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Private Wealth Sales
My client, a successful global asset manager, is looking for a Sales person to focus on the Private Wealth market in the UK, dealing predominantly with High Net Worth Individuals, Private Banks and Family Offices.Key Responsibilities:*Sales – make outbound calls to introduce the business and arrange meetings, and attend and take part in prospect meetings*Strategic market planning – assist with research relating to prospecting, assist with the coverage plan and identify development areas*Day to day management of client accounts – respond to general client queries and portfolio-specific Read more […]
Wealth and Investment Consultant
Wealth Management ConsultantCapco are looking for Wealth Management Consultants to join the Wealth Practice. Applicants will have experience of project work within wealth management, private banking or Investment management. You will have a strong understanding of the project life cycle, process design, system implementation transformation programmes.You have in-depth knowledge of at least one of the following areas: – Management of Client Relationships – CRM Applications – Financial Planning – Portfolio Management / Investment Advisory – Wealth Structuring (Tax, Trusts, Estates, Read more […]
Morgan Stanley Investment Management Operations
Position Category: OperationsPosition Title: Morgan Stanley Investment Management Operations – Derivative Operations SpecialistJob Level: DirectorLocation: United Kingdom – LondonEducation Required: Refer to Position DescriptionPosition Description:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion Read more […]
Asset Wealth Managment RFP Writer
It’s what drives us. More than a claim, this describes the way we do business. We compete to be the Global provider of financial services, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international, and shaped by a variety of perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is nurtured. And at every level agile Read more […]
Assistant Vice President, Agency Management Officer II, Global Wholesale Banking Technology & Operations
Overview Bank 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 Read more […]
Credit Specialist/Manager, Wealth
This is an exciting wealth management business with a clear agenda for growth. This is an integral role in support of the Credit Product team’s strategy to significantly increase the penetration of its product offering in London and the Channel Islands. You will act as the key interface in the creation and delivery of credit products/solutions, and in doing so requires broad knowledge of risk management policy and lending practices. Working closely with front line Relationship Managers to assess client’s requirements to tailor credit solutions, you will need to balance risk with the commercial Read more […]
Global Wealth Manager Hiring Asset Allocation Quants/ London/ £ Negotiable
Role:- My client are looking for a Quantitative Analyst to support the development and implementation of quantitative tools for commercial applications. The role will focus on risk analysis of their Wealth products and portfolio risk analysis across a wide range of portfolio solutions. Your role will involve asset allocation modelling. You will be expected to maintain asset allocation models for risk profile funds, liaise with the implementation team on changes to allocations, new managers, implementation and transitions. You will analyze existing strategic holdings and the relationship of Read more […]
Sr Director Portfolio Management, Team Leader
Sr Director Portfolio Management, Team Leader – Wealth Management (Job Number: 1303404)DescriptionThe Team Leader leads a team responsible for the management of assigned client relationships. These may include personal trusts, agency, estate, charitable, pension and institutional accounts. Fully accountable for all legal and investment aspects of their Team’s assigned accounts. The Team Leader is also responsible for managing the revenues and expenses of a cost center and all of the people assigned to that cost center. The Team Leader will work with the Manager of Portfolio management for formulate Read more […]
Morgan Stanley Investment Management Operations
Position Category: OperationsPosition Title: Morgan Stanley Investment Management Operations – Derivative Operations SpecialistJob Level: DirectorLocation: United Kingdom – LondonEducation Required: Refer to Position DescriptionPosition Description:Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm’s employees serve clients worldwide including corporations, governments and individuals from more than 1,200 offices in 43 countries.As a market leader, the talent and passion Read more […]
Wealth Advisory- Compliance
Working for Wealth division of a larger Investment Bank, my client is looking for an advisory specialist on a contract basis.The successful candidate will report locally to the Head of Wealth Management Compliance UK based in London.The successful candidate will be required to undertake the following:A complete review, reconciliation and update of asset management compliance policies from a regional, group and industry best practice perspective.A complete review, reconciliation and update of compliance training to ensure it is aligned with the current and expanding business model of the firm.Assist Read more […]