31 Wealth Management jobs in Saint Helier

About Us:

Zenith Bank (UK) Limited (ZBUK) is a subsidiary of Zenith Bank PLC, the most profitable bank in Nigeria with an established trajectory of superlative performance, as well a strong pedigree of innovation, resilience, and market dominance. On an annual basis, Zenith Bank PLC amasses a string of notable awards; one of the most recent being listed as the sole Nigerian brand on the World’s top 100 companies in 2023 by the World Finance Magazine.

Zenith Bank (UK) Limited (ZBUK) was set up with a clear strategy to leverage trade and investment flows between Nigeria and Europe, by providing intermediary banking services and facilities for trade-related working capital and capital expenditure.

Zenith Bank recognizes the importance of leveraging a highly skilled workforce to achieve its strategic and operational goals. The bank is committed to providing an environment that is conducive for effective performance by availing all staff the necessary learning opportunity. We value the well-being of our staff and we encourage them to strike a balance between their work and personal lives, thereby creating a healthy atmosphere for personal development and career success.

With the introduction of new services here in the UK and our unparalleled knowledge of business with Africa, our 5 year strategy ensures “Controlled Growth” as we aim to become the Bank of choice for businesses wishing to transact in the African continent.

Role Overview:

The Senior Relationship Manager (RM) role within this team is to build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of clients that generate sustained revenue. A key element of this role is the RM engaging with our existing Zenith Group business. The Senior Relationship Manager will use their experience and knowledge to help clients manage their investments, and wider wealth management and banking needs.

Role Responsibilities:

Principal Accountabilities

Management - Build, Retain and Manage a Portfolio of Clients:

New business origination via Referral Programme leveraging the operating business model: Identify, develop and secure new relationships with a range of Zenith UK and Zenith Group partners across the target jurisdictions or geographies to increase new client acquisitions. Understand Zenith UK “Value Proposition” to increase business flow.

The role holder will be responsible for maintaining regular proactive contact and rapid reaction to client approaches and where needed, provide support to existing clients in retaining revenue streams. The role holder will develop relationships with other parts of Zenith Group to ensure clients are managed in the most appropriate way. In doing this, they will have joint responsibility with internal colleagues for the end to end client experience, ensuring client satisfaction. The RM will also lead initiatives with external business introducers, trade associations, solicitors and accountants assuring that all commercial activity is coordinated and supervised by their line manager.

Key accountabilities – production

New business origination:

• Identify, develop and win new relationships through personal and client referrals, and Zenith Group internal networks including Business Development and onshore (Africa) colleagues
• Achieve personal targets for new clients, assets and revenues
• Actively refer relevant business to other parts of Zenith UK and the wider Zenith Group

Financial Solutions:

Provide Innovative and world class financial solutions to meet client needs including:

• Banking: offer full range of banking and deposit services
• Balance sheet: offer banking, credit and FX products to support a wide range of clients’ needs
• Wealth Advisory: identify wealth and tax planning needs referring these clients to Zenith’s preferred partners so that experts in fiduciary solutions, wealth planning and structuring services plus trusts and estate planning can meet our clients’ needs and expectations

• Investment Management: offer a range of services depending on client demands, including modelled bespoke discretionary and advisory portfolios solutions outsourced by Zenith through preferred partners

Key accountabilities

Sales management and Financial Performance

• Achieve and exceed asset, revenue and margin targets with the balance of affordability, cost discipline and risk & control management
• Developing and executing the strategy and driving consistent, high quality delivery. The RM is the implementer of change through client needs analysis, business prioritization, and resource management
• Actively drive own Business Plan revenue and asset gathering through effective sales management.
• Actively support the acquisition, servicing, development and retention of clients to achieve the business plan
• Take ownership for the monitoring of own risk asset portfolio
• Lead by example meeting all governance standards
• Identify commercial opportunities and implement solutions that enhance the client experience
• Inform senior management of opportunities and threats within the business environment
• Ensure own book activity is managed to ensure time and focus is appropriately weighted in respect of own

/ client activity and on-going management

• Communicate accurately with any internal department or colleagues while effectively coordinating efforts

based on a “One Team” approach

Business Assurance

• Ensure effective governance; consistently meeting fiduciary and regulatory expectations
• Contribution to create an understanding of, and culture in the Wealth Management Team, of the right way to do business, driving performance excellence in Business practices and measure, and maintaining high standards of adherence to policies and procedures
• Display appropriate skills as well as the technical knowledge to act as a competent RM according to FCA Approved Persons
• Ensure conformance with applicable standards, and effective remediation, management and escalation of any issues through applying an appropriate risk-based approach.

Areas of focus include:

• Client due diligence and on-board
• Client relationship management
• Record keeping, through the adoption of CRM
• Client reviews
• Quality assessments
• Client order execution
• Complains handling
• Regulatory compliance (including but not limited to Treating Customers Fairly, Know Your Customer, suitability and appropriate documentation)
• Training & Competence, inclusive attending all mandatory training, FCA registration and adherence with internal and external policies

Client Experience

• Drive a client-centric culture by ensuring that the Wealth Management Team delivers an exceptional client experience
• Promote Zenith products and services based upon an in-depth understanding of client’s needs

Internal Relationship Management

Develop relationships & cross selling opportunities with other departments of Zenith Group to ensure clients are managed and new opportunities developed in the most appropriate way, enabling effective management of clients as required. In doing this, have joint responsibility with internal colleagues for the end-to-end client experience, ensuring client satisfaction. Proactively engage with the business when required to support any business and change management.

Clients (Internal and External)

In this role, the Senior Relationship Manager will build and manage portfolios of up to c.100 clients whose value held with Zenith UK are above £50k. Internal stakeholders included.

To execute and deliver on Zenith Group operating model we need to work as one single cross-business Team.

Regulatory Responsibilities

Compliance with the FCA/PRA’s Individual Conduct Rules as outlined below in this job description.

Skills/Knowledge Required:

Professional/technical experience

• Broad experience of the financial services industry, particularly in the areas of retail regulated products and services to high network customers, and asset management
• Strong relationship skills with experience of managing and handling sophisticated needs of individuals and families
• Experience of building a client-base using internal and external networks
• Effective in gaining an in-depth understanding of client needs and advising on a diverse range of wealth management solutions
• Detailed regulatory knowledge of the UK regulatory requirements and an overall understanding of the business impact of the regulatory environment
• Full compliance with the FCA’s statements of Principle for Code of Practice for Approved Persons
• Evidence competence in performing the controlled function

Academic and professional qualifications

• Educated to a degree level
• Minimum of 5 years work experience in similar or related role
• Hold appropriate professional qualifications as an FCA Approved Person and to be compliant with requirements under RDR

Personal attributes

• Excellent interpersonal and communication skills
• An excellent command of the English language with strong written and verbal communication skills and be able to communicate effectively across all levels. A numeric aptitude is desirable.
• Entrepreneurial spirit but also with a collegiate approach
• Embraces challenge and an evolving/changing environment
• Constructive approach with the ability to relate to and accommodate a diverse range of personalities
• Role model in the management and potential for leadership of people
• Client focused in all activities
• High levels of integrity and able to quickly form positive working relationships with others
• Organised and disciplined in approach

This is a permanent position paying up to £75,000 based on experience

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with two months in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

This role is based outside the UK and commences in January 2026 for for a training period before relocation to an international office of your choice.

deVere Group is one of the largest international, independent, financial advisory companies globally, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins in one of our academies either in Malta or Mauritius, immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office of your choice, worldwide, to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.

This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.

Key Responsibilities

• Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
• Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
• Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
• Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
• Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
• Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
• Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.

Requirements

Qualifications and Skills

• Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
• Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
• Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
• Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.

• Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
• Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
• Proficiency in SQL for querying and managing large datasets.

Preferred

• Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
• Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
• An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
• Progress towards the CFA or FRM designation is a plus.

What We offer

• The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
• A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
• Strong mentorship and clear pathways for career progression and professional development.
• Access to extensive datasets and existing quantitative stack.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!

The Company:

An established and widely known Investment Management firm.

The Role:

THIS ROLE IS AN 18 MONTH FTC , WORKING TOWARDS PERMANENT

The Portfolio Analyst will play a key role in supporting the day-to-day Portfolio Implementation, focussing on operational and administrative functions for the Portfolio Management team. The Portfolio analyst will be level 4 qualified (IAD or CFA).

The Portfolio Analyst will work closely with Senior Portfolio Managers, ensuring the accurate and timely execution of cash management, FX transactions, and model portfolio updates across client accounts.

The Portfolio Analyst will help maintain the smooth running of the Portfolio Management team’s activities, contributing to the production of high-quality reporting materials, and uphold the integrity of portfolio data across multiple systems and platforms.

The Portfolio Analyst will support the daily operations of the portfolio management team, including: raising client cash and monitoring cash positions, aggregated dealing (twice weekly).

Placing and monitoring FX orders on a daily basis. Managing FX overdrafts resulting from trades, firm fees, or client withdrawals. Assisting with the implementation of model changes across client portfolios.

The Portfolio Analyst will provide support on bespoke investment proposals and related implementations for senior portfolio managers, this will include production of performance reports used in external marketing materials, updating and maintaining portfolio models on Bloomberg and FactSet, using FactSet Portfolio Analytics to update and manage drifted-weight models.

The Portfolio Analyst will liaise with internal teams to ensure smooth execution and settlement of trades and instructions and contribute to data integrity across systems and models.

The Portfolio Analyst will contribute to the continuous improvement of team operational processes and internal and external reporting standards for the Portfolio Management team.

The Candidate

RDR Level 4 qualification (or equivalent UK certification) – essential.

Minimum 2–5 years’ experience in a similar Portfolio Support role (Portfolio Analyst, Dealing, Trade Support, Portfolio Implementer) within financial services, investment management, or wealth management environment

Familiarity with front- and middle-office processes, including trade execution, portfolio monitoring, and cash management

Strong proficiency in Microsoft Office, particularly Excel (intermediate to advanced level desirable)

Familiarity with Morningstar.

Experience using Bloomberg and FactSet (on desk training will be provided, if required)

Understanding of model portfolio management and related operational workflows

Previous exposure to multi-asset portfolios or discretionary investment management

Senior Manager – Wealth & Asset Management

£100,000 - £15,000 base

London (Hybrid)

The Opportunity

Join one of the leading consultancy at a pivotal moment. Their Wealth & Asset Management practice isn't just growing, it's accelerating. With technology-driven transformation at the heart of their strategy, they're building something genuinely exciting in a sector that's historically been slow to change. That lag? It's now their clients' biggest risk and your biggest opportunity.

What You'll Actually Do

You'll be a Senior Manager in their Tech Transformation practice, which means you're not just delivering projects – you're building the business. Expect to lead complex, high-stakes engagements across the entire WAM value chain, working with everyone from fund managers to administrators to platform providers.

What They Need From You

• Proven WAM consulting background – you've worked in this space and understand it deeply
• Experience delivering large, multi-disciplinary technology programmes in WAM
• Hands-on knowledge of major platforms: State Street Alpha, Charles River, Aladdin, eFront, ALTO, Finbourne, FNZ, SEI, Avaloq
• Strong grasp of the full WAM value chain and traditional asset classes
• The ability to lead large-scale transformation programmes from vision to delivery
• Project management expertise; delivering on time, in scope, to quality
• Understanding of information security, IT methodologies, and modern technology frameworks

The Package

• £100 00 - 15,000 base
• Car Allowance
• Performance Bonus
• Pension
• Private Medical Care

To hear more about the Wealth & Asset Management Senior Manager opportunity, get in touch with Connor Smyth at Anson McCade on .

FP&A Manager (Financial Planning & Analysis Manager)

Remote (UK-based) | Competitive Salary + Benefits | Travel Required

We are seeking an experienced and dynamic Financial Planning & Analysis (FP&A) Manager to join our growing Group. In this pivotal role, you will provide comprehensive commercial, financial, and systems support to the Group Board, CFO, Finance Director (FD) and Senior Operations Managers (SOMs). You will play a key role in driving strategic decision-making and supporting the Group’s ambitious organic and acquisition growth objectives.

Key Responsibilities

Commercial and Financial Support

• Partner with Senior Operations Managers to deliver insightful performance reporting and support client negotiations.
• Maintain accurate job cost analysis to enable profitability modelling and performance bench-marking.
• Prepare, review, and challenge financial business cases and investment requests.
• Assist in financial due diligence for potential acquisitions.

Performance Monitoring, Business planning & budgeting, Accounting & reporting & leadership & development:

• Lead monthly P&L reporting and ensure compliance with accounting standards and deadlines.
• Deliver timely and insightful Monthly Management Packs.
• Continuously assess profitability across all operating units and clients, both current and forecast.
• Develop and monitor KPIs to highlight financial and operational risks and opportunities.
• Lead and manage annual and multi-year business line forecasts and plans.
• Consolidate acquisition budgets into Group-level reporting.
• Play a key role in ERP and reporting integration projects.
• Support month-end and year-end account closures and ensure clear communication of results.
• Review and challenge balance sheet items, including accruals, deferrals, and provisions.
• Support the annual external audit process.
• Line-manage a Finance Analyst and a Finance Systems Analyst, providing coaching, guidance, and professional development support.

About You

You will be a qualified accountant (ACA, ACCA, CIMA) with at least 2–3 years post-qualification experience, capable of operating at a strategic level within a multi-service or matrix organisation.

You will demonstrate:

• Strong experience advising senior management on strategic and financial issues.
• Proven ability in business planning, performance management, and systems/process improvement.
• Exposure to systems integration projects and ERP implementation.
• Experience delivering board-level performance reporting.
• Strong line management experience.

Technical Knowledge:

• Excellent understanding of UK GAAP.
• Advanced Excel skills.
• Experience with Microsoft Dynamics and Business Central (desirable).
• Systems integration expertise (desirable).

Key Competencies

• Strong analytical and commercial acumen.
• Exceptional attention to detail and commitment to delivery.
• Excellent communication and negotiation skills.
• Ability to manage multiple priorities effectively.
• Confident, proactive, and solutions-focused approach.
• Strong leadership and organisational skills.

If you are a commercially-minded finance professional seeking to make a tangible impact in a fast-growing organisation, we’d love to hear from you.

FP&A Manager (Financial Planning & Analysis Manager)

Remote (UK-based) | Competitive Salary + Benefits | Travel Required

We are seeking an experienced and dynamic Financial Planning & Analysis (FP&A) Manager to join our growing Group. In this pivotal role, you will provide comprehensive commercial, financial, and systems support to the Group Board, CFO, Finance Director (FD) and Senior Operations Managers (SOMs). You will play a key role in driving strategic decision-making and supporting the Group’s ambitious organic and acquisition growth objectives.

Key Responsibilities

Commercial and Financial Support

• Partner with Senior Operations Managers to deliver insightful performance reporting and support client negotiations.
• Maintain accurate job cost analysis to enable profitability modelling and performance bench-marking.
• Prepare, review, and challenge financial business cases and investment requests.
• Assist in financial due diligence for potential acquisitions.

Performance Monitoring, Business planning & budgeting, Accounting & reporting & leadership & development:

• Lead monthly P&L reporting and ensure compliance with accounting standards and deadlines.
• Deliver timely and insightful Monthly Management Packs.
• Continuously assess profitability across all operating units and clients, both current and forecast.
• Develop and monitor KPIs to highlight financial and operational risks and opportunities.
• Lead and manage annual and multi-year business line forecasts and plans.
• Consolidate acquisition budgets into Group-level reporting.
• Play a key role in ERP and reporting integration projects.
• Support month-end and year-end account closures and ensure clear communication of results.
• Review and challenge balance sheet items, including accruals, deferrals, and provisions.
• Support the annual external audit process.
• Line-manage a Finance Analyst and a Finance Systems Analyst, providing coaching, guidance, and professional development support.

About You

You will be a qualified accountant (ACA, ACCA, CIMA) with at least 2–3 years post-qualification experience, capable of operating at a strategic level within a multi-service or matrix organisation.

You will demonstrate:

• Strong experience advising senior management on strategic and financial issues.
• Proven ability in business planning, performance management, and systems/process improvement.
• Exposure to systems integration projects and ERP implementation.
• Experience delivering board-level performance reporting.
• Strong line management experience.

Technical Knowledge:

• Excellent understanding of UK GAAP.
• Advanced Excel skills.
• Experience with Microsoft Dynamics and Business Central (desirable).
• Systems integration expertise (desirable).

Key Competencies

• Strong analytical and commercial acumen.
• Exceptional attention to detail and commitment to delivery.
• Excellent communication and negotiation skills.
• Ability to manage multiple priorities effectively.
• Confident, proactive, and solutions-focused approach.
• Strong leadership and organisational skills.

If you are a commercially-minded finance professional seeking to make a tangible impact in a fast-growing organisation, we’d love to hear from you.

Group FP&A Manager – Strategic Finance Role | Global Infrastructure Leader

We’re working with a leading global infrastructure provider in their search for a commercially astute Group FP&A Manager . This role is central to delivering high-quality financial insights that support executive and board-level decisions across international markets.

Key Responsibilities:

• Develop high-level reports for executives and stakeholders, combining financial, operational, and commercial insights
• Coordinate the annual planning cycle, leveraging Adaptive Planning to unify inputs from international teams
• Perform detailed financial evaluations to uncover performance drivers and suggest strategic actions
• Work closely with regional FP&A teams to ensure unified messaging and consistent financial practices
• Establish and track core performance metrics to monitor progress across the organisation
• Deliver targeted financial insights through ad hoc analysis to support key business decisions
• Lead initiatives to refine and automate forecasting, budgeting, and reporting processes
• Advocate for the effective use of integrated planning platforms such as Adaptive Planning and Workday
• Cultivate a collaborative, inclusive, and purpose-driven culture within the finance function

Candidate Profile:

• 5+ years’ FP&A experience at group or business unit level
• Strong analytical skills and attention to detail
• Proven experience with financial planning tools (preferably Adaptive Planning)
• Comfortable working across multi-currency environments and global teams

A great opportunity to join a dynamic organisation and an impressive finance team to take your next step in your professional growth. Please submit your CV for a confidential conversation.