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Qualified Accountant with Finance Change experience gained within Investment Banking, Wealth or Asset Management required for Director level opportunity recruitment
The London Regional Accounting team comprises of finance professionals covering financial reporting, product control, operational risk and regulatory accounting. The Business Analyst will support the function managing all UAT testing and interactions with IT and senior stakeholders. The team interact with the whole business, providing client advisors with MI and analysis to support investment decisions, group Financial Control providing regional performance details, operations regarding process and transactional discrepancies and business mangers regarding expenditure and forecasts.The preference Read more […]
Lead Business Analyst, Technology, Wealth/Investment Management, London recruitment
The successful applicant will play a pivotal role in defining business processes and data structures for their front office systems as well as managing a technical BA team.Essential skills• Proven track record working in a Lead BA capacity delivering order management solutions• Excellent data modelling skills of current/future state data models• Manage business process reengineering changes end-to-end• Ensure functional changes are tested before being implemented• Strong UML skills• Carry out functional impact analysis – working closely with the development and architecture teams• Excellent Read more […]
SENIOR AUDIT – ASSET MANAGEMENT AND WEALTH MANAGMENT recruitment
A global renowned client with growing operations within Asset Management and Wealth Management in the Asian region. You will be expected to perform, lead and supervise Wealth Management and Asset Management audits primarily within HK businesses with some involvement in certain overseas audits usually across Asia Pacific. Some travel will be required – approx 20-30% per year. You will ensure comprehensive risk assessment and audit planning to identify at the early stages any relevant risks that need to be factored in. You will act as lead auditor in certain cases and you will need to be an experienced Read more […]
Performance Management- Wealth/Retail- AVP recruitment
Our client is an established regional wholesale bank. It has an established presence in Asia Pacific and is continuing to develop its business in key regional markets.Reporting to the Head of Performance Management, Asia, you will be responsible for supporting all areas of the business with financial analysis and strategic support. This includes business performance management, planning, forecasting, decision support on key growth initiatives, new product proposals, and any business operating model changes. You will work closely with sales management, investment advisory and product management Read more […]
US & Latin America Private Wealth Mangement FPNA Management Reporting – Associate Level recruitment
Position Category: Finance/AccountingPosition Title: US Latin America Private Wealth Mangement FPNA Management Reporting – Associate LevelJob Level: AssociateLocation: USA – NY – New York (485 Lex Ave)Education Required: Bachelors DegreePosition Description:This person will report directly to the Finance Planning and Analysis US Wealth Management Lead. This function is responsible for US and LATAM PWM management reporting related tasks. This person will be responsible for monthly PL consolidation reporting, forecasting, and budgeting. This role also acts as a consolidator for all International Read more […]
Regional Internal Audit Manager – Asset Management / Private Wealth recruitment
You will be responsible for leading team members to perform comprehensive risk assessments and audit planning of the Asset Management and Private Wealth business in the region as well as analysing and presenting the findings to senior management and business heads. You will also be involved the preparation and clearance of audit reports to ensure timely and effective completion and compliance with international standards and regulations.The successful candidate should be a degree holder and a qualified accountant with 5+ years of relevant experience within Asset Management and Private Wealth Management. Read more […]
Head of Management Information – Private Wealth recruitment
The role holder will be a member of the senior management team, with a focus of providing in depth financial analysis to the private wealth business managers. You will be required to be hands on as this is an autonomous role within the finance team.Candidates will need to demonstrate solid experience in providing management information to senior stakeholders. You must be commercial and investigative with a thorough understanding of the Wealth Management sector.Key Responsibilities include:Business Case ModellingBudgeting ForecastingProfitability – revenue and cost analysisStrategic PlanningThe Read more […]
Internal Audit, Senior Associate, Wealth/Asset Management recruitment
A leading Investment Bank is looking for a first class Internal Auditor to join the regional audit team. The team is responsible for carrying out risk based audits as well as advising senior management across the business. This role will focus on the Wealth and Asset Management division. Responsibilities: Perform risk assessments and assist in developing audit plans Provide subject matter expertise for Wealth Asset Management business audits Carry out business audits, working closely with IT auditors on integrated audits Identify emerging business risks and report audit findings promptly Read more […]
Marketing and Investment Management Support Executive – Wealth Manager. recruitment
My client, a successful boutique wealth manager specializing in investment management services to intermediaries and private clients is looking for a team assistant for their portfolio management team and their marketing team.Your responsibilities will be varied and you will be able to work with different areas, learning from different experienced people:Responsibilities:-Assist the marketing and communications team with presentation materials and investment papers-Attending Client meetings with the portfolio managers to act as support-Assist the CIO with daily tasks and take minutes at portfolio Read more […]
Senior Legal/Compliance Officer | Leading Wealth and Asset Management Group – Zurich recruitment
Senior Legal/Compliance Officer | Leading Wealth and Asset Management GroupZurich, SwitzerlandSalary: 120,000 CHF – 160,000 CHFOther benefits: Executive level benefits package, stock options, car and housing allowance.Relocation will be provided (if required).A leading Wealth and Asset Management Group is looking for a Senior Legal/Compliance office to support the risk team over transaction processes and counterparties. The firm is investing a large percentage of its 2012 budget on its legal and compliance sector due to the regulatory changes and have made it very clear that this is a division Read more […]