Peter Runge Email & Phone Number

London, England, United Kingdom

London, United Kingdom

• Responsible for 16 investment manager relationships and providing daily operational support for key Middle Eastern sovereign wealth clients.
• Experienced in fixed income, equity, repo and reverse repo trades. Dealing with daily BAU queries (business as usual) for clients, investment manager & counterparties. Responsible for producing daily trade reports in a.
• Investigating & repairing failed, pending & missing trades; assisting investment managers to determine the best action for failed and pending trades. Covering Far East, Europe and North American trades. Monitoring.
• Responsible for providing enquiry and operational support to internal and external clients on complex asset servicing cases, arranging timely investigation and resolution of custody & fund accounting operations.
• Checking CASS (Client Assets Sourcebook) Resolution Pack & month-end CMAR (Client Money & Asset Return).
• Tracking and resolving queries concerning stock & cash break reconciliations, income repatriation, overdrafts, interest charges, corporate actions, swift investigations, outgoing & incoming payments, dividend payments.

London, United Kingdom

• Key Responsibilities:Managed 8 investment manager relationships; being responsible for providing enquiry and operational support to internal & external clients on complex asset servicing cases, arranging timely.
• Produced daily bespoke reports for clients and investigated failed, pending and missing trades; assisting investment managers to determine the best action for failed and pending trades.
• Tracked and resolved queries concerning stock & cash reconciliations, income repatriation, overdrafts, interest charges, corporate actions, swift investigations, outgoing & incoming payments, dividend payments, NAV.

• Responsible for all European client account dealing enquiries and exception handling. Dealt with UK corporate clients and retail clients concerning OEICs, unit trusts and ISA’s, including ISA transfers and probate.
• Ensured European institutional accounts were set up correctly, with coveralls in place and broker codes correctly assigned and provided support to European Sales team.
• Dealt with European and UK IFA, commission and AMC rebate enquiries.
• Responsible for the European institutional client work queues, and formal complaint process.
• Raised queries for Transfer Agent administrators to investigate and respond to.
• Maintained the Investor Support inbox and responded to queries raised within the 24-hour SLA. Managed different work queues containing items referred by IFDS (Transfer Agent).

London, United Kingdom

• Responsible for 4 large investment manager relationships. Investigating failed, pending and missing trades; assisting trade management teams to determine the best action for failed and pending trades.
• Responsible for providing enquiry and operational support to internal and external clients on complex asset servicing cases, arranging timely investigation and resolution of custody & fund accounting operations.
• Ensuring daily reports to clients are accurate and distributed in a timely fashion.
• Tracking and resolving queries concerning income repatriation, overdrafts, interest charges, corporate actions, swift investigations, outgoing & incoming payments, dividend payments, NAV reconciliation, tax rate.

London, United Kingdom

• Supported 3 relationship managers in developing their institutional, pension, governmental and charities portfolios; dealing with clients based in the UK, Middle East, Europe and Scandinavia.
• Responsible for processing detailed separately managed account (SMA) cash flow instructions, including cash and in-specie events.
• Co-ordinated SMA client on-boardings, account openings, exits, benchmark changes, custodian changes and account merges.
• Organised new fund account openings and closures (OEICs & CCFs), dealt with Dublin-based transfer agent, general daily client enquiries and validated and co-ordinated Pooled Funds transaction instructions
• Resolved daily SMA and fund account queries, including subscriptions/redemptions, transfers, switches and corrections
• Provided training to the global team, covering client relationship management system (ERM) and account management skills.

London, United Kingdom

• Supported 2 private bankers in developing client portfolios of professional, entrepreneurial and property investor clients
• Assisted private bankers with client reviews, meeting preparation & client meetings, whilst also holding own client meetings
• Cross-sold guaranteed return strategies & money market funds to clients and input FX orders
• Assisted clients with account, deposit, foreign exchange, credit card, Swift, CHAPS, BACS & detailed transactional enquiries
• Co-ordinated client on-boardings, account openings, AML and KYC requirements
• Prepared client credit applications & client correspondence and acted as daily point of contact for clients

London, United Kingdom

• Handled inbound and outbound calls, responding to the banking needs of clients
• Opened, maintained and closed client accounts
• Identified potential sales opportunities and generated leads
• Investigated current account, money market, credit card and cheque enquiries
• Arranged regular payments, foreign payments, BACS, Swifts, CHAPS payments, internal transfers and FX orders
• Reported suspected fraud attempts

Cape Town Area, South Africa

• Acted as coach for a sales team of 12 consultants, responsible for the team’s development
• Designed and facilitated workshops and courses to prepare consultants for campaigns, new products and changes to the business environment
• Identified training needs and quality checked and examined performance statistics
• Set action plans, monitoring and managing the performance and progress of each consultant

Cape Town Area, South Africa

• Worked extensively in the client services department, managing detailed and diverse retail unit trust client enquiries, including repurchases, transfers, switches, portfolio management and performance enquiries.

Cape Town Area, South Africa

Bachelor'S Degree, Bachelor Social Science

Activities and Societies: Industrial Sociology, Social Anthropology, Psychology, African Studies, GermanFinal Year thesis - Investigating.

Post Graduate Diploma In Human Resource Management

Activities and Societies: Industrial Relations Organisational Change Management Accountancy and Management Accounts Information Technology.