This role is responsible for the operational relationship with Institutional Clients. The individual needs to be able to deal with inbound operational queries and must therefore have an all-round understanding of operations from trading through settlement, distributions and reconciliations. It is functional so whilst UK Funds would be beneficial, a solid understanding of equities or Eurobond operations would suffice. Proactively contacting clients to maintain a consistent level of service delivery, whilst identifying further new business opportunities.
The FNZ Institutional team are responsible for delivering market-leading, scalable solutions to Institutional marketplace (e.g. Stock Brokers, Wealth Managers and Private Banks). The team seek to achieve ongoing revenue via a core/baselined product that is flexible to the needs of the target market allowing for solutions from dealing and custody to the full Wealth solution. The team is also responsible for the ongoing evolution of the product and delivering enhancements to the existing client base to meet both client need and client expectation.
FNZ is a global FinTech firm, transforming the way financial institutions serve their wealth management customers. We partner with banks, insurers and asset managers to help consumers better achieve their financial goals. The business has grown rapidly in recent years, as its institutional customers have used FNZ’s platform to improve transparency, choice and drive down long-term costs for consumers of wealth management products across all segments: from mass-market workplace pensions to mass-affluent and high-net-worth clients.
Today, FNZ is responsible for over £330 billion in assets under administration (AuA) held by around 5 million customers of some of the world’s largest financial institutions, including Standard Aberdeen, Santander, Lloyds Bank, Vanguard, Generali, Barclays, Quilter, UOB, Aviva, Zurich, UBS, BNZ, Findex and FNZC. In total, FNZ partners with over 60 financial institutions across the UK, Europe, Australia, New Zealand and South-East Asia. The company has over 1,400 employees in the UK, Czech Republic, Shanghai, Singapore, Australia and New Zealand.