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Client Advisor — High Net Worth recruitment
Typically manages a portfolio of High-Net-Worth clients with a total of less than $50 MM in Assets Under Management.Minimum Requirements: Undergraduate degree with 6 years of sales and client management experience in the Wealth Services industry. Demonstrates Excellent investment knowledge and the ability to discuss tax and financial planning issues with client including multi-generational estate planning concepts. Has basic credit knowledge to work with Credit Advisor(s) to deliver medium to complex credit solutions. Possesses solid Deposit/General Banking knowledge to personally or with support Read more […]
Head of Operational Risk – Institutional FX / Fixed Income Trading business recruitment
About Our Client Our client is a leading global investment bank, with a strong presence in Asia.Job Description The successful individual will effectively take the lead role for Operational Risk in South Asia covering Singapore, Indonesia and Malaysia (minimal travel)The focus is on the Fixed Income and Wealth Management business plus corporate functions in SingaporeKey roles – relationship management and reportingRegulatory face off to MASReporting to CAO locally and to regional head of Operational Risk Management in HKThe Successful Applicant 6 to 10 years experience in Financial Services with Read more […]
FINANCIAL ADVISOR TRAINING PROGRAM Job in Stamford, Connecticut US
FINANCIAL ADVISOR TRAINING PROGRAMDescription CAREER EVENT IN STAMFORD, CT ON APRIL 3RD, 2012. SUBMIT YOUR RESUME FOR AN INVITATION!! The Practice Management Development (PMD) Associate role is a 43 month development program for professionals who wish to build a wealth management business and become a full-fledged Merrill Lynch Financial Advisor (FA). PMD is a structured and disciplined program that demonstrates our ongoing commitment to the growth and progress of our Merrill Lynch Financial Advisors. PMD offers new advisors the most professional and client focused sales, investment, and business Read more […]
Service Officer – Russian & Spanish speaking recruitment
Job Purpose: Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions. Assist the team of Relationship Managers in client management and liaison (particularly in case of language skills requirements), providing high levels of service to create the ideal environment for all client service sales interaction. In certain circumstances manage non-target market book of clients with the objective of upgrading or exiting relationship. Job Background/context:: Citi International Read more […]
Senior Enterprise Solution Sales Executive – Sydney or Melbourne recruitment
Proactive, sales driven, Senior Business Development executive required Business domain knowledge essential: Life insurance / Wealth Management Proven software solution sales experience essential. Sydney preferred. The group is responsible for the development, service and support of a number of finance applications across Australia and the Asia Pacific region within Wealth Management. The current sales team has been successfully growing the business over a number of years; however, this company is now looking for ways to accelerate the expansion of the business further. Your remit Read more […]
Senior Finance Manager, Financial Reporting, Legal Entities Control recruitment
The Company Our client is a well-established Asian Banking Group with key businesses in Consumer Banking, Corporate Banking, Wealth Management and Global Markets. Due to expansion in Hong Kong and the Mainland China, a newly created opportunity has arisen for an experienced and all rounded Controller to join the team in Hong Kong. The Role Reporting to the Head of Finance, You should ensure timely and accurate financial reports for management. You will be reviewing consolidated financial statements prepared by team members and handle annual account closing and banking returns in accordance Read more […]
ETL Data Warehouse Developer Job in Tampa, Florida US
ETL Data Warehouse DeveloperJ.P. Morgan Chase is a leading global financial services firm. The firm is a leader in investment banking; financial services for consumers and businesses, transaction processing, asset and wealth management, and private equity. Under the JPMC brand, the firm services millions of customers in the United States and abroad. This includes many of the world’s most prominent corporate, institutional and government clients. Treasury Securities Services (TSS) is a global leader in custody, securities lending, fund accounting and administration, as well as in treasury services. Read more […]
Administration & Control Officer (06-month contract)
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 […]
Commercial Auto Rel Mgr 4 Job in Saint Paul, Minnesota US
Commercial Auto Rel Mgr 4Wells Fargo Dealer Services is one of the nation’s leading auto finance lenders and the #1 used car lender. With regional offices serving 47 states, we offer an integrated financial services solution designed for the dealer community. We provide a broad credit spectrum of lending to the auto industry, real estate and floorplan financing, and an array of commercial banking services through Wells Fargo Bank, N.A. We offer FI aftermarket products and services through Warranty Solutions?, a member of the Wells Fargo family of companies. Wells Fargo Dealer Services has relationships Read more […]
Administrative Assistant Job in Danville, California US
Administrative Assistant for Wealth Management and Financial Services FirmA successful and growing wealth management and financial services firm focusing on financial planning and estate and business succession planning is seeking an experienced Administrative Assistant/Service Representative to join the firm. A premium is placed on team work and delivery of exceptional client service.Position Requirements:· Excellent oral and written communication skills· Exceptional customer service skills with a client focused attitude· Ability to manage multiple Read more […]