Senior Associate – Cash Management – Dealing and Treasury Support

30. October 2019

Our client is one of the world's leading independently owned family offices providing a range of services from long-term strategic planning and investments to day-today advice and administration on behalf of families of wealth in multiple jurisdictions around the world. They currently have an exciting role available for a Senior Associate – Cash Management Dealing and Treasury Support.

The post holder will be responsible for identifying, analysing, selling and managing the Dealing and Treasury Department Cash Management Offering and other Dealing and Treasury Department services. Working closely with both external and internal relationship managers, UHNW clients, introducers and investment managers in order to attract new cash to Dealing and Treasury Department and assist our clients in achieving there short term cash returns. Continually evaluate the efficiency of Dealing and Treasury Department operational controls and procedures and maximize productivity and generate additional income to Dealing and Treasury Department. Ideal candidate should be analytical, innovative and professional, organized and works well on their own and as a member of an Investment Business team.

Key duties will include
• Contribute to cash management growth and to meet the strategies and goals determined by Dealing and Treasury Department
• Generate additional revenue from the sale of cash management offering to both Group clients and external parties
• Meeting client liquidity needs whilst diversifying bank risk
• Identifying suitable interest products that will generate additional cash returns for Dealing and Treasury Department clients
• Establishing and maintain a close working relationship with present Dealing and Treasury Department partner banks and identify potential financial institution that can augment the Dealing and Treasury Department partner bank pool
• Ensuring that cash management team adheres to internal policy and procedures and system controls
• Revising and maintaining policies and procedures of cash application in ensuring that they meet changing business requirements

Qualifications and Experience
• Desired Investment Qualified to provide discretionary services (Cash Management) and deal execution only

Competencies and Behaviours
• Planning & Organizing: Strategic and Day-To-Day management of the Cash Management Offering
• Communication skills: interpersonal, presentation, representation, written communication, client reporting
• Relationship building: client relationship deepening, broadening, making the most of the relationships both externally and internally
• Team work: Ability to work with many different kinds of people at different levels with varying characters
• Action Orientation: Ability to drive things, motivate and influence to ensure that objectives are achieved
• Accuracy & Productivity: Accurate work to deliver a superior Cash Management offering
• Adaptability & Flexibility: To be able to understand different people’s roles , developing understanding for appropriate collaboration with all parties and adapt to changes in the interest rate market and increase yield on client cash held with Dealing and Treasury Department
• Problem solving / decision making: Ability to find own solutions, adding value to the decision making process while considering all relevant aspects. Taking ownership of issues and problems when they arise.

For further information please contact the Perm team on 500000.

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Permanent Team

For more information on this role or any other permanent positions, please call the Perm Team on 01534 500000 or click the "Enquire Now" button above to request more details.

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