Assistant Manager, Onboarding, Funds - Jersey

jobs.jerseyeveningpost.com-job boards; United Kingdom; On-site; GBP 40,000 - 60,000; Full time

Job summary

A leading fund services provider is seeking an Assistant Manager for its CDD Onboarding team in Jersey. The role involves managing a team, ensuring high-quality service delivery, and handling complex client cases. Candidates should have significant experience in finance and a strong understanding of local regulations.

Qualifications

• At least 5 years' experience in a similar role.
• Comprehensive knowledge of the local finance industry.
• Understanding of the Jersey regulatory environment.

Responsibilities

• Managing a portfolio of clients, including complex cases.
• Supervising team workflows and reviewing applications.
• Acting as a group C Signatory and preparing EDD packs.

Skills

Team Management

Client Liaison

Regulatory Knowledge

Education

ICA Advanced Certificate or Diploma

Job description

Job Opportunity: Assistant Manager - CDD Onboarding Team

An internationally recognised and well-established fund services provider is seeking an assistant manager to join its CDD Onboarding team. The role involves managing, coaching, and developing a team of administrators to ensure the delivery of professional, first-class services to both new and existing clients.

The ideal candidate should hold or be studying towards an ICA Advanced Certificate or Diploma, with at least 5 years' experience in a similar role, including supervising junior staff. A comprehensive knowledge of the local finance industry and understanding of the Jersey regulatory environment are essential.

Your responsibilities include managing a portfolio of clients (including complex cases), acting as a group C Signatory, liaising with intermediaries, advisors, and the JFSC, supervising team workflows, reviewing applications, attending new business meetings, preparing EDD packs, and drafting reports and resolutions, including reviewing and authorising reports prepared by team members.

Applicants must be entitled to work in Jersey.

For further information, please contact Faron Le Prevost at 01534 753009 or send your CV and relevant details to [e-mail].

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