Sarah Vale Email

Platform Relationship Manager @ Premier Miton Investors

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Sarah Vale Location

London, GB

Sarah Vale Work

Platform Relationship Manager @ (April 2024 - Present)
Process Improvement manager (Platform Manager) @ (April 2022 - October 2023)
Operations Manager @ (November 2020 - March 2022)
Company Secretary @ (May 2020 - September 2021)
Operations Manager @ (November 2015 - October 2020)
AML Manager - KYC Remediation Project @ (May 2015 - November 2015)
Operations Manager @ (April 2010 - May 2015)
Operations Manager and Business Analyst @ Fundsdirect Ltd (January 2004 - May 2005)

Sarah Vale Education

Harlow College
BTEC (Business And Finance)
1992-1994
Loughton College
BTEC Business & Finance (Business Administration and Management, General)
1990-1992

Sarah Vale Skills

Analytical Skills
Anti-Money Laundering
Asset Management
Automation & Efficiency
Automation & Process Scalling
Banking
Build Strong Relationships
Business Development
Business Process Efficiency
Business Process Improvement
Business Transformation
Business Transformation Programmes
Cash Management
Change Management
Communication
Continuous Improvement
Cross-functional Team Leadership
Customer Relationship Management (CRM)
Customer Service Management
Data Management
Data Processing
Delegation
Due Diligence & Fraud Prevention
Equities
Financial Crimes Investigations
Financial Services
Governance & Controls
Interpersonal Communication
Investment Banking
Investment Management
Investment Platforms
Investments
KYC Verification
Leadership
MPS Operating Model Design
Managed Portfolio Services (MPS)
Management
Microsoft 365 Copilot
Microsoft Office
Microsoft Power Automate
Onboarding
Operating Model Design
Operating Models
Operational Excellence
Operational Risk Management
Operational Strategy
Operations Management
Organization Skills
Organizational Change Management
PRINCE2
People Management
Platform Architecture
Platform Delivery (Aviva, Quilter Fundment etc.)
Platform Operations
Platform Transformation
Policies & Procedures
Portfolio Management
Problem Solving
Procedure Development
Process Automation
Process Enhancement
Process Improvement
Project Management
Rebalancing
Regulatory Compliance
Reporting
Sanction
Stakeholder Engagement
Stakeholder Management
Strategic Analysis
Team Building
Team Leadership
Team Management
Teamwork
Thought Leadership
Time Management
Trading
Training & Development
U.S. Foreign Account Tax Compliance Act (FATCA)
Wealth Management Platforms
Wealth Management Services
Wealth/Platform Proposition Development
Workflow Automation
critical thinking skills
dealine-orientated
influencing and leading
manage multiple delivereables
relationship management
reporting skills
FATCA
Capital Markets
Due Diligence
Derivatives
Corporate Actions
Securities
Retail Banking
Fixed Income
Settlement
Consultation
Performance Management
Corporate Finance
Sales
Bonds
CRM
Analysis
Technical Management
Projects
Business Analysis
Risk Management
Strategy
Online Platforms
Troubleshooting
Operational Project Management
Planning
Compliance
AML
Internal Controls
Back Office
Engineering
Asset Managment
Valuation
KYC
Hedge Funds
Team Work
Account Reconciliation
Structured Products
Payments
Wealth Management
Financial Markets
Middle Office
Account Management
Quality Assurance
Finance
Trade Support
Bank Reconciliation
Training
Workflow Management
Operational Due Diligence
Global Cash Management
Transaction Reporting
Procedure Manuals
Key Client Relationships
Prioritize Workload
Corporate Action
Platform Onboarding
Manage Multiple Deliverables
Contract Preparation
Regulatory Industry

Sarah Vale Summary

Sarah Vale, based in London, GB, is currently a Platform Relationship Manager at Premier Miton Investors. Sarah Vale brings experience from previous roles at Fairstone Group Ltd, Square Mile Investment Consulting & Research Limited, A & A SKIP HIRE LTD and Independent Strategic Group (ISG) Ltd. Sarah Vale holds a 1992 - 1994 BTEC in Business And Finance @ Harlow College. With a robust skill set that includes Analytical Skills, Anti-Money Laundering, Asset Management, Automation & Efficiency, Automation & Process Scalling and more. Sarah Vale has 2 emails on RocketReach.