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Director, Wealth & Asset Management
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|Salary||£65k to £55k|
|Sector||Wealth & Asset Management|
We currently have an exciting opportunity, for the right candidate who has experience with a mix of relationship management and operations to join a well known international investment management firm.
This role will involve working independently to carry out various responsibilities supporting internal departments as well as external transfer agencies or vendors to drive issue resolution and escalate operational of administrative concerns.
This role offers multiple opportunities to progress in various different directions.
Point of contact for new and existing European mutual fund clients and prospects for operational, legal and general account queries.
Carries out duties independently, with excellent time management and prioritization.
Provide relevant internal and external support on both a reactive and proactive basis.
Co-ordinates new client onboarding and operational/legal change management for existing clients.
Lead an efficient and effective onboarding process for new clients, providing regular and accurate client and internal communications.
Facilitates problem resolution for both clients and internal departments.
Assist in the management of data and document vendor relationships
Project management & Process Improvement
Candidates must have experience in asset management.
High level of technical knowledge in relation to client and TRP operational, legal and other client-related activities.
Worked with mutual funds and is well versed in policies related to investment vehicles offered today i.e. UK OEIC, SICAV, SICAV Part II, & FCP.
Communication skills with the ability to be able to translate complex information to different teams in a way they understand.
Understanding of market distribution.
Commercial awareness is desirable.
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