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Assistant Portfolio Officer – Wealth Management Job recruitment
Assistant Portfolio Officer – Wealth Management (Job Number: 1203865) 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 Read more […]
AML – AVP – KYC – Wealth Management recruitment
AML – AVP – KYC – Wealth Management – SingaporeWealth Management Institution currently have an immediate hire for an AML (AVP/KYC/MAS 626/CFT/FATF/OFAC/SFA/FAA/CACS/Advisory) professional to join the Singapore based team.As the AML professional (AVP/KYC/MAS 626/CFT/FATF/OFAC/SFA/FAA/CACS/Advisory), you will have experience in Wealth Management KYC, understanding the laws of AML sanctions in Singapore (MAS 626, CFT) and other jurisdictions (FATF, OFAC etc).The AML professional (AVP/KYC/MAS 626/CFT/FATF/OFAC/SFA/FAA/CACS/Advisory) will have first hand experience in reviewing client files, can face Read more […]
Structured Credit Transaction Manager – Executive Director – Wealth Management recruitment
The Structured Credit Transaction Manager will collaborate with client advisers to gather information, analyse the borrower (legal and financial capacity, suitability) and collateral (quality, liquidity, volatility) and develop transaction structures that meet the client’s objectives and are within the bank’s risk appetite. The incumbent will prepare thorough credit proposals and obtain all necessary internal sign offs (credit, legal, compliance, tax). The jobholder will make credit decisions within the delegated credit authority and ensure all risks are understood and mitigated through diligent Read more […]
Private Banking Relationship Expert – Wealth Management Job recruitment
Private Banking Relationship Expert – Wealth Management (Job Number: 1200153) 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 Read more […]
Credit Analyst, Private Wealth Management recruitment
Your key responsibility is to ensure a robust and holistic credit support, focusing on the following areas:Conduct credit underwriting of credit facility application including credit proposal preparationCredit facility review (renewals, restructuring etc) as well as monitoring of loan drawdowns and rollover, margin calls, limit excesses etcPartnering Relationship Managers in managing client’s queries on credit issuesTo succeed, you should be:Degree qualified with at least 5 years of solid credit underwriting and credit support experience within private banking space withTechnically strong with Read more […]
Head of Business Analyst – Wealth Management recruitment
Our client is a leading global financial institution. This is role is to lead the shared services team of 15+ BA’s. Responsibilities of the role: Managing business activities within budget constraintsManaging relationships with stakeholders including delivery partners, customers and managementIdentify service offerings to fit business needsMonitor and report on business benefits and customer satisfactionIdentified and actively manage financial risksProvide input into Practice budgeting processesMonitor and report on the financial status of the regionRequirements of the role: Read more […]
Credit Structuring Specialist, Global Wealth Management recruitment
OverviewBank of America is one of the world’s largest financial institutions, serving individual consumers, small and middle market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk-management products and services. The company provides unmatched convenience in the United States , serving more than 59 million consumer and small business relationships with more than 6,100 retail banking offices, nearly 18,700 ATMs and award-winning online banking with nearly 29 million active users. Following the acquisition of Merrill Lynch Read more […]
Diretor Investment Advisor – Hong Kong – Wealth Management recruitment
The successful applicant will be a pivotal member of the team in Hong Kong and work closely with the relationship managers and product teams You will be; • Dedicated to team of RM’s to provide pro-active investment advice on multi-asset-class solutions to Ultra-High-Net-Worth clients • Lead discussions with Clients, with focus on effectively delivering multi-asset ideas, and maximizing the client’s portfolio performance consistent with the client’s objectives and risk profile• Pro-actively follow developments in the financial markets to understand and anticipate trends across relevant Read more […]
Private Wealth Management Operations – Associate / Vice President recruitment
Operations is a dynamic, multi-faceted division that partners with all areas of the firm to deliver banking, sales and trading and asset management capabilities to clients around the world. Alongside this vital service delivery role, Operations provides essential risk management and control, preserving and enhancing the firm’s assets and its reputation. Operations span all product lines and markets, serving as internal business partners who develop the processes and controls, and help to specify the systems that deliver accuracy, timeliness and integrity to our business. BUSINESS UNIT OVERVIEW Read more […]
Global Wealth Management CFO – Executive Director Level – Purchase NY recruitment
Position Category: Finance/AccountingPosition Title: Global Wealth Management CFO – Executive Director Level – Purchase NYJob Level: Executive DirectorLocation: USA – NY – PurchaseEducation Required: Refer to Position DescriptionPosition Description:The candidate will report into the CFO for Investment Strategy and Client Solutions and will manage the CG CFO team. The candidate will be responsible for partnering with MSSB’s Accounting group to ensure the accuracy and completeness of the books and records of the business. The candidate will also be responsible for Forecasting, Budgeting, Management Read more […]