Asset Transfer Specialist - Wealth Management

Your role

Would you like to help us enhance our client experience, now and for the future? Are you client orientated with high risk awareness?

Wealth Management Operations are the experts in how the firm operates. Our vision is to always enhance the client experience now and for the future. To succeed our people must:

• Know what our clients want and need.
• Deliver excellence.
• Drive the organisation forward by working with purpose and passion.

We’re looking for an Asset Transfer Specialist to:
• Be a role model for the organisations principles and behaviours, inspire others to do the same
• Understand the risks associated with your business and function.
• Liaise with transfer counterparty to negotiate and agree on transfer details and timeline, following up to ensure smooth settlement. 
• Be responsible for processing all instructions in accordance with the trade details and ensure accuracy in the SWIFT instruction sent to custodian by EOD. 
• Maintain and ensure that all trade documentation is properly filed and archived
• Have the ability to liaise with custodians/counterparties/front office to resolve disputes and discrepancies.
• Supporting change by identifying and implementing process improvements or cost saving opportunities. 
• Ongoing self-development/cross training across Operations.

Your team

You’ll be working in the Wealth ManagementAsset Transfers team based in Sydney. The team handles the security asset onboarding process for Wealth Management clients. Asset transfers require timely processing while maintaining a high standard of control and accuracy; the team also ensures any queries and coordination required are followed up timely and expertly. This is an excellent platform for a good work life balance and working environment including remote work options.

Your expertise 

• Excellent communication and stakeholder management
• Knowledge of Securities Settlement Processes will be highly valued.
• Have a strong risk mindset and be able to escalate issues and be transparent. 
• People management experience.
• Strong time management and organisational skills to manage multiple deliverables simultaneously. 
• Innovative and able to drive results.
• Strong teamwork skill to collaborate with internal and external teams. Be able to demonstrate a strong partnership and inclusive to all team members. 
• Microsoft Suite of applications knowledge (especially Microsoft Excel)

You’ll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS 

You’ll be employed by and work at Credit Suisse Management (Australia) Pty Limited in the Wealth Management Division the course of Credit Suisse integration into UBS