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Analyst, Corporate Finance, Portfolio Management
Analyst, Corporate Finance, Portfolio Management Sydney CBD ABOUT THE BUSINESS: Corporate Financial Services (CFS) is part of the Business and Private Banking (BPB) business unit of the Commonwealth Bank. The CFS team serves over 12,000 clients with complex financial needs and over $10m in revenue. The division is well placed to provide medium and large companies with access to a wide range of financial services with approximately 800 professionals in nearly 50 locations across Australia. Corporate Finance Portfolio Management (CFPM), which is part of CFS, was recently established to provide specialist Read more […]
Private Wealth Manager
An excellent opportunity has arisen for a Private Banker/Wealth Manager to join a team that services a professional services group of clients in the Emerging HNW space (threshold is $1m of cash and investible assets).CBD location, SydneyFinancial institution with a global influential presencePrivate Banking, servicing an Emerging HNW portfolio of clientsResponsibilitiesA hybrid role between managing around 140 professional service clients and winning new clients through new business development, cross sell and referralsCollaborating with other partners (Risk, DCM, Advisory, ECM) across the bank Read more […]
London Head of Equity Market Risk Management
London Head of Equity Market Risk ManagementHSBC who we areWith over 7,200 offices in 85 countries, we are the leading international bank, delivering services and products to around 89 million customers worldwide. We combine extraordinary global reach with in-depth, hands-on local knowledge. That means we can provide people from different cultures and walks of life with the financial support they need. The support that helps them live the life they want.A world of opportunityHSBC is a global platform for careers. We currently employ well over 300,000 people around the world. Given the breadth and Read more […]
Portfolio Management Operations
Position Description We are seeking a proactive and experienced supervisor/ manager to join our Investment Management Services team at Wilson HTM to help build out our existing and planned service capability. The team is responsible for the administrative management and control of investment portfolios, performance and tax reporting to clients via WRAP services, Discretionary and Non-Discretionary advice products. This role is a 12 month contract for maternity leave cover. The successful candidate will have a demonstrable experience in a similar role and will possess the technical capability and Read more […]
Portfolio Management Operations
Position Description We are seeking a proactive and experienced supervisor/ manager to join our Investment Management Services team at Wilson HTM to help build out our existing and planned service capability. The team is responsible for the administrative management and control of investment portfolios, performance and tax reporting to clients via WRAP services, Discretionary and Non-Discretionary advice products. This role is a 12 month contract for maternity leave cover. The successful candidate will have a demonstrable experience in a similar role and will possess the technical capability Read more […]
Senior Manager Wealth Strategy – ANZ Global Wealth & Private Bank
ANZ Global Wealth and Private Bank are exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we’re on a journey creating a super regional bank. Connected by integrity and clarity and strategy, there is a real sense of excitement about the future. The possibilities are endless.As a key member of the Global Wealth Strategy team the Senior Manager Wealth Strategy is responsible for delivering a number of key priorities for the Global Wealth Division, specifically, providing input into the Wealth strategy development (3 year plan) Read more […]
Wealth Manager
High calibre highly polished individual with strong academics and relevant professional qualification (minimum RDR Level 6) and proven Wealth Management experience sought by this prestigious asset management house. Key purpose of the role will be to both maintain existing and develop new investment business, providing investment expertise for the firm’s discretionary wealth management solutions and ensuring suitable asset allocation for individual client profiles. The role has a UK (mainly London) client focus and will involve the ongoing development of client relationships, supporting sales Read more […]
Senior Multi Manager/ Fund Selection Portfolio Manager – Wealth Manager
They are looking for someone who has a genuine passion for fund selection, asset allocation and interacting with senior investors across Europe. They would like someone to be able to communicate fluently about all asset classes and have the necessary skills to engage with all their internal and external clients. The portfolio manager will need to interact with the sales force and may be periodically called upon to aid in prospecting. Moreover, you should be competent at presenting (in English and German), explaining investment strategy and performance to institutional, advisor and retail audiences. You Read more […]
US Wealth Advisory Business Strategy
BlackRock’s US Wealth Advisory business (“USWA”) manages over $700bn of assets on behalf of US retail investors across a diversified suite of investment strategies and vehicles. As part of a broad strategic review and ongoing internal integration of legacy business units, USWA is working to execute on a range of major initiatives to position our business for market leadership. The US Wealth Advisory COO team is responsible for driving overall business unit strategy and execution against our strategic objectives. Our group, reporting to the Head of US Wealth Advisory, forms the “connective Read more […]
Risk Management Reporting Analyst/ Associate
Position Description Morgan Stanley is a global financial services firm and a market leader in investment banking, securities, investment management and wealth management services. With more than 1,200 offices in 36 countries, the people of Morgan Stanley are dedicated to providing our clients the finest thinking, products and services to help them achieve even the most challenging goals.The Market Risk Department is an independent risk oversight function. It is measures, monitors, reports and manages market risk throughout Morgan Stanley. Its tasks include measuring market risk using Value at Read more […]