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Project Manager – Wealth Management, Technology recruitment
This is an excellent opportunity for an experienced Project Manager to join a team of experts to work in Financial Services, Banking and Technology driving the Wealth Management initiatives.Responsibilities of the role: Plan and manage various project activities to achieve project milestonesClose collaboration with Wealth PMO to understand their plan, activities and issues to ensure that the regional IT plan and activities are alignedAllocate and align tasks, track status, progress and issues regarding Securities Wealth projects with various parties in IT and businessPut together Read more […]
Wealth Management CRM Technical Project Manager – London – £90-110k recruitment
Required experience:Technical Project ManagementExtensive MS Dynamics CRM PackageWealth Management knowledgeExtensive release management experienceMSP or Prince 2 methodologyEngineering backgroundStakeholder ManagementEngagement Management My client is a large Wealth Management company who are looking to make improvements to their Front Office CRM platform. They require an experienced Technical Project Manager to manage changes that vary in scale from large scale projects to smaller deliverables. The Project manager will manage a variety of projects as well as the technical aspect of the release Read more […]
Private Wealth Management Compliance Officer recruitment
A fantastic opportunity has arisen for a private wealth management compliance officer, to work for a top tier private wealth management. You will be responsible for managing core responsibilities within the private wealth management compliance function. The team is responsible for amongst other things: trade surveillance, customer complaints, account reviews, branch examinations, employee dealing and outside business interests, policies, procedures, training. Responsibilities include: Managing core responsibilities within the private wealth management compliance function. Trade surveillance, with Read more […]
Funds Management – Internal Client Advisor, Wealth Management – (NYC) recruitment
Funds Management – Internal Client Advisor -Wealth Management ChannelLocations – New York, NYBusiness 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 client advisory teams in theWirehouse channelThe primary role of Read more […]
Business Change Manager – Private Banking/Wealth Management – London recruitment
Business Change Manager – Private Banking/Wealth Management (Asset Management, Capital Markets) – Change (Front Office, Product, Control, Infrastructure) perm – London. Private Banking entity seeking an experienced BC Manager who will be assigned to individual projects and programmes within Private Banking EMEA. The role holder will lead effort to implement changes to teh business model to support the private bank growth plans as well as changes to adapt to new local and cross-border regulations. Role will require conducting detailed analysis of business, control, front to back Read more […]
Relationship Manager – Family Office | Private Wealth Management | Switzerland recruitment
JOB DESCRIPTION We are a Multi-Family Office institution seeking a highly talented individual to join our globally recognised team, serving our UHNW clients.The role:• Generating a reporting for families of their overall assets worldwide• Servicing ultra high-net worth families• Interact with Financial Advisors and Investment Managers with regards to client wealth• Focusing on all their Financial, Legal, and reporting issues• Setting up budgets and helping families with their cash-flow planning • Defining the overall strategy for family wealth Requirements: • CFA Level Read more […]
Private Wealth Management – Assistant Account Manager (Associate) recruitment
Assistant Account Manager Looking to take your career to the next level? Here??s your chance to be at the forefront of a global organisation and play an important role in serving our high net worth customers. About Deutsche Bank A Passion to Perform. It??s what drives us. More than a claim, this describes the way we do business. We complete to be the leading global provider of financial services, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing Read more […]
Senior Consultant Investment & Wealth Management recruitment
Au sein de sa practice Investment and Wealth Management, Investance recherche des consultants, senior consultants, managers pour accompagner ses clients dans leurs projets de réorganisation et le développement de leurs lignes métiers :-Relation commerciale, CRM-Business Intelligence-Reporting-Compliance (LAB/LAT)-Gestion de portefeuilleVous justifiez de 3 à 8 ans d’expérience projet dans un cabinet de conseil ou chez un acteur du marché (Asset Managers, Banque Privée, Services aux Investisseurs).Vous êtes bilingue en anglaisVous réunissez au moins certaines de compétences suivantes Read more […]
Senior Compliance Analyst-Wealth Management recruitment
A Senior Analyst role has become available for an outstanding candidate with a background in wealth management compliance. The primary focus of this role is to assist the Head of Compliance with the day to day compliance responsibilities in relation to financial planning, superannuation and stock broking. Other duties include but are not limited to;- Dealing with all regulatory change in accordance with internal and external partners- Reviewing all marketing materials such as statements of advice and product disclosure statements- Ensuring all staff remain up to date with compliance training and Read more […]
Internal Audit (Manager – Senior Manager) – Private Wealth Management recruitment
Responsibilities: Independently plan and perform financial and operational audits across Asia Pacific.Communicate effectively with management and staff within Global Wealth Management, both locally and overseas.Co-ordinate with auditors around the globe on multi-region audits to ensure timely and effective completion.Discuss, finalize audit findings and manage relationships with auditees: discuss the status of audit actions and events impacting the auditee’s function and keep abreast of market and regulatory changes impacting the auditee’s functional processes.Be consistent in applying strong Read more […]