Month-end journals and reporting Compiling month-end management packs Analyse GL accounts Preparation of monthly detail and accuracy Strong organisational and time management skills Ability to work independently Meticulous Meticulous attention to detail is highly important Ability to work under pressure, working to tight deadlines
exposures. - Work closely with other teams and managers in other locations to share key initiatives and controls and controls automation. - Provide risk management support and guidance to the project team, business implementation, Risks and Control - Proactive management and participation in the assessment of ethics ethics, compliance and commercial risks - Project management skills see Duties & Responsibilities
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint investigation Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" clients when a Private Wealth Manager resigns Assisting Compliance Manager with complaint investigation Requirements: 5 years Onshore experience in the wealth management industry, with Offshore experience (advantageous)
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" Regular risk assessments and updates to Risk Management and Compliance Policy: such as identifying potential potential compliance risk and actively advising management to implement proper compliance program to address Treating Clients Fairly, Risk Management Policy Complaints management Establish a culture of compliance
Proper checks for New Wealth Managers Ensuring all New Wealth Managers are provided with a "Starter Pack" Regular risk assessments and updates to Risk Management and Compliance Policy: such as identifying potential potential compliance risk and actively advising management to implement proper compliance program to address Treating Clients Fairly, Risk Management Policy Complaints management Establish a culture of compliance
quarterly, and annual financial reports for management and other stakeholders Support strategic planning in the preparation of presentations for senior management and board meetings Collaborate with cross-functional and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented
quarterly, and annual financial reports for management and other stakeholders Support strategic planning in the preparation of presentations for senior management and board meetings Collaborate with cross-functional and collaboratively in a fast-paced environment, managing multiple priorities and deadlines Detail-oriented