Assistant Manager/Manager - Transfers & Loans
Purpose of the role:
You will assist with the management of the Transfers & Distributions team including coaching/mentoring the team, being a point of escalation for member queries and running/analysing reports both for internal commentary and to meetregulatory reporting requirements.
Review and oversight of team and all associated distribution, transfer, loan and pension payment requests
Oversight and mitigation of all risks within the team
Maintain and develop relationships with UHNW and HNW individuals with a focus on retention of key clients through enhanced member experience
Liaise with intermediaries to ensure transactions are concluded in a timely manner with appropriate paperwork in place
Source legal and tax advice and act as main point of contact for advisors
Respond to/investigate participant queries in a timely manner, and provide regular updates to clients
Excellent excel skills
For more information please visit https://jobs.axalleine.je/job/assistant-managermanager-transfers-and-loans-1877.aspx.
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