Current jobs related to Investment Director - St Peter Port - Evelyn Partners

  • Relationship Director/banker

    5 months ago

    Saint Peter Port, United Kingdom Barclays Full time

    **Relationship Director or Banker - Private Clients and Family Office** **Guernsey** As a Barclays Relationship Director or Banker - Private Clients and Family Office, you’ll grow and develop relationships with multinational Family Office and local islands based private clients, typically generating sustained revenue by becoming a “trusted advisor”....

  • Compliance Officer, Financial Services

    1 month ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Compliance Analyst OpportunityA reputable banking trust and investment company, AP Group Ltd, is seeking a Compliance Analyst to join its Channel Islands Compliance team based in Jersey. In this dynamic and hands-on role, you will provide essential support to the Compliance Director and Risk team.Key Responsibilities:Ensure policies and procedures adhere to...

  • Compliance Officer, Financial Services

    1 month ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Compliance Analyst OpportunityA reputable banking trust and investment company, AP Group Ltd, is seeking a Compliance Analyst to join its Channel Islands Compliance team based in Jersey. In this dynamic and hands-on role, you will provide essential support to the Compliance Director and Risk team.Key Responsibilities:Ensure policies and procedures adhere to...

  • Asset Investment Director

    3 weeks ago

    St Albans, Hertfordshire, United Kingdom Niyaa People Full time

    Key Responsibilities:As the Head of Assets at Niyaa People, you will be responsible for leading our Asset Investment programmes, focusing on repairs and Sustainability. This role offers a hybrid working approach, allowing you to balance work and personal life.Key Responsibilities:Oversee refurbishment projects, including high-rise heat system...

  • Trainee Corporate Administrator

    2 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerThe Aztec Group is seeking a highly motivated and detail-oriented individual to join our team as a Trainee Corporate Administrator. As a business that specialises in fund and corporate services administration, this role is key to our success.As a Trainee Corporate Administrator, you will be assisting with the day-to-day...

  • Corporate Administration Trainee

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerWe are seeking a highly motivated and organized individual to join our team as a Trainee Corporate Administrator. As a Trainee Corporate Administrator, you will assist with the day-to-day administration and bookkeeping of corporate services structures under the direction of a Client Relationship Manager.Key...

  • Corporate Services Administrator Trainee

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerWe are seeking a highly motivated and organized individual to join our team as a Trainee Corporate Administrator. As a key member of our corporate services team, you will assist with the day-to-day administration and bookkeeping of corporate services structures under the direction of a Client Relationship Manager.Key...

  • Corporate Services Administrator Trainee

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerWe are seeking a highly motivated and organized individual to join our team as a Trainee Corporate Administrator. As a business that specializes in fund and corporate services administration, this role is key to our success.Key Responsibilities:Assist with all aspects of the administration on a range of entities across...

  • Corporate Administrator Trainee

    1 month ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Trainee Corporate Administrator. As a Trainee Corporate Administrator, you will assist with the day-to-day administration and bookkeeping of corporate services structures under the direction of a Client Relationship Manager.Key ResponsibilitiesAssist with all...

  • Corporate Administrator Trainee

    1 month ago

    St Peter Port, United Kingdom Aztec Group Full time

    About the RoleWe are seeking a highly motivated and organized individual to join our team as a Trainee Corporate Administrator. As a Trainee Corporate Administrator, you will assist with the day-to-day administration and bookkeeping of corporate services structures under the direction of a Client Relationship Manager.Key ResponsibilitiesAssist with all...

  • Corporate Administration Trainee

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerThe Aztec Group is seeking a highly motivated and detail-oriented individual to join our Corporate Administration team as a Trainee Corporate Administrator. As a key member of our team, you will assist with the day-to-day administration and bookkeeping of corporate services structures under the direction of a Client...

  • Financial Services Manager

    4 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    Job Title: Manager, Private WealthWe are seeking a highly experienced and skilled Manager, Private Wealth to join our team at AP Group Ltd. As a key member of our financial services team, you will be responsible for providing technical and managerial support to your team, mentoring them in their roles, and encouraging staff to develop long-term relationships...

  • Senior Wealth Management Professional

    3 weeks ago

    St Peter Port, United Kingdom AP Group Ltd Full time

    About the Role:AP Group Ltd is seeking a highly skilled and experienced Senior Wealth Management Professional to join our team. As a key member of our Private Wealth department, you will be responsible for providing technical and managerial support to your team, mentoring them in their roles, and encouraging staff to develop long-term relationships with...

  • Senior Investment Director

    4 days ago

    Fenchurch St, United Kingdom Fisher Investments Full time

    About the OpportunityFisher Investments is seeking a Senior Investment Director to join our team, responsible for qualifying and scheduling face-to-face appointments with high-net-worth leads.Job DescriptionAs a key member of our sales team, you will be working closely with portfolio management and client service groups to gather new clients and assets for...

  • Corporate Services Administrator

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerAztec Group's Corporate Services team is a dynamic and growing team that provides a diverse range of services to our clients. We are seeking a skilled Corporate Administrator to join our team and contribute to the success of our clients.The successful candidate will be responsible for carrying out routine day-to-day...

  • Corporate Services Administrator

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerAztec Group's Corporate Services team is a dynamic and growing department, providing a diverse range of services to our clients. We are seeking a skilled Corporate Administrator to join our team.The successful candidate will be responsible for carrying out routine day-to-day administration of corporate and fund...

  • Corporate Services Coordinator

    3 weeks ago

    St Peter Port, United Kingdom Aztec Group Full time

    Reports to Client Relationship ManagerAztec Group's Corporate Services team is a dynamic and growing area, offering a diverse range of structures and asset types. This role will involve carrying out routine day-to-day administration of corporate and fund structures under the direction of a Client Relationship Manager.Key Responsibilities:Build and maintain...

  • Compliance Analyst, International Bank

    2 months ago

    St Peter, United Kingdom AP Group Ltd Full time

    A reputable banking trust and investment company, is seeking to recruit a Compliance Analyst to join its Channel Islands Compliance team based in Jersey. In this dynamic and hands-on role, you will provide essential support to the Compliance Director and Risk team.As a compliance analyst, you will play a crucial part in ensuring that policies and procedures...

  • Client Due Diligence Compliance Specialist

    6 days ago

    St Peter Port, United Kingdom EFG International Full time

    Job Summary: We are seeking a highly skilled Client Due Diligence Administrator to join our team at EFG International. The successful candidate will be responsible for ensuring that all requisite due diligence and tax transparency documentation and information is received, collated, and recorded in line with AML / CFT and FATCA / CRS legislation.Main...

  • Client Due Diligence Administrator

    5 months ago

    St Peter, United Kingdom EFG International Full time

    You will utilise your skills and experience to ensure that all requisite due diligence and tax transparency documentation and information is received by EFGFS, collated and recorded in line with AML / CFT and FATCA / CRS legislation as well as ensuring that appropriate regulatory monitoring and reporting is fulfilled in line with regulatory requirements....

Investment Director

2 months ago

St Peter Port, United Kingdom Evelyn Partners Full time
{"title": "Investment Director", "description": "Investment Director Opportunity

Evelyn Partners is seeking an experienced Investment Director to join our Jersey office. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing personalized investment advice and portfolio management.

Key Responsibilities:
  • Build and maintain strong relationships with clients, understanding their investment goals and risk tolerance.
  • Develop and implement tailored investment strategies to meet clients' needs.
  • Provide regular portfolio reviews and recommendations to ensure clients' investments are aligned with their goals.
  • Collaborate with professional services colleagues to deliver comprehensive wealth management solutions.
  • Stay up-to-date with market trends and regulatory changes to ensure clients' investments remain secure.
Requirements:
  • Relevant Level 6 qualification or above (aspiring for Level 7) and a Statement of Professional Standing.
  • Strong technical knowledge of investment management strategies and solutions.
  • Experience in leading pitches and winning new business.
  • Excellent communication and interpersonal skills.
What We Offer:
  • Competitive salary and benefits package.
  • Opportunities for professional development and growth.
  • A dynamic and supportive work environment.

We are committed to creating a diverse and inclusive workplace. If you are a motivated and experienced Investment Director looking for a new challenge, please apply today.", "lang_code": "en"}