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Job Purpose:
Treasury/FX professional required to join an expanding Financial Services Group on the isle of Man. This is a new position as Treasury Manager, designed to support the operational delivery of client services with a focus on cash management, foreign exchange, daily rate setting, confirmation matching, authorisation of payments, managing external relationships and general administration.

Key Responsibilities:

Cash Management
Daily cash management, including placing money market deposits, preparation of payments for deals and monthly reporting.

Foreign Exchange
Placing of same day foreign exchange deals on behalf of clients by authorised persons.
Entries on Bridge/Pulse systems.
Deals placed with approved counterparties / banks.
Prepare payment instructions for payments team.
Managing liquidity.
Rolling/placing new hedges or monthly swaps.
Daily Rate Setting & Confirmation Matching.
Compile & distribute.
CLMA interest rate tier notifications.
Confirmation matching of foreign exchange and money market deals.

Skills & Experience:
Significant treasury/fx experience in a similar regulated environment.
Valid and valuable stakeholder experience both internally and externally.
Used to working to tight deadlines.
Hold a relevant related professional qualification, ACI Dealing Certificate.

Hours & Benefits:
Market rate salary and comprehensive benefits.

Job Purpose:
Credit underwriter require to join a financial, services organisation, reporting to the Credit Manager you will analyse and assess credit proposals received from brokers or clients directly.

Key Responsibilities:
Assess applications received for loans and approve loans that meet the Banks agreed lending criteria in accordance with their mandated authority.
Assess applications received for loans and recommend to the Credit Manager or the Credit Committee those which meet the Bank's lending criteria but are outside their mandated authority.
Communicate and liaise verbally and in writing between customers and staff, and interpret and respond clearly and effectively to spoken requests over the phone or in person.
Accurately maintain all related systems, files and Data.
Ensure all relevant Regulations and Polices are adhered to when assessing any proposal.

Skills & Experience:
A minimum of 3 years experience working in a credit role within the financial services industry.
An understanding of the relevant UK & IOM Regulatory requirements relating to the provision of credit facilities in these jurisdictions.
Excellent interpersonal and communication skills are essential as this role will involve influencing at all levels.
Good working knowledge of Microsoft Office packages.

Hours & Benefits:
Business hours.
Salary dependent on experience.

Job Purpose:
An experienced Client Service Analyst is sought by a Douglas based international bank on a permanent basis. The role holder will serve as the first point of contact for external enquiries to the Client Servicing Team.

Key Responsibilities:
Providing a first-class experience for all customers, demonstrating full ownership of all queries and day-to-day banking requests.
Support the day to day needs of corporate clients over telephone and email.
Updating customer records and building customer contact information.
Identify and address customer issues, implementing preventative actions that benefit both customer and company wherever necessary.

Skills & Experience:
2 years previous experience operating in a customer-facing or telephony based role.
Excellent communication skills, confident dealing with complex customer queries and complaints.
Strong computer literacy and proficient keyboard skills.
A minimum of 5 GCSE's including English and Maths at Grade C or above.

Hours & Benefits:
Full time hours based on a 35 hour working week - the Client Servicing Team operates on a shift basis, from 7am-11pm, Monday to Sunday; Excellent salary and benefits package; Full & extensive training provided.

Job Purpose:
Senior Onboarding Analyst required to join the Data Operations team of a global banking organisation. The role holder will be accountable for applying extensive and comprehensive knowledge of complex processes to Relationship Managers, Clients and Projects as well as exception management, issue resolution and dealing with 3rd party vendors.

Key Responsibilities:
Ensure policy and procedure standards are applied across all aspects of static data activity and ensuring the accuracy and completeness of all data.
Ability to clearly communicate your findings and proposals to colleagues and Senior Management, especially in situations involving non adherence to policy and procedures.
Completing various data analysis on complaints and queries from internal clients, in order to improve quality and propose procedure changes.
Work closely with both the onshore and offshore teams and will use all opportunities to raise levels of awareness and competence of the many processes within the relevant business areas.
Support and develop people to deliver outstanding customer focused service, ensuring that all areas are focused on quality and quantity in equal focus & adhering to agreed policies, procedures and customer practices.
Contribute and challenge to improve performance along with the ability to communicate with peers and senior members of the team.

Skills & Experience:
A minimum of 3 years previous experience gained within financial services, ideally within an Operations environment.
Able to build and maintain effective internal relationships, with a focus on innovation and continuous improvement and development in all areas of work.
Strong influencing and communication skills.
Excellent command, both written and verbal, of the English language and will have a strong knowledge of Microsoft Office (especially Word, Excel and PowerPoint)

Hours & Benefits:
Business hours.
Market salary and Company benefits.

Job Purpose:
Personal Banker on a permanent capacity required to act as first point of contact and provide an exceptional level of service to International Personal Banking clients.

Key Responsibilities:
Provide value through delivering an exceptional level of service to International Personal Banking clients through a variety of channels; phone, E-mail and face to face.
Builds relationships with customers by understanding the customer and servicing the customer needs appropriately.
Lives our values by understanding and adhering to all IPB service standards, service charter and service level agreements with internal and external clients.
Client e-mails and phone calls handled within service level agreements.
Reviews (reactively) existing client products to determine cross sell opportunities and advise of new products to create stickiness through portfolio diversification.
Referrals to New business team to support cross sales targets.

Skills & Experience:
1-2 years previous banking experience within a customer service capacity.
5 GCSEs with minimum grade C in both Maths and English Language.
Exceptional inter personal skills with the ability to build professional relationships.

Hours & Benefits:
Business hours and competitive salary / benefits offered.

Job Purpose:
Experienced Banking professional required to join an International Bank on a permanent basis within a Global Standards Support Case Manager role. The role holder will be responsible for providing high quality support and decision making across a range of Global Standards and Financial Crime Compliance (FCC) related activities. The role holder will also be responsible for ensuring that transactions are processed accurately and that transactions are passed without defects. This involves processing remediation activity relating to Customer Due Diligence (CDD) and know your customer (KYC) checks. The job holder will be required to process instructions to amend, cancel or close existing products or services and, or the administration of products.

Key Responsibilities:
Know Your Customer (KYC) checks, report writing together with research and discussions with other departments to ensure that both the business and the programme are well engaged and informed.
Ensure a smooth customer journey by providing a high quality service at first point of call to achieve maximum customer satisfaction.
Manage complex cases efficiently whilst maintaining quality and compliance.
Protect the Bank, being a part of Global Standards Investigation.
Weekly reporting of management information relating to cases undertaken by the team.
Support the Onboarding Officers in the delivery of a first class end to end on-boarding experience by ensuring the correct policy and procedures are followed, correct and applicable documentation obtained and recorded correctly on the Bank's client database.
Ensure the new to bank client on-boarding and existing client CDD processes are undertaken within the defined SLAs, ensuring any risks to the timescales are escalated to the Team Leader and Relationship Manager.
Liaise and work with other areas of the Bank to ensure the best possible experience and outcomes for the clients, employees and the Bank.

Skills & Experience:
Experience working in relevant environments, i.e. Client Onboarding KYC, CDD processes is desirable but not essential.
Experience working in relevant market, context, i.e. Commercial, Corporate Banking is desirable but not essential.
Past working experience in a relevant role, i.e. Onboarding clients & financial crime compliance is desirable but not essential.
Contributed productively to team objectives, sometimes supporting and sometimes leading activities to achieve shared goals.
A comprehensive understanding of risk management and proven experience of ensuring own, others' compliance with relevant regulatory processes.

Hours & Benefits:
Competitive salary and benefits package, structured working pattern- core business hours, based in central Douglas.


Job Purpose:
A CDD/KYC Case Manager is sought by a global banking corporation, to join their Commercial Banking team on a permanent basis. Based in central Douglas, the role holder will ensure that all client transactions and instructions are processed without defects in full accordance with KYC and Customer Due Diligence checks and standards.

Key Responsibilities:
Lead and process remediation activity relating to CDD and KYC checks.
Process instructions to amend, cancel, or close existing products and services and/or the administration of products.
Report writing, together with research and discussions with other departments, to ensure both business and company programmes are well engaged and informed.
Managing complex cases efficiently whilst maintaining quality and compliance standards.

Skills & Experience:
Minimum of 2 years previous experience within Financial Services, ideally within a KYC/CDD focused function.
Comprehensive understanding of regulatory frameworks and compliance requirements associated with Financial Services.
A track record of gaining an understanding of customer needs and delivering excellent customer service.
Excellent communication skills with experience of sharing information effectively in a clear, concise, and professional manner.

Hours & Benefits:
Full time business hours; highly competitive salary and benefits package.

  • Highly Competitive
Job Purpose:
Senior Corporate Banker required to join an international bank in a permanent capacity as the Head of Overseas Corporate & Captives to undertake this new Leadership/Director level position on the Isle of Man. Leading a team of Relationship Directors/Managers with ultimate accountability for a growing sector, and driving business performance working with key senior stakeholders across the group.

Key Responsibilities:
The primary purpose of role is to drive business performance of the Overseas Corporate & Captives relationship teams based in Isle of Man. Working with the Isle of Man Country Head, Head of Fiduciaries, Family Office, Funds, Head of Local Corporate and Head of Local Premier and Retail, the role-holder will need to drive the overall balanced scorecard and business performance of the wider Isle of Man Overseas Services business
Identifying and managing solutions to meet a wide range of client needs, including banking, investments, credit and cash management. Understanding the business and strategy of their client segments and key clients within their team, driving long-term sustainable revenue.
Developing long-term, internal and external relationships that are planned and effective across the Isle of Man to drive delivery of the respective strategies and establish opportunities for further growth.
Managing risk across the team, including business risk, financial crime risks, credit risk, operational risk.

Skills & Experience:
Wealth of experience within international corporate banking, currently as head of function/Director level and be able to demonstrate exceptional people management/leadership experience.
Requires and ability to engage with senior internal and external stakeholders on a strategic level including CEO, CFO, COO and other board level client representatives.
A relationship builder with strong networking skills, the suitable candidate will have a reputation for integrity, and the ability to evoke rapid trust and openness in clients, colleagues and team member alike.
Proven business skills, including problem solving, decision making, driving continuous improvement and commercially minded.
Strong risk management, identifying, understanding and mitigating key risks.

Hours & Benefits:
Highly competitive salary with comprehensive benefits.

Job Purpose:
Permanent opportunities for Essential Banking Executives to join the Customer Service department of a global banking corporation. The successful applicants will be the first point of contact for all client enquiries by telephone, email, online banking, and written communications.

Key Responsibilities:
Take ownership of all customer queries, providing a first-class experience for all day-to-day banking requirements.
Proactively educate customers on company features and benefits and manage them throughout the process.
Act on customer prompts to capture relevant data, making changes to accounts in line with company service procedures.

Skills & Experience:
Previous experience within a customer service-based role is essential, preferably within Financial Services.
Excellent communication skills, with a confident and calm telephone manner.
A strong level of computer literacy and proficient keyboard skills.
Minimum 5 GCSEs at grades A*-C including English and Maths.

Hours & Benefits:
Central Douglas, excellent salary and benefits package, and extensive training is provided.
The Customer Contact centre operates on a shift basis from 7am-8pm Mon-Fri, and occasional weekend work will be required.

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