Dealing Operations & Trade Settlements - Wealth Management
other jobs eFinancial Careers
Added before 8 Minutes
- England,London
- full-time
- Competitive salary
Job Description:
Key responsibilities:
*Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.
*Knowledge of investment products ISAs, GIA’s & wrapped products.
*Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the Saltus platform as well as external platforms.
*Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.
*Play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business.
Background & Experience
*The successful candidate will be delivery orientated and a well-organised individual.
*To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
*IOC or CII qualifications are preferable.
*Knowledge of investment products ISAs, GIA’s & wrapped products.
*Proactive approach to work.
*Be a good team player.
*Experience of challenging the status quo in respect of processes.
*A strong passion for delivering excellent, high quality service.
*A self-starter, who owns their development journey.
*Positively contribute to the team morale and energy, be a great team player.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
*Day-to-day dealing operations, order execution, trade settlements, risk management, corporate actions, trade reconciliations and fund reporting to ACDs.
*Knowledge of investment products ISAs, GIA’s & wrapped products.
*Ensuring client accounts are invested according to the agreed model portfolio(s) (to within acceptable tolerance), on both the Saltus platform as well as external platforms.
*Ensuring compliance with industry regulations and internal policies to maintain the integrity of trading operations.
*Play a critical role in ensuring the smooth and efficient execution of trades, managing risks, and contributing to the overall success of the Asset Management business.
Background & Experience
*The successful candidate will be delivery orientated and a well-organised individual.
*To always have the customer at the heart of everything you do. Providing an excellent level of service is your primary responsibility.
*IOC or CII qualifications are preferable.
*Knowledge of investment products ISAs, GIA’s & wrapped products.
*Proactive approach to work.
*Be a good team player.
*Experience of challenging the status quo in respect of processes.
*A strong passion for delivering excellent, high quality service.
*A self-starter, who owns their development journey.
*Positively contribute to the team morale and energy, be a great team player.
Please note that due to the high volume of applicants responding to our adverts we are regrettably not able to feedback on all applications; only successful candidates will be contacted
Job number 1720444
metapel
Company Details:
eFinancial Careers
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