Senior Wealth Manager
Boston Link
- Posted On: 2025-11-29 20:17:58
- Openings: 10
- Applicants: 0
Job Description
- Hybrifd
- Career Progression
- International Envirolment
- Operational Oversight: Oversee the daily operations to ensure efficiency and alignment with the company's service standards and regulatory requirements
- Compliance & Quality Control: Monitor and maintain internal operational controls and service quality across all jurisdictions
- Customer Complaints: Act as the first point of contact for complaints escalated to Operations, ensuring prompt resolution and proper routing
- Query Resolution: Handle internal and external operational queries with speed, accuracy, and professionalism
- Procedure Maintenance: Keep all operational procedures aligned with the company's policies and ensure documentation is always up-to-date
- Safeguarding Officer: Fulfil safeguarding responsibilities to protect customer data and uphold the company's wealth security universe
- Cross-functional Collaboration: Work closely with senior managers and departments to support and streamline operational processes
- Team Leadership: Lead and inspire the operations team through hiring, training, mentoring, and performance management. Foster a high-performance culture rooted in accountability and continuous development
- Reporting: Keep your superiors informed on day-to-day activities and proactively escalate critical matters
- Continuous Improvement: Identify and implement opportunities for operational efficiency, automation, and innovation
- Ad Hoc Duties: Support the Head of Operations with additional responsibilities as required
- Previous experience in operations management, preferably within banking or fintech
- Strong understanding of regulatory and compliance frameworks in the EU would be considered as an Asset
- Demonstrated ability to manage teams and drive operational excellence
- Excellent problem-solving, communication, and leadership skills
- Meticulous attention to detail with a process-oriented mindset
- Comfortable working in a fast-paced, evolving environment
More Info
Education
Any Graduate
Not Disclosed
Contact Details
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