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Wealth Adviser
Your responsibilities will include:· Delivering a consistent and tailored wealth management service to our Premier clients· Developing long term, in depth client relationships with clients · Acquiring new clients with proactive strategic planning to maintain and grow · Leading Premier actives to ensure opportunities are identified and client needs are met effectively, maximising all available resources· Must at all times comply with the relevant investment codes issued by the regulators on Jersey, Guernsey or IOM· Comply with the relevant Group standard including GHQ and the Regulatory Read more […]
Derivatives Reform Consultant (Dodd-Frank, EMIR, MifiD II, Operations, Change Management)
My client is looking for a Derivatives Reform Consultant (Dodd-Frank, EMIR, MifiD II, Operations, Change Management) to work with top-tier investment banking and wealth management clients. The Derivatives Reform Consultant (Dodd-Frank, EMIR, MifiD II, Operations, Change Management) will be working on derivatives reform projects, with a particular on regulation (Dodd-Frank, EMIR, MifiD II). The Derivatives Reform Consultant (Dodd-Frank, EMIR, MifiD II, Operations, Change Management) will have a highly delivery focussed role, working on change and delivery projects and having a profound impact on Read more […]
Private Wealth Sales
A respected multi-functional house, with a breadth of investment product divisions covering institutional, corporate, and investment management markets, the firm are looking to increase their market presence within the UK and European private wealth space. Having attracted a number of significant individuals to the business in recent years, the firm are taking an ambitious yet measured approach to this market. As such, candidates will need to have quality relevant experience and will be held to high professional standards. The role will focus on: Advising, executing and pro-actively selling to Read more […]
Senior RFP Writer, UK Asset / Wealth Manager
Our client is a leading UK asset/wealth manager with a wide range of successful funds. They are seeking to hire a Senior RFP Writer. Key responsibilities include preparing comprehensive written responses to institutional and wholesale RFP’s/RFI’s from clients and prospects in the UK, maintaining standard product RFP’s, developing strong relationships with internal and external contacts in order to write and edit content for questionnaires and helping to develop institutional sales material and presentations. The successful candidate will ideally possess proven RFP experience gained in institutional Read more […]
Private Wealth Manager, Investments
Private Wealth Manager, InvestmentsCommonwealth PrivateMelbourne CBDCAN YOU changethe way a company does business?DO YOU want to work in a growing and successful business that has authentic and visionary leaders?Who are we?Commonwealth Private provides outstanding personal service and trusted advice to sophisticated Investors. Quite simply, our breadth of experience means that we can offer clients a comprehensive range of solutions as well as market leading products and innovative investment opportunities.You will:A Private Wealth Manager, Investments is responsible for developing and managing Read more […]
Associate Adviser – Commonwealth Financial Planning
The Commonwealth Bank Wealth Management Group is one of Australia’s leading providers of integrated financial services. Innovative and cutting edge, CBA wealth management is deploying video conferencing throughout the branch network in order to ‘Bring the Bank back to the Branch’ With this technology, CBA will be able to give customers the ability to meet all our specialists from the branch of their choice at the time of their choice.Commonwealth Financial Planning has been providing financial advice to Australians for more than two decades. We are one of Australia’s largest and best resourced Read more […]
Project Managers & Consultants – Investment Management
Our client is a highly respected Investment Management Consultancy. It works with Investment Managers, Wealth Managers and Hedge Funds to deliver technology and business process improvement initiatives and is seeking consultants, project managers and business analysts to join the team. Previous consultancy experience is highly desirable. Currently working with a leading investment manager, hedge fund, consultancy firm or technology vendor, you will have extensive experience of working on strategic IT and business change programmes through the full project life cycle. Involvement in major transformation Read more […]
Investment Advisory / Consultant for Private Wealth Clients
Responsibilities You will work closely with relationship managers to provide total wealth planning and advisory to HNW clients. Focusing on mainly the Equities and FX Market. Ability to create and/or facilitate multi-areas of wealth solutions from investments, insurance, estate/trust Construct, manage and monitor investment portfolios together with the relationship managers. In wealth protection and transfer needs, you will work closely with product specialists to provide solutions that you uncover in client’s wealth protection and transfer plan. Follow through with the investment, wealth protection Read more […]
MLRO – Global Wealth Manager
MLRO – Wealth Asset Manager – London An opportunity has arisen for an MLRO at a leading global wealth and asset manager that provides International private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients across the world. Responsibilities will include:Providing leadership to the business on all matters relevant to financial crime prevention across jurisdictions, including escalating significant matters promptly, providing additional information, analysing and interpreting legal, regulatory and internal Read more […]
Head of Finance, Retail Wealth
Insurance and Retail Wealth Focus Critical role reporting to GM, Finance nabWealth Working closely with EGM GMs within Retail WealthAt NAB, it’s all about our people reaching their full potential, and in MLC/ nabWealth that means transforming talent into leadership. MLC/ nabWealth manages $136.7 billion on behalf of individual investors and corporate customers in Australia. MLC’s multi-manager options combine the expertise of up to 39 leading investment managers from around the world and makes MLC is one of the largest multi-managers in the world. MLC holds the number two position for personal Read more […]