Jobs and Careers

TERM : 

Full Time

JOB DESCRIPTION : 

Praemium RA is looking for an Asset Specialist to work with new and existing clients to on-board their asset requirements for new business, transfers and transition projects. This is a client facing role where the incumbent will communicate to adviser firms, model managers and back office brokers/ custodians regularly to capture and process asset related queries from initial request to the point it can be described as business as usual.

RESPONSIBILITIES : 

- Understand the clients’ requirements in order to deliver their Core Investment Proposition;
- Support the sales, implementation and operations team to on-board new assets and transfer assets efficiently and effectively;
- Support the communication of key messages to internal and external clients relating to assets;
- Identify new opportunities for the development of the asset process;
- Support the sales team and adviser support team with asset related queries;
- Liaise with the distribution team to ensure everyone is aware of the progress of new asset on-boarding;
- Liaise with Wealthcraft team to ensure smooth WealthCraft to Platform asset queries if required;
- Record all client conversations, either by telephone or face to face;
- Keep records of correspondence with clients.

Role Specifics:
- Process new asset requests for Investment Platform and ensure timely set up and access;
- Review requests and propose substitutes with clients;
- Communicate updates and timeframes to clients;
- Liaise with custodians/ fund managers to ensure progress is being made on asset set up;
- Refresh stale assets;
- Set up assets on Investment Platform and make available to client;
- Set up models for model managers/ models and make available to client;
- Ringfence/ restrict assets where appropriate;
- Ensure model is made available to correct tax wrappers;
- Implement improved processes;
- Responsible for internal cross-training on asset servicing function;
- Assist in asset transition projects.

Key Relationship and Interaction:
- External: Adviser firms, model managers, custodian, fund managers/ transfer agent;
- Internal: Sales team, operations, client services, adviser support, proposition, investment management, senior management team;
- Systems: Investment platform, Telekurs (SIX), custodian back-office system.

REQUIRED QUALIFICATIONS : 

- Higher education;
- 1-2 years of experience in financial services business; experience in asset operations, investment management, client-facing is preferred;
- Awareness of Praemium Financial Crime policies and procedures and their Complaints handling processes;
- Good understanding of assets: types of asset, asset life cycle, asset on-boarding process, asset transfer;
- IT literate, diligent individual with strong attention to detail and good communication skills;
- Team player who is willing to work with all parties in order to achieve excellence in the team;
- Enthusiasm about client service and a good ambassador for Praemium.

APPLICATION PROCEDURES : 

Qualified candidates are welcome to submit their CV in English language to: am.vacancies@praemium.com . Please indicate the position title ("Asset Specialist") in the subject line of the email. Only short-listed candidates will be notified for interviews. 

Please clearly mention in your application letter that you learned of this job opportunity through Career Center and mention the URL of its website - www.careercenter.am, Thanks.

REMUNERATION/ SALARY : 

Competitive salary, depending on previous experience and skills, plus medical insurance, sport activities compensation and professional development opportunities.