+44 (0) 1534 481 110 talent@oakbridgegroup.com oakbridgegroup.com

JOB DESCRIPTION Administrator

Location: Jersey Company: Oakbridge Fund Services (Jersey) Limited

ABOUT US

Oakbridge is a leading independent, owner-managed provider of fund administration and corporate services, offering expert solutions to a diverse international client base from offices in Jersey and the UK. Established over a decade ago, the business was founded to deliver high- quality, responsive in-house services, with a continued focus on meeting client deadlines, fee transparency, regulatory compliance and long-term relationship building. Our experienced, carefully selected team brings expertise across accounting, administration, governance, legal, and finance disciplines within real estate, private equity, venture capital, debt, and other alternative sectors, supported by best-in-class systems and infrastructure. Oakbridge forms part of the Oakglen Group, an international investment and operating group with a global reach.

ROLE OVERVIEW

As an Administrator within our Fund Services team, you will assist senior team members in the day-to-day administration of a portfolio of fund structures. You will develop core skills in corporate governance, regulatory compliance, client servicing, and general administration while working in a supportive, team-based environment.

KEY RESPONSIBILITIES

• Administer a range of funds and companies working with the assistance of a senior administrator

• Produce high quality board packs, minutes, resolutions and statutory filings for review • Prepare bank instructions, payments and reconciliations • Ensure the accuracy of statutory records and internal client databases • Act as the direct day-to-day point of contact for clients and professional intermediaries,

ensuring professional and timely correspondence • Partner with senior team members on specific corporate transactions and ad-hoc

projects • Conduct end-to-end onboarding, periodic CDD reviews and ongoing risk assessments • Ensure all administration actions remain fully compliant with JFSC regulations, internal

risk frameworks and P&P

• Work collaboratively with senior team members on transactions and projects • Support general office administration and ad-hoc projects • Any other such duties that may be required from time to time.

REQUIRE SKILLS & EXPERIENCE

• Some experience in a fiduciary or funds services role desired • Working towards a relevant professional qualification • Good academic records up to A level or equivalent • Strong analytical and problem-solving ability with excellent attention to detail • Strong interpersonal and communication skills (written and verbal) • Ability to manage multiple tasks, prioritise effectively and remain calm under pressure • Good working knowledge of Microsoft Office (Word, Excel, Outlook) • Highly organised, with strong time management skills

*Oakbridge Fund Services (Jersey) Limited is regulated by the Jersey Financial Services Commission

+44 (0) 1534 481 110 talent@oakbridgegroup.com oakbridgegroup.com

JOB DESCRIPTION Senior Marketing Administrator

Location: Jersey Company: Oakbridge Corporate/Fund Services (Jersey) Limited

ABOUT US

Oakbridge is a leading independent, owner-managed provider of fund administration and corporate services, offering expert solutions to a diverse international client base from offices in Jersey and the UK. Established over a decade ago, the business was founded to deliver high- quality, responsive in-house services, with a continued focus on meeting client deadlines, fee transparency, regulatory compliance and long-term relationship building. Our experienced, carefully selected team brings expertise across accounting, administration, governance, legal, and finance disciplines within real estate, private equity, venture capital, debt, and other alternative sectors, supported by best-in-class systems and infrastructure. Oakbridge forms part of the Oakglen Group, an international investment and operating group with a global reach.

ROLE OVERVIEW

The Senior Marketing Administrator plays a key role in supporting the delivery of marketing and business development initiatives across Oakbridge. Working closely with internal stakeholders, the role helps strengthen brand presence, coordinate content and communications, maintain marketing systems and data, and support campaigns, events and client-facing materials.

KEY RESPONSIBILITIES

• Coordinate the production, review and distribution of marketing collateral, ensuring consistency of branding and messaging across all materials

• Maintain marketing calendars, campaign schedules and internal trackers to support timely delivery of activity and reporting

• Monitor website and social media activity, preparing performance updates and recommendations to support continuous improvement

• Assist with the coordination of internal and external communications, including announcements, newsletters, posts and promotional materials

• Undertake market and competitor research to support campaign planning, proposition development and identification of new business opportunities

• Liaising with stakeholders across Oakbridge to understand their promotional needs

• Support tracking of business development activities and pipeline opportunities, including regular reporting to senior management

• Assist with preparation of client pitches, PFPs and proposals

• Provide support for maintaining CRM system, ensuring accurate and up-to-date data

• Support with client and intermediary targeting, including business development initiatives

• Providing support with event planning and other business development activity

REQUIRE SKILLS & EXPERIENCE

• Social medial and/or marketing experience within financial services

• Relevant marketing qualification, or similar

• Excellent written and verbal communication skills

• Confidence to create work of a high standard, working independently

*Oakbridge Corporate Services (Jersey) Limited and Oakbridge Fund Services (Jersey) Limited are regulated by the Jersey Financial Services Commission

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trainee Supervisor, Supervision

Company Description

We supervise the island's financial services industry for compliance with both conduct and prudential requirements, and under the anti-money laundering (AML), countering financing of terrorism (CFT), and countering proliferation financing (CPF) framework.

The JFSC is one of the few regulators globally to benefit from the Regulator and the entity Registrar operating under a single financial services commission.

Position

Division: Supervision

The Supervision division's primary function is to oversee the financial services industry to ensure relevant legal obligations and regulatory requirements are met. As part of this we continually assess whether existing or emerging risks, to which Jersey is exposed, are being effectively managed.

Team: DNFBP and NPO

The team works directly with the DNFBP and NPO sectors (the Sectors) using a risk-based approach which is intelligence-led and data-driven, enabling us to educate, engage, monitor and oversee firms, while actively managing and mitigating emerging risks through proportionate, risk-based interventions. The team engage with entities to understand their respective Sectors, taking appropriate steps and action as required.The team plays an integral part in supporting the JFSC’s strategic priorities of supporting growth, being risk-based and proportionate, combatting financial crime and providing service excellence.

Role: Trainee Supervisor, DNFBP and NPO

Working within a team of Supervisors, you’ll assist the Supervisors who are helping businesses comply with the regulatory and financial crime framework and to effectively demonstrate achievement of the JFSC’s objectives, ensuring Jersey is a well-regulated International Finance Centre.

You will contribute to delivering the following outcomes:

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Actively support the supervision of entities, in line with the agreed risk-based approach, centred on risk mitigation, and in line with regulatory and financial crime requirements.

• Actively assist in the utilisation of the risk model when identifying escalating levels of risk, ensuringappropriate follow up actionis taken.

• Assist the team in the education of sectors through methods such as holding events, drop-in sessions, and the publication of guidance, to improve industry understanding and compliance.

• Delivery of activities is completed in line with agreed processes, SLA’s and KPI’s for quality, timeliness, and efficiency, ensuring agreed standards are met.

• Actively assist in maintaining high quality of data entry and record keeping/filing system that are compliant with the law and support insight into trends andimprove business integrity.

• Effectively building a strong network of internal stakeholders across Supervision and the wider JFSC to support the appropriate execution of regulatory responsibilities.

• Actively identify, recommend, and implement continuous improvements to internal working practices and procedures to enhance efficiency and effectiveness.

• Assist the team in the education of sectors through methods such as holding events, drop-in sessions, and the publication of guidance.

You will add value to the organisation by:

• Contributing to the JFSC’s mission to maintain Jersey’s position as a leading International Finance Centre with high regulatory standards supporting the prevention of financial crime.

• Applying a risk-based approach to supervising firms across the banking sector, reviewing and assessing the effective and appropriate management and mitigation of risks to support risk reduction.

• Supporting the JFSC in expanding its understanding of existing and emerging risks to inform regulatory activity.

What will success in this role look like?

• Supporting the delivery of effective and appropriate supervision of businesses across the Sectors to mitigation regulatory and financial crime risks.

• Supporting the delivery of supervision effectiveness and strengtheningbusiness integrity.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Supporting the delivery of a prevention over cure model, aiming to reduce compliance burdens by enhancing early industry engagement, educating industry and consumers, and applying a risk-based application of supervisory tools, resulting in improved regulatory outcomes.

Requirements

Are you suitable for this role?

This role would suit an individual with good communication skills, some understanding of relevant financial services and products, and an understanding of the Jersey and International regulatory and financial crime legislation/requirements is desirable. Motivation for continuous learning and development, a flexible approach and an aptitude for team working are key requisites for the role.

Other information

Working in the JFSC will enable you to join a team people who have purpose, passion, and pride. It offers the opportunity to work alongside people, who are passionate about maintaining Jersey’s position as a leading International Finance Centre with high regulatory standards.

This clarity on our purpose is incredibly motivating and we leverage our core values of: Excellence, Professionalism, Respect, Integrity, and Teamwork to deliver our work. Our people are proud of their work and their contribution to Jersey.

If you are looking to make a difference, have a unique working experience and contribute to a bigger picture, then think JFSC; a diverse team of people who put their hearts and minds into what they do and have some fun along the way!

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Senior Manager, Regulatory Risk

Company Description

We supervise the island's financial services industry for compliance with both conduct and prudential requirements, and under the anti-money laundering (AML), countering financing of terrorism (CFT), and countering proliferation financing (CPF) framework.

The JFSC is one of the few regulators globally to benefit from the Regulator and the entity Registrar operating under a single financial services commission.

Position

Division: Risk

The Risk division provides independent second line oversight, assurance, and advice to support the JFSC in delivering its strategic objectives in a pragmatic and proportionate manner. The team operates an integrated framework that identifies, assesses, and monitors enterprise-wide risks, articulates and monitors performance against risk appetite and promotes a strong risk-aware culture. It also leverages internal and external data to provide risk insights, inform sectoral and national risk assessments, and supports the strengthening of JFSC’s regulatory frameworks, models, and decision-making.

The function has overall accountability for enterprise risk, 2 line assurance, data protection, information management, legal and regulatory risk.

Team: Regulatory Risk

The Regulatory Risk team supports the strengthening of the JFSC’s regulatory effectiveness through independent 2 line oversight. The team provides assurance over changes to JFSC’s regulatory frameworks, models, and methodologies, while offering constructive challenge on strategic initiatives to ensure they are aligned to international standards and are appropriately risk-informed. The role also supports development and embedding of the JFSC’s regulatory risk appetite, aligned to organisational strategy and national priorities, to guide consistent, and proportionate decision-making across the Commission.

Through horizon scanning and data-led analysis, the team identifies emerging risks, challenges supervisory and policy responses, and contributes to sectoral and National Risk Assessments in collaboration with other competent authorities, strengthening Jersey’s overall understanding and response to national financial crime risk.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Role: Senior Manager, Regulatory Risk

This role will support the Chief Risk Officer in the ongoing development and delivery of the regulatory risk strategy and divisional plan, working in close partnership with the Executive and Board. It provides direct involvement in shaping both national and JFSC risk appetite, alongside exposure to emerging and complex risk themes, including geopolitical developments and innovative technologies such as digital assets. The successful candidate will deliver the following outcomes:

Regulatory risk appetite

• Leads the development and ongoing review of JFSC’s regulatory risk appetite, aligned to JFSC’s strategy and national risk understanding.

• Supports the effective embedment of regulatory risk appetite to enable consistent and proportionate decision-making across the JFSC.

1st Line enablement & risk adoption

• Enables a coordinated and forward-looking response to evolving regulatory and national risks through effective collaboration across divisions (e.g. Policy, Supervision, Registry, Enforcement). Strengthen first line reporting and support data-driven decision making across the JFSC.

Strategic change oversight

• Provide risk insight and constructive challenge on key strategic initiatives to ensure risks are clearly understood, appropriately assessed and aligned with international standards.

Horizon scanning & emerging risk insight

• Deliver forward-looking analysis and horizon scanning that identifies emerging regulatory risks and informs timely and proportionate responses.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

National Risk Assessments

• Provide data driven insight to support National Risk Assessments, working collaboratively with other competent authorities to strengthen Jersey’s understanding of financial crime risk.

• Influence and support the effective embedment of NRA outcomes in the operational activities of the JFSC.

Stakeholder management / Outreach and engagement

• Deliver training and outreach that improves regulatory risk understanding across internal and external stake holders.

Leadership

• Contribute as an active member of the JFSC Senior Management Team, deputising for the Chief Risk Officer where required.

• Supports the development and growth of direct report(s).

Requirements

Are you suitable for this role?

The ideal candidate will demonstrate a positive, collaborative and proactive engagement style, delivering strong outcomes through effective teamwork.

The role requires a well-developed understanding of Jersey’s financial services industry, alongside the ability to navigate and operate effectively within Jersey’s and the JFSC’s legal and regulatory frameworks. You will bring significant experience within a regulated financial services environment, with expertise in risk management or compliance. A strong understanding of financial services regulation is essential, including across financial crime.

Other information

Working in the JFSC will enable you to join a team people who have purpose, passion, and pride. It offers the opportunity to work alongside people, who are passionate about maintaining Jersey’s position as a leading International Finance Centre with high regulatory standards.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

This clarity on our purpose is incredibly motivating and we leverage our core values of: Excellence, Professionalism, Respect, Integrity, and Teamwork to deliver our work. Our people are proud of their work and their contribution to Jersey.

If you are looking to make a difference, have a unique working experience and contribute to a bigger picture, then think JFSC; a diverse team of people who put their hearts and minds into what they do and have some fun along the way!

Role: Facilities Administrator Location: Jersey Line of Service: Operations Grade: Senior Associate / Associate (depending on experience) Contracted Hours per Week: 37.5 hours PwC Channel Islands Overview

PwC is a highly dynamic professional services firm offering Advisory, Tax, Audit and other assurance

services to a large portfolio of international and local clients. The Channel Islands firm employs 600+ staff in

offices across Jersey, Guernsey and Alderney and is part of an international network of 151 PwC firms

employing over 364,000 staff.

Job Summary:

PwC offers an exciting opportunity to be part of the Workplace Operations Team within the Operations Pillar,

who are tasked with overseeing workplace management across the Channel Islands (BCI).

Your role as a Workplace Operations Administrator directly contributes to the client and visitor experience of

our building environment, the factors that influence it and a range of physical, technological and business

solutions that are shaped by the Firm’s culture and values: supporting our local on-site operational support

teams to provide a safe and functional workplace.

The successful candidate will also provide administrative support to our firm’s internal stakeholders and

business processes ensuring tasks are carried out in a timely, accurate and efficient manner.

To be successful you will have the ability to liaise, influence and challenge effectively when building strong

networks and relationships at all levels, both internally and externally.

A degree of flexibility may be required to sometimes provide out of hours support.

Responsibilities:

Responsibilities include:

● Core responsibilities - expected responsibilities to fulfil

○ Provide Facilities Management team support (including, but not limited to coordinating office

suppliers and deliveries, cleaning/maintenance of coffee machines and Zipp taps)

○ Triage and undertake general small repairs (including but not limited to re fixing door handles,

loose hinges/items, general upkeep of the office)

2

○ Weekly & monthly planned maintenance tasks if required (fire alarm tests, water temperature

recording and flushing regimes, emergency lighting tests, etc)

○ Support all NG Baily and specialist subcontractor attendances

○ Identify and supporting migration for any Health & Safety issues

○ Cover for Workplace Operations team, including PwC Guernsey office

○ Maintain, organise and resolve issues with archiving, quarterly key register and locker register

● Ad-hoc responsibilities - additional responsibilities which can be taken on once fulfilling all core and

collective responsibilities

○ Event Support - Providing support and assisting with event management, when required.

○ Team support - Support the Executive Support team with any ad hoc duties, when required.

○ Build a diverse network of relationships. Engage and support with Firmwide initiatives such as

participation in CSR, Sports and Social, Health & Wellbeing, and other events.

○ When required, provide ad-hoc support on projects relevant to the Workplace Operations team. Be

open minded and curious to the various requirements of the role.

○ Miscellaneous Support - Take ownership of all enquiries and problems, resolving or escalating

issues as appropriate. Support other stakeholders outside of their collective group, when required.

○ When required, to be flexible and available to work additional hours outside standard business

hours to cover e.g., maintenance calls, including evenings and weekends.

Direct Reports:

This role reports to:

● Workplace Operations Manager There are no direct reports into this role.

Qualifications & Certifications:

● 5 years residency

● Experience with desktop applications (in particular Microsoft Suite (Mail, Sheets, Docs and Slides)) is

desirable. Willingness to learn is essential.

Skills & Experience Required:

Essential skills:

● Strong Interpersonal skills with the ability to build and maintain trusted relationships at all levels. Able to

collaborate, build a rapport with a wide variety of colleagues/clients/suppliers (internally and externally) and

work well as part of a team.

3

● Act as a strong team player: collaborate and support colleagues who delegate work to you, ensuring a

seamless service is provided to business stakeholders. Proactively share knowledge with colleagues, as

well as promote team wellbeing and the sense of one team within the PwC Operations team.

● An enthusiastic and positive attitude with the eagerness to learn and drive own continual self

development.

● Excellent communication and organisational skills.

● A proactive, adaptable, helpful and flexible person. Confidently manage and prioritise workloads to meet

deadlines, whilst maintaining an exceptional quality of work. Ability to multitask, work well under pressure

whilst maintaining attention to detail.

Desirable skills:

● Having a working knowledge of relevant Health & Safety legislation would be desirable.

● Prior experience working in a customer service environment is desirable.

● Professional behaviours - High levels of discretion and understanding of confidentiality

● Ability to apply basic IT skills, knowledge of workstation setups (monitors, cables), mobile phone setups,

and printers

● Show a curious mindset to existing and emerging technologies to support new ways of working and the

ability to embrace and adapt to new technology in a fast moving tech environment.

Travel Requirements:

You will be required to travel to the other Islands (Guernsey or Jersey) from time to time.

The skills we look for in our people:

All our people need to demonstrate the skills and behaviours that support us in delivering our business

strategy. This is important to the work we do for our business, and our clients. These skills and behaviours

make up our global leadership framework, The PwC Professional.

The PwC Professional focuses on 2 core attributes, Trusted Leadership (Inspire, Empower, Evolve) and

Distinctive Outcomes (Champion, Build and Deliver). We use this framework to recruit, develop, and assess

our people, at all grades and in all areas of our business, because we expect all of our people to be leaders.

Diversity:

We work in a changing world which offers great opportunities for people with diverse backgrounds and

experiences. We seek to attract and employ the best people from the widest talent pool as well as those

who reflect the diverse nature of our society. We aim to encourage a culture where people can be

themselves and be valued for their unique strengths. Creating value through diversity is what makes us

strong as a business. https://www.pwc.co.uk/diversity

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ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Senior Manager (Private Client)

Senior Manager (Private Clients)

• Saint Helier, Jersey

• Full-time

• Jurisdiction: Jersey

Company Description

Fund services | Corporate | Capital markets | Private client | Regulatory & Compliance

We help clients succeed by unlocking new value through expertise, trust and scale. We deliver solutions that solve complex challenges faced by asset managers, financial institutions, corporates, high net-worth individuals and family offices.

With a curious mindset, we ask the right questions to get to the right solution, faster. We collaborate to win together, sharing successes and shaping the future of our global business. Our culture of support and recognition provides the tools and opportunities for you to grow, while unlocking the most value for our clients and making your mark with Ocorian.

Expertise: We deliver specialist, tech-enabled solutions for our clients grounded on deep industry expertise.

Trust: We’re a trusted partner to over 8,000 clients globally. We are proud to have long-lasting partnerships with our clients.

Scale: With more than 1,500 colleagues, we operate across 20+ countries, our scale enables us to support our clients globally and locally, providing a seamless client experience across borders and service lines.

Job Description

Responsibilities

• Client leadership — Lead a diverse client portfolio with strong commercial focus, relationship management, and delivery against financial targets.

• Client engagement — Build long-term client relationships through proactive meetings, professionalism, and trust, reducing churn.

• Escalation management — Serve as the senior escalation point for complex technical, service, and sales issues.

• Operational excellence — Coach team members to deliver a client-centric service and maintain accurate, complete data.

• Risk and compliance — Ensure effective controls, regulatory compliance, and identify opportunities for process improvement.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• Fiduciary development — Develop capability to act as a director on client boards in line with statutory requirements.

• Project contribution — Participate in projects, generating innovative ideas and constructively challenging existing processes.

• Financial management — Drive profitability through strong financial discipline, including oversight of fee proposals, resourcing, time recording, invoicing, collections, and cost control.

• Profitability review — Regularly assess entity-level profitability and support required remedial actions.

Qualifications

Knowledge, skills and experience

• Minimum of 3+ years trust and company administration/relevant experience.

• Suitable management experience.

• Desirable: A professional/relevant qualification to Professional Level (e.g. ICSA/STEP/CGI).

• Possess a comprehensive understanding and strong technical knowledge of Trust Administration, Company Law and the tax implications of various structures.

Additional Information

All staff are expected to embody our core values that underpin everything that we do and that reflect the skills and behaviours we all need to be successful. These are:

• We are CLIENT CENTRIC – Clients are at the centre of our world, and we’re committed to providing expertise and specialist solutions to meet their most complex challenges.

• We are AMBITIOUS – We aim high. We think and act globally, seizing every opportunity to delight our clients and support our colleagues - wherever in the world they may be.

• We are AGILE – We act on our initiative to get things done for our clients. Our independence gives us the flexibility and freedom to keep things simple, efficient and effective.

• We are COLLABORATIVE – With a curious mindset, we ask the right questions to get to the right solution, for our clients faster. We collaborate to win together and share our successes.

• We are ETHICAL – We behave with integrity at all times and assume positive intent, building trust through responsible actions and honest relationships.

Equal Opportunities for Everyone

Please let us know if there’s anything we can do to make the process easier for you. You can reach us at careers@ocorian.com.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

We’re an equal opportunity employer. All applicants will be considered for employment without attention to age, ethnicity, religion, sex, sexual orientation, gender identity, family or parental status, national origin, or veteran, neurodiversity or disability status.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Trainee Administrator, Private Client

Principal Accountabilities:

• To become skilled at administering trusts and personal financial structures on a daily

basis, managing their bank accounts and arranging transactions.

• To understand how to manage companies, opening and administering bank accounts as

required, develop an appreciation of the content, function and legal requirements in

relation to statutory accounts and financial information.

• To liaise with the trustee’s advisers, professional intermediaries and financial

institutions on a regular basis, providing assistance as necessary and delivering a

professional level of service in an accurate and timely manner.

• To give administrative support to other team members.

• Participate fully in the work of the team, assist in the delivery of high quality service and

contribute to the professional relationship with external advisors.

• To maintain client confidentiality.

• To record all time on the Company’s time recording system and ensure narrative is clear.

• Achieve financial targets as determined by management.

• Such other duties as the management may at times reasonably require.

This job description is a guide to the principal, current duties of the job. It does not form part of

the contract of employment.

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

Group Manager – Statutory reporting, Group

Job purpose:

We are looking for a proactive and technically strong accountant to join our Group Finance team,

supporting the preparation and delivery of high-quality group financial reporting across

multiple jurisdictions. This role will play a key part in the preparation of group consolidations

and statutory financial statements, ensuring compliance with IFRS and supporting the wider

business with technical accounting expertise.

You will work closely with internal finance teams, external auditors and other stakeholders to

support the global audit process, improve reporting efficiencies and maintain a strong financial

control environment. You will also be involved in financial reporting projects, implementation of

new accounting standards, and supporting acquisitions to ensure alignment with group policies

and statutory requirements.

Principal Accountabilities:

• Preparation of group consolidation and financial statements (IFRS), Jersey & UK

financial statements

• Support in managing the global audit process; managing relationship with external

auditors

• Challenging processes used in the group consolidation, accounts preparation and audit

process to identify and implement any improvements to efficiency and control

• Establishing and maintaining effective relationships with internal jurisdictional financial

controllers, tax and company secretarial teams as well as external auditors

• Preparation of audit schedules and support including ad hoc technical accounting papers

for board and auditors

• Managing financial reporting projects such as the implementation of changes in

accounting standards, ensuring compliance with IAS requirements

• Provision of technical accounting expertise to the business including the development

and maintenance of group wide accounting policies

• Integration support to ensure acquisitions are aligned with group policies and statutory

reporting requirements

• Ensuring good control environment for group consolidation process

• Other ad hoc projects or assistance to the wider group finance team as required

The type of person we are looking for:

We are looking for a confident and resourceful experienced accountant with the following

attributes and experience:

• Audit background preferred but not essential for the right candidate

ASL International Recruitment Limited 22-24 Seale Street, St Helier, Jersey, JE2 3QG (Registered Office) + 44 (0) 1534 500000 Registered Company GST No 0101275 Registered Jersey No. 95590

• ACA/ACCA/CIMA qualified or part qualified

• In depth working knowledge of IFRS

• Strong verbal and written communication skills

• Flexibility – ability to work in a team or individually; and to work to tight deadlines

• Able to show and use initiative

• Strong analytical skills

• Confidence in challenging the status quo; suggesting and implementing practical

improvements to jurisdictional and group wide processes

• Competency with group consolidation finance systems and accounts productions

systems preferred

This job description is a guide to the principal, current duties of the job. It does not form part of

the contract of employment.

Senior Manager, Risk Governance and Reporting,

Country Tier III J o b D e s c r i p t i o n

JOB INFORMATION Job Description Name: Senior Manager, Risk Governance and Reporting, Country Tier III Recommended Position Title: Senior Manager, Risk Governance and Reporting, Country Tier III Country / BU Applicability: Job Code: 60056264 Job Family: Risk & Corporate Affairs Sub-function: Country Risk

JOB PURPOSE Lead the development, implementation, and maintenance of an integrated risk governance framework covering all key risk areas within a Tier III Africa Region, aligned with the Financial Conglomerate's standards. Serve as a key partner across the Risk Function, including the delivery and integration of the the Combined Assurance model. Oversee aggregated risk reporting, including liquidity risk, to key stakeholders, leveraging conglomerate resources and adhering to established practices.

JOB FUNCTIONS

Essential Functions

Develop, implement, and maintain a comprehensive risk governance framework, incorporating policies, procedures, and standards aligned with the Financial Conglomerate's requirements, while adhering to local regulatory expectations and international best practices. Integrate the Combined Assurance model and ensure alignment with the Financial Conglomerate's frameworks. Communicate and embed the risk governance framework effectively across all business units and functions within the Tier III Africa Region country, ensuring alignment with regulatory expectations, the Financial Conglomerate's "ways of work", and localised policies. Lead the production of high-quality, aggregated risk reports that provide strategic insights to the CRO, senior leadership, country Exco, and regulatory bodies, enabling proactive risk management and informed decision-making. Partner with Risk Type Heads at a group level to leverage available services offered as part of being a Financial Conglomerate. Lead periodic evaluations of the risk governance framework to assess its ongoing effectiveness, alignment with evolving regulatory requirements, relevance to the bank’s strategic objectives, adherence to the Financial Conglomerate's guidelines, and the successful localisation of group policies. Lead the development and maintenance of key risk indicators (KRIs) and risk dashboards to provide real-time monitoring of risk exposures, trends, and potential vulnerabilities across the various business units and corporate functions within the Tier III Africa Region country, ensuring alignment with Group-level KRIs. Proactively identify and analyse emerging risks and systemic threats, leveraging advanced analytical techniques and industry intelligence, and partnering with Group risk governance counterparts to provide strategic early warning indicators to senior management and the country Exco, enabling proactive mitigation actions. Lead the risk assessment process, ensuring rigorous identification, assessment, and prioritisation of all significant risks, with a focus on developing and implementing robust mitigation strategies aligned with the bank's/country's risk appetite, the Financial Conglomerate’s standards, and local regulatory requirements. Design and oversee the execution of comprehensive risk monitoring programs, utilising data analytics and advanced modelling techniques to track risk exposures, assess the effectiveness of controls, and identify areas for continuous improvement, while aligning with Group-level monitoring standards. Drive the execution of stress testing and scenario analysis exercises, assessing the bank's/country's resilience to a wide range of adverse economic and market conditions, and providing insights to inform strategic decision-making, in line with the Financial Conglomerate's methodologies and local regulatory requirements. Maintain a deep understanding of evolving regulatory landscapes and proactively translate regulatory requirements into actionable risk management practices, ensuring the bank's ongoing compliance with all applicable laws and regulations, while also adhering to Financial Conglomerate's standards.

Essential Functions

Develop and maintain strong relationships with key regulatory authorities, serving as a primary point of contact for inquiries, examinations, and reporting requirements, and advocating for the bank's interests when appropriate, while ensuring alignment with the Financial Conglomerate's overall regulatory strategy. Provide oversight for the implementation of regulatory changes impacting risk management, ensuring timely and effective adoption of new requirements across all business units and corporate functions within the Tier III Africa Region country, aligning with both local regulations and the Financial Conglomerate’s policies. Drive the development and implementation of a comprehensive risk culture program, leveraging communication, training, and leadership engagement to instil a strong sense of risk awareness and accountability across all levels of the bank within the specific country, in alignment with the Financial Conglomerate's risk culture framework. Serve as a subject matter expert and mentor, providing guidance, coaching, and training to risk officers and other staff on advanced risk management principles, methodologies, and best practices, building a high-performing risk management team, and fostering knowledge sharing with Group-level counterparts. Lead, mentor, and develop a team of highly skilled risk professionals, fostering a collaborative, innovative, and results-oriented environment that attracts, retains, and motivates top talent, while also promoting collaboration with Group-level teams. Empower team members to excel, providing guidance, coaching, and development opportunities to enhance their technical expertise, leadership capabilities, and strategic thinking, aligning with the Financial Conglomerate's talent development programmes. Create a high-performing team environment characterised by open communication, knowledge sharing, and continuous improvement, ensuring the team is well-equipped to meet the evolving challenges of the risk landscape within the specific country, and facilitating collaboration with Group-level teams. Cultivate and maintain strategic relationships with key stakeholders, including senior management, business unit heads, internal audit, and regulatory authorities, acting as a trusted advisor and partner in promoting sound risk management practices, ensuring alignment with the Financial Conglomerate's overall strategy and fostering collaboration with Group-level counterparts. Provide strategic guidance to the Country Executive, Exco and various governance committees on risk management requirements and approaches, safeguarding the Country's operational license, while ensuring alignment with the Financial Conglomerate's strategic objectives and risk management framework.

Additional Responsibilities Localise Financial Conglomerate's risk management policies and frameworks to ensure relevance and applicability within the Tier III Africa Regions country, while maintaining alignment with group standards and regulatory requirements. Collaborate with Group Risk and Financial Conglomerate counterparts to ensure consistent application of risk management principles and frameworks across the Standard Bank organisation. Facilitate knowledge sharing and best practice exchange between the Tier III Africa Regions country and the broader Financial Conglomerate network, contributing to the overall enhancement of risk management capabilities. Provide support and guidance to business units and functions within the Tier III Africa Regions country on the effective implementation of the Financial Conglomerate's risk management frameworks and policies. Develop and deliver training programmes to enhance risk awareness and understanding of the Financial Conglomerate's risk management frameworks among staff within the Tier III Africa Regions country.

QUALIFICATIONS

Education

Type of Qualification Field of Study Required/ Preferred And/Or

First Degree Business Commerce, Risk Management Required and Post Graduate Degree Risk Management Preferred

Work Experience

Experience Experience Details Required/ Preferred

More than 10 years Minimum of 10 years of progressive experience in risk management within the financial services industry, with a focus on non-financial risk. Significant experience in developing, implementing, and maintaining risk governance frameworks, policies, and procedures aligned with regulatory requirements, international best practices

Required and

Work Experience

Experience Experience Details Required/ Preferred

(e.g., Basel III, King IV), and group-level standards. Demonstrated experience in localising group policies and frameworks to meet specific country requirements.

More than 10 years

Proven experience in preparing and delivering comprehensive risk reporting to senior management, board committees, and regulatory bodies. Strong understanding of the Combined Assurance model and its practical application. Experience in partnering with group-level risk functions and collaborating across organisational boundaries. Proven leadership experience, including managing and developing a team of risk professionals. Experience in driving risk culture initiatives and promoting risk awareness

Required

Total number of years' experience 12 years

Knowledge, Skills and Abilities

KSAs Proficiency

Deep understanding of risk management principles, methodologies, and frameworks. High Comprehensive knowledge of risk identification, assessment, measurement, mitigation, and monitoring techniques. High Strong understanding of the three lines of defense model. High Extensive knowledge of the financial services industry, particularly banking, and related regulatory requirements. High Understanding of key banking products, services, and operations. High Proficiency in data analysis techniques and tools (e.g., SQL, Excel, Tableau, Power BI). High Knowledge of risk reporting requirements and best practices. High Strong understanding of corporate governance principles and practices. High Excellent written and verbal communication skills. High Ability to identify and analyse problems, develop creative solutions, and make sound judgments. High

Behavioural Competencies - Essential

Behavioural Competency Description

Exploring Possibilities Is conceptual when developing ideas; applies theories to problem solving; prefers to learn by thinking and identifying underlying principles

Developing Strategies is focused on developing strategies; thinks in the longer term and anticipates trends; envisages the future and adopts a visionary approach

Providing Insights Is focused on continuously improving things; provides insights by identifying key issues; makes intuitive judgements

Developing Expertise Is open to taking up learning opportunities; is quick in acquiring knowledge and skills; develops expertise by updating specialist knowledge.

Convincing People Is comfortable having to persuade others; shapes opinions by being outspoken; seeks to negotiate with others

Challenging Ideas Prepared to disagree and question assumptions; challenges ideas and established views; comfortable arguing own perspective

Making Decisions Is determined and decides on actions; willingly assumes responsibility; is definitive and stands by own decisions

Directing People Is comfortable leading people; coordinates and directs groups; seeks to control things

Empowering Individuals Motivates individuals by empowering them; seeks to inspire people and groups; gives encouragement to others

Embracing Change Copes with change and variety; tolerates uncertainty and ambiguity; adapts to new challenges

Behavioural Competencies - Essential

Behavioural Competency Description

Valuing Individuals Shows consideration towards others; tolerates the differences in people; values and trusts people

Adopting Practical Approaches Applies practical skills when investigating issues; prefers to learn by doing; is practically minded and applies common sense.

TECHNICAL COMPETENCIES Competency Group Governance - Risk - Compliance

Competency Level Competency Description

Evaluating Risk Management Effectiveness

5. Expert The ability to determine if risk management and control measures are achieving the desired results and mitigating risks at the expected level.

Risk Awareness 5. Expert General awareness of risk management practices in a financial services organisation.

Risk Identification 5. Expert The examination of the essential elements of risk such as; assets, threats, vulnerabilities, safeguards, consequences and the likelihood of the threats materialising.

Risk Management 5. Expert Demonstrates knowledge and understanding of risk management methodologies, tools, governance structures and regulatory requirements for good management of risk.

Risk Measurement 5. Expert The ability to define and analyse risk identification information in a quantitative and/ or qualitative way.

Risk Reporting 5. Expert The ability to prepare quantitative and qualitative analysis on the risk landscape in the business including interpretation and analysis for use by business users.

Risk Response Strategy 5. Expert The ability to facilitate the creation and adoption of an appropriate risk response strategy and to assign ownership for the risk response.

Risk/ Reward Thinking 5. Expert The ability to provide due consideration to risks, rewards and the cost of control measures in evaluating business opportunities, process and system changes.

TECHNICAL COMPETENCIES Competency Group Financial

Competency Level Competency Description

Financial Acumen 4. Advanced Knowledge and understanding of costing, budgeting and finance concepts and the understanding and application of related processes and procedures.

Financial Management (Financial)

4. Advanced Skills and knowledge to advise managers and decision makers on financial processes, control measures, budgets and financial performance.

TECHNICAL COMPETENCIES Competency Group Information Technology

Competency Level Competency Description

Emerging Technology Monitoring

4. Advanced The identification of new and emerging hardware, software and communication technologies, products, methods and techniques and the assessment of their relevance and potential value to the organization. The promotion of emerging technology awareness among staff and business management.

Competency Level Competency Description

Automation 4. Advanced In software engineering, automation involves the use of technology to perform tasks with reduced human intervention. It can include automated testing, continuous integration, and deployment, as well as other software development processes.

TECHNICAL COMPETENCIES Competency Group Data

Competency Level Competency Description

Data Quality 4. Advanced The ability to implement operational techniques and activities that are used to fulfil requirements for data quality including: improvement, control, management or assurance of data quality.

TECHNICAL COMPETENCIES Competency Group Quality Management

Competency Level Competency Description

Root Cause Analysis 4. Advanced Knowledge and application of techniques that can be applied to determine the cause of process or control failures.

Quality Management 4. Advanced Knowledge of, and ability to implement all quality management policies and procedures.

TECHNICAL COMPETENCIES Competency Group Legal

Competency Level Competency Description

Financial Industry Regulatory Framework

4. Advanced Insight into and understanding of the various laws and regulations regulating the financial services industry.

Legal Compliance 4. Advanced The ability to comply with relevant legislation, regulatory and professional standards.

SCOPE

People Management:

# Direct Resources Managed # Indirect Resources Managed

This position manages/supervises people 1-3 1-10

Managerial Archetype

Budget Responsibility

Amount Notes

R5 million - R25 million Directly accountable

Contact with Others

Represents the organization as the primary contact. Interacts with management and senior value-chain partners on matters requiring coordination across organizational lines. Achievement of objectives requires ability to influence others both internally and potentially externally.

Contacts Description CRO and Exco, Credit Risk Management / NFR Management, Country Risk Management, E&S Risk Management, Market Risk Management, Internal Audit, Group Risk Function, Business Unit Heads, Regulators, External Audit, External Consultants/Advisors.