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For Companies At a Glance
- Tasks: Lead a team managing client life cycles and ensure smooth onboarding processes.
- Company: Join a dynamic Group Investment Management Operations department focused on client success.
- Benefits: Enjoy a collaborative work environment with opportunities for professional growth and development.
- Why this job: Be part of a crucial role that impacts client relationships and drives business success.
- Qualifications: Degree level education and financial services experience required; lifecycle management experience preferred.
- Other info: This role is classified as Code Staff under the SM&CR.
The predicted salary is between 54000 - 84000 £ per year.
OVERALL PURPOSE
The role is based within the Group Investment Management Operations department and has responsibility for the client life cycle.
PRINCIPAL ELEMENTS AND ACCOUNTABILITIES
- Line management of a team of two life cycle administrators with responsibilities over multiple jurisdictions.
- Management and execution of all documentation required to on-board new clients for their client agreement.
- Ensuring all documentation complies with FCA ruling on anti-money laundering documents and working effectively with the Risk & Compliance team to ensure any issues are resolved.
- Working with the operations teams to set up custodian accounts.
- Suitability profiling using the online system and liaising with the Client Relationship Manager regarding the outcome of the Suitability profiling.
- Liaising with all stakeholders involved with client set up, including the Client Management team, Investment team, Middle Office, Business Compliance Officer, Risk & Compliance and Operations teams.
- Management of client lifecycle activities for existing clients, including but not limited to:
- Coordinating the periodic reviews for Investment Management clients.
- Monitoring and reviewing all documentation for existing clients, ensuring changes to their portfolios are made in a timely and accurate manner.
- Monitoring and management of reporting distributions.
- Offboarding of IM clients.
- Posting of funds.
- Payments initiation.
- Initiation of FXs.
CODE STAFF
Under the SM&CR this role is classified as Code Staff.
QUALIFICATIONS AND EXPERIENCE
- Degree level or equivalent.
- Financial services experience essential.
- Relevant experience in a lifecycle management role for varied client types such as Trust, Individual, Corporates and Charities.
- Good knowledge of regulatory frameworks and business practices.
- Microsoft Office Suite (including Word, Excel and PowerPoint).
- Touchstone Dynamics 365 Business Central system experience desirable.
COMPETENCIES, SKILLS AND BEHAVIOURS
- Highly organised with an ability to plan and prioritise work within a fast-paced environment involving multiple projects.
- Excellent communication skills (written and verbal).
- Strong attention to detail.
- Ability to work under pressure and to tight deadlines.
- Self-motivated to achieve goals to improve own and company performance.
- Pro-active with the ability to take initiative and work independently.
- Discreet, loyal, confidential & trustworthy.
- Ability to adapt easily to change.
- Team oriented with flexible approach.
- Positive and enthusiastic attitude.
- Willing to work additional hours as required.
Head of Client Life Cycle Management employer: Stonehage Fleming
Contact Detail:
Stonehage Fleming Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Head of Client Life Cycle Management
✨Tip Number 1
Familiarise yourself with the regulatory frameworks relevant to client life cycle management, especially those related to anti-money laundering. This knowledge will not only help you in interviews but also demonstrate your commitment to compliance and risk management.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who have experience in lifecycle management roles. Engaging with industry peers can provide valuable insights and may even lead to referrals for the position.
✨Tip Number 3
Showcase your organisational skills by preparing examples of how you've successfully managed multiple projects or client portfolios in the past. Be ready to discuss specific situations where your attention to detail made a significant impact.
✨Tip Number 4
Demonstrate your proactive approach by researching StudySmarter and understanding our values and goals. Tailor your discussions during interviews to align with our mission, showing that you're not just looking for any job, but are genuinely interested in contributing to our success.
We think you need these skills to ace Head of Client Life Cycle Management
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in client lifecycle management and financial services. Emphasise your skills in managing teams, compliance with regulatory frameworks, and any specific software knowledge like Dynamics 365.
Craft a Compelling Cover Letter: In your cover letter, address the key responsibilities mentioned in the job description. Discuss your experience with onboarding clients, managing documentation, and liaising with various stakeholders. Show how your proactive approach aligns with the company's needs.
Highlight Relevant Qualifications: Clearly state your degree and any additional qualifications that are relevant to the role. If you have certifications related to financial services or compliance, make sure to include them as they can set you apart from other candidates.
Showcase Soft Skills: Given the emphasis on communication and organisation in the job description, provide examples of how you've successfully managed multiple projects under pressure. Highlight your ability to work independently and as part of a team, showcasing your positive attitude and adaptability.
How to prepare for a job interview at Stonehage Fleming
✨Showcase Your Leadership Skills
As the Head of Client Life Cycle Management, you'll be managing a team. Be prepared to discuss your leadership style and provide examples of how you've successfully led teams in the past, especially in high-pressure environments.
✨Demonstrate Regulatory Knowledge
Given the importance of compliance in this role, brush up on FCA regulations and anti-money laundering requirements. Be ready to discuss how you have ensured compliance in previous roles and how you would approach it in this position.
✨Highlight Your Organisational Skills
This role requires excellent organisational abilities. Prepare to share specific examples of how you've managed multiple projects simultaneously, prioritised tasks, and met tight deadlines in your previous positions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills and ability to handle client lifecycle challenges. Think of scenarios where you've had to coordinate with various stakeholders or resolve issues effectively, and be ready to discuss them.
