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Director, Wealth & Asset Management
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|Location||City of London|
|Sector||Wealth & Asset Management|
26499 Client Services
We now have an exciting new position available with one of our global clients who have offices situated in major business citys such as London, Tokyo, Sydney, Hong-Kong and Singapore, to name a few.
Your role will consist of performing a client service function in regards to segregated and pooled clients, by developing relationships and providing a value adding service. You will also receive some very attractive benefits ranging from healthcare to subsidized gym membership.
Key responsibilities include:
Point of contact for clients and internal divisions.
Creating quality controls and delivering recurring standard and customized reports as well as ad-hoc reports to clients and authorized 3rd parties. Ensuring they are completed in line with policy and in a timely fashion.
Follows all standard processes as well as taking an active role in their ongoing improvement and maintenance.
Leads and supports the resolution of all operational issues identified by the clients, their consultant or custodian bank.
Manages the onboarding process and other transition activity for clients through to resolution.
Maintaining internal databases.
Educated to a degree, or equivalent, standard and/or IMC qualification or in the process of gaining these.
Strong investment management industry experience, working with and supporting institutional separate accounts and/or pooled clients.
Solid understanding and experience with investment operations.
Proficient in MS Outlook, Word, Excel, Working knowledge of MS PowerPoint. Experience with performance, fund accounting and reporting systems.
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