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Part Qualified Managment Accountant – Wealth Management Experie recruitment
We are currently looking to hire a confident and articulate individual with a minimum of 2 years exposure to the management accounts within Private Equity. The successful candidate will be part qualified on either ACCA or CIMA and will be responsible for the following: Production of the full sets of management accounts Production of the monthly and quarterly budgets, forecasts and cash flows Preparation of the accruals and prepayments Analysis of the management accounts as and when required You will also be responsible for an accounts assistant who will report to you An excellent opportunity working Read more […]
Head of Risk Governance | Private Banking/Wealth Management | Singapore based recruitment
Role:• To develop, implement and uphold the bank’s Enterprise level and Wealth Management Risk Control and Governance policies• To ensure risk control environment and culture• Responsible for the management of the Businesses’ other risk eg. Operational Risk, Investment Risks, Product Risk Management and Reputational risk• Ensure full co-ordination of all relevant Risk control and governance efforts across the various Wealth Management locations• Working closely with the Enterprise Policy group to be responsible for developing and managing the various Wealth Management Risk policies Read more […]
Wealth Management Support Analyst recruitment
The candidate would be expected to perfom all of the following duties:1. Support production batch processing for all APAC sites2. Perform 2nd level production support on incidents.3. Implement the installation and upgrade of middleware technology4. Technical support to all wealth management end users across unix, windows and AS/400 platforms.5. Assist end users with other relevant isses and be involved in proposed infrastructure solution projects to represent RTB concernsIn order to be considered for this role, the candidate should possess the following technology skillset:1. Expert level skills Read more […]
Private Wealth Management – Sales Assistant, French Desk recruitment
Position Description Established in 1977, PWM aims to provide comprehensive solutions and wealth management advice to individuals, families and foundations in control of significant pools of assets and liquidity (over $10,000,000 in investable assets). We provide a solution-driven approach to complex financial problems incorporating highly analytical methods and a multitude of products.Scope and Purpose of Role:To provide support to the French desk which comprises of two Investment Advisors based in London.Initial day to day responsibilities and functions would include:- Executing security trades Read more […]
Junior Compliance Officer – Wealth Management recruitment
Junior Compliance Officer – Wealth Management86529BRIn order to strengthen our team of 16 compliance officers, responsible for the Wealth Management Swiss Bank, we are looking for a new colleague for the role ofJunior Compliance OfficerIn this role you are responsible for ensuring compliance with the current legal and regulatory standards. These responsibilities include advising management as well as client advisers, identifying and analyzing unusual business relationships as well as carrying out risk assessments. Further responsibilities include the training of client advisers and participating Read more […]
PR Manager – Asset & Wealth Management recruitment
We’re renewing our team to take a more holistic approach to communication campaigns. Our programmes increasingly blend traditional PR with thought leadership, digital and online, social media, SEO, etc. – all underlined with the type of storytelling that has relevance to the target audience as well as key influencers.This role encompasses support for AXA Wealth, with a particular focus on our investment business, Architas.Regardless of the programme, our internal stakeholders come to us for a combination of creativity, brainpower and passion.Naturally, this particular role calls for a smart Read more […]
Wealth Management Advisor recruitment
Position Specification forWealth Management Advisor LOCATION: New York, NY or Melville, New York WEBSITE: www.tiaa-cref.org THE COMPANY TIAA-CREF is a Fortune 100 financial services company that is America’s leading retirement system for people who work in the academic, research, medical and cultural fields. The company manages $451 billion in combined assets under management on behalf of 3.6 million people and more than 15,000 institutions. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver, Colorado, Read more […]
Private Equity Investment Manager – Wealth Management recruitment
Working within the sucessful team responsible for providing ongoing advice and reporting to clients in the private equity fund space, the key elements of this role include: Monitoring Private Equity funds and producing reports Supporting the Managing Directors in advising HNW clients of the private equity marketplace and current fund performance Some product structuring alongside client reporting Co-ordinating and mentoring of junior menbers of the team Excellent verbal and written communication skills are vital, as well as a proven track record and expertise in private equity – particularly around Read more […]
Wealth Analyst – Wealth Management Job recruitment
Wealth Analyst – Wealth Management (Job Number: 1204938) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Read more […]
Business Analyst – Wealth Management recruitment
The wealth management business of a leading bank is looking to add an experienced contract Business Analyst to their project team to help deliver projects, both technology and regulatory change driven. To secure the contract Business Analyst role you will have a good blend of the following skills and experience: • As-Is/To-Be process analysis and mapping including gap analysis • Workshop facilitation experience to create strong business requirements documentation • Strong written and verbal communication skills • 3+ years of business analysis within banking and financial services, wealth Read more […]