Dealing - Wealth Management Investment Platform

Location
London, United Kingdom
Salary
Competitive
Posted
09 Aug 2022
Closes
07 Sep 2022
Ref
16304220
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
Primary responsibilities of the team include:
  • Maintaining client portfolios in-line with their associated model(s)
  • Trade order generation/allocation
  • Execution of client trades
  • Ownership and coordination of day-to-day task management and arranging appropriate review with the IPS Manager for discretionary decision making
  • Generation of MI
  • Ensuring workflows are continually assessed for risk and risk is mitigated where possible
  • Mentoring junior team members and coordinating daily workflow with them
  • Ensuring adherence with the controls in place for compliance with the regulatory framework

Tasks to include:
  • Carry out foreign currency trades electronically as and when required, providing the necessary supporting documentation.
  • Carry out Unit Trust transactions and enters the deals onto the portfolio management system upon receipt of deal confirmation from counterparty.
  • Carry out stock and bond transactions via electronic trading platforms or directly through broker.
  • Periodic workflow mapping and risk assessments

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