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Executive Compliants Handler Job in City Of London, London Uk
Hillman Saunders About the Job Opportunity to join leading wealth management group and manage high profile financial services investment focused complaints cases.Role will focus on ensuring high value and executive investment and other complaints are managed and resolved in accordance with company and regulatory requirements. You will be presenting well reasoned arguments to senior management and intermediaries and explaining case decisions.You will also be calculating redress calculations and agreeing compensation Read more […]
Financial Advisor – Financial Planner – CFP
Skills Required: Financial Advisor, Broker,Wealth Manager, Wealth Management, Investment Advisor,Registered Rep,RIA, Wirehouse, Registered Representative, CFP, Financial Planner, Financial Planning Job Description: Financial Advisor – Broker – Wealth Manager – Investment Advisor – Registered Rep – Financial Planner – CFPWe are a well-established independent Financial Services firm and we are looking for a great financial advisor to join our team!What you need for this position:- 1+ years of experience as a Financial Advisor- A book of business of $3 million and Read more […]
Sr. Mortgage Banking Officer recruitment
Develop strong working relationship with Wealth Management colleagues and major intermediary channels for the purpose of generating clients. Generate new leads and referrals from existing WM colleagues, intermediaries and clients. Identify and develop new territories within the specific geographic constraints of the regional office, or expand penetration within defined territory. Oversee daily pipeline activity with account executive to ensure timely processing and credit decisioning of all client requests. Act as quarterback on all requests in conjunction with account executive to monitor Read more […]
Senior Financial Planner
This leading financial organisation takes pride in the reputable presence they hold within the Wealth Management sector. They have a strong focus on providing their clients with tailored advice, premium customer service and endless support to their employees. As part of ongoing development they are looking to appoint a Senior Financial Planner to develop their business in Toowoomba.Key Responsibilities:* Delivering premier quality advice and service* Maintaining an existing portfolio of clients* Grow and develop your client base through leads and referrals* Tailor a selection of products to assist Read more […]
Principal Business Consultant, HiPortfolio recruitment
Provide the necessary skills to advise and consult within the investment management market place on best practice methodologies on how to utilise DSTGS’s products and solutions. Main Objectives • Be a reliable point of contact for all Client enquiries, issues and requests throughout a project or implementation. Perform and/or lead activities related including requirements analysis, business process analysis, product configuration, detailed project documentation, Client communication, issue resolution, testing, Client training/education and solutions deployment. • Articulate product Read more […]
Private Banker – UK Clients recruitment
Our client is the wealth management division within a well known global banking group. They are expanding various desks and in particular the UK resident market (domiciled non-domiciled). Candidates must have/be:Experience in handling HNW or UHNW/Family UK resident clientsCurrently a relationship manager/private bankerAble to develop a desk in the short term; either through bringing clients or demonstrating previous client acquisition skillsAble to continue the growth over the long term using proven client prospecting, approaching, winning, retaining and development skills.The qualifications necessary Read more […]
Associate Director, Marketing recruitment
Internal Communications• Craft positioning and core messages for wealth solutions for HNWIs• Develop and distribute relevant materials (brochures, presentations, product notes, FAQs, flyers)• Ensure information on segment solutions is accessible across multiple channels internally (morning meetings, email, intranet, product training packs etc)External Communications• Work with SCB approved vendor to design, produce and publish product collateral for external use (presentations, brochures, fact sheets, client letter templates, electronic direct mailers, articles, media / press releases)• Ensure Read more […]
Relationship Director, Taiwan Team, International Affluent Banking recruitment
Meet assigned sales revenue targets Introduce new customers to the Bank Perform Know Your Customer checks ANZ is accelerating the growth of its business in Asia. ANZ realises that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in market to thrive as part of our diverse team. The primary requirement from this role is to meet assigned sales revenue targets. This can be achieved by introducing proactive cross selling of banking products and by providing offshore investment solutions Read more […]
Investment Sales Quality Manager recruitment
Job Purpose: Investment Sales Quality Manager for IPB Job Background/context: Citibank IPB is a preferred wealth management centre for CitiGold clients residing in various countries such as Russia, Turkey, Israel, Greece, UAE, Mexico, Czech, Hungary, Romania, Poland South Africa, Nigeria. For a growing business the Investment Sales Quality Manager will be performing a quality control and training function to ensure IPB Sales meet the standards stated in the Sales Process and T C Scheme. Solid reporting line is to Investment Sales Quality Head. Key Responsibilities:Person will be responsible for Read more […]
Investment Product Manager – Private Banking recruitment
J.P. Morgan International Private Bank: Product Management – Vice President, Asia Overview: The Product Management team is focused on delivering high impact product platform solutions for the International Private Bank (IPB) business. Due to the continued growth of the Private Bank/Wealth business in Asia, the Product Management team is now seeking a Product Manager located in Hong Kong who is responsible for product development and platform strategy/design working in conjunction with key regional investors, asset class leaders / solutions teams. Responsibilities include new product development Read more […]