We're one of the UK's leading investment management companies, with responsibility for over £40 billion of client assets. We've worked closely with clients and their trusted advisers for many years and gained a unique understanding of the specific needs of our clients.
Investec Wealth & Investment seeks to deliver exceptional levels of customer service and has been trusted to meet the needs of private investors for almost 200 years. But our eyes are focused on your future.
Right now we're a team of over 1400 dedicated professionals located across 14 sites in the UK. We're looking to strengthen our team and need you to come on board and make a difference.
Research shows that some candidates can be reluctant to apply to a role unless they meet all the criteria. We pride ourselves on our entrepreneurial spirit here and welcome you to do the same – if the role excites you, please don't let our person specification hold you back. Get in touch!
The Custody Reporting team consists of 22 staff supporting IW&I's nominee platform(s) – the team itself is split into 3 sub teams.
The team is involved in producing/investigating relevant nominee/valuation reporting & facilitating transfers in from respective brokers.
Description of role and key responsibilities
The purpose of this role is to facilitate client transfers in from other brokers.The successful candidate must ensure that communication is clear throughout the transfer in life cycle & ensure any issues are highlighted in good time.
• Provide a high level front line service to Investment Managers & Assistants in relation to client transfers into IW&I's custody from other brokers;• Accurately record, maintain & review inbound ongoing transfer requests on OMT transfer in system;• Proactively work through outstanding items paying particular attention to aged, sensitive & urgent transfers &/or portfolios;• Diagnose & apply problem solving skills to ensure any issues are minimised;• Manage investment teams expectations throughout the transfer cycle• Proactively identify ways in which we can improve the investment team's service experience – creating added value where possible;
Demonstrate pragmatic problem solving skills & be able to successfully communicate solutions as required
Core skills and knowledge
The successful candidate should have experience of the following:• Proven track record of being a good communicator at all levels;• Excellent organisation skills;• Proven ability to work under pressure;• Familiarity with Word/Excel is also essential.
Any other attributes that would be helpful, but not essential for the role.
• Displays cast iron integrity in internal and external dealings. Promotes mutual trust, confidence and positive behaviour;• Thrives on change for the benefit of all stakeholders in a changing environment. Challenges the norms and seeks improvement;• Open and honest dialogue, keeping Section Head and Manager updated with issues encountered;• Co-operates and collaborates within wider department and other operations departments, Investment Managers and support staff;• Displays passion and energy within role which promotes a positive working environment and a “can do” attitude.