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Dealing - Wealth Management Investment Platform
?? Primary responsibilities of the team include: Maintaining client portfolios in-line with their associated model(s) Trade order generation/allocation Execution of client trades Ownership and coordination of day-to-day task management and arranging appropriate review with the IPS Manager for discretionary decision making Generation of MI Ensuring workflows are continually assessed for risk and risk is mitigated where possible Mentoring junior team members and coordinating daily workflow with them Ensuring adherence with the controls in place for compliance with the regulatory framework Tasks to include: Carry out foreign currency trades electronically as and when required, prov


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