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RELATIONSHIP MANAGERS, PRIORITY BANKING / WEALTH MANAGEMENT recruitment
Priority banking and wealth management products and services is one of the key focus areas for this bank in the UAE. The importance of catering to the growing needs of our clients and establish sustainable non-fund based income is the primary driver of the initiatives and business goals planned for the wealth management business. In this context, the Relationship Manager is A position entrusted with task of acquiring HNWI customers and cross selling banking wealth management solutions. A self motivated, go getter, ambitious and performance driven individual who operates with minimal supervision. Read more […]
Compliance Officer – Private Wealth Management recruitment
Job Description Providing advice and support to business projects and issues requiring compliance inputManaging compliance-led projectsProviding review and sign-off of marketing materials prepared for distribution to clients / prospectsReviewing and approving client account and trade activity from an Anti-money laundering and a suitability perspectiveProviding support for / responding to general compliance-related queriesDevelopment and implementation of compliance-related policies and proceduresImpact analysis and implementation of regulatory changes affecting the PWM businessTrade Read more […]
Associate Wealth Management Advisor, Denver, CO Job in Denver, Colorado US
Associate Wealth Management Advisor, Denver, COTHE COMPANY TIAA-CREF is a Fortune 100 financial services company that is America’s leading retirement system for people who work in the academic, research, medical and cultural fields. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver and some 65 offices nationwide. The company has a workforce of approximately 7,000 employees. TIAA-CREF’s retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, Read more […]
Director, Head of Strategic marketing / products and services – International Wealth Management recruitment
We offer you to join as the manager of this team, as Head of International Wealth Management “Customer proposition”.This senior management position is responsible for defining / desining the “Customer proposition” for each market segment and to deliver it to the Marketing and Sales teams:Business domains / customer segments- Corporate and Trust businesses in the Channel Islands / Isle of Man, including financial intermediaries and trusts- Retail bank clients in the Islands with a full product and service set- International mass affluent and affluent customers (investments, savings, international Read more […]
Relationship Manager (Wealth Management, Australian Expat)
You will be formulating business and marketing plans for Australian Expat Strategies, and responsible for revenue generation of this business. You will work on supporting clients on the advisory of the likes of relocation package, corporate employee scheme, marketing promotion expense budget, etc. The ideal candidate should be degree qualified with at least 7+ years of relevant experience with a reputable financial institution. The role will need someone with existing Aussie network in Singapore, as well as strong track record in developing client relationship.To apply, please submit your resume Read more […]
Wealth Management Development Manager (VP) – Top-tier Private Bank
Responsibilities: • Overall development lead having end-to-end responsibility for all technical aspects of a project, including development effort estimation, application design, coding standards, problem resolution etc• Takes a key role in a projects whilst manages local and remote development teams• Controls quality of application development by making sure the architecture and development guidelines/rules are followed• Provides coaching/mentoring/assistance to development team members to ensure on time, high quality production deliverables• Manages the knowledge base for the projects Read more […]
Mobile Apps Developer per l’Area Wealth Management & Personal Finance recruitment
1 Mobile Apps Developer per l’Area Wealth Management Personal FinanceIl candidato sarà inserito in team di progetto rivolti a intermediari finanziari italiani e internazionali e parteciperà allo sviluppo di applicativi per la finanza.Il candidato ideale ha età inferiore ai 32 anni e ha maturato un’esperienza di 3-4 anni nel campo dello sviluppo software. Sono richieste competenze in:Programmazione web (HTML, CSS, javascript) e librerie orientate ad applicazioni mobile (jquerymobile, phonegap, ecc)Programmazione mobile in ambiente ios e androidProgrammazione con tecnologie java con architetture Read more […]
Wealth Management Consultant Job in Irving 75038, Texas US
Acts as a wealth management generalist or a product specialist; profiling marketing and business plan development in partnership with financial advisors, managing a pipeline of cases. Designs case analyses and illustrations for financial advisors. Provides standard to moderate technical product support on Investment Management, Family Risk Management, Retirement Planning, Business Planning, Education Planning, Estate Planning, Insurance, Variable Annuities and Advisory Services. Builds and maintains relationships with internal and external contacts to identify sources of technical information and Read more […]
Wealth Management Solutions Business Consultant
Only suitable for applicants with current or recent exposure to delivery of Wealth Management SolutionsRole Responsibilities• Responsible as a team member in the implementations of Wealth Management Platform and a strategic front and middle-office private wealth management solution. The Business Consultant will need to become a product expert in a short amount of time and remain up-to-date as product and industry changes require• Analyzes the clients business processes, related URPS and actors• Designs the Portfolio Management and CRM software solution (data and functional specifications, Read more […]
Head of Wealth Management Compliance recruitment
Requirements: • Must be a graduate of a tertiary institution • Must have at least 8 years of experience in banking working experience in wealth management compliance • Familiar with Singapore laws and regulations • Have good understanding of control concept as well as compliance rules and regulations