Assistant Manager

Assistant Manager

Full-Time 36000 - 60000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support senior managers and ensure smooth team operations while developing managerial skills.
  • Company: Global private banking group committed to diversity and innovation.
  • Benefits: Inclusive work environment, professional development, and recognition of contributions.
  • Why this job: Join a dynamic team and empower entrepreneurial minds in finance.
  • Qualifications: 3 years in finance, relevant qualifications, and strong client service skills.
  • Other info: Opportunities for career growth and continuous improvement initiatives.

The predicted salary is between 36000 - 60000 £ per year.

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.

Job Description
The role requires you to support the Director and Senior Managers in the efficient and effective functioning of the team, providing day-to-day support and contributing to the effective execution of team objectives, whilst developing the skills necessary for future progression into full managerial responsibilities. Working closely with senior leadership and cross-functional teams, you will help to ensure that processes run smoothly, compliance standards are met, and service levels are maintained. This role supports continuous improvement initiatives, assists in managing workloads and priorities, and contributes to the delivery of high-quality services that enable the business to operate efficiently and effectively.

Main Responsibilities

  • Perform your role in accordance with established procedures, taking the lead on day-to-day activities and assuming ownership for compliance and fund governance aspects of the services provided to clients, with limited supervision.
  • Conduct compliance testing and monitoring as part of the Compliance Monitoring Programmes for regulated fund structures, ensuring all findings are addressed and documented.
  • Prepare six-monthly compliance reports for client entities, presenting key findings and updates for board meetings.
  • Oversee the client periodic review process for Funds Services, including monitoring and clearing external audit points raised for fund clients.
  • Develop, maintain, and enhance systems, controls, policies, and procedures to ensure adherence to Group directives, regulatory requirements, and evolving industry standards.
  • Demonstrate a solid understanding of different regulated fund types and the governance requirements associated with each, supporting the team in delivering high-quality service.
  • Proactively manage operational and fiduciary risks, independently organising and prioritising tasks to ensure timely and effective service delivery.
  • Supervise and support junior colleagues, monitoring workflow, delegating tasks, and acting as a point of escalation for compliance-related queries.
  • Contribute to projects and change initiatives, continually identifying opportunities for improvement, standardisation, and increased efficiency in fund governance and compliance processes.
  • Maintain compliance with all relevant laws, regulations, codes of practice, and internal policies; assess and escalate risks to management as appropriate.
  • Take responsibility for your own professional development, ensuring all CPD and relevant training requirements are met annually.

Skills and Experience

  • Recognised Professional Qualification - e.g. Accountancy, Chartered Secretary, STEP, Banking, Securities, Compliance or other relevant Table 5 qualification (working towards Table 5) along with relevant experience in AML/CFT/CPF and Financial Regulation.
  • 3 years' relevant finance industry experience working within an offshore financial services organisation, with a good understanding of all areas of client administration and fiduciary services.
  • A good knowledge and understanding of the local finance industry, legislation and regulatory requirements in the environment in which we operate.
  • Possess a strong commitment to client service excellence.
  • Ability to manage workloads effectively whilst navigating varying deadlines.
  • Ability to work accurately under pressure, with minimum supervision and communicate with clarity and purpose both in written and verbal forms.
  • Strong interpersonal skills are essential.
  • Proficient in the use of a range of Microsoft products (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.

Assistant Manager employer: EFG International AG

EFG International is an exceptional employer that fosters a dynamic and inclusive work environment, where your contributions are not only valued but also recognised. With a strong commitment to employee growth, you will have the opportunity to develop your skills and progress into managerial roles while working closely with senior leadership in a collaborative atmosphere. Located in a global hub for private banking, EFG offers unique advantages such as exposure to diverse financial markets and a culture that prioritises innovation and client service excellence.
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Contact Detail:

EFG International AG Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Assistant Manager

✨Tip Number 1

Network like a pro! Reach out to your connections in the finance industry and let them know you're on the lookout for an Assistant Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.

✨Tip Number 2

Prepare for interviews by researching EFG International and understanding their values and mission. Tailor your responses to show how your skills align with their commitment to client service excellence and teamwork.

✨Tip Number 3

Practice your interview skills with a friend or mentor. Focus on articulating your experience in compliance and fund governance, as well as your ability to manage workloads effectively under pressure.

✨Tip Number 4

Don't forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're genuinely interested in joining our team at EFG International.

We think you need these skills to ace Assistant Manager

Compliance Monitoring
Regulatory Knowledge
Client Administration
Fiduciary Services
Risk Management
Project Management
Interpersonal Skills
Microsoft Office Suite
Analytical Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Professional Development

Some tips for your application 🫡

Tailor Your Application: Make sure to customise your CV and cover letter for the Assistant Manager role. Highlight your relevant experience in compliance and fund governance, and show us how your skills align with our values at EFG International.

Showcase Your Achievements: Don’t just list your responsibilities; we want to see your accomplishments! Use specific examples that demonstrate your ability to manage workloads effectively and deliver high-quality results under pressure.

Be Clear and Concise: When writing your application, keep it straightforward. Use clear language and structure your thoughts logically. This will help us understand your qualifications and how you can contribute to our team.

Apply Through Our Website: We encourage you to submit your application through our website. It’s the best way for us to receive your details directly and ensures you’re considered for the role. Plus, it’s super easy!

How to prepare for a job interview at EFG International AG

✨Know Your Stuff

Make sure you have a solid understanding of the finance industry, especially in areas like compliance and fund governance. Brush up on relevant regulations and be ready to discuss how your experience aligns with the role's requirements.

✨Showcase Your Skills

Prepare examples that highlight your ability to manage workloads effectively and navigate deadlines. Think of specific situations where you've demonstrated strong interpersonal skills or taken ownership of tasks, as these are key qualities for the Assistant Manager role.

✨Ask Smart Questions

Come prepared with insightful questions about the company’s approach to client service excellence and continuous improvement initiatives. This shows your genuine interest in the role and helps you understand how you can contribute to their mission.

✨Be Yourself

EFG International values diversity and inclusion, so don’t hesitate to let your personality shine through. Be authentic in your responses and demonstrate how your unique background and experiences can add value to their team.

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