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Analyst Wealth Management Financial Reporting recruitment
Responsibilities: • Monthly performance reporting and ad-hoc analysis to support understanding of revenues by Product, Branch and Investment Representative. • Produce the daily revenue flash and weekly dashboard report that is reviewed by the Front Office and Infrastructure Business Heads. • Weekly Asset Flows Report • Assist group on revenue reporting, expense reporting, and client asset analysis • Ad Hoc analysis related to revenues, expenses, products and assets • Assist group in month-end close process Requirements: • 2 + years of experience in Management Read more […]
Senior Financial Analyst – Wealth Management, $120k + super recruitment
This organisation is one of the most recognisable brands in Australia and is financial services leader. The company has a reputation for innovation and being a market leader in a wide range of services and products. In Australia, they are going from strength to strength and have ambitious growth targets within the region for the coming few years. With high employee retention and a culture of developing and growing their best people, this organisation is an attractive proposition for those looking to take their career to the next level. A role has come up for a senior financial analyst within their Read more […]
Product Manager – Wealth Management recruitment
Immediate startDynamic high performing teamStrong career opportunitiesThis Leading financial institution, with an exceptional reputation in the industry is looking for an experienced Product Manager on a 10 months contract. The right person for this role will have experience in dealing with legistlative compliance, strategy and positioning, as well as maintenance and retention activities of the product suite. This role requires a hard working and confident individual who will be the contact point for various parts of the business in relation to ongoing day to day enquiries. The responsibilities Read more […]
VP / Director – Structured Products Sales (Consumer Banking Wealth Management) recruitment
You will be responsible for driving structuring revenues and volumes in wealth management business, all asset classes including equity, commodities and hybrids products. You will develop and maintain client relationship and working closely with internal counterparties in delivering solutions to clients.You should have at least 7-10 years relevant experience from a reputable bank, with extensive knowledge with structured and derivatives products. You are analytical, a good communicator, solutions-oriented and are commercially aware.To apply, please submit your resume to Han Lee at hp@kerryconsulting.com, Read more […]
Wealth Management Application Support recruitment
Our client is a leading global financial institution. Member of the Run The Bank (RTB) team to support systems used by Wealth Management Division Responsibilities: Day to Day support of all applications supporting Wealth Management business. This includes Morning and/or Evening Operation Duties, and manning the Wealth Management Helpdesk.Monitor critical components of the system and troubleshoot problem areas.Participate in Release Management activities for Wealth Management systems.Conduct software application testing and sanity checks during regular IT maintenance.Participate Read more […]
Application Support Analyst– required by the Wealth Management team of a leading Investment Bank in Hong Kong recruitment
ResponsibilitiesMember of the Run The Bank (RTB) team to support systems used by Wealth Management Division.Engage in helpdesk activities for Wealth Management systems:Ensure requests from Wealth Management users in Asia ex Japan are dealt with quickly and efficiently.Identify cause of system issues and provide remedy/workaround for the user or escalate the problem to vendor /CTB team.Excellent communication skills in English (Mandarin or Cantonese a big plus) at all levels with the ability to present information in a professional and mature manner.Knowledge and skill requirements Read more […]
London – Compliance Officer – Wealth Management – Asset Management recruitment
My client provides wealth management advice and services to private clients and family offices and are looking to recruit a Compliance Officer. My client believe that in order to build successful long-term relationships with our clients, it is essential that we first take the time to listen carefully and attentively to their expectations, requirements and concerns. This may include tax considerations, investment time horizon and risk tolerance, as well as other important elements such as income needs, preferred investment strategies or many other factors. My client offer proprietary strategic Read more […]
Analyst- Financial Control/ Product Control Wealth Management recruitment
Responsibilities :• Performing daily monitoring off positions and work closely with the dealing desk to ensure that end of day positions and balance sheet positions are cleared so as to adhere to FX DVaR limits.• Performing control check to ensure FX trades are back to back, following up with dealing desk, operations, front office on any known breaks• Produce daily FX PL report, analysing daily movement in ledger, and obtain sign off from dealers.• Analysis of forward and interest mismatches, and follow up if there are any unexplained mismatches.• Tracking subsidised loans and cost Read more […]
Contract, Wealth Management Process Enhancement Specialist, Customer Experience, Consumer Banking Group recruitment
We deliver a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the mass affluent. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money and are committed to helping them plan and achieve their life goals. Products and services within the Consumer Banking Group include loans, credit cards, investment and unit trusts, insurance and priority banking. ResponsibilitiesLead and execute projects in the area of Wealth Management focusing on Customer Read more […]
VP Compliance Officer-Wealth Management-London- recruitment
VP Compliance Officer-Wealth Management-LondonThis role is working for a top tier bank in the hugely successful wealth management arm of the business in a compliance position.The role will cover the following areas:Advising various stakeholders as requiredRegulatory affairsBuilding relationship with FSAMonitoring SurveillanceAd hoc project workThe successful candidate will be coming from a wealth / private banking background and have strong compliance experience gained over their careers. Ideally they will have a particularly strong regulatory affairs skillset and an in depth understanding of Read more […]