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Asset Management – WealthManager+ and Direct Client Business Proposition Manager – Associate/VP recruitment
The FunctionJ.P. Morgan Asset Management’s UK Retail Direct Client business has circa US$3.7bn of assets under management and circa 130,000 clients. The key business objectives are to maximise retention of these existing clients/assets as well as acquire new clients.The J.P. Morgan WealthManager+ platform enables clients to manage all their investments in one place. This online wrap platform supports both the direct client OEIC and Investment Trust businesses. WealthManager + provides products and services which include ISAs, a self-invested pension plan (SIPP), risk profiling and research tools Read more […]
Senior Risk Manager, Retail Lending & Wealth Risk Management recruitment
APPLICATION INSTRUCTIONS: 1. Resumes must be submitted online only, through the (RMS) Recruitment Management System. All interested candidates must submit their profile by clicking on the “apply” button: https://www.cibc.com/ca/inside-cibc/careers.html. Apply to job number J1011-0285. Please do not email your application to the recruiter or hiring manager. 2. Late submissions will not be accepted. 3. CIBC thanks all applicants for their interest, however, only those selected for an interview will be contacted. 4. Please note that if you are selected for an interview, due to volumes of applicants, Read more […]
Director – Risk Management – Wealth recruitment
Director – Risk Management – Wealth Sydney CBD $140,000 – $180,000 + super + bonus My client is a leading global investment bank currently looking for a risk director to join their expanding wealth management division The role will act as the 2IC to the executive director and will be embedded into the wealth division advising all key business stakeholders from a value add perspective Ideal candidate CA/CPA qualified Big 4 background preferred, but not essential Financial Service experience, ideally wealth management 7-10 years experience Product knowledge e.g. equities, fixed Income, derivatives, Read more […]
Manager, Supervision & Control (Global Wealth & Investment Management) 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 […]
International Records Management Officer
International Records Management Officer:My client is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management servicesAn excellent benefits package is on offerRequirements: Detailed working knowledge of Records Management, Risk Management, Legal and Compliance requirementsAbility to work with key internal stakeholders including Audit, Compliance, Information Technology, Legal, Risk, and senior management Ability to work with external stakeholders (Consultants, Legal Counsel, etc.) in the Read more […]
Head of Client Services, Asset Management
Our client, a highly reputable global asset manager has an opportunity for an accomplished Head of Client Services requiring proven team management experience. The remit is wide – Client Account Management, Client Reporting Client On-boarding.As the Head of Client Services, you will be accustomed to working in a client facing capacity, have prior experience of evolving a client reporting function through contributing new ideas, recommending changes and implementing new procedures to ensure excellence. Your remit will include overseeing and assisting BAU client reporting production. The Head Read more […]
Senior Auditor, Investment Management
My client is an international bank that operates in more than 30 countries worldwide is currently looking for a Senior Auditor t to join their audit team covering Wealth and Investment Management part of the business. The company offers an unrivalled training and progression opportunities and is well know for retaining talent.As Senior Auditor in a vibrant team, you will work collaboratively with others to develop strong client relationships, undertake audit testing and support delivery of the audit plan. You will be expected to enhance the business’ controls by advising the team and consistently Read more […]
Transitions Specialist, Asset Management
This highly reputable asset manager has an opportunity for an accomplished new Client Transitions Specialist to facilitate end-to-end transitions across the business. A rare opportunity to work for this top performing boutique who take a collaborative approach and offer rewarding careers to top performers.As a Transitions specialist, you will come from an institutional asset management firm ensuring the integration of all new institutional clients investing in Fixed Income and Derivatives supporting the firm’s business development and client service efforts. Working within a technical capacity, Read more […]
Prestigious Wealth Manager
New opportunities for recent school leavers interested in AAT. Our client is a prestigious wealth management firm who are seeking a recent school leaver to join their accounts payable team. Within the role you will be producing a large number of invoices and entering them into the purchase ledger. This will entail matching, batching and coding these invoices, using your high level of attention to detail to correctly do so. After entering these invoices you will be assisting with the bacs/cheques payment runs. You will be offered the opportunity to study your AAT within this role, providing Read more […]
Lead Internal Auditor- Asset Management
Lead Internal Auditor – Asset Management – LondonBetween £65,000-£75,000 + benefits and bonusMy client is a hugely successful active investment manager with significant presence globally and specific long-term focus around all investment strategies. The UK is a hub for most EMEA and Asia Pacific and is the main global site outside of the US. The company covers both retail and institutional investments and has an impeccable reputation and is known for being one of the most successful Fund Managers in the market. The company is currently looking for a Lead Internal Auditor for EMEA AP to Read more […]