Account Manager, Corporate Banking (1832) - Guernsey

Account Manager

We are looking for an Account Manager to act as the primary point of contact between our Relationship Managers, the Bank, and a designated portfolio of clients, delivering the highest standard of client service.

Your responsibilities will include:

• Coordinating client instructions.
• Managing the end-to-end process of deposits and payments, foreign exchange, securities transactions and corporate actions.
• Delivering a highly personalised service through proactive client engagement.
• Preparing account opening documentation.
• Resolving issues such as missing information or red flags in collaboration with the Relationship Manager and onboarding team.
• Ensuring client accounts are maintained to meet group minimum standards, and supporting the Relationship Manager in monitoring transactional activity and addressing remediation requirements.
• Assisting in client periodic reviews.
• Supporting the positioning of the Bank’s full suite of services – including savings, FX, custody, and lending.
• Collaborating with the Relationship Manager to manage and coordinate client entertainment and relationship building activities.
• Staying current with all relevant laws, regulations, and internal policies, and supporting the implementation and ongoing maintenance of departmental procedures in day-to-day operations.

Your qualifications and skills include:

• Good background in a front office client support role, ideally gained in the banking/trust services sector.
• Driven to deliver an exceptional client experience.
• Self-motivated, flexible and able to manage several jobs at one time.
• Knowledge of Banking, Custody, FX and Credit.
• Excellent communication and interpersonal skills and the ability to build and maintain relationships.
• Attention to detail and organised.
• Good project management skills and a track record in working within a team.
• Strong IT skills.
• A high degree of risk awareness and compliance orientation.
• A strong ability to effectively support client relationships and to build relationships in conjunction with the Relationship Manager.

Senior Administrator, Corporate Actions

We are looking for a Corporate Actions Senior Administrator to ensure the timely administration and processing of standard and more complex corporate actions, shareholder meetings and related events, providing excellent service to all clients and other Bank departments.

Your responsibilities will include:

• Upon receipt of corporate action events, setting-up and updating files, and ensuring corporate action records, filing and diary systems are updated, with events monitored on an on-going basis.
• Notifying clients of all required corporate action, meetings and related events and updates.
• Ensuring that client instructions received are checked and confirmed as compliant with client mandates for signing/authorisation purposes.
• Updating records to reflect holdings and cash movements on client accounts and ensuring allocations and entitlements are reconciled.
• Ensuring that all client queries and all other communications are responded to in line with Bank guidelines.
• Investigating and reporting any issues identified and resolving within proper escalation procedures and guidelines.
• Developing knowledge of the system support available, including T24, online links with Sub-custodians and Fund Managers, IDS and the Microsoft office systems.
• Assisting with other areas of Corporate Action team, supporting team development, providing guidance and sharing knowledge to assist with training.
• Bringing to the attention of the MLRO, any accounts or transactions causing the jobholder to be suspicious of Money Laundering activity on the part of the client.

Your qualifications and skills include:

• In depth knowledge and experience of the rules and workings of Corporate Actions and established practices in all markets.
• In depth understanding of different types of Corporate Action events and impact on shareholdings and book-cost calculations.
• Personal organisation, prioritisation and time management skills.
• In-depth working knowledge of the Bank’s computer systems, particularly the Custody and Banking elements as well as sound network application skills.
• A thorough working knowledge of global custodian’s software, pricing and corporate action information sources such as IDS and Company Websites to ensure they are utilised effectively.

IT Project Manager - Guernsey or Jersey

We are seeking an experienced and driven IT Project Manager to join our Technology team in either Jersey or Guernsey. Reporting to the Senior Manager - Engineering, you will be responsible for planning, executing, and delivering a diverse portfolio of technology and business change projects, ensuring they are completed on time, within budget, and to the highest quality standards.

This role requires a confident project leader who can bring clarity to complex business outcomes, work effectively in ambiguous environments, and build strong relationships with stakeholders at all levels. You will play a key role in driving collaboration across teams, leading governance forums and workshops, and ensuring successful project delivery from initiation through to operational handover.

If you thrive in a fast-paced environment, enjoy managing competing priorities, and have a passion for delivering meaningful change, we'd love to hear from you.

Key Accountabilities

• Lead the planning, execution, and delivery of technology and business change projects, ensuring alignment with strategic objectives.
• Define project scope, objectives, timelines, milestones, and deliverables appropriate to project size and complexity.
• Build and maintain strong stakeholder relationships, managing expectations and ensuring effective communication throughout the project lifecycle.
• Chair and facilitate project governance meetings, workshops, and committee discussions, ensuring productive engagement and clear decision-making.
• Coordinate resources, manage workloads, and optimise team productivity across multiple workstreams.
• Identify, assess, and manage project risks and issues, developing mitigation strategies and driving timely resolutions.
• Support the development of business cases and monitor project budgets to ensure effective cost management and value delivery.
• Manage project change requests, ensuring scope changes are appropriately assessed, controlled, and communicated.
• Maintain end-to-end quality assurance across project documentation, deliverables, benefits realisation, and project governance.
• Ensure operational readiness by supporting implementation planning, business change impact assessments, and transition into business-as-usual activities.
• Deliver accurate and timely project reporting, ensuring compliance with established project management standards and governance frameworks.
• Drive continuous improvement by capturing lessons learned and applying best practices across future initiatives.

Requirements

Qualifications

• Recognised Project Management qualification such as PRINCE2, PMP, Agile, or equivalent.

Experience

• Proven experience delivering technology projects and organisational change or transformation initiatives.
• Strong understanding of project governance frameworks and structured delivery methodologies.
• Experience working within complex, matrix-managed environments.
• Demonstrated ability to manage multiple stakeholders and deliver successful outcomes across cross-functional teams.
• Experience leading governance forums, steering committees, and stakeholder workshops.
• Strong knowledge of project lifecycle management, risk management, budgeting, and change control processes.

Skills

• Excellent project planning and organisational skills.
• Strong stakeholder management and communication abilities.
• Effective facilitation and presentation skills.
• Strong analytical and problem-solving capabilities.
• Ability to manage competing priorities and maintain delivery momentum.
• Commercial awareness and financial management skills.
• High level of attention to detail and commitment to quality.

Personal Attributes

• Accountability and ownership.
• Professional credibility and confidence.
• Resilience and composure under pressure.
• Proactive, self-motivated, and results-driven.
• Strong influencing and persuasion skills.
• Adaptable and flexible in changing environments.
• Collaborative approach with excellent relationship-building skills.
• Exceptional attention to detail and commitment to successful outcomes.

What Success Looks Like

Success in this role will be demonstrated through:

• Consistent on-time project delivery.
• Effective budget management.
• Strong stakeholder satisfaction and engagement.
• Proactive identification and mitigation of risks.
• High-quality governance and reporting standards.
• Successful adoption of project outcomes and business changes.
• Delivery of measurable business benefits and operational improvements.

Data Protection and Operational Tax Analyst – Guernsey (13993)

This role provides dedicated support to the Head of Data Protection & Operational Tax across each of the distinct areas of the function. The role holder assists with the day-to-day administration, monitoring, documentation and reporting activities that underpin data protection compliance, and operational tax obligations for Investec Bank (Channel Islands) Limited, operating under the direction and supervision of the line manager and escalating matters appropriately.

Data Protection Support

The role holder supports the Head of Data Protection & Operational Tax in the day-to-day administration of data protection compliance activities, helping to ensure that statutory obligations are met and that records and processes are kept up to date.

Key responsibilities – Data Protection Support

• Support the maintenance of the Bank's Register of Processing Activities, liaising with business units to gather and update information.
• Assist with the logging, triage and progression of Data Subject Rights Requests, helping to ensure responses are provided within legal timelines.
• Support the administration of Data Protection Impact Assessments, including gathering information from stakeholders and maintaining assessment records.
• Support the onboarding of third parties in line with Investec policy.
• Help maintain data protection policies, procedures, guidelines and training materials, escalating proposed changes to the line manager.
• Support the delivery and coordination of data protection training and awareness activities across the Bank.
• Assist with the logging and initial triage of reported data incidents, escalating potential breaches to the line manager promptly.
• Maintain accurate records of data protection matters to support reporting to Senior Management and the Board.
• Undertake any other supporting duties relating to data protection as required by the Head of Data Protection & Operational Tax.

Operational Tax Support

The role holder supports the Head of Data Protection & Operational Tax with administrative and coordination activities relating to the Bank's FATCA, CRS and QI reporting obligations, and with new client take-on and existing client maintenance from an operational tax perspective.

Key responsibilities – Operational Tax Support

• Support the timely collection of Trust and Corporate tax information and self-certification forms and help coordinate updates to the Bank's client static data.
• Assist with FATCA and CRS classification checks and supporting documentation for the Operational Tax team and other areas of the Bank.
• Support the preparation of FATCA and CRS returns for the Guernsey and Jersey businesses in advance of annual deadlines.
• Assist in monitoring tax policy and regulatory developments and flag potential operational tax implications to the line manager.
• Support the review of W-8 documentation in the TCSP space for trading in US source assets, under the guidance of the line manager.
• Help create and maintain operational tax process and procedure documentation, supporting periodic review as required.
• Assist with client communication regarding annual tax reporting.
• Support the Head of Data Protection & Operational tax and key business stakeholders in the preparation of annual 1042 and 1042-S Qualified Intermediary returns.
• Undertake any other supporting duties relating to operational tax as required by the Head of Data Protection & Operational Tax.

Key responsibilities – Operational Risk Support

• Provide any support and assistance to the wider operational risk function as required by the Head of Operational Tax.

Core Skills & Knowledge:

Education

• Working towards, or holding, relevant qualifications in data protection, tax, compliance, risk or financial services is advantageous, but not necessary.

Experience

• Prior exposure to data protection, compliance, legal, operational tax or risk administration, preferably within financial services.
• Exposure to supporting regulatory, risk management or tax reporting processes is advantageous.
• Experience working with structured processes, checklists or controls in a regulated environment is beneficial.

Technical Skills

• Basic understanding of data protection legislation and compliance requirements.
• Basic understanding of QI, FATCA and CRS tax regimes and their reporting requirements.
• Familiarity with client structures and Customer Due Diligence requirements is useful.
• Good IT skills, including MS Office.
• Proficiency in using AI-enabled productivity tools, such as Copilot, to improve efficiency, generate insight and support decision-making. Applies critical thinking and sound judgement when interpreting outputs, remains accountable for the quality and accuracy of their work.

Analytical Skills

• Good attention to detail with the ability to follow processes accurately and identify anomalies or gaps.
• Ability to organise and interpret information clearly to support the line manager's decision-making.

Communication and Stakeholder Management

• Good written and verbal communication skills, with the ability to convey information clearly and accurately.
• Ability to build effective working relationships with colleagues across Relationship Teams, Operations, Compliance and Operational Risk.
• Comfortable escalating issues and queries to the line manager in a timely and appropriate manner.

Personal Attributes

• High ethical standards and integrity when handling sensitive information.
• Proactive and willing to learn, with the ability to work well under supervision while building towards greater independence.
• Strong personal organisation, planning and time management skills, with the ability to manage competing priorities and meet deadlines.
• Team player with strong collaboration skills, able to support distinct areas of responsibility within a single role.

FTC - Senior Operational Risk Manager - 6 month period – Guernsey (13808)

This is a senior second-line risk role responsible for shaping and enhancing the operational risk framework across IBCI. The successful candidate will partner with business leaders, influence strategic decision-making, oversee risk governance and provide independent challenge across operational resilience, change initiatives, regulatory obligations and emerging risks.

The IBCI Operational Risk Team are responsible for the following areas:

Operational Risk Management, Leadership and Oversight

•    Act as a senior second-line risk partner to the business, providing independent oversight, challenge and guidance on operational risk matters across IBCI.
•    Lead the ongoing development, enhancement and implementation of the IBCI Operational Risk Framework, ensuring alignment with Investec Bank Plc policies, standards and regulatory expectations.
•    Oversee the identification, assessment, monitoring and reporting of material operational risks, ensuring emerging risks and significant exposures are escalated appropriately to the IBCI Board, Leadership Team, Risk Review Forum and Investec Bank Plc Operational Risk.
•    Monitor IBCI's operational risk profile against approved risk appetite and tolerance levels, providing insight, challenge and recommendations to support informed decision-making.
•    Provide effective challenge and oversight of Risk and Control Self-Assessments (RCSAs), ensuring material risks, control weaknesses and remediation actions are appropriately identified and managed.
•    Partner with business, support and control functions to strengthen the effectiveness of operational risk management practices and promote consistent application of the risk framework.
•    Maintain strong working relationships with Internal Audit, Compliance, Information Security, Operational Resilience, Business Continuity and other assurance functions to ensure coordinated management of operational risks.
•    Represent IBCI at Investec Group operational risk forums and act as the primary liaison between IBCI and Investec Bank Plc Operational Risk.
•    Provide independent risk oversight and challenge across strategic change initiatives, transformation programmes, technology implementations, outsourcing arrangements and new product approvals, ensuring operational risks are identified, assessed and appropriately mitigated.
•    Support the ongoing development and enhancement of IBCI's operational resilience capabilities, including oversight of key operational resilience risks, vulnerabilities and remediation activities.
•    Oversee the management of operational risk events, ensuring root cause analysis is performed, lessons learned are identified and sustainable corrective actions are implemented.
•    Monitor the timely resolution of audit findings, risk actions and control deficiencies, providing challenge and escalation where required.

Risk Reporting & Governance

•    Produce high-quality operational risk reporting and management information for senior management, governance forums and Board committees, providing clear insights into the operational risk profile and emerging risk themes.
•    Oversee the identification, collection, analysis and reporting of Key Risk Indicators (KRIs), ensuring meaningful monitoring against risk appetite and tolerance thresholds.
•    Support the planning, delivery and ongoing effectiveness of the Operational Risk Committee and other relevant governance forums.
•    Provide management with timely analysis of operational risk trends, control effectiveness and areas requiring management attention or intervention.

Risk Culture & Awareness

•    Champion a strong risk culture across IBCI, promoting accountability, proactive risk management and effective decision-making.
•    Develop and deliver operational risk, fraud and risk awareness initiatives to enhance employee understanding of risk management responsibilities.
•    Maintain an up-to-date understanding of relevant regulatory developments, industry best practice and emerging operational risk trends, ensuring these are appropriately reflected within IBCI's risk management approach.

Governance, Risk & Compliance (GRC) System Management

•    Oversee the effective operation and integrity of the Governance, Risk and Compliance (GRC) system as the central repository for operational risk information.
•    Ensure operational risks, controls, risk events, issues, actions and treatments are accurately captured, maintained and governed within the system.
•    Facilitate risk identification and assessment activities with business stakeholders, ensuring appropriate ownership, approval and accountability for risk management activities.
•    Ensure clear ownership and accountability are assigned for all identified risks, controls and remediation activities.
•    Monitor the quality, completeness and accuracy of risk data within the GRC platform to support effective reporting, governance and decision-making.
•    Oversee the capture, investigation and analysis of operational risk events, ensuring timely remediation and appropriate escalation of significant issues.
•    Ensure operational risk losses and events recorded within the GRC system are appropriately reconciled and validated against financial records.
•    Track and challenge the timely completion of agreed remediation actions and treatment plans to ensure sustainable risk reduction.
•    Ensure Investec Bank Plc Operational Risk policies are reviewed, assessed and presented to the appropriate IBCI governance forums within required timeframes, incorporating local regulatory requirements and business-specific considerations where necessary.
•    Provide guidance and challenge to business stakeholders to ensure policy requirements are understood, implemented and embedded effectively across IBCI.

Core Skills and Knowledge:

Experience & Qualifications

Essential

•    Significant experience in Operational Risk, Internal Audit, External Audit, Risk Management or a related control function within banking, wealth management or financial services.
•    Proven experience operating within a regulated financial services environment and engaging with senior management, governance forums and control functions.
•    Demonstrable experience of developing, implementing and enhancing operational risk frameworks, policies and risk management practices.
•    Experience in facilitating and challenging risk assessments, control evaluations, incident management and remediation activities.
•    Experience supporting regulatory engagement, internal and external audits, and governance committee reporting.
•    Strong understanding of operational risk management principles, methodologies and industry best practices.

Desirable

•    Relevant professional qualification such as ACA, ACCA, CIA, CISA, IRM, ICA or equivalent.
•    Experience supporting major business, technology or regulatory change programmes, with responsibility for operational risk oversight and challenge.
•    Knowledge of operational resilience, outsourcing risk, third-party risk management, information security and business continuity management.

Knowledge

•    Strong understanding of operational risk management frameworks, governance structures and regulatory expectations within financial services.
•    Broad understanding of banking, wealth management and financial services products, processes and operating models.
•    Good understanding of risk and control assessment methodologies, key risk indicators, incident management and risk reporting.
•    Knowledge of current regulatory developments, emerging risks and industry best practices relating to operational risk and operational resilience.
•    Understanding of governance, risk and compliance (GRC) systems and their application in supporting effective risk management.
•    Appreciation of the commercial environment and the balance between risk management, customer outcomes and business objectives.

Skills & Personal Attributes

•    Ability to influence, challenge and build credibility with senior stakeholders across business, support and control functions.
•    Strong communication and interpersonal skills, with the ability to convey complex risk matters clearly and effectively to a range of audiences, including Executive Committees and Boards.
•    Excellent analytical and problem-solving capabilities, with the ability to identify key risk themes, emerging issues and practical solutions.
•    Strong judgement and decision-making skills, with a pragmatic and commercially focused approach to risk management.
•    Ability to manage multiple priorities and deliver high-quality outcomes in a dynamic and evolving environment.
•    Strong planning, organisational and execution skills, with a focus on delivering results and driving accountability.
•    Excellent stakeholder management skills, including the ability to navigate differing viewpoints and achieve constructive outcomes.
•    Strong attention to detail while maintaining an appropriate strategic and enterprise-wide perspective.
•    High levels of professionalism, integrity and personal accountability.
•    Self-motivated and proactive, with the ability to work independently whilst contributing effectively as part of a wider team.
•    Effective presentation and facilitation skills, including the ability to lead workshops, challenge discussions and governance forums.
•    A commitment to continuous learning and professional development.
•    Demonstrates sound judgement, acts with integrity at all times and champions fair customer outcomes and good conduct.

Technical Business Analyst (13805)

Location

Guernsey

Department

IBCI Digital and Technology

Division

Guernsey

Employment Type

Full time

Salary

Competitive

Investec – Where Out of the Ordinary Happens

Who we are?
At Investec, we do things differently. We're a leading international bank and wealth manager built on a culture of curiosity, entrepreneurial spirit and human connection. Ideas are heard, ambition is celebrated, and impact is encouraged. As part of a team that challenges convention and strives for outperformance, you'll help shape bold solutions for clients who expect something more than the ordinary.

Role Profile

Description of role and key responsibilities:

Investec Bank Channel Islands – Digital and Technology
We are the Digital and Technology team at Investec Bank (Channel Islands) Limited—a dynamic and diverse group of analysts and engineers who thrive on variety and close collaboration with our business partners. We work as an integrated team, combining deep technical expertise with a strong understanding of the business to deliver meaningful outcomes.
We are responsible for the development and support of the core technology platforms that underpin the bank and enable our clients' day-to-day interactions with Investec. As part of a significant modernisation and re-platforming programme, we are transforming our technology landscape to be more resilient, scalable, and fit for the future.

This transformation presents a genuine opportunity to simplify how our clients do business with us, improve user experiences, and design innovative solutions to complex problems. For those joining the team, this is a chance to have real influence—helping to shape our platforms, ways of working, and the future direction of technology at Investec Bank Channel Islands, and to be part of something we can collectively be proud of.

The role:
The Technical Business Analyst acts as a critical bridge between business stakeholders, product owners, and engineering teams in the delivery of core banking platforms and surrounding banking services. The role combines deep banking domain knowledge with strong technical analysis skills to ensure that functional requirements are translated into scalable, secure, and compliant technical solutions.

This role will support core banking transformation, new product launches, regulatory change, and integration with payments, digital channels, and downstream systems.

Key responsibilities:

Business & Domain Analysis
•    Elicit, analyse, and document business requirements related to core banking domains.
•    Translate regulatory, operational, and product requirements into clear functional specifications.
•    Act as a subject matter expert on banking processes, product behaviour, and lifecycle events.

Technical Analysis & Solution Design
•    Convert business requirements into detailed technical requirements, including:
      o    API contracts (REST/JSON, event schemas)
      o    Data models and mappings
      o    Integration flows and sequencing
•    Work closely with solution architects to:
      o    Validate architectural decisions
      o    Ensure alignment with target-state core banking architecture
•    Support design of integrations between:
      o    Core banking systems
      o    Payment engines 
      o    Digital channels and middleware
      o    Data platforms and regulatory reporting systems

Delivery & Agile Collaboration
•    Collaborate with Product Owners to refine epics, features, and user stories.
•    Write clear, testable user stories with acceptance criteria that reflect both business and technical needs.
•    Support sprint ceremonies (backlog refinement, sprint planning, demos).
•    Clarify requirements for development teams during implementation and testing phases.

Data & Migration Support
•    Support data migration and data quality activities, including:
      o    Legacy-to-target data mapping
      o    Validation rules
      o    Reconciliation logic
•    Assist with defining cutover and transition requirements during core banking migrations. 

Testing & Validation
•    Define functional and integration test scenarios.
•    Support SIT, UAT, and operational readiness testing.
     o    Validate that delivered solutions meet:
     o    Business requirements
     o    Regulatory obligations
     o    Non-functional requirements (performance, resilience, auditability)

Stakeholder & Vendor Engagement
•    Act as a key interface between:
     o    Business users
     o    IT and engineering teams
     o    External vendors (core banking providers, payment processors, system integrators)
•    Challenge vendor solutions constructively to ensure fit-for-purpose outcomes. 

Documentation, Knowledge Transfer & Operational Handover

•    Ensure concise, accurate documentation describing system behaviour, integrations, data impacts, and key business rules.
•    Conduct clear walkthroughs and knowledge transfer sessions with Technical Operations and Application Support teams.
•    Support effective handover to BAU, ensuring support teams understand processing flows, dependencies, and common exception scenarios.

Essential Criteria

Qualifications & Certifications

•    Bachelor's degree in:
      o    Computer Science, Information Systems, Engineering, Finance, or a related discipline
      o    or equivalent professional experience in financial services technology

•    Business Analysis Certification, such as:
     o    IIBA CBAP® or CCBA®
     o    Diploma in Business Analysis

•    Agile Certifications such as:
     o    Certified Scrum Product Owner (CSPO)

Core Skills and Knowledge:

•    Banking & Financial Services Experience
     o    5+ years' experience as a Business Analyst or Technical Business Analyst in financial services.
     o    Strong hands-on experience with core banking platforms (e.g., Temenos, Mambu, Thought Machine, Finacle, TCS BaNCS, Flexcube, or equivalent).
     o    Solid understanding of banking products and accounting principles.
     o    Experience supporting regulatory change and compliance-driven initiatives.

•    Technical Skills

       •    Strong understanding of:
             o    API-driven architectures
             o    Microservices and event-based integration
             o    Data models and relational databases
       •    Ability to read and interpret:
             o    API specifications (Swagger/OpenAPI)
             o    Sequence diagrams
             o    Data schemas
       •    Familiarity with cloud-based architectures (AWS, Azure, GCP) is highly desirable.

•    Delivery & Methodology
     o    Experience working in Agile / Scrum environments.
     o    Comfortable working in large-scale transformation or multi-year core banking programs.
     o    Strong documentation and communication skills.

•    Personal Attributes
     o    Strong analytical and problem-solving mindset.
     o    Able to challenge assumptions while remaining collaborative.
     o    Comfortable operating in complex, regulated environments.
     o    Able to balance detail with big-picture thinking.
     o    Proactive, resilient and delivery focused.

Embedded in our culture is a sense of belonging and inclusion. At Investec we want everyone to find it easy to be themselves, and to feel they belong. It's a responsibility we all share and is integral to our purpose and values as an organisation. We believe that innovation thrives when everyone feels respected, included, and empowered to contribute.

We actively seek out diverse talent and foster an inclusive environment, encouraging applications from people of all backgrounds and experiences. Here, you'll find networks, benefits, and development opportunities designed to support your career journey, wherever it may lead.

If this role excites you but you don't meet every requirement, we'd still love to hear from you. Your unique perspective and experience could be exactly what we are looking for.  Get in touch!

At Investec, we're deeply invested in our clients, our colleagues, and our communities. It's more than a mindset; it's how we show up every day.

Be part of something Out of the Ordinary.

Corporate Product Associate

Hours: Full Time

Contract type: Permanent

Location: Guernsey or Jersey

Overview

We're looking for a Corporate Product Associate to join our Commercial team in either Guernsey or Jersey.

This varied role combines product management, commercial analysis and corporate banking support. You'll help develop and manage savings, mortgage and corporate banking products, coordinate product and pricing changes, support commercial decision-making and deliver excellent service to corporate banking clients.

Working closely with teams across the business, you'll play an important role in ensuring products remain competitive, compliant and aligned to customer needs while supporting the delivery of business growth objectives.

Key Accountabilities

• Support the development, implementation and ongoing management of savings, mortgage and corporate banking products.

• Assist with pricing, forecasting, liquidity management and performance analysis.

• Coordinate product launches, pricing changes and customer communications across relevant systems and channels.

• Support product governance activities, including approvals, reviews and documentation.

• Gather customer, market and competitor insights to help shape future propositions.

• Deliver exceptional support to corporate banking clients, ensuring instructions and requests are completed accurately and efficiently.

• Maintain a strong focus on risk, regulatory compliance and customer outcomes.

• Identify opportunities to improve processes, customer journeys and operational efficiency.

Requirements

Essential

• Experience in a banking, financial services or client support environment.

• Excellent communication and relationship-building skills.

• Strong numerical, analytical and problem-solving abilities.

• High attention to detail and good IT skills.

• Customer-focused approach with a commitment to delivering excellent service.

• Understanding of risk, compliance and regulatory responsibilities.

• Knowledge of savings and mortgage markets.

Desirable

• Experience in product development, product management or proposition support.

• Knowledge of pricing, forecasting or commercial analysis.

• Strong Microsoft Excel and data analysis skills.

• Experience within banking, trust or wider financial services sectors.

• Knowledge of savings and/or mortgage products.

Treasury Dealer (13896) – Guernsey / Jersey

Description of role and key responsibilities:

• Maintain a strong understanding of the relevant regulatory environment, including applicable regulations, rules and guidance, and ensure all Treasury activities are conducted in accordance with internal compliance requirements, policies, procedures and controls. 
• Support the effective management of the Bank's Asset and Liability Management (ALM) activities, with particular focus on liquidity and interest rate risk. 
• Manage and monitor the Bank's foreign exchange (FX) risk, ensuring exposures remain within approved risk appetite and authorised limits. 
• Produce, maintain and control interest rates and pricing across the Bank's liability products, ensuring appropriate consideration of market conditions, liquidity requirements and commercial objectives. 
• Partner with liability-gathering teams across all jurisdictions to support the achievement and, where possible, outperformance of cash and liquidity targets.  
• Monitor Treasury risk positions on a daily basis, proactively identifying and managing exposures to ensure the Bank remains within approved limits and risk appetite. 
• Manage surplus cash and liquidity efficiently through appropriate Treasury asset purchases and investments, balancing liquidity, risk, return and regulatory requirements. 
• Drive the optimisation of Treasury profitability, including the effective management of client pricing, spreads and trading positions within agreed risk parameters. 
• Contribute to the continued development and robustness of the Treasury risk management framework, ensuring appropriate controls, governance and oversight are maintained. 
• Work collaboratively with IBP Central Treasury and other Group stakeholders to support wider Treasury strategy and the achievement of Group objectives. 
• Partner with teams across IBCI to support new and existing client relationships, providing Treasury expertise and identifying opportunities to deliver appropriate solutions. 
• Maintain consistently high levels of service to internal and external clients, responding effectively to requirements and building strong, trusted relationships across the business. 

Essential Criteria

Core Skills and Knowledge: 

• Treasury/financial markets experience 
• Highly numerate 
• Expeditious decision making. 
• Client interface/interpersonal skills 
• Foreign exchange/interest rate proprietary and corporate trading. 
• Derivative product trading/development experience. 
• Economic and financial markets analysis.