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Portfolio Advisory Services: Relationship Management/Business Development Associate
Reporting to the VP of Relationship Management this role provides a unique opportunity to interact with sophisticated investment advisors, investment consulting firms and ultra-high net worth clients nationwide. The ideal candidate should be dedicated, self-motivated, highly organized, analytical, and intellectually curious, while possessing the drive to grow professionally within the firm. Additionally, the ability to build strong relationships both internally and externally is essential. Principal Duties and Essential Functions: Synthesize complex information into client ready presentations Read more […]
Portfolio Advisory Services: Relationship Management/Business Development Associate
Reporting to the VP of Relationship Management this role provides a unique opportunity to interact with sophisticated investment advisors, investment consulting firms and ultra-high net worth clients nationwide. The ideal candidate should be dedicated, self-motivated, highly organized, analytical, and intellectually curious, while possessing the drive to grow professionally within the firm. Additionally, the ability to build strong relationships both internally and externally is essential. Principal Duties and Essential Functions: Synthesize complex information into client ready presentations Read more […]
Audit Manager, Asset Management
STATE STREET’S CORPORATE AUDIT DEPARTMENTAt State Street, our people are our most valuable — and valued — resource. We know that smart, skilled, productive employees are essential to our company’s continued success. As a leading provider of financial services, with operations in 26 countries and more than 29,000 employees worldwide, we work hard to provide an environment where every employee feels engaged, valued, and well-equipped to reach their full potential.State Street’s Corporate Audit Department carefully recruits staff with a combination of backgrounds, including prior audit experience Read more […]
Sr. Managing Counsel, Private Banking/Wealth Mgmt Job
Sr. Managing Counsel, Private Banking/Wealth Mgmt (Job Number: 1311769)DescriptionBNY Mellon is seeking a dynamic, highly experienced attorney with responsibility for the legal affairs our Wealth Management and Private Banking business. This role provides solution driven legal services to senior leaders within Wealth Management and Private Banking and additionally, manages the attorneys and legal personnel supporting these businesses. This position reports to the BNY Mellon Deputy General Counsel responsible for Investment Management and is part of the Investment Management Legal Teams senior leadership. Read more […]
Wealth / Private Banking Trainers
Wealth/Private Banking – Trainer/CoachOur client a Global Bank, is targeting growth in their leading wealth management division. They serve affluent, high net worth and intermediary clients worldwide, providing international and private banking, fiduciary services, investment management and brokerage.As a major global provider they are engaged in retail, commercial banking, credit cards, investment banking, wealth management and investment management services with an extensive international presence.We are actively recruiting for the Wealth Management division of this prestigious bank, for Read more […]
US Wealth Advisory Manager Research Consultant Team Analyst
Within the Client Businesses Group, we pride ourselves on creating, communicating, and delivering investment solutions for clients worldwide. To that end, we have teams of professionals with expertise in the many functions that combined make this effort successful and sustainable, including relationship management, marketing, sales, client service, and product development and management. We serve institutional and retail clients in more than 60 countries, including pension funds, foundations, endowments, official institutions, insurance companies, subadvisory relationships, high net worth individuals, Read more […]
AF3 Wealth Planning Analyst
Key Roles: Supporting Private Bankers/Relationship Managers to assist with financial planning for clients Attending client meetings, managing relationships and acting as first point of contact Writing reports for HNW clients Focussing mainly on pension advise but also tax and investment planning Key Attributes: The AF3 qualification or equivalent is ESSENTIAL Experience in a financial planning/wealth management role Educated to degree level or equivalent “Mason Blake acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. Mason Blake Read more […]
Onboarding Document Management
An excellent opportunity has arisen for an experienced Compliance professional, to join the Wealth division of a top tier investment bank. With a focus on document management, you will be the main point of contact for account opening and maintenance queries. Key Responsibilities will include: checking and approving account documentation ensuring it complies with all regulatory guidelines, completing daily/ weekly document risk control checks, hosting training sessions to ensure document maintenance processes are understood and adhered to and producing Management Information (MI). The successful Read more […]
Financial Advisor Chanel Management (London)
RESPONSIBILITIES: Client facing marketing role developing relationships with senior investment professionals including but not limited to CIOs, asset allocation committees, portfolio manager, ETF researchers, etc. Build and drive MSCI’s UK/European business targeting wealth, financial advisors and platforms with the goal of substantially expanding awareness and use of MSCI indices, including as the basis for financial products. Candidate should be solutions oriented and have a strong understanding of the global markets, investment strategy, the various uses of indices in the investment Read more […]
Investment Management Associate, PC
The US Wealth Advisory serves institutional and retail clients, including corporate, public, union and industry pension plans; insurance companies; third-party mutual funds; endowments; foundations; charities; corporations; official institutions; banks; and individuals worldwide.Professionals within the team work together to deliver a full range of asset management, risk management and advisory services relevant to clients’ investment needs. Unified under one global client platform, individual client businesses are accountable for client relationships and distribution of products and services Read more […]