Search Results
Team Leader, Sales & Relationship Management
High calibre and polished individual with excellent client and leadership skills and proven Sales, Business Development and Relationship experience gained from Wealth Management is sought by this prestigious asset management house. Key purpose of the role will be to identify, introduce and develop new investors; grow assets under management with existing clients whilst ensuring client retention and client satisfaction; offer discretionary investment advice (minimum RDR Level 4 is prerequisite); lead and motivate a team to ensure targets are achieved/exceeded. The successful candidate will demonstrate Read more […]
Head of Cash Management Product
Our client, a globally recognised Wealth Management institution, is seeking a new Head of Cash Management Product.The incumbent will be afforded the opportunity to manage the design and delivery of a range of deposit products (active, reserve and strategic cash), with a particular emphasis on product specifications, product positioning, competitor products, cost containment, revenue and profitability, enhancing the Deposit proposition (including near cash) and offering attractive solutions to meet the credit needs of clients.The successful candidate will exhibit an in-depth knowledge of deposit Read more […]
Family Wealth Advisor
Family Wealth Advisor – Wealth Management (Job Number: 1305173)DescriptionIncumbent will hold responsibility for engaging with prospects and/or clients whose investible assets exceed $20MM. The Family Wealth Advisor will work in partnership with regional Portfolio Manager’s but will have direct accountability for advising our largest, most sophisticated and complex prospects/clients. As shared owner for portfolio of +/-50 relationships, incumbent will have responsibility for developing relationship plan for each client and introducing new and/or expanded investment products and strategies where Read more […]
Financial Crime Manager Wealth
A global banking group require a Financial Crime Manager to join their Wealth Management Business. The bank are one of the most recognisable and well regarded brands in banking. They offer an exceptional working environment and are very compliance forward in their company culture The Wealth management AML team are an advisory function that support the business offering advisory across across all disciplines on AML, ABC, CTF Sanctions Issues. This role will work alongside the Senior Managers in delivering high quality advice specific to this business unit. As a Manager you will support the Read more […]
Risk Management
Company Profile:Industrial Securities Co., Ltd (hereinafter referred as “IS”) is a nationwide leading securities company in China, headquartered in Shanghai. In 2011 IS celebrated its 20 years anniversary, one of the very few Chinese securities company with longer history. It is the 5 public listed securities company in Shanghai Stock Exchange with registered capital of 2.2 billion and net capital of 10 billion. IS provides wide-range financial service and consultancy in securities, futures, mutual funds, private equity and cross-border business. Its asset management, research, institutional Read more […]
Business Architect, Strategic Change Management
About Barclays Barclays moves, lends, invests and protects money for customers and clients worldwide. With over 300 years of history and expertise in banking, we operate in over 50 countries and employ over 140,000 people.We provide large corporate, government and institutional clients with a full spectrum of solutions to their strategic advisory, financing and risk management needs. Our clients also benefit from access to the breadth of expertise across Barclays. We’re one of the largest financial services providers in the world, and are also engaged in retail banking, credit cards, corporate Read more […]
Senior Lawyer E*TRADE – Global Wealth Legal
ANZ Global Wealth and Private 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.We believe a vibrant, diverse and inclusive workforce is a business advantage. We support our people to progress and value the unique perspectives, experiences and skills of all employees regardless of gender, age, cultural background, disability, sexual Read more […]
Senior Lawyer, Dispute Resolution – Global Wealth & Private Bank
ANZ Global Wealth and Private Banking 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.We are currently looking for an impressive commercial litigator to take up a Senior Lawyer role in the ANZ Global Wealth Private Bank Dispute Resolution Team. As a Senior Lawyer you will provide legal advice to clients across the Global Wealth and Read more […]
CT Client Services Mgr – Default Management Group
CT Client Services Mgr – Default Management Group – Houston (Job Number: 1304353)BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of Read more […]
Risk Management, Private Banking (AVP)
Scope of Responsibilities:Implementation of new credit risk policies, processes and proceduresDevelopment of new credit guidelines and policy and product paper in close cooperation with front officeAnalyse reports of clients’ data and perform credit analysis on credit risk proposals submitted by Relationship Managers prior to submission for internal approvalReview new credit proposals/reviews and make recommendation for decisions in a timely manner within our stipulated turnaround timeframeFollow up with Relationship Managers ensure that credit renewal schedule are adhered and internal credit Read more […]