Wealth Management Administrator
6 months ago
This specific position will focus on supporting our UAE Team. The business for this area heavily focuses on investment planning for individuals who live outside of areas where we have regulated offices.
Key Duties:
- Maintaining and chasing the New Business Pipeline to ensure swift activation of policies - this involves chasing Providers, Clients and Advisers for relevant updates
- Liaising with Providers, Trustees and Pension Schemes
- Administrating policy amendments such as Portfolio Valuations, Withdrawal Requests, Deed of Assignments, Letters of Authority and Transfer of Agencies
- Updating and maintaining our in-house and back-office systems
Desired Skills and Experience:
- Good IT Skills - an intermediate understanding of Microsoft Office
- Excellent communication skills - friendly and confident both verbally and written
- The ability to work alone, under pressure using your own initiative and working as part of a team
- A good problem solver with the ability to negotiate and encourage at a benefit to the company
- Highly organized - managing workload, being motivated and able to take on responsibility for your role
- A desire to pursue a career in the Financial Services Industry in the future if not already and work towards a Financial Diploma or Degree with CII or CISI
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