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
Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you're ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.
The Role…
As an Investment Operations Technical Analyst, you'll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:
Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools
About You…
Are you the perfect fit for this role? To succeed, you'll need:
Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential
The Reward…
In addition to a competitive salary, our client offers
Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits
We’re looking for an Offshore Lending Specialist to join our client, an international banking organisation, to make a significant impact by providing efficient and tailored lending offerings to high net worth clients. The successful applicant will collaborate closely with Relationship Managers to ensure a seamless and client-centric experience. Your expertise will contribute to the overall profitability of the business, as you manage the existing debt book and identify opportunities for optimised debt structuring.
The Role…
As a key player within the lending team, you will be responsible for:
Acting as the first line of defence, ensuring stringent quality control and risk management practices
Facilitating resolutions for complex issues involving clients, the credit division, and Relationship Managers. Your focus will be on achieving outcomes that serve the best interests of both the client and the bank
Providing expert advice to clients, guiding them through our suite of lending products and recommending the most suitable options that align with their unique needs. This personalized approach guarantees a high-quality service for our esteemed Wealth clients
Collaborating with the credit division to expedite application processing, in strict adherence to service level agreements. This commitment to efficiency fosters a positive experience for our clients
Identifying opportunities to expand the debt book by conducting comprehensive analyses of existing clients during annual reviews. Your insights will enable you to contribute to the achievement of individual and team lending targets
About You…
To thrive in this role, you should possess:
Degree in Business Commerce or a related field
Extensive experience in general banking, with exposure to various aspects of the retail and corporate banking value chain. This broad understanding positions you as a well-rounded professional in the field
Proven experience and exposure to credit operations, showcasing your expertise in lending value propositions and delivery strategies
A comprehensive understanding of the code of banking practice, ensuring your work aligns with industry standards and best practices
The Reward…
Competitive compensation package, reflecting your valuable contributions
Ample opportunities for professional growth and development, allowing you to reach new heights in your career
Access to cutting-edge banking practices and innovative solutions, empowering you to stay at the forefront of the industry
A collaborative work environment, where teamwork and shared expertise foster success
Are you a dynamic individual seeking a challenging role in a company with global reach? Our client is currently recruiting for the position of Investment Operations Technical Analyst. If you\'re ready to take on responsibilities that involve first-line compliance monitoring and have a keen eye for detail, this role may be perfect for you.
The Role…
As an Investment Operations Technical Analyst, you\'ll be at the forefront of our client’s 1st Line Compliance Monitoring Programme. Your primary responsibilities include:
Conducting first-line assurance monitoring, evaluating and reporting results to identify potential risks
Collaborating with project teams to integrate new activities and mitigate impact on business areas
Supporting project work related to FATCA, CRS, and AML CFT submissions
Ensuring data accuracy and integrity through ongoing monitoring, utilising Microsoft CRM as a review and reporting tools
About You…
Are you the perfect fit for this role? To succeed, you\'ll need:
Working knowledge of FATCA/CRS and IRS reporting requirements
Previous Investment Operations experience within a financial services environment
A strong understanding of AML/KYC requirements
Previous Quality Assurance experience is preferential
The Reward…
In addition to a competitive salary, our client offers
Private health care and life insurance
Flexible working hours
Access to a pension scheme
Volunteering opportunities
Training and development opportunities
Employee product benefits
We’re looking for an Offshore Lending Specialist to join our client, an international banking organisation, to make a significant impact by providing efficient and tailored lending offerings to high net worth clients. The successful applicant will collaborate closely with Relationship Managers to ensure a seamless and client-centric experience. Your expertise will contribute to the overall profitability of the business, as you manage the existing debt book and identify opportunities for optimised debt structuring.
The Role…
As a key player within the lending team, you will be responsible for:
Acting as the first line of defence, ensuring stringent quality control and risk management practices
Facilitating resolutions for complex issues involving clients, the credit division, and Relationship Managers. Your focus will be on achieving outcomes that serve the best interests of both the client and the bank
Providing expert advice to clients, guiding them through our suite of lending products and recommending the most suitable options that align with their unique needs. This personalized approach guarantees a high-quality service for our esteemed Wealth clients
Collaborating with the credit division to expedite application processing, in strict adherence to service level agreements. This commitment to efficiency fosters a positive experience for our clients
Identifying opportunities to expand the debt book by conducting comprehensive analyses of existing clients during annual reviews. Your insights will enable you to contribute to the achievement of individual and team lending targets
About You…
To thrive in this role, you should possess:
Degree in Business Commerce or a related field
Extensive experience in general banking, with exposure to various aspects of the retail and corporate banking value chain. This broad understanding positions you as a well-rounded professional in the field
Proven experience and exposure to credit operations, showcasing your expertise in lending value propositions and delivery strategies
A comprehensive understanding of the code of banking practice, ensuring your work aligns with industry standards and best practices
The Reward…
Competitive compensation package, reflecting your valuable contributions
Ample opportunities for professional growth and development, allowing you to reach new heights in your career
Access to cutting-edge banking practices and innovative solutions, empowering you to stay at the forefront of the industry
A collaborative work environment, where teamwork and shared expertise foster success
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