Search Results

Finance Business Partner-AVP- Wealth Management

A new opportunity has arisen for a highly Candidates that is highly confident in their technical abilities and are able to excel within a fast pace and challenging environment. The role of finance business partner is to join a well-established brand name in the retail market and major banking group within their business performance and analytic team. The client will expect you to hit the ground running supporting the business in achieving success through MI, forecasting, operating and strategic plans and decision analysis. The role holder will work as part of the UK and wider EU, spreading Read more […]

April 13, 2015 • Tags:  • Posted in: Financial • No Comments

Compliance Manager- Wealth Management

A leading global bank is looking for a Compliance Manager to join their Wealth Management team based in Bristol. This exciting new role offers the successful candidate the opportunity to provide support to the development and distribution of products throughout the business in line with group and regulatory requirements. The role covers a number of key areas where the successful candidate will gain exposure across the business, providing guidance on the implementation of regulation.Key requirements• Financial Planning Diploma – Minimum level 3 required (CISI CFA etc)• Exposure to FCA Read more […]

October 3, 2014 • Tags:  • Posted in: Financial • No Comments

Business Manager, Wealth Management

You will be responsible for providing full business management support to the UK Wealth Management business. This role will focus on improving the efficiency and effectiveness of all UK distribution and product lines whilst ensuring governance; regulatory requirements; risk; compliance; operational; tax and financial requirements are aligned to strategic initiatives. This role will also contribute to the design, implementation and oversight of an effective control framework within the relevant distribution and product areas, Wealth Manager(s) and client facing professionals that allows the Read more […]

September 19, 2014 • Tags:  • Posted in: Financial • No Comments

Wealth Management- Compliance Advisory

Wealth Management Compliance AdvisoryA leading Private Bank is looking for an Associate Director to come and join their advisory team. The bank is one of the bets in the market with a global reach/. They work on the biggest deals giving compliance staff exposure to further enhance their career.The team is solid and has some of the best professionals in the market; candidates will benefit from their expertise and learn about compliance and Wealth Management. The team is well respected within the bank and the market and is often used for further advice in the market.The Role:This is an advisory Read more […]

April 2, 2014 • Tags:  • Posted in: Financial • No Comments

Wealth Management Business Analyst

Business Analyst, Wealth Management, OperationsA Wealth Management London based company are undertaking a large programme of work to transition a number of wealth services. They require a Business Analyst to manage the migration of one of these services.The successful applicant must have extensive Business Analysis experience, the majority of which must be within wealth management environments. Experience of transitioning wealth services is essential.Candidates to be considered MUST have:• Extensive Business Analyst experience in relevant financial institutions • Strong background in Wealth Read more […]

February 25, 2014 • Tags:  • Posted in: Financial • No Comments

AML Advisory- Wealth Management

EMEA Private banking group is looking for an AML Advisory contractor for a long term assignment.In this position you will:-Provide an AML advisory function to the business-Own escalations from transactions and due diligence-Update and deliver training to senior management across AML/ABC/STF-Work as the subject matter expert for the compliance change programKey area’s of focus:EDD, Source of wealth, production of meaningful MI, Control reviewHigh risk jurisdictions, EMEAExpert knowledge of UK AML regulations/JMLSG/Jersey AML framework Read more […]

February 17, 2014 • Tags:  • Posted in: Financial • No Comments

Senior Compliance Manager- Wealth Management

A leading top tier bank is currently seeking a Senior Compliance manager to join their Wealth Management division.  The primary focus of the role is to provide Compliance oversight to the division, ensuring strategic objectives of the business are in line with relevant regulation. This role would suit a Compliance Manager with sound knowledge of FCA rules and guidance, in particular COBS, and a proven track record in providing advice. 

December 13, 2013 • Tags:  • Posted in: Financial • No Comments

Strategic Design and Change Director – Business Architect – Wealth Management

   This role gives the opportunity to have a global remit and a vast level of ownership  through numerous important strategic and regulatory projects, leading the divisional groups design effort on large scale, high profile assignments. This is a fantastic opportunity for a candidate looking for the exciting prospect  of transforming this Tier-1 client with changes vital for the future.   Main responsibilities: Plan and enhance propositional design through both regulatory and business requirements Validate and approve target proposition and model design through relationships with senior management Read more […]

November 18, 2013 • Tags:  • Posted in: Financial • No Comments

Strategic Design and Change Director – Business Architect – Wealth Management

   This role gives the opportunity to have a global remit and a vast level of ownership  through numerous important strategic and regulatory projects, leading the divisional groups design effort on large scale, high profile assignments. This is a fantastic opportunity for a candidate looking for the exciting prospect  of transforming this Tier-1 client with changes vital for the future.   Main responsibilities: Plan and enhance propositional design through both regulatory and business requirements Validate and approve target proposition and model design through relationships with senior management Read more […]

November 18, 2013 • Tags:  • Posted in: Financial • No Comments

Strategic Design and Change Director – Business Architect – Wealth Management

   This role gives the opportunity to have a global remit and a vast level of ownership  through numerous important strategic and regulatory projects, leading the divisional groups design effort on large scale, high profile assignments. This is a fantastic opportunity for a candidate looking for the exciting prospect  of transforming this Tier-1 client with changes vital for the future.   Main responsibilities: Plan and enhance propositional design through both regulatory and business requirements Validate and approve target proposition and model design through relationships with senior management Read more […]

November 18, 2013 • Tags:  • Posted in: Financial • No Comments