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Account Documentation Officer – Private Banking recruitment
Responsibilities: -Review account documents following the guidelines from both the regulators and the group’s internal guidelines (for both client and intermediary accounts)-Conduct different searches on various database for the due diligence and AML purposes-Process various types of account opening and static data in different banking systems-Liaise with relationship managers for all kinds of follow-up regarding account documentation .-Handling of Holdmail-Prepare regular reports for management review-Filing and safeguarding access to physical client files for data secrecy and control-Other Read more […]
Private Banking Senior Foreign Exchange recruitment
To maintain a thorough, in depth knowledge of the Bank’s FX products and services, while keeping up to date on market news and events. Responsible for generating new business and enhancing existing client relationships through a consultative sales approach combined with excellent negotiation and presentation skills. Demonstrates compliance with all bank regulations for assigned job function and keeps up to date on regulation changes. THE ROLE INVOLVES: Ability to work effectively with individuals and groups across the company to manage customer relationships. Senior foreign exchange professional Read more […]
Relationship Manager – Private Banking recruitment
You will be reporting to the Team Leader and undertake all relationship management activities for the bank’s full suite of products. You will follow through with prospecting till completing with support from the product team. You will also be playing a leadership role in guiding the junior relationship managers. You are degree qualified in finance/economics/accounting with a minimum of 5 years experience in a similar capacity. You have business acumen and are someone who is effectively bilingual in both English and Chinese. Ability to speak an additional Asian language will be held in high regards. Read more […]
Risk Manager Product and Services Team Manager – Private Banking recruitment
Reporting into the Head of Risk, the Product Services Risk Team is responsible for risk related issues across the Product and Services area.The Product Services Risk Team Manager will be responsible for Key Risk Management processes including:Assessment of the Wealth Management Investment Products and Services Risk Control plan and Operational Risk Certification through the Implementation and execution of an Independent testing programLoss Event reportingOperational Risk Reporting both into local committees functionallyReview of Policies guidelines impacting Product ServicesCoordination Read more […]
Analyst – Private Banking recruitment
Job responsibilities; •Assists the Private Banker in acquiring, servicing and retaining clients to deliver overall business goals•Becomes a key point of contact for the client for day-to-day operational matters•Supports the Private Banker in marketing IPB products to client.(1) 60-70% Client Administration•Assists Private Bankers in administration and management of client relationships including attending meetings (to observe/take notes), preparation of file notes, drafting of letters and other documentation, annual client reviews, etc all overseen and signed-off by the Private Banker.•Good Read more […]
Career Opportunities in Private Banking in Luxembourg recruitment
You are a Private Banker currently working in Luxembourg and you would like to get information about the current recruitment situation in your sector?Who is hiring? What profiles / trainings / diplomas are in big demand right now?If you want to talk about the current Private Banking environment in Luxembourg, your current situation and your future goals during a confidential conversation, do not hesitate to contact me via phone, email or linkedin, in order to organise a meeting.I would be glad to give you our market intelligence and to advise you considering your future plans.Yannick Radermacher Read more […]
Senior Private Banking Relationship Manager recruitment
Minimum Qualifications:• Graduate in Finance or Business AdministrationMinimum Experience:• 8 to 10 years banking experience in HNW relationship management or other relevant areas• Proven track-record of managing a portfolio of at least USD 100m in Assets and USD 150m in Liabilities• Proven track record of successful revenue generation, selling and closing dealsJob-Specific Skills:• Detailed knowledge in the areas of Credit, Treasury and investments:• Detailed knowledge of Financial Products• Networking• Relationship Management• Interpersonal and communication skills• Working Read more […]
CREDIT RISK MANAGEMENT – PRIVATE BANKING recruitment
Hong KongThe private banking division of a Chinese bank is seeking a Head of Credit Risk to perform the credit risk management of the bank’s private banking unit and product risk management of wealth management products.Your main responsibilities will be to assess and approve the related credit proposals. Assist in developing and implementing the related credit and product strategies in support of the business, as well as work closely with the front office to develop the related credit and product framework, policies and guidelines and relevant system development in managing/monitoring credit Read more […]
Director of Private Banking recruitment
The successful candidate will join as a senior private banker and report directly to the CEO of the Middle East in Dubai. The role will be focused on developing their book of clients in Abu Dhabi, UAE. Responsibilities:Ensure high standards of private wealth management customer service and relationship management.Primarily focus on developing institutional, ultra high net worth and very high net worth individuals into long-term clients.Contribute to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.Perform investment Read more […]
Director, HR Advisor, Private Banking (Team Lead) – Hong Kong recruitment
ROLE SUMMARY:Primary Responsibilities: Provide proactive strategic HR advice to the business that enables and enhances results Execute HR best practices and processes partnering with business and the wider HR community Provide leadership, coaching and guidance to team members Promote and maintain positive working partnerships between the business and HR Drive principled adherence to governance in all relevant aspectsTO QUALIFY YOU MUST POSSESS:Broad knowledge and experience of HR best practice Strong Private Banking business acumen University degree or equivalent education in Human Resources Management Read more […]