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Middle Office Team Leader

Corient · Moka

🇬🇧 English
FATCA CRS Beneficial Ownership Microsoft Office Suite

Job description

About the role

The Middle Office Team Leader will head a dedicated team responsible for the accurate maintenance of client data, regulatory reporting and operational excellence across a global wealth‑management platform. This role combines leadership, deep regulatory knowledge and process optimisation to support ultra‑high‑net‑worth clients.

Key responsibilities

  • Lead, mentor and develop the Middle Office team, ensuring productivity, engagement and continuous skill growth.
  • Plan and allocate work to meet service level agreements and key performance indicators.
  • Oversee share registers, statutory records and company particulars for all client entities, ensuring timely updates across jurisdictions.
  • Supervise data creation, including loan cards, asset cards and onboarding/off‑boarding workflows.
  • Ensure accurate and timely regulatory reporting (ROE, Beneficial Ownership, LEI management) and act as escalation point for complex compliance matters.
  • Identify and implement process improvements, lead cross‑functional projects and maintain up‑to‑date SOPs.
  • Serve as primary liaison between Middle Office and internal stakeholders, providing updates and supporting audits.

Required profile

  • Strong leadership and people‑management capabilities.
  • Advanced understanding of regulatory frameworks such as FATCA, CRS and Beneficial Ownership.
  • Excellent organisational, analytical and communication skills.
  • High attention to detail with the ability to manage multi‑jurisdictional work.
  • Professional discretion and a commitment to confidentiality.

Required skills

  • FATCA
  • CRS
  • Beneficial Ownership
  • Microsoft Office Suite

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Published 1 month ago

Expires 3 weeks from now

72 views · 0 interested

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Corient

Moka