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Financial Services Office Advisory Manager – Wealth Management recruitment
Being part of a dynamic, growing organization offers an exciting career path full of opportunity. Ernst Young’s Financial Services Office (FSO) is a unique, industry-focused business unit that provides a broad range of integrated services which leverage deep industry experience with strong functional capability and product knowledge. With a client base that includes financial institutions and other capital markets participants, there’s tremendous potential for growth – and we’re prepared to tap into that potential. Our FSO team takes a strategic approach to helping clients mitigate risk while Read more […]
Wealth Management Advisor-Honolulu, HI Job in Honolulu 96801, Hawaii US
Who is TIAA-CREF? TIAA-CREF is a Fortune 100 financial services organization that is the leading retirement provider for people who work in the academic, research, medical and cultural fields. TIAA-CREF serves 3.7 million active and retired employees participating at more than 15,000 institutions and has $464 billion in combined assets under management (as of 12/31/11). Visit us at www.tiaa-cref.org/about/careers Who is TIAA-CREF? For more than 90 years, TIAA-CREF offers a range of investment products and services Read more […]
Principal Auditor – Asset & Wealth Management (Associate & AVP) recruitment
for our clients. This is made possible by our people: agile minds, able to see beyond the obvious act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile minds are rewarded with competitive pay, support and the opportunity to excel.Named the “Best Global Investment Bank“ in Euromoney Magazine’s annual Awards for Excellence, Deutsche Bank is a leader in Germany and Europe and is continuously Read more […]
Paraplanner – Wealth Management Company in Manchester recruitment
The role will include report writing, valuations, meeting packs, preparing client letters, spreadsheets, and offering training to support staff. Extensive IT knowledge is required within the role and a genuine interest in the financial world, a ‘want-to-learn’ as much as possible attitude, a drive to want to improve the standard of personal and company work, and confidence in own ability is also necessary. Financial qualifications are essential (FPC)
Business Consultants – Private Wealth Management recruitment
Headquartered in Geneva and with more than 60 offices in 41 countries, Temenos serves over 1,500 financial institutions in more than 125 countries across the world.According to IBS Intelligence, which maintains an annual league table, TEMENOS T24 has been the first or second best selling core banking solution for the last 12 years and in 2010 was the best selling solution for the fourth year in a row. Forrester ranks Temenos as one of only two global power sellers (Forrester Global Banking Platform Deals Report 2009) and Temenos has been the winner every year since its launch of the Best Core Banking Read more […]
Senior Compliance Manager – Private Wealth Management (VP) recruitment
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, 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 global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking Read more […]
Charles River Expert / Product Specialist – OMS, equities, fixed income, investment bank, asset management, wealth management recruitment
Charles River Expert / Product Specialist – OMS, equities, fixed income, investment bank, asset management, wealth managementExciting opportunity for a Charles River Expert to play a decisive role in the delivery of a major global OMS (Order Management System) transformation for a leading global investment house.As the Product Specialist you will support the Global Product Team, the Global Test team and the Business to ensure the Charles River Order Management System (OMS) + (PMS) solution is fit for purpose. You will also assist with testing, training; support and implementation of the Charles Read more […]
Marketing Manager Citigold Wealth Management Job in Long Island City, New York US
Reference Code: 11046736Location: Long Island City, NY, USAEducation Level: Bachelor’s DegreeDescriptionCreate marketing materials for CWM field as well as educate bank personnel on CWM initiatives. Meet with and get feedback from FAs and RMs in the field on a consistent regular basis.Manage agency on marketing collateral and sales tools for FAs/RMs to use with clients.Partner with product organization and provide support to execute product focuses and field communicationsWork with sales management to understand key business drivers and take accountability to drive sales resultsWork Read more […]
Head of Private Wealth Management Compliance
The Head of PWM Compliance will be responsible for managing a team charged with keeping the business advised as to regulatory changes from the appropriate regulatory bodies. The PWM Officer will also be responsible for the drafting of policies and procedures, managing staff of 5, training and other compliance related functions. Knowledge and experience of high net worth clients is a a must. JD or MBA a plus
Presales consultant for the Private Wealth management solutions vendor recruitment
• Participate in defining the prospect’s business requirements, needs, and objectives, and creating product demonstrations that exemplify how the client’s solution can best meet their requirements. • To engage, strategize, and team with Sales Managers and partners in various sales situations developing innovative and competitive customer solutions. • Ensure that business requirements of customers and prospects are clearly understood, translated, and architected into enterprise solutions. • Promotes the client’s products in the assigned territory by Read more […]