Transitions Supervisor, Wealth Manager
This is a fantastic opportunity for an experienced Team Leader to join this fast growing wealth manager.
These varied Client Operations role requires an experienced Team Leader to join this impressive & highly respected wealth manager based in the City. This Wealth Manager has exciting growth plans to double in size over the next 5 years making this an exciting business to join.
The team leader will lead a newly created transitions responsible for client on boarding and transfer processing. Candidates will demonstrate strong leadership skills and will bring current experience of client on boarding/account opening across products such as ISA's SIPP's and offshore bonds.
Experienced team supervisors will also have prior Stock & Cash Transfer processing (in & out) experience to include strong knowledge of related documentation such as stock transfer forms is also required.
To be considered for this Team Leading position, candidates will be experienced across client on boarding & transfer processing experience coming from a wealth manager. In return, my client offers a friendly and small collaborative team environment along a true work life balance.