Junior Analyst, Fiduciary Investment Review - Guernsey

We are looking for a Junior Analyst to assist the Fiduciary Investment Review team with oversight of performance and risk in relation to client investment portfolios across all Group Trust locations.

Your responsibilities will include:

• Undertaking a number of internal portfolio reviews against market benchmark and peer group
• Assisting the team with the management of any external service providers through prompt delivery of information and documentation
• Maintaining and where applicable remediating portfolio-related data within the core administration systems
• Undertaking research on client counterparty credit ratings and risk
• Downloading data from current business intelligence systems and reworking and preparing this according to the requirements of different stakeholders
• Attending meetings of the Fiduciary Investment Committee in various jurisdictions and taking minutes where necessary
• Liaising with internal employees and external parties on matters relating to client investment performance and risk.

Your qualifications and skills include:

• Excellent IT user skills, particularly in Microsoft Excel
• Strong analytical skills and confidence in application of statistical analysis
• Competent verbal and written communication skills
• Ability to work accurately, with good attention to detail
• Capacity to work independently on multiple concurrent projects
• A broad interest in the investment market and portfolio management
• Capability to find most efficient way to sort and report data and navigate around the core administration systems
• Readiness to independently review investment-related matters using all tools available
• Ability to review data and recognise trends, discrepancies, outliers and gaps
• Willingness to review corporate documents and identify information relevant to the fiduciary investment review operation
• Education to degree level is preferred, but not essential
• An academic leaning towards mathematical, statistical, accounting, economic or business-related disciplines would be advantageous.

Assistant Trust Officer - Guernsey

We are looking for an Assistant Trust Officer to join our Trust team. You will assist team members by administering a portfolio of Trust & Corporate clients while building relationships and ensuring the highest quality day-today service is provided.

Your responsibilities will include:

• Routine administration for clients
• Accurately actioning client banking instructions
• Ensuring that chargeable time is properly recorded against clients and invoices for the team are raised in a timely fashion
• Acting as primary and/or back up relationship manager for a number of clients in the team
• Constructing accurate written communications – letters, emails, minutes
• Consulting and escalating issues and exceptions to senior team members to alleviate problems or risks.
• Ensuring revcomps (Review Comments Compliance) are completed
• Ensuring CDD is maintained for all clients in accordance with guidelines set and communicated by the Risk & Compliance department;

Your qualifications and skills include:

• A minimum of three years of relevant trust and corporate experience
• A proven academic record
• Commenced studying for a relevant qualification
• A commitment to a career in trust and corporate administration
• Accurate written and effective verbal communication skills
• The ability to use MS Word, Excel and Outlook at an intermediate level
• A demonstrated commitment to consistently providing quality client service
• Good team skills and be flexible to change and the needs of the business
• Detail orientated and analytical
• Capable of working in a deadline/volume driven environment whilst maintaining accuracy and focus
• A willingness to learn new skills.

Junior CDD Analyst - Control & Testing - Guernsey 

We are looking for CDD Analyst to join our Client Services team (CST), who play a crucial role in ensuring smooth and compliant client relationships. This junior position will support the control side of the Client Services team to develop expertise in this area. 

 Your responsibilities will include:

• Supporting the Control function by keeping Control Inbox up to date. This involves:
  • updating the core Banking system (blocking/unblocking customers, applying relevant markers, updating risk rating and countries) and usage of other in-house systems
  • liaising with other Teams (multi-jurisdictional) to process their instructions or request additional information whilst prioritising tasks and adhering to internal policies and procedures
  • ad-hoc screening of customers,
  • undertaking other specific duties or projects as may be required from time-to-time.
• Assisting in testing Approved Introducers to ensure compliance.  This involves:
  • organising MLRO visits
  • receiving and filing customer documentation
• Participating in a structured training program to learn the fundamentals of CST           

Your qualifications and skills include:

• Good knowledge of the basic Microsoft applications, especially Word and Excel,
• Proficient in Mathematics, with very strong English skills,
• Excellent communication and inter-personal skills
• A good level of personal organisation and effective task prioritisation
• Attention to detail
• A collaborative approach.
• Some KYC experience preferred but training will be provided for the right candidate.

Trust Manager - Guernsey

We are looking for Trust Manager to oversee a team of relationship managers and administrators as well as taking care of a portfolio of client relationships.

Your responsibilities will include:

• Managing, delegating and controlling the team’s routine processing including:
  • Cash Management
  • Exercise of Discretionary Powers
  • Maintenance of records, statutory or otherwise
  • The review and monitoring of Investment Portfolios
  • Providing management information to senior management team
  • Attending management meetings and contributing to the enhancement/development of internal practices and procedures

• Following internal policies and procedures
• Providing an exceptional level of client service
• Ensure that employee’s time chargeable utilisation targets are met and are attributable to client relationships and Invoices are raised and paid in a timely fashion
• Ages debtors for the team are monitored and followed-up for payment
• Acting as primary relationship manager for a number of clients and intermediaries
• Seeking opportunities to develop relationships and cross sell
• Effective supervision of the team, including:
  • Setting SMART objectives
  • Performance management and effective completion of performance appraisals
  • Providing on the job training
  • Delegation of tasks and follow-up completion
• Maintaining awareness of the regulatory environment
• Ensuring revcomps (Review Comments Compliance) completed and any action points diarised for follow-up
• Contributing to a satisfactory (or better) audit rating for BTGL.

Your qualifications and skills include:

• A relevant professional qualification e.g. STEP, ICSA or ACCA
• Strong Knowledge and experience of offshore trust and company administration
• Excellent personal organisation and time management skills.
• Communication, interpersonal and negotiation skills
• A proven track record of client service excellence and business development
• Experience of successfully managing a team and meeting billing/cash collection targets and deadlines
• Good knowledge of Guernsey’s regulatory environment
• Willingness to travel at short notice

Customer Experience Representative (Complaint Handler) - Guernsey or Jersey

Overview

At Skipton International, we’re committed to delivering exceptional customer experiences. As a Customer Experience Representative (Complaint Handler), you’ll play a key role in understanding and resolving customer queries, ensuring outcomes that are fair, compliant, and aligned with our values. You’ll be a role model for outstanding service, working across teams to improve processes and champion the voice of the customer. This is a great opportunity to make a real impact in a dynamic, customer-focused environment.

Key Accountabilities

• Deliver high-quality, compliant customer service that supports positive outcomes and minimises complaints escalation.
• Resolve customer queries and complaints effectively, aiming for first point of contact resolution.
• Build strong relationships to understand root causes of customer sentiment and support continuous improvement.
• Ensure all interactions align with internal procedures, regulatory requirements, and Skipton’s values.
• Maintain customer confidentiality and data integrity in line with security policies.
• Embrace learning, development, and change to support personal growth and team performance.

Responsibilities

• Respond to customer queries across channels in line with Skipton’s complaints framework and service standards.
• Apply knowledge of products, policies, and procedures to deliver accurate and timely resolutions.
• Share insights and feedback to support improvements in customer and colleague experiences.
• Take ownership of individual customer cases, ensuring fair and tailored outcomes.
• Support operational risk management and compliance with all relevant policies.
• Contribute to a culture of continuous improvement, learning, and high performance.

Money Laundering Compliance Officer (12557) - Guernsey