Search Results
Junior & Senior Relationship Manager – Wealth Management (ABU DHABI) recruitment
Job Summary:• Build a portfolio of HNW clients• Meet monthly targets and generate revenue• Increase the banks existing AUM• Perform a daily analysis of the relationship manager’s book and generate reports• Building a trust-worthy relationship with the clients and advise them on investment solutionsJob Description:Fluency in Arabic and English (Read Write) is a mustMust be Arabic-speaking and based in Abu DhabiMinimum of 3 years experience in the UAEMinimum of 4 years relevant experience in wealth management/private bankingBachelor Degree (Preferably MBA)Prerequisites: Arabic speakerAbu Read more […]
Executive Vice President, Head of Wealth Management recruitment
To structure, manage and execute a variety of investment products to the banks existing and potential client base.MAIN DUTIES / KEY RESPONSIBILITIESTo champion new products and product modification to meet the needs of clients; with governance responsibility for this as Chairman of the New Products Committee;To retain existing investors through the maintenance of their wealth portfolio and the creation of varied products to encourage diversification;To attract new investors through the offering of a variety of asset classes including real estate, equity, Islamic fixed income, private equity and Read more […]
Vice President – Compliance, Private Wealth Management recruitment
Reporting to the Head of Hong Kong Compliance and working closely with the Head of Wealth Management, you will have oversight for the business’ compliance to global policies and regional regulatory directives. Key duties will include assessing the bank’s current compliance framework across cross-border business conduct, personal account dealing, production and distribution of marketing materials and liaising with Anti Money Laundering colleagues on high risk transactions . You will also set up monitoring programmes for client suitability and the surveillance of trades in addition to reviewing new Read more […]
Business Analyst – Wealth management recruitment
To be considered for this role you must have experience of / in: Data manipulation and analysis and preparing Powerpoint presentations (charts, graphs, tables, editing text.) Accounting skills a plus must be willing to learn financial accounting for wealth management quickly Excellent Excel modelling skills with ability to use pivot tables, advanced formulas and simple macros Extremely proficient in Powerpoint – can quickly create/edit text, charts, tables, graphs resulting in a professional looking document meeting formatting/branding guideline Analytical experience – both qualitative and quantitative Strong Read more […]
Wealth Management Solutions Project Manager
Only suitable for applicants with current or recent exposure to delivery of Wealth Management SolutionsKey Responsibilities: • Assumes ownership and responsibility for small, medium and large client implementations from project initiation through successful implementation.• Ensures that projects are completed on time, within budget and in accordance with established processes and procedures.• Leads teams of implementation consultants, software and system engineers and installation teams through the entire configuration, customization and installation of our CRM/Portfolio Management enterprise Read more […]
Wealth/Relationship manager/Private banker – Modern platform, 2bn plus Independently minded Wealth management platform recruitment
Our client is a leading multi-billion Wealth management plaform, offering superior service and in house and 3rd party products. We are interested in speaking to current wealth/relationship/investment managers who are managing private or institutional money, who would like to move to a larger platform giving increased asset gathering capability, full back office support, access to Equity, Fixed income, Real Estate and commodity teams in house. Many current Wealth managers are not able to offer the service and back office support needed to move from running 50mm to the higher AUM, our client can Read more […]
Director, Wealth Management
Share our pride. Join our mission.As a Fortune 200 financial services company with more than $113.5 billion in owned and managed assets, USAA is on a mission – to facilitate the financial security of our members, the men and women of the U.S. military and their families worldwide. Headquartered on a showcase campus in San Antonio, TX, USAA attributes its long-standing success to its most valuable resource, our 22,000 employees. They are the heart and soul of our member-service culture.Recently Ranked #2 by Business Week in Customer Service, we are recognized Read more […]
Wealth Management Specialist recruitment
Looking for dynamic individuals who have flair for networking and relationship management. They should have inclination towards directly dealing with HNI’s and UHNI’s and suggest them wealth management and investment banking solutions to meet their personal and family-related financial goals. Candidate should have keen interest in chasing revenue targets and should be high achiever Work experience in Singapore/Hongkong market is a must. Role are available all levels (Director/Manager/AM)
Traineeprogramm im Bereich Private Wealth Management Job in Frankfurt Am Main, Hessen Germany
„Ich arbeite mit Kunden, die mich vor ganz besondere Herausforderungen stellen, da sie spezielle Lösungen fordern.“ Erfahren Sie hier mehr über Sean… Die Deutsche Bank zeichnet sich durch ihre Mitarbeiter aus. Daher bieten wir Absolventen ein einzigartiges Traineeprogramm: Wir gehören zu den wenigen Banken, die noch immer einen gänzlich globalen Trainingsansatz verfolgen. Praxiserfahrung ist die treibende Kraft hinter unserem Programm, das zu den umfassendsten auf dem Markt zählt. Maßgeschneidertes Fach- und On-the-Job-Training machen unser Programm zu einem Read more […]
Product Manager wanted for Global Wealth Management Client – Hong Kong recruitment
Our client is looking for a Product Manager on an initial 9-12 Month Contract who will be accountable for the design, development, risk assessment, on-going operation and eventual closedown of products within their scope.The role will be working closely with Product Governance Managers and the business in ensuring the overall governance and oversight responsibilities of product management.The product manager will be responsible for all day-to-day product related activities and will require a detailed technical knowledge of one of the following products: – Investments (Capital markets, Investment Read more […]
