Enable job alerts via email!
Asset Transfers Analyst , Client Services , Wealth Management
JR United Kingdom
London
On-site
GBP 100,000 - 125,000
Full time
Boost your interview chances
Create a job specific, tailored resume for higher success rate.
Job summary
An established industry player in wealth management is seeking an Asset Transfers Analyst for a maternity cover role. This position involves managing the transfer of client assets, ensuring compliance, and collaborating with various teams to maintain accurate records. The ideal candidate will have strong experience in asset transfers, excellent communication skills, and a proactive approach to problem-solving. Join a dynamic team in a reputable firm where your contributions will directly impact client satisfaction and operational efficiency. If you are motivated and organized, this is an exciting opportunity to advance your career in a thriving environment.
Qualifications
- Strong experience in asset transfers within wealth management.
- Good communication and organizational skills are essential.
Responsibilities
- Arrange the transfer of client assets efficiently and accurately.
- Work closely with Wealth Managers to ensure compliance.
Skills
Job description
Social network you want to login/join with:
JJ SEARCH LIMITED
London, United Kingdom
Other
Yes
8
18.04.2025
02.06.2025
THIS ROLE IS A 12-15 MONTH FTC MATERNITY COVER
The Company:
Our client is a highly successful and expanding Wealth Management firm, widely recognised with an excellent reputation based in London.
The Role:
The Asset Transfers Analyst will be experienced in Asset Transfers and will confidently and efficiently arrange the transfer in and out of client assets - working with the Settlements and Client Services team and ensuring client portfolio records are accurate and reflect all assets transferred in the firm's system - cash and securities.
The Asset Transfers Analyst will work closely with Wealth Managers ensuring all records on any transferred accounts are fully compliant, as well as communicating with the Front Office team, keeping them informed of all progress on transfers.
The Asset Transfers Analyst is to work alongside the Transfers Manager on a daily basis, recording, collating and distributing any key management information required.
The Asset Transfers Analyst is to ensure all procedure/policy documents are in place and are periodically reviewed and kept up to date.
The Asset Transfers Analyst will work with a team to develop ways to improve processes and procedures as well as troubleshoot and solve any ad-hoc issues.
The Candidate:
Strong Asset transfers experience with a Wealth Management firm, Asset Management or Stockbroker.
UK and International Asset Transfers experience - ideal.
Good team player but capable of organising own workload.
Good communication skills, both written and verbal.
A creative and proactive approach to problem solving.
Strong organisation skills.
Self-motivation.
'/%3e%3cpath%20d='M101.744%2012.4726L102.894%2016.1947L99.0021%2013.2201L101.744%2012.4726ZM105.3%208.40937H100.488L99.0026%203.59473L97.5116%208.41047L92.7%208.40385L96.5965%2011.3834L95.1055%2016.1942L99.0021%2013.2196L101.408%2011.3834L105.3%208.40992V8.40937Z'%20fill='white'/%3e%3cdefs%3e%3clinearGradient%20id='paint0_linear_5593_1381'%20x1='90'%20y1='9.44471'%20x2='99'%20y2='9.44471'%20gradientUnits='userSpaceOnUse'%3e%3cstop%20stop-color='%2300AD70'/%3e%3cstop%20offset='0.998594'%20stop-color='%2300B67A'/%3e%3cstop%20offset='1'%20stop-color='%23DCDCE6'/%3e%3c/linearGradient%3e%3c/defs%3e%3c/svg%3e){kind=small}
job faster
