Tuesday 03 October 2023
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Assistant Manager/Manager - Transfers & Loans

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Hours:Full Time

Full Description

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. Responsibilities: 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 Skills required: Trust background Excellent excel skills Client facing

For more information please visit https://jobs.axalleine.je/job/assistant-managermanager-transfers-and-loans-1877.aspx.

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