Our client is seeking a dedicated professional to join their busy Operations Team. This is a key role that is essential to the day to day operations of their business and will offer the right individual a fantastic opportunity to develop upon their financial operations experience within a distinguished private banking environment.

The ideal candidate for this role will be a team player, have excellent attention to detail, work well under pressure, have the ability to multi-task and be process focused. Strong interpersonal skills are also a must as this role will involve liaising with internal and external stakeholders.

Relevant financial services experience is strongly desirable, particularly in a back office/operational role. In addition, a financial services degree and/or relevant CISI qualification would be beneficial for this role.

This opportunity presents the chance to join a long established, worldwide, leading private bank. They are offering a competitive remuneration and benefits package including a comprehensive health insurance plan, a generous pension scheme, and much more. In addition, the bank is committed to developing their people and ensuring a culture of continuous learning is prioritized for all staff.

Duties and responsibilities:

• Working as part of a team, supporting transactional processing for multiple branches of the bank. This includes the following types of transactions:
• Processing of securities deliveries and events
• Processing of structured products
• Processing of fund and trading transactions
• Processing of and setting up Client Credit Card applications as well as Credit Card payments
• Processing deposits and loans
• The ideal candidate will be conversant with reconciliations, including the investigation process
• Reconciliations – securities, investigating differences and taking action to resolve these
• Familiar with US QI reconciliations

Competencies:

• Experience in a banking back office environment, particularly in a reconciliations/securities transactional processing capacity
• The candidate should be risk aware and have continuous professional development in banking or financial services
• Strong relationship skills (internal and external)
• Ability to work under pressure
• Ability to follow policies, manuals and procedures
• Strong communication skills

Co-operation and participation requirements:

• Participate in the weekly back office meeting
• Participate in the monthly front office/back office collaboration meetings as required

KPIs:

• Accuracy: High level of accuracy and attention to detail
• Operation incidents/complaints
• Daily task management: Balance amongst application and reviews, other activities so there are no outstanding high-priority tasks remaining
• Team support: Providing help whenever possible to the wider team; feedback from colleagues to be a measure of success

Expectated requirements for position holder:

• Graduate preferred, with a financial services related degree desirable
• Relevant experience desirable
• CISI relevant qualification i.e. Investment Operations Certificate