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  • Posted: Sep 19, 2024
    Deadline: Not specified
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  • Stonehage Fleming clients are defined by their purpose and ambition rather than by simple measures of current wealth. Whatever the stage of their financial life story, they have in common a need for high quality strategic advice and planning, operational support and execution. To meet their needs we are able to draw on a rich array of in-house experience ...
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    Payment Support Officer

    OVERALL PURPOSE

    • The overall purpose of the role is to execute payments, FX transactions and Investment transactions.

    Key Responsibilities    
    PRINCIPAL ELEMENTS & ACCOUNTABILITIES

    • Execution of local client payments in compliance with internal processes.
    • Execution of offshore forex payments in compliance with internal processes.
    • Execution of Business Central payments in compliance with internal processes.
    • Execution of local and Offshore Investment trades in compliance with internal processes.
    • Booking of foreign exchange rates on behalf of clients
    • Investment deal executions
    • Accurate completion of BOP forms and associated administrative tasks

    QUALIFICATIONS AND EXPERIENCE

    Experience required: 

    • Foreign exchange and exchange control background from a local bank (beneficial if from Private Client / Wealth environment). 
    • Payment execution and FX Dealing experience necessary. 
    • Investment trades (beneficial but not a requirement).

    SKILLS

    • Proficient in Banking Platforms (online banking) essential
    • E-mail and MS Office Packages
    • Knowledge of the following is essential:
    • Exchange Control
    • Exchange Control Applications
    • Non-Resident Banking
    • Exchange Rates and the theory behind them 
    • Understanding of Markets
    • Ability to work in a highly pressurized environment 
    • A record of high integrity.
    • Knowledge of Investment dealing beneficial but not required

    Excellent interpersonal skills

    COMPETENCIES AND BEHAVIOURS

    • Planning & Organizing: Schedules & manages workload effectively, thinks ahead, sets plans to achieve goals
    • Teamwork: Supports & works towards team goals, shares information, is helpful & co-operative, works effectively with people outside immediate team ( within the wider group) 
    • Communication skill: Communicates clearly and concisely, listens effectively , written communication is well presented, ability to deal with sophisticated clients under circumstances that can sometimes be challenging
    • Client orientated understands and satisfies client needs at all times, delivers excellent client service, takes full responsibility & accountability for all client matters including delegated tasks.
    • Accuracy, quality & productivity: Delivers work of a high standard, output is accurate & error free, productivity is satisfactory & consistent
       

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    Method of Application

    Interested and qualified? Go to Stonehage Fleming on stonehagefleming.my.salesforce-sites.com to apply

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