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Director, Wealth & Asset Management
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|Sector||Wealth & Asset Management|
There is now an opening within one of Europes largest asset managers.
Our client is looking for new addition to their transitions team to oversee the transfer of their clients assets from end to end. The successful candidate will be working for a investment manager that is known around the world and gives a host of attractive benefits.
Key responsabilities include:
Oversee the transfer of assets for new clients, end to end.
Liaise with a number of internal and external parties.
Working with a specialist to derive an accurately target member data and the transition plan/fund.
Work with clients/trustees to understand needs.
Provide clients/trustees with documentation.
Produce transition plans.
Liaise closely with internal stakeholders.
Perform data analysis required to calculate target position.
Perform data analysis and interpretation of contract notes.
Work closely with the transfers Box Management and team.
Support to Client Implementation Managers.
Skills needed include:
Strong academic background or equivalent experience.
Project planning especially around new business take ons.
Transitioning of pension scheme assets.
Excellent data analysis skills with very high attention to detail.
Previous experience in MI / BI role.
Demonstrable experience in preparing data for use in high-value financial transactions.
Demonstrable experience in performing financial reconciliations and working alongside spread sheet/data management specialists.
Good working knowledge of Excel.
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