We’re recruiting for a skilled and experienced Treasury & Funds - Senior Manager to join our client's organisation. This position offers the opportunity to take on operational responsibility for the Treasury and Funds Department and manage the day-to-day functions of the department.
The Role…
The successful applicant will be responsible for:
Managing the day-to-day functions of the Treasury and Funds Department, including shareholder and fund services
Resolving key issues effectively by managing clients and advisors and delivering planned effective solutions
Building and maintaining key stakeholder relationships with staff, clients, shareholders, custodians, brokers, banks, auditors, and related parties
Provide leadership to the department through standard operating procedures, performance measures and training to ensure first class service across the department
Takes ownership for the delivery of consistent, high quality payment and settlement services
Active management of client fund products and in-house money market fund, including investment analysis and coordinating internal and external reports and publications
Process and review of NAVs
Monitor and act as a point of referral for client contact
About You…
To be successful in this role, you will need:
Extensive experience working within an offshore bank or financial institution in a funds, treasury and payments function
Proven team leadership and motivational skills
Experience with payment and settlement systems in an offshore environment linked to the treasury and funds sector
Excellent working knowledge of financial markets including Fx and fixed deposits
A good working knowledge of CHAPS, BACS and SWIFT systems as well as an understanding of currency cheque collections and negotiations
Experience in processing and reviewing NAVs
A good working knowledge of regulated Fund services and financial markets
Knowledge of risk management and regulatory requirements
Strong interpersonal and communication skills
The ability to produce quality work to strict deadlines
Current experience in an FSA approved management role
The Reward…
Our client offers a competitive salary package and benefits, including:
Opportunities for career development and advancement
A positive work environment that values teamwork and collaboration
Access to ongoing training and professional development
Join our client, a leading Investor Services group, known for its global expertise and exceptional client service as a Senior Manager! We're seeking an experienced professional to drive operational excellence and manage a diverse client portfolio.
The Role…
As a Senior Manager, your responsibilities include:
Lead process improvement initiatives for operational efficiency
Manage a complex client portfolio with advanced technical skills
Foster a client service mindset and business development culture
Oversee direct reports' career development
Manage a Client Administration Team
Allocate clients and ensuring coverage during absences
About You…
To succeed in this role, you should have:
ICSA or STEP qualified
Excellent understanding of industry best practice in relation to Trust and Company administration
Ability to understand Trust and company legal documents
A competent understanding and working knowledge of taxation and how this affects trust and corporate structures
The Reward…
Joining our client’s team you will receive:
An inclusive work environment
Ongoing learning opportunities
Career progression in an international network
We're seeking an enthusiastic professional to join our client as an Associate Director – Private Wealth. Joining on a permanent basis the successful applicant will provide vital support in team and client management, contributing to our client’s growth objectives and operational excellence.
The Role…
As an Assistant Director, you will:
Provide crucial support for team and client management, ensuring exceptional service quality and consistency
Collaborate with the Director to oversee all company development activities
Assist in achieving key financial and non-financial targets, focusing on revenue maximisation and cost efficiency
Proactively contribute to process improvement initiatives
Cultivate a culture of shared knowledge and delegated responsibility within the team
Co-coordinate teams to meet client deliverables, deadlines, and maintain deliverable quality
Embody our cultural values and adapt positively to change, fostering a positive attitude
Embed risk management processes within the organisation
Ensure staff receive necessary training and address training gaps promptly
Follow up on new business opportunities and manage fee quotes effectively
Review unprofitable fee arrangements and develop action plans to improve profitability
Actively manage the exit of unprofitable client relationships
About You…
To excel in this role, you should possess the following qualifications and qualities:
Ability to inspire trust and confidence
Strong Relationship Management skills, including the ability to address challenges
Cultural awareness
Integrity and transparency
Energy and determination
Proven ability to succeed through others
Resilience and ability to work in a fast-paced environment
Good knowledge and experience in offshore financial services
Membership in a relevant Financial Institute or other professional body
Awareness of cross-jurisdictional cultural differences
Corporate Governance experience and risk mitigation expertise
Effective leadership and management skills
Evidence of promoting teamwork and collaboration
The Reward…
You will receive:
Competitive salary & benefits package
An inclusive and diverse work environment
Continuous learning and development opportunities
Career growth across an international network
Join our client, a leading Investor Services group, known for its global expertise and exceptional client service as a Senior Manager! We\'re seeking an experienced professional to drive operational excellence and manage a diverse client portfolio.
The Role…
As a Senior Manager, your responsibilities include:
Lead process improvement initiatives for operational efficiency
Manage a complex client portfolio with advanced technical skills
Foster a client service mindset and business development culture
Oversee direct reports\' career development
Manage a Client Administration Team
Allocate clients and ensuring coverage during absences
About You…
To succeed in this role, you should have:
ICSA or STEP qualified
Excellent understanding of industry best practice in relation to Trust and Company administration
Ability to understand Trust and company legal documents
A competent understanding and working knowledge of taxation and how this affects trust and corporate structures
The Reward…
Joining our client’s team you will receive:
An inclusive work environment
Ongoing learning opportunities
Career progression in an international network
We\'re seeking an enthusiastic professional to join our client as an Associate Director – Private Wealth. Joining on a permanent basis the successful applicant will provide vital support in team and client management, contributing to our client’s growth objectives and operational excellence.
The Role…
As an Assistant Director, you will:
Provide crucial support for team and client management, ensuring exceptional service quality and consistency
Collaborate with the Director to oversee all company development activities
Assist in achieving key financial and non-financial targets, focusing on revenue maximisation and cost efficiency
Proactively contribute to process improvement initiatives
Cultivate a culture of shared knowledge and delegated responsibility within the team
Co-coordinate teams to meet client deliverables, deadlines, and maintain deliverable quality
Embody our cultural values and adapt positively to change, fostering a positive attitude
Embed risk management processes within the organisation
Ensure staff receive necessary training and address training gaps promptly
Follow up on new business opportunities and manage fee quotes effectively
Review unprofitable fee arrangements and develop action plans to improve profitability
Actively manage the exit of unprofitable client relationships
About You…
To excel in this role, you should possess the following qualifications and qualities:
Ability to inspire trust and confidence
Strong Relationship Management skills, including the ability to address challenges
Cultural awareness
Integrity and transparency
Energy and determination
Proven ability to succeed through others
Resilience and ability to work in a fast-paced environment
Good knowledge and experience in offshore financial services
Membership in a relevant Financial Institute or other professional body
Awareness of cross-jurisdictional cultural differences
Corporate Governance experience and risk mitigation expertise
Effective leadership and management skills
Evidence of promoting teamwork and collaboration
The Reward…
You will receive:
Competitive salary & benefits package
An inclusive and diverse work environment
Continuous learning and development opportunities
Career growth across an international network
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