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Consultant, Transfer Agency
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Senior Manager
vor 3 Monaten
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Senior Manager
vor 2 Monaten
Melbourne, Österreich Tideri Jobbörse VollzeitLocation: Melbourne Other locations: Primary Location Only Date: 12 Sep 2024 Requisition ID: 1513479 At EY we believe that whoever you are, your uniqueness helps us stand apart.We bring together extraordinary people, like you, to build a better working world.What's in it for you?We are looking for an experienced Senior Manager to join our Financial Services...
Asset Transfer Analyst
vor 2 Monaten
Job Type: Temporary position | Full time position
Job Description
The primary purpose of this role is to provide support in the client asset transfer process within the Australia Operations Team.
Role Responsibilities: Focus on asset transfer (mainly listed equity and managed funds). Be the key liaison point between our advisors, India Operations, and the local counterparties. Facilitate all necessary transfer forms are signed as per respective counterparty requirements. Ensure all cost base data is correct for transfer. What You'll Need to Succeed: 2 years in any wealth management or asset transfer team. Strong analytical and data-driven decision-making skills, capable of using market research and customer insights to drive product enhancements. Strong relationship-building skills and ability to work in cross-functional teams to embed quality outcomes. If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV at ******.
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