Team Leader for the Business Sector at IBI Investment House

IBI Investment House is looking for an experienced Team Leader to lead a financial operations team in the business sector. The team manages business client portfolios and performs routine account operations for them within the framework of large and complex transactions. The role is managerial in essence and combines a true Hands-on approach – leading the team from the field, providing ongoing support, and practical assistance with complex portfolios and daily challenges.

About the role: Team Management: Direct management and motivation of the operations team, task allocation, quality control, and participation in complex portfolios. Report Preparation, Control, and KPI: Preparation of management reports and routine reporting to management, monitoring Key Performance Indicators (KPI), and revenue and commission controls. Data Analysis and Leading Cross-Functional Projects: Data analysis, generating business insights, and leading efficiency processes, automation, and cross-functional projects. Onboarding, Knowledge Management, and Implementation of Procedures: Responsibility for building onboarding plans for new employees, writing and implementing training and professional procedures, and managing professional knowledge within the team. Employee Development and Feedback: Providing ongoing feedback, personal guidance, and motivation to meet targets. Interface and Management Management: Ongoing cross-functional work with the operations, trading, regulation, and compliance departments, and escalating issues to management. VIP Client Handling: Ongoing support for large business entities and the execution of complex financial operations (deposits, withdrawals, FX conversions, and securities).

Previous experience in team management – Mandatory. Previous experience from a financial institution (banks, stock exchange members, investment houses) – Mandatory. Bachelor's degree – Mandatory (significant advantage for a finance degree). Previous experience with business clients – Mandatory. Fluent English (speaking and writing) – Mandatory. Advanced proficiency in Excel at the formula level and the ability to learn systems quickly – Mandatory. Thoroughness, multitasking, and the ability to work under pressure in a dynamic environment. Full-time and frontal position (Sun-Thu 8:30-17:30) with willingness to work overtime as needed.