About this role
Position Overview
The Automatic Exchange of Information (‘AEOI’) Team is seeking a Senior Specialist who will be responsible for servicing AEOI clients in Asia Pacific and globally. Reporting to the AEOI Manager, the AEOI Senior Specialist will be responsible for completion of annual regulatory deliverables, engagements for existing and new clients, and ongoing client servicing, working with AEOI colleagues in Manila, Toronto, Dublin, and Halifax.
A varied multi-tasking role which encompasses client relationship management, investor communication, and daily internal/external stakeholder management & communication.
Key Requirements
- Degree qualified (preferably in a discipline relevant to Financial Services)
- 2-4 +years experience in Financial Services, with exposure to FATCA & CRS regulations an advantage
- Proven strong client relationship skills
- Proven experience managing multiple projects / deliverables; excellent organizational and multi-tasking skills
- Exceptional attention to detail
- Results driven and self-motivated
- Ability to work in global teams and adapt to different communication styles
- Proficient in Microsoft Office applications
Key Competencies
- Teamwork
- Drive for results
- Client Relationship Management
- Communication
- Business, Technical & Commercial Awareness
- Quality and Risk Control
- Decision Making
- Problem Solving
- Developing Working Relationships with others