Jobs in Jersey

About the role

This role is deemed as a Certified role under the PRA & UK Financial Conduct Authority - Individual Accountabilities Regulations and may require the role holder to hold mandatory regulatory qualifications or the minimum qualifications to meet internal company benchmarks.

What you'll bring

• Level 4 qualification, such as the Investment Management Certificate
• CFA would be an advantage for this role.
• Previous experience managing a book of portfolios within established tolerances and personal authorisations based on business procedures, escalate breaches of policies/procedures appropriately, and support their closure.
• Comfortable in a client-facing role, with the ability to present and explain portfolio performance, attribution, asset allocation and activity to clients and bankers.
• Keen interest in investment markets across asset classes, with the ability to contribute to the Private Bank Global Investment Committee.
• Drive to support the continued success and stability of the Jersey Private Bank DPM platform.
• Understanding of current and forthcoming regulatory and compliance requirements impacting the Private Banking business.
• Duty of care with respect to Barclays’ obligations and responsibilities under local and national regulators, relevant Group Policies and business controls.
• The right candidate will be educated to degree level, or hold a professional equivalent.
• Additional professional qualifications relevant to investment management.
• Existing experience with managing a book of client relationships
• Extensive market and investment knowledge