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CDD Analyst
Summary:
As a CDD Analyst, the successful candidate will have the opportunity to map out the world of our clients (and potential clients) and build a picture of their overall wealth, ensuring we know our clients inside out, and enabling us to meet our regulatory obligations. The role entails reviewing and asEmployment Type: Full Time
Wealth Planning opportunity
Summary:
We are seeking an experienced and client‑focused Wealth Planning professional to join our growing Isle of Man team. In this role, you will deliver holistic, high‑quality wealth planning advice to a diverse portfolio of clients, helping them achieve their financial ambitions through thoughtful, persoEmployment Type: Full Time
Business Development Associate (12 month contract)
Summary:
As a Business Development Associate, your role would be to provide high quality, efficient support to the Head of International Distribution and the broader distribution team across all International offices, serving as a primary point of contact to assist in the acquisition, servicing, and retentioEmployment Type: Temporary
Corporate Actions Supervisor
Summary:
To support and supervise a large team across different jurisdictions with responsibility for all transactions and administration associated with the Corporate Events department. Ensure all tasks are completed prior to deadlines, in line with legal, regulatory and company procedures. Within the teamEmployment Type: Full Time
CDD Analyst
Summary:
As a CDD Analyst, the successful candidate will have the opportunity to map out the world of our clients (and potential clients) and build a picture of their overall wealth, ensuring we know our clients inside out, and enabling us to meet our regulatory obligations. The role entails reviewing and asEmployment Type: Full Time
Client Services Officer
Summary:
As a Client Services Officer, your role will be to assist in delivering an effective provision of administrative and client relations support to the Portfolio Management, Stockbroking, and Wealth Planning teams including producing valuations, liaison with Operations Centre, assisting clients with onEmployment Type: Full Time
Wealth Planning opportunity
Summary:
Ready to bring ambition and excellence to a growing Wealth Planning team? We’re looking for a motivated individual with strong communication skills to join our Wealth Planning team in Guernsey, either as an experienced Wealth Planner or as a Wealth Planning Officer ready to grow into the role. WhatEmployment Type: Full Time
Assistant Investment Manager
Summary:
As an Assistant Investment Officer, your role will be to support the Isle of Man Portfolio Managers / Directors by managing and developing key relationships with clients and to execute the clients’ instructions (whilst under the guidance of a mentor, complying with all policies and procedures). KeyEmployment Type: Full Time
Operations Officer - Corporate Actions
Summary:
To provide administrative support for all types of transactions associated with Corporate Actions, in line with regulatory and company procedures. This role includes liaising with all other CGWM offices as well as outside Institutions. Key Responsibilities Retrieve and monitor the Corporate ActionsEmployment Type: Full Time
Corporate Actions Manager
Summary:
If you have a strong understanding of financial markets, exceptional attention to detail, and a passion for leading teams and driving continuous improvement, we’d love to hear from you. As Corporate Actions Manager, you will lead the Income and Corporate Actions team in managing all aspects of volunEmployment Type: Full Time