Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Lead the processing of client assets and cash transfers while ensuring compliance.
- Company: Join a reputable Financial Services firm based in London with a strong industry presence.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Perfect for those passionate about asset transfers and looking to make an impact in finance.
- Qualifications: 3-4 years in asset transfers; leadership skills are a plus but not required.
- Other info: Experience with CREST GUI and Altus/Equisoft/Calastone is beneficial.
The predicted salary is between 48000 - 72000 £ per year.
William Rose Associates is currently partnering with an established Financial Services firm based in London, which is looking for a Transfers Lead to join the firm.
ESSENTIAL SKILLS | Transfers Lead
- 3-4+ years in domestic and international asset transfers with solid settlement knowledge
- Ability to lead a small team, no prior experience needed
- Exposure to CREST GUI
- Familiar with Altus/Equisoft/Calastone
OVERVIEW | Transfers Lead
You’ll take charge of processing client assets and cash transfers, making sure everything runs smoothly and meets all regulatory requirements. This role blends client service, admin oversight, and compliance - perfect for someone who knows asset transfers inside out and thrives in a fast-paced, regulated environment.
Contact Detail:
William Rose Associates Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Transfers Lead
✨Tip Number 1
Familiarise yourself with the latest regulations and compliance standards in asset transfers. This knowledge will not only help you stand out during interviews but also demonstrate your commitment to maintaining high standards in a regulated environment.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in asset transfers. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role.
✨Tip Number 3
Brush up on your leadership skills, even if you haven't led a team before. Consider taking a short course or reading up on effective team management strategies, as this will show your readiness to take on a leadership role.
✨Tip Number 4
Gain hands-on experience with tools like CREST GUI, Altus, Equisoft, or Calastone. If you don't have direct experience, look for online tutorials or training sessions that can help you become familiar with these platforms, making you a more attractive candidate.
We think you need these skills to ace Transfers Lead
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in domestic and international asset transfers. Emphasise any relevant skills, such as your knowledge of settlement processes and familiarity with systems like CREST GUI, Altus, Equisoft, or Calastone.
Craft a Compelling Cover Letter: In your cover letter, explain why you are the perfect fit for the Transfers Lead role. Discuss your ability to lead a team, even if you don't have prior experience, and showcase your understanding of compliance and client service in asset transfers.
Highlight Relevant Experience: When detailing your work history, focus on specific achievements related to asset transfers. Use metrics where possible to demonstrate your impact, such as improvements in processing times or compliance adherence.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in a regulated environment.
How to prepare for a job interview at William Rose Associates
✨Showcase Your Experience
Be prepared to discuss your 3-4 years of experience in domestic and international asset transfers. Highlight specific examples where you successfully managed transfers and ensured compliance with regulatory requirements.
✨Demonstrate Leadership Potential
Even if you haven't led a team before, express your willingness to take on leadership responsibilities. Share any experiences where you've guided or supported colleagues, showcasing your ability to lead a small team effectively.
✨Familiarise Yourself with Relevant Tools
Make sure you understand the tools mentioned in the job description, such as CREST GUI, Altus, Equisoft, and Calastone. If possible, mention any experience you have with these systems or similar platforms during the interview.
✨Prepare for Compliance Questions
Since the role involves compliance, be ready to answer questions about regulatory requirements in asset transfers. Brush up on relevant regulations and be prepared to discuss how you ensure compliance in your work.
