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Compliance Officer – Wealth Management recruitment
83801BRIn order to strengthen our team of 14 compliance officers, responsible for the Wealth Management Swiss Bank, we are looking for a new colleague for the role ofCompliance 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 in project groups.In this role, at the largest booking Read more […]
Client Support Assistant – Wealth Management recruitment
The Central Support Team works together with Front Office and Operational Teams to handle Clients’ Payments, Asset Transfers and Trade Rebooks to ensure that our Clients’ business is dealt with in an efficient and properly controlled fashion. They are highly Client-focused, multi-skilled and commercially aware, with a keen sense of the importance of process and best practice in a highly regulated business.To strengthen our Team we are currently looking for a Client Support Assistant (CSA).The CSA is tasked with minimising all risks associated with instructions to move monies out of a Client’s account Read more […]
Sr Director, Portfolio Management – Wealth Management Job recruitment
Sr Director, Portfolio Management – Wealth Management (Job Number: 1205012) 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 […]
Business Analyst – Wealth Management Operations recruitment
UBS Operations SG/HK is embarking on an ambitious change program over the next 5 years to improve the operating platform on which Wealth Management Operations SG/HK provides its services.You will participate in 1 or more of the projects in our portfolio.Key tasks and responsibilities include:Manage projects throughout their lifecyclePerform front to back analysis of business flows and document detailed business requirements by partnering with line subject matter expertsSupport the planning of project activities across multiple functions including various different IT teams Prepare and coordinate/perform Read more […]
Financial Controller for Private Wealth management- AVP recruitment
Responsibilities:Act as second-in-command to the Team Head in planning, overseeing and coordinating month-end close, both onshore and offshore (including validation and control of management accounting and financial accounting reconciliations, balance sheet review, flash reporting, and journal entry approvals etc.)Provide oversight to the management reporting of the Asia Pacific PWM business, with a particular focus on revenues and assets through quality assurance reviews.Provide coverage to the regulatory reporting function and MAS submissions to the local and global regulatory reporting teams.Lead Read more […]
Private Wealth Management – Part Time Sales Assistant, Dutch Desk (Zurich) recruitment
Position Description Job Title: Sales AssistantJob Level: AnalystDepartment: Private Wealth ManagementLevel of Employment: Part time – 60%Banque Morgan Stanley AG provides highly customised financial advice, investment solutions and brokerage services. Our firm connects people, ideas and capital to help our clients achieve their financial aspirations. The talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity and excellence.Role Description:As a Sales Assistant in our Private Wealth Management Department you will provide Read more […]
Private Wealth Management – Business Oversight and Control Officer (Compliance), AVP / VP recruitment
Works within a team of qualified professionals in the provision of business, legal compliance and risk solutions for discretionary portfolio management services.Responsibilities include the diligent performance and accurate completion of the following:• Assisting in the planning, implementation and supervision of effective procedures and controls including ensuring the completion of the AAF within GIS’ Discretionary business in London, US and Europe.• Co-ordinating and jointly conducting the European Chief Investment Officer’s review programme of PWM’s discretionary managers in London, Read more […]
Risk and Compliance Consultant – Wealth Management recruitment
Macquarie Private Wealth (MPW), a division of the Banking and Financial Services Group, is the primary relationship manager for Macquarie’s retail clients in Australia and New Zealand. Services include full-service stockbroking, on-line broking, financial planning, private banking, private portfolio management and investment planning. MPW’s Risk Management team is seeking a motivated Risk Analyst to join the team in Perth. You will have a strong technical understanding of private wealth advice and be confident with the training and developing of our advisers with regards to compliance and risk.Your Read more […]
Project Manager-Wealth Management recruitment
Core responsibilities:- Creating and managing detailed project plans, tracking to milestones, resolving issues and escalating as needed. Communicating projects status to all levels within the organization, including Senior Management. Implementing formal change processes. Building consensus among all groups within the organization. Core Requirements:- 5 – 10 years of hands on Project Management and/or Business Analysis experience. 5 – 10 years of investment and portfolio management experience, including asset allocation, and rebalancing. 5+ years of experience in managing wealth management Read more […]
Wealth Management Compensation Consultant and General Manager, Singapore (VP-level) recruitment
The business offers consulting services to private banks and brokerage firms in North Asia and Southeast Asia, helping clients to make better decisions by applying external and proprietary market pay and performance information to their business problems. The private banking industry is highly competitive and the players therein seek the right balance between cost reduction and efficiency vs. hiring top talent to improve market share and asset migration. The right candidates will have 5-7 years experience in strategy or HR roles within private banking, and/or currently work in a consulting practice Read more […]