Assistant Director, Mid-Market Funds

NatWest Group; Daliburgh; On-site; GBP 50,000 - 70,000; Full time

Job summary

Join a leading financial institution as an Assistant Director in Mid-Market Funds. This role involves managing customer service, processing client requests, and ensuring compliance in a collaborative environment. Ideal candidates will have strong financial knowledge and impressive interpersonal skills, shaping a rewarding career in finance.

Qualifications

• Broad knowledge of financial products and services.
• Strong track record in a regulated investment or banking advice environment.
• Experience in issue management and resolution.

Responsibilities

• Manage customer service activities and process instructions.
• Act as the primary contact for offshore offices.
• Ensure compliance with policies and procedures.

Skills

Attention to detail

Analytical skills

Interpersonal skills

Communication skills

Leadership skills

Education

Relevant financial qualification

Job description

Join us as an Assistant Director in Mid-Market Funds

• We’re looking for someone to manage customer service activities and process instructions and requests
• You’ll be analysing and interpreting enquiries to determine customer needs and providing them with solutions
• This is an opportunity to prosper in a supportive and collaborative environment, where we’ll help you to achieve professional qualifications and build upon your existing skills

What you'll do

In this key role, you’ll act as the primary point of contact for offshore offices, processing customer instructions and requests. You’ll be inputting customer information onto our systems accurately and in a timely manner and acting in accordance with regulatory requirements and standards. We’ll look to you to make sure that the correct policies and procedures are followed at all times.

You’ll also be:

• Preparing client correspondence, including complex credit applications
• Contributing to the coordination of workflow to deliver client satisfaction
• Working as part of a unified team and supporting other team members
• Undertaking training and development in planned processes and activities

The skills you'll need

In this role, you’ll need a broad knowledge of financial products and services and hold a relevant financial qualification. You’ll have meticulous attention to detail and analytical skills with a good knowledge of the trade and settlement cycle. If you have an understanding of the private banking and wealth management market place, clients, products and services, this would also be an advantage.

You’ll also be expected to have:

• A strong track record of working within a regulated investment or banking advice environment
• Experience in issue management and resolution, and complaint handling
• A good level of leadership and influencing skills with the ability to drive and motivate high performing teams
• Excellent interpersonal and verbal and written communication skills