Posted By
Posted in
Banking & Finance
Job Code
1542889
Operational Leadership:
- Manage and oversee all operational activities within the Private Wealth Division, specifically for PMS (Portfolio Management Services) and AIF (Alternative Investment Funds).
- Ensure efficient and timely processing of transactions, including trade execution, settlement, and reconciliation.
- Maintain accurate and up-to-date records of client portfolios and transactions.
- Implement and maintain robust operational controls and procedures to mitigate risks.
- Develop and implement strategies to improve operational efficiency and reduce costs.
Client Service:
- Provide excellent client service and address client queries in a timely and professional manner.
- Maintain strong relationships with clients and other stakeholders.
- Ensure that client service standards are consistently met.
Compliance and Risk Management:
- Ensure compliance with all relevant regulations and industry standards.
- Monitor and manage operational risks, and implement appropriate controls to mitigate them.
- Conduct regular audits and reviews of operational processes.
Team Management:
- Lead, motivate, and develop a team of operations professionals.
- Provide training and development opportunities for team members.
- Ensure that team members are performing their duties effectively and efficiently.
Reporting and Analysis:
- Prepare and analyze operational reports and dashboards.
- Identify trends and issues, and recommend solutions.
- Provide regular updates to senior management on operational performance.
Required Skills and Experience:
- Extensive experience in operations, particularly within the financial services industry.
- Strong knowledge of PMS and AIF products and processes.
- In-depth understanding of regulatory requirements and compliance standards.
- Excellent leadership, communication, and interpersonal skills.
- Ability to manage multiple priorities and meet deadlines.
- Strong analytical and problem-solving skills.
- Experience in managing teams and budgets.
- Proficiency in relevant technology and systems.
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Posted By
Posted in
Banking & Finance
Job Code
1542889