Senior Portfolio Manager
1 month ago
As a Senior Portfolio Manager at Apex Group, you will have the opportunity to oversee administration obligations and drive the growth of client relationships. With a focus on team development and customer service, you will play a crucial role in shaping the company's success.
Key Responsibilities:- Maintain and develop key client relationships as lead director
- Engage with client advisors and intermediaries to build strong partnerships
- Collaborate with the team manager to develop the underlying administration team
- Act as director on client boards to provide strategic guidance
To excel in this role, you will require a minimum of five years of post-qualification experience in the finance industry, along with an ACA, ACCA, CIMA qualification or equivalent. A deep understanding of regulatory laws and Jersey statutory laws is also essential.
Requirements:- Proficiency in English language skills
- Current CV and professional references available upon request
- Strong keyboard skills for efficient task management
This is a full-time permanent position offering a competitive salary of £60,000 - 80,000 per annum, commensurate with experience. If you are a motivated and experienced finance professional looking to take your career to the next level, apply today
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeRole Purpose: Manage a diverse portfolio of UK trusts, handling estate administration with competence and autonomy. Maintain client relationships and adhere to policies, legal requirements, and company standards.Key Responsibilities: Competently manage a portfolio of trusts and estates, and have client relationship management responsibility. Carry out duties...
-
Executive Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeAbout UsApex Group is a leading provider of high-end services to the financial industry, with a strong presence in Jersey. Our mission is to deliver exceptional client experiences through bespoke solutions and expertise.Role OverviewWe are seeking an experienced Executive Portfolio Manager to join our Private Client and Family Office Team. As a key member of...
-
Saint Helier, United Kingdom Apex Group Full timeWe are seeking a seasoned Senior Trust Manager to oversee the administration of complex private client portfolios within our Family Office. This role offers an exciting opportunity to work with a team of professionals in a fast-paced environment, overseeing the management and development of Administrators.Key Responsibilities:Own and manage a portfolio of...
-
Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Alter Domus Full timeAbout Our Company">Alter Domus is a global leader in fund administration services, proudly serving 85% of the top 30 asset managers in the alternatives industry and over 5,000 professionals worldwide.Our team is dedicated to delivering exceptional service and creating a unique work environment where you can progress on merit, communicate openly with your...
-
Senior Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Standard Bank Group Full timeKey ResponsibilitiesAdminister and take responsibility for serving all aspects of a portfolio including complex clients with limited guidance from a Trust Executive while ensuring adherence to the Administration Charter.Understand the commercial aspects relating to the case load you administer and the risk/reward associated, review and interpret complex...
-
Trust Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeRole PurposeTo effectively manage a diverse portfolio of UK trusts, with a focus on estate administration and client relationship management.The successful candidate will be responsible for autonomously managing a portfolio of trusts and estates, ensuring that all duties are carried out in a professional manner, in accordance with company policies, legal...
-
Administrative Portfolio Manager
4 weeks ago
Saint Helier, United Kingdom Alter Domus Full timeAbout Alter DomusWe are a leading provider of alternative investment fund services, proud to be home to 85% of the top 30 asset managers in the industry. Our global team of over 5,000 professionals across 23 countries is dedicated to delivering exceptional client service and supporting our clients' success.With a deep understanding of what it takes to...
-
Trust Portfolio Administrator
1 month ago
Saint Helier, United Kingdom Apex Group Full timeApex Group is looking for an experienced Trust Portfolio Administrator to join their team. This role involves providing administrative support and relationship management to a portfolio of clients. The successful candidate will work closely with a Manager to deliver high-quality services to all customers within the portfolio.The RoleThe main responsibilities...
-
Financial Portfolio Manager
1 month ago
Saint Helier, United Kingdom Apex Group Full timeAbout the RoleWe are seeking a skilled Financial Portfolio Manager to join our team at Apex Group. As a key member of our organization, you will be responsible for managing client portfolios, including administration and company secretarial matters.Key ResponsibilitiesManage and supervise administrators and trainee administrators who would typically be...
-
Senior Manager, Operations
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55725ContractPermanentHoursFull TimeSalaryNegotiableWe are seeking a Senior Manager to manage the Private Equity Operations Team responsible for the provision of administrative and project support to the Jersey Private Equity Division, reporting to the Central...
-
Senior Audit Manager
5 days ago
Bury Saint, United Kingdom Get Staffed Online Recruitment Full timeJob Description Senior Audit Manager / Client Portfolio Manager Location: Bury St EdmundsSalary: Dependant on experienceJob Type: Full-time As a Senior Audit Manager, you will be responsible for managing a large portfolio of clients, mainly family-owned limited company clients, dealing with the corporation tax and personal tax issues of the directors and...
-
Senior Manager
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55716ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager / Senior Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior...
-
Senior Administrator
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date02 April 2024Reference55726ContractPermanentHoursFull TimeSalaryNegotiableApex are looking a Senior Administrator within their private debt department who will join a team providing a full suite of fund administration and company secretarial services to our private debt fund clients. - Be...
-
Trust Manager
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date22 April 2024Reference56272ContractPermanentHoursFull TimeSalaryNegotiableTrust Manager - Personal Trusts Role Purpose To manage a varied portfolio of UK trusts, and deal with estate administration. Competently and autonomously manage a portfolio of trusts and estates and have client...
-
Senior Corporate Services Professional
1 month ago
Saint Helier, United Kingdom Apex Group Full timeAbout the RoleApex Group is seeking a Senior Corporate Services Professional to manage a busy team of staff and deliver exceptional company secretarial, administration, and financial reporting services.Key ResponsibilitiesManage a team delivering corporate secretarial, administration, and financial reporting services to a portfolio of funds, entities, and...
-
Manager - Private Clients & Family Office
7 months ago
Saint-Helier, United Kingdom Apex Group Full timeResidency5 years residency NOT requiredEmployerApex GroupClosing date01 April 2024Reference55713ContractPermanentHoursFull TimeSalaryNegotiableOur role We are seeking a Manager to join our Private Client and Family office Team to run with the supervision, management and development of a team of Administrators, reporting directly into Senior Management on a...
-
Senior Credit Risk Professional
1 month ago
Saint Helier, United Kingdom Standard Bank Group Full timeStandard Bank Group is a leading financial institution in Africa, and we are seeking a highly skilled Senior Credit Risk Professional to join our team.The estimated salary for this role is $80,000 - $110,000 per annum, depending on location and experience.We are looking for an individual with extensive experience in credit risk management, data analysis, and...
-
Senior Officer, Funds
7 months ago
Saint Helier, United Kingdom IQ EQ Administration Services (UK) Ltd Full timePerform a wide variety of Fund administration tasks accurately and in a timely manner to support the Company's ever-growing and diversified international client base - Provide a high level of quality internal and external client service and the accurate and timely provision of financial administration services - Actively support the Senior Management Team...
-
Senior Accounting Professional
4 weeks ago
Saint Helier, United Kingdom Alter Domus Full timeAbout Alter DomusAlter Domus is a leading provider of corporate services and fund solutions, serving 85% of the top 30 asset managers in the alternatives industry. With over 5,000 professionals across 23 countries, we offer a unique opportunity to grow your career in a dynamic and inclusive environment.We are committed to supporting your development and...
-
Funds Senior Manager
7 months ago
Saint-Helier, United Kingdom Alter Domus Full timeABOUT US We are Alter Domus. Meaning “The Other House” in Latin, Alter Domus is proud to be home to 85% of the top 30 asset managers in the alternatives industry, and more than 5,000 professionals across 23 countries. With a deep understanding of what it takes to succeed in alternatives, we believe in being different. Invest yourself in the...