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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 in the heart of London.
- 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.
- 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 43200 - 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
- 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
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 specific asset transfer processes used in the financial services industry. Understanding the nuances of domestic and international transfers will give you an edge during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience with asset transfers. Engaging in conversations can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Brush up on your knowledge of regulatory requirements related to asset transfers. Being well-versed in compliance will demonstrate your commitment to maintaining high standards in the role.
✨Tip Number 4
If you have experience with tools like CREST GUI or Altus, be prepared to discuss how you've used them in past roles. Highlighting your technical skills can set you apart from other candidates.
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 improving processing times or enhancing compliance measures.
Proofread Your Application: Before submitting your application, carefully proofread all documents. Look for spelling and grammatical errors, and ensure that your information is clear and concise. 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, ensuring compliance and smooth operations.
✨Demonstrate Leadership Potential
Even if you haven't led a team before, express your willingness to take on leadership responsibilities. Share instances where you've taken initiative or supported colleagues, showcasing your ability to guide 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. Being able to discuss your familiarity with these systems will show your readiness for the role.
✨Understand Regulatory Requirements
Since the role involves compliance, brush up on the regulatory requirements related to asset transfers. Be ready to discuss how you ensure compliance in your previous roles and how you would approach it in this position.
