basis Competitive salary

Lead Business Analyst...

PP11132

We have a new opportunity to join a leading Life Assurance and Private Wealth group as Lead Business Analyst. Leading a team of Business Analysts you will work across the Group, leveraging your skills and experience, delivering a service that supports, challenges and delivers the needs of the Group and their customers. The Role... Your core responsibilities will include: Business requirement elicitation & management Functional requirement definition & system design Stakeholder management Business process modelling, data modelling & design Project Management and implementation support (including user training) About You... Experience in formal system development methodologies, including SSADM, V-Model & Agile (SCRUM & Kanban) Experience of people supervision, including work allocation and performance reviews Business Process Mapping skills using standard UML notations, e.g. BPMN 2 Knowledge of Visio, Jira, Confluence & the Atlassian Suite Advanced SQL Skills highly advantageous The Reward... Competitive salary and comprehensive benefits package

Internal Audit Specialist...

PP11118

Internal Audit Specialist - Data Architecture & Data Governance required to join an international wealth group in a permanent capacity on the Isle of Man. Role is to primarily provide risk-based and objective assurance, advice and insight over the effectiveness of controls to manage current and emerging risk achieved through independent assessment of risk and control. The Role... Build and maintain effective relationships across GIA in order to enable holistic audit approaches leveraging off multiple skill sets within GIA Build and maintain effective relationships with stakeholders relevant to the portfolio, including management across business units and enabling functions, through regular communication and reporting of audit opinions and insights Collaborate with Internal Audit data scientists to develop robotic (repeatable and automated) audit solutions which test full populations to provide audit assurance and insights on a continuous or regular basis Communicate audit findings, opinions and insights, including risk impacts and root causes of control deficiencies. Create and report visual communications derived from data analytics and robotic auditing solutions to communicate risk-based findings, insights and foresights About You... A wealth of experience managing data products end to end and must include understanding in data architecture and data governance Strong analytic skills related to working with unstructured datasets Wealth of experience working in a multi-dimensional corporate environment Extensive experience across financial services, with knowledge of corporate and investment banking preferred. Risk management and internal audit experience through business management, assurance, risk management or Compliance Proven interest and knowledge in data analytics and technology solutions for that Experience in data science and building data analytical solutions would be an advantage The Reward... Excellent benefits package including a competitive salary

Senior Onboarding Officer...

PP11131

Accountancy, Actuarial & Tax, Banking, Funds & Wealth Management

Senior Onboarding Officer required on a permanent basis to join a Financial services group, that offers a variety of career-enhancing opportunities The Role... Conduct Onboarding review of all new personal account applications from the various distribution channels Review files and information on potential new clients of all risk ratings, identifying deficiencies and following up on all queries to resolution and ensure that new business reviews are conducted in line with the “Client Take on and Maintenance Manual” updated from time to time by Compliance Validate source of funds/wealth in line with Compliance guidelines and ensure that relevant business/compliance approval is obtained prior to account opening Undertake relevant searches mainly via the internet and Accuity/Finscan to highlight adverse media, PEP connections, sanctions considerations and corroborate activities / SOW Prepare account opening packs for Compliance/Director approval/sign off and perform sense check on Tax classification About you... Previous experience in a similar onboarding environment Experience of client risks essential The Reward...

Finance Manager, Permanent...

PP11126

Banking, Funds & Wealth Management, Information Technology

We have a fantastic opportunity to join a leading bank and wealth management group. As Finance Manager, you’ll provide full financial management services to various areas in the bank, through engagement and the leading of teams. The Role... Assume responsibility for finance work streams within various project committees and ensure all finance impacts have been considered and implemented within deadlines Anticipate, design and implement financial reporting per stakeholder requirements without comprising financial integrity Explore cost saving optimisation and drive implementation thereof Review, implement, approve and maintain the transfer recovery/transfer pricing cycles for all financial cycles About You... Professionally qualified ACA or ACCA Proven experience in a financial or management accountant role in industry Experience leading teams, assuming responsibility for allocating workstreams The Reward... Competitive salary and comprehensive benefits, including pension, private healthcare, and 28 days annual leave Central Douglas office location and hybrid working policy

Data Governance Specialist ...

PP11120

Banking, Funds & Wealth Management, Information Technology

Our client, a leading international bank and private wealth group, are seeking a Data Governance Specialist. You’ll implement data governance strategies, frameworks and roadmaps, and support the active management of identified information, data practices and data assets according to agreed standards and policies. The Role... Ensure compliance with all applicable policies, standards, systems, processes, and procedures so that all relevant risk and governance requirements are fulfilled incorporating the four pillars of risk management Implement the baseline requirements as well as the process for closure of significant data issues in collaboration with the risk fraternity and Group Internal Audit Provide input into reports to management on data governance issues, making recommendations and advising where appropriate Provide input into the identification of gaps and next steps in order to prioritise special projects to meet governance requirements Keep abreast of new and existing legislation in order to understand the impact on the Data environment. Recommend new approaches and provide thought leadership by keeping knowledge of industry standards and best practice up to date About You... Experience with, and understanding of, risk management and terminology within banking, investment asset management or insurance. Knowledge and understanding of relevant policies such as Protection of Personal Information Act (POPI), financial market acts, IFRS Knowledge of the DAMA framework, internal audit, and other governance frameworks: e.g. COBIT The Reward... Competitive salary Comprehensive benefits, including pension, private healthcare, 28 days annual leave and more Central Douglas office location and hybrid working policy

Feature Analyst, Permanent Job...

PP11070

We have a brilliant opportunity to join an international bank on a permanent basis. As Feature Analyst you will clarify business requirements and contribute to the effective end-to-end delivery of expectations The Role... Your core responsibilities will include: Collaborate with cross-functional teams comprised of product management, User Experience (UX), technology, support, testing and other subject matter experts to gather and analyse functional needs and user story requirements Collaborate with the Product Owner to create and refine user stories and acceptance criteria Collaborate within the feature team to ensure that stories are delivered effectively, and quality standards are adhered to Conduct business interviews, facilitate workshops or procedures and map user stories enabling these to come together as a cohesive whole About You... Certificate in Agile Methodology is preferred Excellent understanding of Agile working practices and LEAN and SCRUM proficiency, and working collaboratively across teams Experience in requirements elicitation, gathering, documentation and management and analysing business needs and provide solutions The Reward... Competitive salary and comprehensive benefits package Central Douglas office location

Account Services Administrator...

PP11122