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Posted 11 months ago

Join one of the world’s leading independently owned family offices and have responsibility for managing, selling and reviewing their cash management services to a varied portfolio of clients.

Reporting to the Head of Dealing and Treasury in Jersey, you will work collaboratively with Investment Managers and partner banks, in order to develop new cash management opportunities and assist clients in achieving their short-term investment strategies.

If you have previous investments experience and strong analytical and organisational skills, we would like to hear from you.

Responsibilities will include:

  • Overseeing the day to day management of the cash management services

  • Working with external and internal Relationship Managers, UHNW clients, introducers and investment managers

  • Contributing to the growth of the development to meet strategies and goals 

  • Ensuring compliance with regulatory requirements, policies and procedures

  • Responding to requests for proposals and assessing client liquidity to see if it meets their investment strategies 

  • Maintaining a good understanding of AML/CDD regulations

Experience and skills required:

  • Previous experience in a similar role 

  • Hold a relevant investment qualification, to level 4 

  • Previous client reporting experience 

  • Excellent problem-solving skills and ability to work using own initiative 

  • Ability to lead and motivate a team 

If you’d like to find out more information about this opportunity, please call us on 01534 626777 or email

We are an equal opportunity employer and value diversity at all times.