We have an opportunity for an Investment Desk Officer to join our Investments Team based in the Isle of Man on a permanent basis.

Who We Are

Nedbank Private Wealth is a multi-award-winning private bank and wealth manager headquartered in the Isle of Man, with branches in London, Jersey and a representative office in the UAE. The company provides a full international wealth management offering through its wealth planning, investment management, and banking services, to both business and private clients worldwide.

All our people are expected to consistently demonstrate our 6Cs, Collaboration, Curiosity, Courage, Client Impact, Can Do Attitude and Completeness.

Job Purpose

The role holder will work on the Investment Desk gaining exposure to strategic portfolio management. This is the perfect role for professionals looking to diversify their skill set and take their investment career to the next level.

Responsibilities & Duties

• Portfolio Implementation: Work closely with the team to execute and monitor discretionary portfolios, ensuring compliance with the NPW house view.
• Client-Focused: Maintain a strong client-centric focus, ensuring portfolios meet individual client needs and performance expectations.
• Reporting & Governance: Contribute to the preparation of investment performance reports for internal governance meetings, including Investment Committees and Exco/Board.
• Process Improvement: Help optimize procedures and controls within the desk to ensure efficiency, accuracy, and regulatory compliance.

• Adaptability: Flexible and proactive with the ability to take initiative in a dynamic environment.
• Attention to Detail: A keen eye for detail and a focus on delivering accurate, high-quality work.
• Communication: Strong written and verbal communication skills to present information clearly to internal teams.
• Client-Centric: Always thinking about how to improve the client experience.
• Problem-Solving: Analytical and able to adapt quickly to new challenges or changing priorities.

• Investment Knowledge: Understanding of investment products, asset classes, and discretionary portfolio management and trade execution - Advantageous.
• Regulatory Awareness: Familiarity with investment product legislation, tax implications, and compliance within the financial services industry - Advantageous.
• Previous experience in investment operations, portfolio management, or a dealing role is advantageous.
• Strong desire to learn and broaden your expertise within the investment space.

• Investment-related qualification (e.g., CISI Investment Operations Certificate) – Desirable.