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Directeur de projets FATCA – Private Banking recruitment
Position:As Fatca project manager you are accountable for a project which adress the clients (documentation) and which involves all the units of the bank: compliance, Tax, operations to name a few.You report to the senior management in charge fo the global initiative. According to the ongoing changes taking place in regulations, there is a strong emphasys on the change management dimension of the project.Profile experienceFew years of experience in a bank, in the KYC domain (QI / US as a must) or in a major consultancy / audit firm (KYC practice).Education in legal a plus. Strong leadership, Read more […]
Head of Abu Dhabi Private Banking, UAE recruitment
The successful candidate, who reports to the CEO of the Middle East in Dubai, has to manage a team of relationship managers, as well as a book of their own 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 sales and cross-selling Read more […]
Private Banking – Business Analyst – contractor (10 months). recruitment
The Private Banking Operations APAC Project Team is looking for an experienced Business Analyst (BA), based in Singapore. As the Business Analyst, you will be supporting the Regional Project Manager in the Foreign Account Tax Compliance Act (FATCA) Project implementation for Operations across APAC, covering the entire project lifecycle. Worksing with the subject matter experts, you will be responsible for the collation and documentation of business requriements, as-is and future processes, developing data migration concept and test scenarios, supporting user acceptance testing and project deployment Read more […]
Private Banking Assistant – J011026 recruitment
Working closely with Wealth Managers the role will involve (but not be limited to) the following:- Taking ownership and responsibility for resolving enquiries from clients promptly- Ensuring accounts are opened in a timely manner, checking all data is input correctly- Perform appropriate due diligence checks on all clients- Aiding the bankers and investment managers in any delegated duties and administrative support- Assisting the COO in collating MI information, updating portfolio balances weekly- Involvement in the preparation of client pitchesIn terms of future career progression, our client Read more […]
Private Banking Relationship Manager – China/Taiwan/Hong Kong recruitment
Responsibilities:To develop the Private Banking business in China/Taiwan/Hong Kong by expanding and cultivating new client relationships To sell the suitable products the Bank offers to customers and build a rewarding and lasting relationship To co-operate with Operations Team and other support department to clear pending items and improve quality and resolve problems To help customize training and coaching within the team Requirements: Relevant university degree 8-10 years solid experience in sales management and serving high net-worth clients Experience Read more […]
Client Relationship Manager ( CRM ), Private Banker and Wealth Manager – Private Banking & Wealth Management – China, Shanghai – UHNWI and HNWI Client Division- ASIA APAC recruitment
JOB DESCRIPTION A well established Asian private bank is looking to add relationship managers and private bankers to the leading Chinese platform division in Shanghai. They are interested in speaking to individuals with a onshore client portfolio or network originating within Greater ChinaThe role:• To act as a point of contact and build long-term relationships with Chinese originating HNW and UHNW clients.• Increase assets under management in a competitive environment that involves extensive client development, prospecting, networking and consultative selling.• Execute private banking Read more […]
Client Services Associate – Private Banking, Mandarin Speaking recruitment
Leading Investment Bank Client Servicing Role Excellent Remuneration Our client is an international banking group with predominant line of business such as Investment, Private and Corporate Bank. With operating centers across the globe, they can offer an array of products and services to their institutional and individual clients. To facilitate exceptional services, our client is currently looking for a high calibre sales assistant to join their Wealth Management business.In this role, you will be supporting Private Banking Managers to perform a range of different duties. This role requires a detail Read more […]
Head of Audit – Private Banking (M/F) recruitment
OrganisatieOur client is a prestigious international Financial Institution specialized in Wealth Management. Following an internal promotion, and in a context of growth our client is seeking a Head of Audit for its Belgian entity located in Brussels.Job DescriptionAs Head of Audit, you will report directly to both the President of the bank and the Audit Committee. Your role will consist of managing the audit department and activities as a whole. The Head of Audit’s main responsibilities will include :* Management of the internal audit and the pluriannual audit plan* Leading the audit missions (organize Read more […]
HEAD OF PRIVATE BANKING recruitment
Job Description :• To build a newly set up private banking team to acquire new High Net Worth customers in Singapore, China and Asia countries• To provide wealth planning and financial services solutions for the High Net Worth customers.• To develop and maintain strong client relationship for driving business growth through designing and creating appropriate wealth protection as well as wealth growth in meeting the wealth planning needs• To plan the asset allocation smartly to achieve good return.• To provide advice on investment products for the customers.Job Requirement :• Degree Read more […]
Turkish Private Banking Assistant recruitment
A need has arisen for a fluent Turkish speaking Private Banking Assistant to take responsibility for day-to-day administrative support of the Senior Relationship Manager. This is a wide ranging role and includes resolving enquiries from clients and executing their instructions, internal administration (e.g. account opening and maintenance, appropriate due diligence checks etc) and also helping the bankers and investment managers in any delegated duties and administrative support. This will include booking meetings, while playing an active part in organising and planning the banker’s schedule.They Read more […]