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Project Manager – Wealth Management recruitment
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.The role holder will assume the responsibility of representing APAC Investment Products Services (IPS) in the Global Cross-Border initiatives. Besides this primary responsibility, the new joiner may also assist in managing other regulatory related initiatives for IPS APAC (eg. FATCA).Key tasks and responsibilities include:Single Point of Entry for all Product related Cross Border Issues for IPS APAC Be the project Read more […]
Business Manager, Private Wealth Management recruitment
The Role :Business Related: Act as a point of contact among the various business lines, Market Heads, Advisory Desk and OperationsWork with Market Heads in forecasting and budgeting process. Perform Management Accounting / Performance AnalysisCo-ordinate the business planning and budgeting processes. Ensure that budget is in line with strategic objectives. Monitor, analyze and optimize direct and allocated expenses of the Market.Business organization engineering:Act as project leader of specific business related projects. Provide business justification and cost benefit analysisContribute to the Read more […]
Compliance Monitoring and Testing – Wealth Management recruitment
The purpose of the role is to participate in the monitoring and testing function by executing reviews, examinations, testing, and audits pursuant to Rule 3130 and Rule 206(4)-7 or the Advisers Act. The Compliance professional will test the policies, procedures and processes related to the brokerage and investment advisory businesses to ensure that the company and employees are adhering to all rules, regulations and guidelines.The role will be focused on the following:• Work to establish a risk based review plan to meet review cycle requirements.• Perform testing of compliance and regulatory Read more […]
Solution Architects – Wealth Management recruitment
The successfull candidates MUST come from a recent Wealth Management, Investment Management, Asset management, Investment Banking, Private banking Capital Markets background etc. The work wil involve formulating both business and technical solutions ranging from infrastructure through to applications to a Target Operating Model.
SENIOR AUDITOR – WEALTH MANAGEMENT AND RETAIL recruitment
Major international global brandRegional remitExcellent exposureA global banking institution with a strong presence in the Asian region.Take this opportunity to join a high quality established audit function in Hong Kong. The function has undergone a repositioning and the wholesale risk team has been formed to focus on how the group governs and manages credit risk at a global level. You will contribute to audit risk assessment through identification and evaluation and participating in audit projects from planning to the report writing phase. You should expect to have the opportunity to travel widely Read more […]
Derivatives Sales & Advisory Manager – Wealth Management recruitment
Responsibilities: • Develop and market derivative products and tactical strategies to implement on specific accounts based on the firm wide views • Interface with Investment Representatives to provide strategic solutions across multiple asset classes • Leverage market knowledge to produce investment themes and executable sales programs utilizing internal / external research, economic outlook and trader sentiment • Ensure seamless and effective program execution for solution implementation • Partner with Marketing Sales teams to ensure effective delivery of materials programs Read more […]
Client Relationship Manager ( CRM ), Private Banker and Wealth Manager – Private Banking & Wealth Management – China, Shanghai – UHNWI and HNWI Client Division- ASIA APAC recruitment
JOB DESCRIPTION A well established Asian private bank is looking to add relationship managers and private bankers to the leading Chinese platform division in Shanghai. They are interested in speaking to individuals with a onshore client portfolio or network originating within Greater ChinaThe role:• To act as a point of contact and build long-term relationships with Chinese originating HNW and UHNW clients.• Increase assets under management in a competitive environment that involves extensive client development, prospecting, networking and consultative selling.• Execute private banking Read more […]
Head of Compliance – Wealth Management recruitment
Global financial institution is looking for a Head of Compliance for their Wealth Management division.Duties include:Senior Management . Provide appropriate management information on compliance and regulatory issues to Senior Management. . Ensure compliance attendance at relevant management, Committee / Sub-Committee meetings (including Board meetings and Audit Committee meetings). Interface With Regulatory Authorities and Other External Entities . Communication with Regulators, Exchanges, Trade Bodies, Internal/External Auditors, in respect of compliance issues. . Assist in investigations prompted Read more […]
Lead Business Analyst, Wealth Management, E-Commerce recruitment
Lead Business Analyst, Wealth Management, E-CommerceThis is a high profile programme of work that requires a successful Lead Business Analyst to lead a successful team across multiple project streams.Essential skillsExperience leading a business analysis team with direct line management repsonsibilities – wealth management/E-Commerce experience preferredExperience of managing full end-to-end projects including risk management and budgetsProven track record working in financial services environment delivering strategic technology change projectsExcellent understanding of E-Commerce, CRM and e-channel Read more […]
Credit Operations, Team Leader (Wealth Management) recruitment
Currently seeking an experienced Credit Operations Manager to lead the Credit Administration and Control function for the South East Asia region.The incumbent will be tasked to prepares and reviews the facility/security documentation. Monitor and be responsible of the work done by the junior officers, pertaining to documentation. He/she will liaises closely with the internal and external Legal on the documents review, ensure that the properties and insurance redemptions are attended properly. He/she will monitor the exceptional cases and prepare the necessary reports to the management. He/she will Read more […]