Search Results
Proposition Manager Job in City Of London, London Uk
Practicus is fast becoming a disruptive force in the way that change is delivered by offering its clients an innovative alternative to the traditional consultancies. Practicus is able to align its reward to the client outcome which is taking the market by storm. As a result of this growth, Practicus currently needs a Proposition Manager experienced in managing change within Wealth Management on either an Associate or Permanent basis.As part of a new strategic plan, a large bank in London are looking to invest quite heavily within their Wealth division in order increase capability, improve sales Read more […]
Officer, Business Support Lead II, Global Commercial and Corporate Banking Technology and 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 […]
Head of Unlisted Research recruitment
This high profile role sits within an emerging business unit of an existing wealth management business. This business unit also provides consulting to advisory firms looking to amend their business model to deal with the pending FOFA reforms.Reporting to the Chief Investment Officer this role will include identifying, servicing, monitoring and measuring unlisted funds that will outperform passive benchmarks after fees and taxes for Australian and Global equities; Fixed Interest, Property and Alternatives. Preparation of managed funds and unlisted security research and communication of results Read more […]
Senior Private Banker UHNWI – Luxembourg recruitment
I am exclusively working with our client bank headquartered in Luxembourg. The bank has developed its network in Europe with offices in four other countries.Globally its reach includes a presence in Europe, Middle East, Asia and Latin America.Its Core Businesses are:• Wealth Management / Private Banking• Family Office Services (Real Estate, Private Equity, Conciergerie)• Wealth Planning / StructuringResponsibilities for Senior Private Banker – Luxembourg:• Delivering superior client focus, involving an open architecture platform• Participating in the marketing strategies and business Read more […]
Investment Counsellor recruitment
Job Description 1. To champion and execute all wealth management sales tactics by coaching and supporting the frontline effort in cultivating business opportunities. 2. To achieve stable and predictable bottom line results through active maintenance of professional competency of the assigned branches. Key Roles Responsibilities To consult on the distribution knowledge of various wealth management products including Unit Trusts, FX and FX derivative structures, Fixed income Instruments and Structured Products. To synthesize market information and formulate client interaction tactics to be adopted Read more […]
Senior Business Analyst
Senior Business Analyst – Wealth Management Business SolutionsPOSITION SUMMARY:Through project methodology, help the Wealth Mangement business lines achieve their project objectives by providing analysis and verification of technology and operational requirements. Primary reporting relationship is to a Project Manager/Senior Manager, however the Senior Business Analyst–a mid level career role—will work in support of projects under any Project Manager on the team. This role requires superior analytical skills, superior written and communication skills, strong organizational and planning skills, Read more […]
Director
Desjardins Group is the largest cooperative financial group in Canada, and one of the largest employers in the country. It offers a full range of financial products and services and is home to a wealth of expertise in property and casualty insurance, life and health insurance, wealth management, services for businesses of all sizes, securities brokerage, asset management, venture capital, and secure, leading-edge virtual access methods. Job FunctionThe main responsibility of the incumbent, in addition to managing linguistic services for Desjardins Group across Canada, is the task of developing Read more […]
Reporting Specialist for Asset Classes recruitment
In this role, you will be in charge of the evaluation of mainly bankable assets, benchmarking and presentation of results within the team and to the Family. In addition, your responsibilities will extend to the set up and improvement of the reporting systems.The successful candidate will bring 4 to 6 years experience in Asset Reporting. Accounting background is necessary, as well as Risk Management and Wealth Management experience. Furthermore, you speak fluent English and German. The candidate will possess excellent communication skills, a self motivated attitude, strong organizational and analytical Read more […]
Investor Center Investments Representative- Grand Rapids, MI Job in Grand Rapids 49501, Michigan US
About Fidelity Investments Fidelity Investments is one of the world’s largest providers of financial services. Founded in 1946, the firm is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing and many other financial products and services to more than 20 million individuals and institutions, as well as through 5,000 financial intermediary firms. Investor Center Investments Representative- Grand Rapids, MI In Personal and Workplace Investing Read more […]
Regulatory Documentation Specialist – Morgan Stanley – Client On-Boarding + AML Compliance
Job DescriptionThe Legal Entities Group (LEG) operates within the Client Reference Data area of the Enterprise Data Group (EDG). LEG partners closely with the Legal and Compliance Division, Risk Management, Operations, and other groups within EDG to help the Firm’s Sales and Trading, and Private Wealth Management business units comply with AML and certain other regulations that involve data and/or documentation requirements. Meeting AML and Client Categorisation requirements is a critical part of the on-boarding process and the Legal Entities Group plays a prominent role in this process.Primary Read more […]