Senior Associate - Corporate and Trustee Markets

at  Close Brothers Group

In this existing role, the incoming hire will assist the Deputy of Corporate and Trustee Markets wider team in the delivery of 1st class client outcomes and maintenance of the WBS business line achieve profitability in line with the Corporate & Trustee Dealing business case whilst maintaining excellent service quality and operational robustness.
Furthermore, the successful candidate will assist the Deputy of CTM and wider team in the evolution of the business growth ensuring a relentless client focused and risk approach for all WCTM clients.

REQUIRED SKILLS & EXPERIENCE

• Experience and knowledge of Corporate & Trustee Markets, as well as the ecosystem Winterflood Business Services division operates within
• Evidenced ability to foster a strong positive culture (inclusive of the achievement of D&I objectives) aligned to the overall Company culture within a division or significant department
• Track record of delivery and setting high performance standards; clear focus and commitment to driving great customer outcomes, profitability and shareholder value
• Proven ability to maintain a strong risk management and control framework throughout a significant market making or related department, inclusive of the ability to identify, assess, mitigate and monitor risks and the offsetting controls
• Strong focus on the generation of ethical revenue and cost management
• Working knowledge of the regulatory frameworks and requirements that apply to Corporate & Trustee Markets
• Evidenced ability to build relationships and effectively represent the Company and Group externally across a range of audiences, inclusive of analysts, investors and regulators

Benefits

• Competitive salary inclusive of discretionary annual bonus & annual pay review
• Work Abroad Policy for up to 15 days per year
• 25 days holiday plus bank holidays and additional well-being day
• Option to purchase an additional 5 days holiday per year
• Flexible working options available, including hybrid working
• Pension scheme up to 10% employer contribution
• Sharesave scheme
• Income Protection & Life insurance (4 x salary core level of cover)
• Private health care via BUPA
• Employee Assistance Programme
• Discounted Gym Membership
• Variety of travel to work schemes

Company benefits are provided on completion of either six months service, or a successful probation period whichever is sooner.
Entitlement outlined above is in respect of full-time entitlement, and will be provided to part-time workers on a prorate basis in accordance with the relevant scheme rules.
All benefits are subject to rules of the scheme and associated provider. The Company in its sole and absolute discretion reserves the right to discontinue, vary or amend any of the aforementioned benefits.
At Close Brothers we look to recruit individuals from all different backgrounds and encourage you to apply even if you don’t tick every box. We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.

THE COMPANY

Winterflood Business Services (WBS) is a business to business (B2B) platform provider whose award-winning service has seen us grow to over £10bn AUA with an expanding client list. Our highly skilled and experienced team is dedicated to providing the standards our clients rightly demand.
Our aim is to help solve client problems and ease their regulatory and administrative burden with secure, integrated, and bespoke end-to-end solutions to achieve their investment objectives. Execution quality and excellent service are at the core of our business, all set out in our service level agreements for full transparency.
The WBS service is provided through our EOS platform, which is a proprietary system developed by our in-house development team. EOS is built using the latest technologies and is based on micro-service architecture, making the platform easy to scale and deploy new functionality. We are also market innovators, capable of recognising unfilled needs and developing products to suit our customers’ needs and changing regulatory requirements.
We became a separate division of Winterflood Securities in 2010, in response to demand from clients who were looking for ‘whole of market access and ‘custody services’. Our strategy remains to continue to invest in people, process, and technology to allow us to scale for the growth in our existing business, as well as taking on new clients

KEY RESPONSIBILITIES

• To deliver the WBS Corporate & Trustee Markets (“CTM”) client requirements as directed by the Head of CTM
• To assist the Head of CTM in the production of proposals, client onboarding and system enhancement to further the CTM client offering
• To assist the Deputy of CTM and wider team in the maintenance and develop of client relationships over the long term, conducting service meetings to discuss monthly management information, product development and client feedback on beneficial enhancements to service and overall satisfaction with current CTM service
• Arrange and oversee CTM Client requests whereby the client may wish to transfer assets on and off of the platform
• Oversee Operational processes ensuring timeliness and accuracy of processes for CTM clients
• To actively participate in CTM related projects inclusive of client pitches, onboarding, service charges, third party support changes, working closely with WBS and Winterflood teams, where appropriate