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Wealth management – Senior Business Controler – Geneva based recruitment
Your objectives: Challenge the performance of the business units, lead strategic projects and provide Financial and Market Analysis. Your contribution: Analyse strategic initiaitives, develop business performance evaluation Support the business units with analysis and explanations of results Prepare the budgets / forecasts and review the periodical results (deviation analysis) Consolidate and explain information (MIS) Implement and maintain Performance Measures to support and analyze business initiativesYour profileThe position requires strong professional experience Read more […]
Operational & Investment Risk Manager Wealth Management – Asia recruitment
The Company Our client is one of the largest financial institution serving more than 17 million clients and has over 80,100 employees worldwide. It serves the global private banking and wealth management needs of high net worth, corporate and institutional clients. The Role Successful candidate will be assisting with the implementation of the bank’s Operational Risk Framework for WM- Emerging Markets – Asia, with a focus on Singapore and banking and credit operations; ensuring alignment with the enterprise-wide ORM strategy for the management of operational risk (ORM), and enabling improved decision-making Read more […]
Product Consultant – Wealth Management Permanent – Sydney or Melbourne recruitment
Retail Superannuation, Mastertrusts or Investment and Wrap ProductsPermanent. Senior Position in a leading financial services organizationBe a driving force in the company, Sydney or MelbourneThis is an exceptional opportunity to join one of the region’s most exciting and rapidly expanding financial services organisations. The company prides itself on its unique offering to the financial markets as it combines numerous high calibre technical individuals to provide some of the best financial services solutions on the market. They require a product consultant to support the product management function Read more […]
Retail/Wealth Management Broker Trainee Posting recruitment
HFP Capital Markets Retail/Wealth Management Broker Trainee Posting Qualifications: MUST HAVE: • CLEAR and EXCELLENT COMMUNICATION SKILLS • Punctual • Competitive and Self-Starting • Money Motivated • Coachable, quick learning • Willing and about to work full time in Manhattan starting as soon as possible Retail sales training to become a Fully Licensed Stockbroker. We will provide: • All necessary study materials and tools to pass the Series 7 and 63 Exams • Full sponsorship for Series 7 63 exams • High-energy and active Read more […]
Wealth Management Relationship Specialist recruitment
The Specialist coordinates the client onboarding process, serves as a point of contact for high net worth clients throughout the account opening/onboarding process and performs client account reviews, in conjunction with the RM and RA. Through daily responsibilities and projects, the Specialist will also become proficient in Morningstar Advisor software and will assist with the creation of long term Wealth Projections for the Wealth Management line of business.Client Account Onboarding Reviews-Request new account documents and review signed documents for completeness-Build trust and credibility Read more […]
Customer Service and Sales Specialist- Wealth Management recruitment
Fantastic benefitsGreat teamWill look excellent on your resumeThis is one of the worlds most respected and renowned Financial Services firms. With offices in most major cities in Australia this is a company that will offer amazing opportunities to showcase your ability, a true work/ life balance and impressive rewards and benefits. Day to day responsibilities will include inbound and outbound calls to existing clients Identifying customer needs through appropriate questioning Encouraging customers to take up additional products within the business and providing information whilst complying with Read more […]
Funds Management – ICA Wealth Management – Columbus recruitment
Location -Columbus, OHBusiness 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 Internal Client Advisor (ICA) team in the IBD channel.The primary role of the Internal Client Advisor team is to prospect, close business, Read more […]
Wealth Management Professional (Russian Speaking) recruitment
The Goldman Sachs Group, Inc. is a leading global financial services firm providing investment banking, securities and investment management services to a substantial and diversified client base that includes corporations, financial institutions, governments and high-net-worth individuals. The firm is headquartered in New York and maintains offices in London, Frankfurt, Tokyo, Hong Kong and other major financial centers around the world.The Private Wealth Management Group within Goldman Sachs develops and manages relationships with wealthy individuals and family groups, advising them on ways in Read more […]
Senior Business Consultant – Private Wealth Management recruitment
MANAGER (BUSINESS ANALYST), Business Consulting – GLOBAL Markets(Sapient Global Markets, Process Solutions) At Sapient Global Markets, we are quite literally on the front line of the biggest issues facing the global markets leaders today – investment banks, asset management firms, wealth managers, oil and energy firms, and government and regulatory agencies. Driving transformation and leading change within these industries requires big thinkers who bring insight, knowledge, technical acumen and passion for innovation. What we offer is the opportunity to join a recognized leader in developing Read more […]
TRUST MANAGER – WEALTH MANAGEMENT recruitment
The right person to delve into wealth management to work with an extensive network of wealth planners to concurrently manage all Trust business relationships and any after sales tasks that are independent from trustee discretion. Ideally you would be a strong relationship builder who is effective in strong communication and closing skills. You should possess the ambition and drive to source and develop new businesses with clients and manage these relationships within their nucleus network of family assets to upsell different types of products. You would thus manage the bank’s Fiduciary asset Read more […]