Functional Manager

2 weeks ago


London, Greater London, United Kingdom Credit Suisse Full time

Description:

Department/Job Overview: Providing day-to-day support to the entity's COO, strategic leadership, and coordination of the Chief Administrative Office Function. The CAO function encompasses the Client Onboarding team, Client Lifecycle Management team (KYC), Client Service & Operations (handling transfers and payments for clients, client reporting), Client Account Managers supporting the front office revenue-generating business, oversight of the UK Domestic Business Management, and Tax control and reporting. The role involves managing business processes to uphold client service, front office support, and operational effectiveness. Attending governance committees on behalf of the CAO and being part of the COO management team are also key responsibilities. Credit Suisse UK Limited has approximately 3000 clients and GBP £8bn of client assets to manage until the transfer of business & clients to UBS GWM UK (scheduled for post-June 2025).

Key Responsibilities:

  • Leading the Client Onboarding team, Client Lifecycle Management team (KYC), Client Service & Operations, and Client Account Managers. Providing oversight of the UK Domestic Business Management and Tax control and reporting. Reporting to the COO and the governing bodies of CSUK on the activities of the CAO function. Providing business management leadership to the front office UK Domestic business, ensuring desired client experience and outcomes.

Essential skills:

Senior Business/Functional/Operational Management experience (minimum 5-10 years preferred in a leadership role, ideally in a financial institutional/COO function).

Experience Level:

Minimum 5-10 years preferred in a leadership role in COO/Operations/Front office support or middle office capacity.


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