Private Banking
The Ultra High Net Worth Investment Solutions team NY is a new joint venture of the Private Bank, Investment Bank and Asset Management divisions within this leading global investment bank. They currently seek a new addition to the team, who will identify unique investment opportunities from the Investment Bank and Asset Management divisions, and work with Client Facing Employees to identify solutions meeting specific investment needs of UHNWI’s.
The Ultra High Net Worth Investment Solutions team NYis a new joint venture of the Private Bank, Investment Bank and Asset Management divisions within this leading global investment bank. They currently seek a new addition to the team, who will identify unique investment opportunities from the Investment Bank and Asset Management divisions, and work with Client Facing Employees to identify solutions meeting specific investment needs of UHNWI’s.
The Investment Solutions team works closely with the product groups regionally and globally, ( including structuring and trading ), to source interesting investment opportunities. The team aims to provide UHNWI’s, potentially the most sophisticated of the clientele, with differentiating products and services following a customized and solution driven approach, other than the typical off-the-shelf standardized offerings.
Key Responsibilities
- To provide insights into institutional client flows globally, you will be also in constant dialogue with specialists in the various divisional sales units from both Fixed Income and Equities.
- Together with other PB units and control functions, you will bring innovative ideas and solutions to the attention of the demanding and high potential client base, with careful consideration of risk/reward, suitability and regulatory requirements.
- You will establish smooth working relationship with responsible RM’s and/or IC’s on co-coverage of clients
- You will gain sufficient product knowledge as the “go-to person” on cross-product, cross divisional mandate
- You will demonstrate awareness and adherence to strictest regulatory and compliance requirements
Requirements
- Presentable team player with strong inter-personal skills
- Previous direct dealings with ultimate decision makers (not only intermediaries/distributors)
- Technical experience in structured, customized solutions
- 5 years+ with top tier bank
- Preference: Experience in managing internal controls, infrastructure and/or documentation
To learn more about this excellent opportunity please email your CV to mandates@obtainconsulting.com
We welcome tentative applications and speculative enquiries. For market updates or to learn more about the mandates Obtain Consulting Group are currently instructed on, get in touch with our senior consultants on +44 203 290 1767
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