Asset Transfers

The main responsibilities include:

• Asset Transfer processing for all account types across various platforms and products.
• Internal transfers of assets arising from changes to client status.
• Monitor the transfer process and raise issues when needed.

To be considered for the role, you must have a strong working knowledge of operational processes in a Wealth Manager or Asset Manager. In addition, experience with Crest Gui and Altus would be desirable.

In our company values we aim for equity at all stages of the recruitment process, please let us know if we can do anything to make the process more accessible to you.