Financial Advisor Jobs in Saint Helier
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Search results - Financial Advisor Jobs in Saint Helier
Alter Domus-Saint Helier
investment industry. We believe in being different. Here, you progress on merit, not who you know. You speak openly, whoever you’re speaking to. And it’s your freedom to decide which cutting-edge kind of finance professional you want to be.
Join more than...
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Royal Bank of Canada-Saint Helier
Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management (RBCWM)
• Provide support to the Fiduciaries in respect...
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Alter Domus-Saint Helier
of companies, funds and associated fund structures; • Preparing of client entities management accounts and financial statements under UK GAAP or IFRS (primary statements and notes utilising trial balances and associated documentation); • Liaising with tax...
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Alter Domus-Saint Helier
reconciliations;
• Assist with the bookkeeping and reporting of companies, funds and associated fund structures;
• Assisting with the preparation of client entities management accounts and financial statements under UK GAAP or IFRS;
• Assist with the completion...
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JPMorgan Chase & Co.-Saint Helier
of entries in the trust administration system.
• Collaborating with the respective client facing teams, including Client Advisors and Wealth Advisors, to ensure timely and accurate communication with settlors, beneficiaries and professional advisors.
• Liaise...
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Financial Advisor – Related jobs in Saint Helier:
Royal Bank of Canada-Saint Helier
Structure Management teams and the Professional Services Group.
• Assist the Fiduciaries with a programme of regular client and advisor visits and attend where appropriate and assist with the broadening of client relationships with RBC Wealth Management...
mindmatch.ai -
Royal Bank of Canada-Saint Helier
companies, foundations and nomineeships in the aligned portfolio and engage with a programme of regular client and advisor visits.
• Accountable for reviewing and refreshing the client strategic objectives and ensuring that the management of the fiduciary...
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Ruth Maskell Recruitment-Saint Helier
Developing an in-depth understanding of a designated client portfolio to ensure a personalised service is provided
• Assisting the relevant trust director with the on-boarding of new clients
• Meeting clients and their advisors, with the appropriate lead...
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JPMorgan Chase & Co.-Saint Helier
with Senior Management
• Risk Management experience
Preferred Qualifications, Capabilities and Skills:
• MBA or other advanced qualification is a plus
• STEP qualification preferred
About Us
J.P. Morgan is a global leader in financial services, providing...
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Alter Domus-Saint Helier
of Know Your Customer / Client Due Diligence and promoter / corporate files; • Interaction with clients, board members, third party intermediaries such as banks, lawyers, accountants and tax advisors both in person and via written or telephone...
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Alter Domus-Saint Helier
Preparation of regulatory forms and returns as required for client entities and liaising with external regulators and advisers, such as JFSC; • Ensuring effective cash management of client entities and undertaking cash reconciliations; • Processing business...
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