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Wealth Management Securities Reconciliation Team Leader (M/F)

Michael Page Portugal

05.02.2025 | Lisboa | Referência: 2244807


  PARTILHAR






Wealth Management Securities Reconciliation Team Leader  (m/f)

Referencia: JN -012025-6655815
Adicionado em 05.02.2025
Sobre os nossos clientes
Multinacional company in banking area

Descriçăo da oferta

Team management

Description

Under the hierarchical responsibility of the Head of Securities Operations, the Wealth
Management (WM) PIMH Securities Team Leader is expected to perform the following
activities
* Supervises and organizes the Securities Reconciliations activity (proper follow-up and
reconciliation of pending settlement operations and holding positions)
* Grants and controls the analysis and matching of outstanding operations/holding
* Manages the team, recruits, organizes the annual evaluation, the training plan, among
others
* Reports and informs the management regularly
* Implements the right controls to secure the output, improves the process permanently and
approves the procedures
* Produces monthly and quarterly reports, as well as periodic service reviews on activity
* Manages the team, recruits, organizes the annual evaluation and training plan
* Contributes to projects that involve back office
* Communicates and maintains a good relationship with other WM entities and custodians
* Contributes to the internal control framework

Profile

Bachelor's degree in Economics, Finance, Accounting or Business Management
* At least 3 years of Experience of team management
* Experience in cash or stock reconciliation areas
* Proficiency in Microsoft Office Pack (MS Excel)
* Fluent in English
* Organization skills
* Communication skills
* Assertive, team player and management mindset

Job Offer

Company Benefits


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