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Chief Business Risk and Control Manager – Private Banking recruitment
Responsibilities:Set up and implement risk control frameworkBalance between client service and thorough management of riskRegular analysis on risk controlFollow up with all trades (i.e. investigation of any suspected trades and escalation where needed to senior management)Leading a team, regularly check different sorts of trades / products, ensuring they comply with regulationsSet up risk control framework, make sure different procedures and documentation is in place in order to reflect Gov, legal bodies and reflect internal company rulesMinimise different types of risk that might incurNegotiate Read more […]
Finance Reporting Associate – Private Banking Sales & Lending – Purchase NY recruitment
Position Category: Finance/AccountingPosition Title: Finance Reporting Associate – Private Banking Sales Lending – Purchase NYJob Level: AssociateLocation: USA – NY – PurchaseEducation Required: Bachelors DegreePosition Description:• Produce analyze monthly financial reporting for a 200+ person Banking Lending Sales organization.• Responsible for the validation of quarterly Private Banker (PB) Compensation.• Prepare coordinate the weekly/monthly forecasting process and assist with the year-end planning cycle.• Utilize multiple data sources to create metrics reporting, including Production Read more […]
Private Banking Relationship Manager recruitment
Senior HNW Relationship Manager Role: An exciting opportunity has arisen for a top performing relationship management professional seeking a career development in wealth management/private banking. The role of HNW Relationship Manager is for leading global banking organisations largest wealth division focusing on enhancing relationships with High Net Worth/ Affluent clients. This a very unique opportunity for a financial services sales professional to take a leap into Private Banking, with the support and guidance of successful and proven organisation. Responsibilities: Manage a portfolio of Read more […]
HEAD OF CREDIT – PRIVATE BANKING recruitment
Hong KongA prestigious private bank headquartered in Europe offering investment and wealth management services is looking for a new Head of Credit for the Hong Kong territory, and act as the Deputy Head of Credit Asia.Your main responsibilities will be to manage a small team of credit risk managers and exercise discretionary authority in approving and provide details credit recommendations to head office. You will take a strong role in the work flow process between Credit and the front line, pro-actively working with Private Banking teams in structuring lending transactions. With strong leadership Read more […]
AML Officer / Private Banking recruitment
Our client, a leading private bank is looking for an Anti-Money Laundering Officer to assist the business in meeting its regulatory requirements in respect to money laundering deterrence. The individual would assist in identifying and mitigating risks across the private bank and help promote a proactive compliance culture within the firm.Duties Include: • Conduct the department’s anti-money laundering training schedule. • Monitor changes to business practices and products to ensure that money laundering deterrence procedures and controls are adequate to cover them. • Liaise with Read more […]
Senior Compliance Manager / Private Banking recruitment
Our client, a leading international Private Bank is looking for a Senior Compliance Manager to join their Compliance Department. The individual would support the Compliance function in identifying and mitigating risks across the business and help to promote a proactive compliance culture within the firm.Duties include: • Support the business by providing compliance advice and guidance in relation to existing and new business initiatives. • Develop and maintain compliance policies and procedures in line with Swiss regulations and the company’s internal standards. • Liaise with and Read more […]
Head of Private Banking recruitment
As Head of Private Banking you will be responsible for building the wealth management arm of this leading local bank focusing on onshore UHNW clients. You will be tasked with building an operational infrastructure, investment process, HNW client relationship team and integrate successfully with the Corporate, Retail and Investment banking teams to maximise all cross selling opportunities. Candidates will have a minimum of 15 years’ experience in private banking with a focus on the Middle East. You will have a demonstrable track record building and successfully running Private Banking operations Read more […]
Private Banking Assistant recruitment
Our client, an established private bank, is on the search for an experienced Private Banking Assistant, to work closely with the Relationship Managers.Direct experience support Relationship Managers in a Private Bank is a MUST.Primary contact with external clients for day to day administration and servicing.Assist bankers in client meetings and preparation of marketing materials.Capable of dealing with clients independently with good confidence in handling client inquiries.Good experience and capabilities of client acquisition and deepening of client relationships.Good working knowledge of the Read more […]
Private Banking Commodity Trade Finance – (Key Accounts Management) – VP recruitment
THE ROLE INVOLVES:1. Systematic market search and exploration (i.e. defining a short list of acquisition targets, tracking acquisition activities, exploration of market parameters etc.)2. Acquisition of new clients (cold calling, drafting of call reports etc.)3. Preparation of credit requests for new clients, major changes in transactional structure, waiver requests4. Review regularly the princing levels of the existing portfolio and negotiate pricing with existing/new clients5. Support members of Client Services for renewals of exisiting credit lines (balance sheet analysis and discussions with Read more […]
Head of Private Banking – Swiss Private Bank – Geneva recruitment
Requirements: – Extensive Network of transferable clients confined to no particular geographical location. -Proven track record in managing teams and growing AUM. -Manage a team of 30 relationship managers. – Extensive knowledge of Swiss Private Banking. For the Head of Private Banking role, please send your CV into privatebanking@carter-blake.com to be considered, where one of our consultants will be happy to have a confidential discussion with you.