TA Retrocession Vice President

CIB Transfer Agency Luxembourg is currently looking to recruit a TA Operations Trailer Fees expert who will be responsible for the flawless delivery of service to our international client base.

The key responsibilities of the role include:

• Produce monthly & quarterly trailer fee reporting for clients
• Review and set-up the trailer fee terms in the system/database
• Become an active member of the team by improving controls & efficiency of daily processes
• Escalation of any irregularities or high risk items
• Monitoring of transaction processing work queues and resolution of complex or exceptional handling requirements
• Ability to embrace change and to strive for continuous process improvement in order to achieve greater efficiencies and to improve the effectiveness of services and systems
• High awareness of operational risk, critical timelines and of the complex nature of the Transfer Agency environment with an ability to work under pressure and to meet tight deadlines
• Working in partnership with key stakeholders within the Transfer Agency, CIB and our clients in order to keep abreast of changes to client servicing requirements and/or regulatory or policy driven changes
• Implementation of appropriate operational policies and procedures and ensuring same are kept up to date within the team
• Provide good judgement, value-added service and have sense of priorities.
• Providing regular business updates to management.
• Manage all training requirements
• Demonstration of the leadership qualities to drive the change and ensure the sustainability of the business
• Ability to work with high focus on governance and controls and ensuring the compliance of the same.

 

Qualifications:

The successful candidate will:

• Excellent partnership and team management skills, with ability to work closely with various teams, business and other functional stakeholders.
• Demonstration of the leadership qualities to drive the change and ensure the sustainability of the business
• Organized proactive and communicative with an ability to take initiative and assume responsibility.
• Open-minded and capable of building productive working relationships.
• Be a graduate with Transfer Agency experience in a similar position and possess in depth product and industry knowledge including strong expertise in the fund distribution remuneration area and its regulatory environment.
• Strong leadership skills to work across all levels of the organisation and bringing teams together to achieve results.
• Be able to work independently and proactively as well as being a team player
• Have the ability to work and make decisions under pressure and capable of thriving on new challenges
• Have the ability to learn concepts and procedures quickly
• Possess excellent organisational and time management skills
• Be detail and control orientated with strong problem solving abilities
• Have excellent inter-personal and communication skills, building solid partnership with internal stakeholders and with clients
• Be client focused ensuring all Client Service Level Agreements are adhered to with a strong appreciation of risk and control
• Have fluency in written and spoken English, with other languages is an advantage
• Be highly computer literate and proficient in Microsoft Office products (Outlook, Excel, Word, PowerPoint, Project & Visio).