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Data Analyst – Contract – Wealth Management recruitment
High profile project Multiple roles Potential to extend The client is a leading Wealth Management company who are currently embarking on a large compliance project. As part the project team they require a number of Data Analysts to provide business analysis and data analysis skills. Key responsibilities: Translate business requirements into working data model(s) in Excel; Source and integrate feed data into model/s; Identify any gaps in available data to meet regulatory requirements; Present results of data analysis to team members and business stakeholders Redesign / refine data analysis models Read more […]
Funds Management – Internal Client Advisor, Wealth Management – (NYC) recruitment
Funds Management – Internal Client Advisor -Wealth Management ChannelLocations – New York, NYBusiness Overview:JPMorgan Asset Management (“JPMAM”) provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies – from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.Role Description:The Funds Management Business is looking to enhance its client advisory teams in theWealth MangementchannelThe primary role Read more […]
Business Analyst- Wealth Management recruitment
CBD based- fantastic officesDiverse and challenging roleTrue work/ life balanceThis is a true employer of choice with a brand that is recognised the world over for excellence and innovation. Working across the project lifecycle you will manage activities for requirements elicitation and analysis, documentation of business and functional requirements, UAT and project implementation. Additional responsibilities will include: Lead projects for new systems, functional enhancements, fixes to existing functionality and processes Elicit interviews, documents analysis, requirements workshops, business Read more […]
Operational Risk & Compliance Manager – Wealth Management ($90,000 – $120,000) recruitment
Operational Risk Compliance Manager – Wealth Management ($90,000 – $120,000) As a result of an internal promotion, a Risk and Compliance Manager level role has arisen. This role will support the retail advice business which provides insurance through third party distribution channels. This business facing role will offer risk advice and work closely with the marketing, due diligence and re-pricing business divisions. Responsibilities include but are not limited to: Utilise strong technical risk skills to assist in the design and delivery of an effective risk framework and compliance programme Read more […]
Project Manager – Asset / Wealth Management recruitment
Project Manager – Wealth Management / Asset Management – a Tier 1 consultancy are currently growing their Wealth Management Practice. They are looking for a Project Manager to spearhead the delivery of some of the largest most exciting technology focused pieces of work within the Wealth Management arena.The successful Project Manager will have delivery experience in one or more of the following areas: bespoke software solutions, component systems integration, fixed price solutions or projects delivering solutions to compliance and regulatory requirements within fixed income, equities, or commodities.You Read more […]
Global Wealth Management Project Manager – Manager Level recruitment
Position Category: Project ManagementPosition Title: Global Wealth Management Project Manager – Manager LevelJob Level: ManagerLocation: USA – NY – New York (485 Lex Ave)Education Required: Bachelors DegreePosition Description:Support the Office of Business Management in the development and implementation of projects and major BAU activities related to Financial Advisor, Trainee and Sales Support Compensation. The position will be responsible for co-coordinating the development of Business Requirement Documents and the tracking and management of all aspects of project implementation from planning Read more […]
Senior Manager-Marketing Manager, Wealth Management recruitment
The role is supporting the Private Wealth sales and relationship managers providing marketing materials to an audience of high net worth individuals. The role requires you to develop marketing strategy to promote the retail HNW business, write marketing collaterals, organize sales campaigns, events and brand building activities, manage distributers and implement client engagement initiatives. You will be managing and executing marketing campaigns. Candidates with Wealth Management /Retail fund marketing experience (current or previous) is a must. You should have 6 years work experience in Marketing, Read more […]
Qualified Financial/Management Accountant required for Regional Controlling opportunity at UBS Wealth Management recruitment
Specific responsibilities include:• Ownership of Interest income including monitoring and maintaining daily, weekly and monthly interest income and expenses.• Assisting with the completion of Regulatory Returns, daily processes and quarterly returns including VAT, FSA, and MLAR.• Providing a monthly Balance Sheet PL trend analysis (investigating month on month variances and providing commentary).• Responsibility for the substantiation and signoff of key balance sheet positions through the Global Balance Sheet Ownership and Verification process.• Ownership of specific Balance Sheet Read more […]
Relationship Manager – Wealth Management recruitment
Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.Develop and maintain strong relations with key WM clients at to maximize share of wallet and loyaltyIdentify and segment the target market for potential new business opportunities.Review select existing client portfolio to identify potential multi product sale opportunities for the team members.Major client s to be visited jointly with Unit Head on Quarterly basis.Ensure quality and consistent service delivery at all touch Read more […]
Account Opening Specialist – Wealth Management recruitment
Reporting directly to the Documentation Advisory Team Lead, your responsibilities will include:• Being the first Point of Reference for all complex account opening within UBS• Providing advice to Front Office Client Advisors and ultimately clients themselves on allaspects of Account Opening• Checking all client account opening documentation before final submission to ensure itcomplies with UBS guidelines• Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure anychanges are correctly implemented for all documentation processes and procedures• Taking ownership Read more […]