At a Glance
- Tasks: Provide top-notch admin support and manage client portfolios in a dynamic finance environment.
- Company: Join EFG International, a global leader in private banking and asset management.
- Benefits: Enjoy a supportive workplace with opportunities for growth and professional development.
- Other info: Embrace a culture of accountability, collaboration, and continuous improvement.
- Why this job: Make a real impact while working with diverse teams and innovative solutions.
- Qualifications: GCSEs in English and Maths, plus relevant finance experience and a professional qualification.
The predicted salary is between 35000 - 45000 £ per year.
Our Company EFG International is a global private banking group, offering private banking and asset management services. We serve clients in over 40 locations worldwide. EFG International offers a stimulating and dynamic work environment and strives to be an employer of choice. EFG is committed to providing an equitable and inclusive working environment that is founded on the principle of mutual respect. Joining our team means experiencing a supportive environment, where your contributions are valued and recognised. We strongly believe that the diversity of our teams gives us a competitive advantage by fostering better decision-making and greater innovation.
Our Purpose and Mission Empowering entrepreneurial minds to create value – today and for the future. We are a private bank, offering personalised solutions on a global scale to private and institutional clients. Our sustainable success is based on our talents and on how we partner with our clients and communities to create lasting value.
The Senior Administrator, Fund Governance is a key member of the Fund Governance team at EFG Wealth Solutions. The role provides high-quality administrative support, coordinating day-to-day activities and maintaining accurate records to keep operations organised and compliant. It includes managing a portfolio of client entities, completing client and investor periodic reviews, supporting compliance monitoring and preparing reports for boards and regulators. The position also contributes to service and process improvements and supports business development by recognising opportunities to promote additional services.
Main Responsibilities
- Maintain awareness of wider business and fund service capabilities and identify opportunities to promote additional products or services, escalating to your manager.
- Build a thorough understanding of each client’s activities and ensure all required actions are completed in a timely, diligent and accurate manner.
- Maintain accurate, up-to-date records with strong focus on data integrity and internal obligations.
- Conduct testing as part of Compliance Monitoring Programmes for regulated client entities.
- Prepare six‑monthly compliance reports for client entities for presentation at relevant board meetings.
- Obtain, record and maintain appropriate client due diligence (CDD), ensuring documentation is captured in the PureClient system.
- Completion of client and investor periodic reviews and trigger event reviews.
- Ensure compliance with all local regulatory requirements, and with Group and local policies and procedures.
- Understand and apply appropriate standards in relation to AML requirements.
- Meet continuing professional development (CPD) requirements with relevant training and development.
Skills and Experience
- Good academic background, including GCSE (or equivalent) in English and Mathematics at Grade C/Level 4 or above.
- Recognised professional qualification (e.g. Accountancy, Chartered Secretary, STEP, Banking, Securities, Compliance or other relevant Table 5 qualification), or willingness to work towards this, with relevant AML/CFT/CPF and financial regulation experience.
- At least 2 years’ relevant finance industry experience within an offshore financial services organisation.
- Fair understanding of client administration and fiduciary services.
- Good knowledge and understanding of the local finance industry, legislation and regulatory requirements.
- Strong commitment to client service excellence.
- Ability to manage workloads effectively and meet varying deadlines.
- Ability to work accurately under pressure and communicate clearly in both written and verbal form.
- Strong interpersonal skills.
- Proficiency in Microsoft Outlook, Word, Excel and PowerPoint; knowledge of PureClient, FrontInvest and/or Navision is desirable.
Our Values
- Accountability: Taking ownership for tasks and challenges, as well as seeking continuous improvement.
- Hands-on: Being proactive to rapidly deliver high-quality results.
- Passionate: Being committed and striving for excellence.
- Solution-driven: Focusing on client outcomes and treating clients fairly with a risk-aware mindset.
- Partnership-oriented: Promoting collaboration and teamwork. Working together with an entrepreneurial spirit.
Senior Administrator - Fund Governance employer: Efg Bank
EFG International is an exceptional employer, offering a dynamic and inclusive work environment in the heart of London. With a strong commitment to employee growth and development, we provide opportunities for our team members to thrive while fostering a culture of collaboration and respect. Joining us means being part of a diverse team that values your contributions and empowers you to make a meaningful impact in the world of private banking and asset management.
StudySmarter Expert Advice🤫
We think this is how you could land Senior Administrator - Fund Governance
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Efg Bank. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Senior Administrator - Fund Governance
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Efg Bank.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Efg Bank's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Efg Bank
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Efg Bank.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Efg Bank will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Efg Bank employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
