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Tier One Private Bank- Senior Private Banker/Personal Banker- London Office- UHNW/HNW Clientele recruitment
Requirements:10+ Years experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Law firms, accountancy practices, offshore/onshore, referral sources etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate with experience and performance – as stated Read more […]
FINANCIAL REPORTING IT PROJECT MANAGER recruitment
VP LevelRegional MandatePermanent HeadcountWith far-reaching regional focus and continued growth, this principal financial institution covers consumer banking, treasury, insurance, asset management and stock broking alongside specialist financial services. It is becoming more visible as it transforms and ascends itself within the global banking landscape.Reporting into the Asian Head of IT PMO, you will manage comprehensive projects around the Credit Risk Regulatory Reporting IT business, which supports the treasury and risk management business users and the projects will be positioned within the Read more […]
Up to Vice President, Operations Project Manager, Global Commercial Corporate Banking Technology & Operations 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 on Read more […]
Representative Officer in Manama (Bahrain) recruitment
To strengthen our representative office in Bahrein we are looking for aRepresentative Officer located in Manama (71044BR)As such; you will play an important role as the key interface between UBSand its stakeholders in the market. This duty comprehends:Maintaining and developing the local stakeholder networkProviding the UBS booking centres with market proximity related added valueDeveloping further knowledge about the local marketClose cooperation with Client Advisors and other relevant unitsFor such a role, we expect you to bring in:A minimum of 3 years track record in the Wealth Management BusinessA Read more […]
Supervisory Principal recruitment
The Citi Private Bank is the global private wealth management unit of Citigroup. Under the supervision of the Regional Principal, the Supervisory Principal will supervise the day-to-day investment-related activities of registered persons in the Citi Private Bank. This position will be based in the NYC Citi Private Bank location. Key Responsibilities: Assist the Regional Principal in overseeing risk and control in the Metro New York region. The Supervisory Principal will serve as a delegate for resolving all supervisory concerns, compliance, surveillance and risk issues. He/She requires an Read more […]
TAX REPORTING ANALYST recruitment
Key Objectives of the Role: To ensure effective controls and processes are in place to reduce SEI and client(s) risk from a tax reporting perspective. To act as a contact for SEI and client(s) on tax related issues and to provide superior customer service and solutions on client tax reporting related activities.Responsibilities:ISA Accounts oversight – ensuring that clients manage their ISA accounts within the regulations and that ISA reporting is produced accurately and in line with client SLA’s which are driven by the ISA Regulatory return deadlines. Produce and maintain tax reports ensuring Read more […]
PB – Account Opening (Tax Documentation) Specialist, Private Banking recruitment
The Private Bank at JPMorgan is a global wealth management leader that delivers personalized financial solutions that integrate investment management, capital markets, trust and banking to ultra high net worth and high net worth individuals and families in 36 countries around the world. Our Hong Kong office is looking for a dynamic and service oriented professional to join our Private Bank Account Control Team (ACT), the team opens and manages J.P.Morgan Private Banking client accounts. The focuses of the role are on documentation review and deliver first class onboarding service to our clients, Read more […]
Compliance Officer – Monitoring and Surveillance EMEA recruitment
The role holder will be responsible for monitoring compliance with the following key compliance risks – Market Abuse / Manipulation, Fair Dealings with Customers and Conflicts with a view to ensuring there has been no abuse of sensitive UBS information or UBS’s clients, that internal policies are complied with and helping to safeguard UBS’s reputation against legal and regulatory risks. Responsibilities include:Conduct and document monitoring reviews to assess compliance with and adherence to regulations and internal e-communication policies. Follow established global policies, procedures Read more […]
Client Operations Administrator recruitment
A fantastic opportunity has arisen for a motivated and dedicated administrator to join a leading, Iconic bank. As a Client Operations Administrator you will be responsible for end to end administration for account holders. Work in a fun and friendly collaborative team environment where your superior administration skills are key to maintaining the high level of service Macquarie are renowned for. Banking and Financial Services Group (BFS) is the primary relationship manager for Macquarie’s retail client base in Australia, New Zealand, Asia, North America and Europe. Products and services include Read more […]
DATA WAREHOUSE BANKING PROJECT MANAGER recruitment
VP LevelRegional MandatePermanent HeadcountWith far-reaching regional focus and continued growth, this principal financial institution covers consumer banking, treasury, insurance, asset management and stock broking alongside specialist financial services. It is becoming more visible as it transforms and ascends itself within the global banking landscape.Reporting into the Head of IT PMO, you will be positioned within the Treasury and Risk Banking project team focusing on ERP applications. You will be accountable to manage and deliver high valued data warehouse, Biz Intelligence and Enterprise Read more […]