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Morgan Stanley Investment Management Operations: Fixed Income Operations Specialist
Position Category: OperationsPosition Title: MSIM Operations: Fixed Income Operations SpecialistJob Level: AssociateLocation: 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 of our people is critical Read more […]
Discretionary wealth manager
This is a fantastic opportunity to be involved in one of the UKs largest Global Asset Management firm. Our client is looking for an Discretionary wealth manager to join their Global asset management business. The primary responsibility of this role is to provide investment expertise for the firm’s discretionary wealth management solutions and ensuring suitable asset allocation for individual client profiles. This role will involve the retention of existing clients but also develop new investment business. The role has aUK(mainlyLondon) client focus and will involve the ongoing development of client Read more […]
Director, Credit Risk Programme Management
The Wholesale Credit Transformation Programme team sit within the Global Risk Infrastructure Team in the Wholesale Credit Risk function. The team provides support across a number of risk related activities including Change delivery across the business as well as risk systems including maintenance and support. The team also has responsibility for Credit Risk Reporting, Risk models and Basel and Regulatory support as well as Data Integrity amongst others Main function of the jobAs Programme Lead/Change Manager in the Wholesale Credit Transformation Programme, you will lead the delivery of the Credit Read more […]
Senior Wealth Planner
You will provide direct support to the North Asia teams and will present relevant training and regular reporting to RMs and proactively build strong and trusting partnerships with RMs and other selected specialists. You will attend and contribute at meetings, business development working groups etc. with RMs and maintain careful watch on developments in specific market(s) allocated, as well as communicate these efficiently and timely to the Regional Head and RMs for action and briefing to clients where necessary. You will participate in meetings and discussions with Clients, RMs and professional Read more […]
Client Management & Investment Analyst
Our highly prestigious client with a global presence is seeking an Analyst to join their bright and ambitious team in London. The role sits within the client management side and is a perfect blend of investment and client management responsibilities. You will be required to support the relationship manager with existing clients in addition to introducing new clients to the business. Your role will be varied and exciting and include liaising with Portfolio Managers, conducting research and creating presentations.Your profile: -· Highly analytical, numerate with a genuine interest Read more […]
Investment Management Associate
Convergent Wealth Advisors is an objective, open-architecture wealth management firm with over 250 clients and $10 billion in assets under advisement. Our typical relationship is a high net-worth individual or institution with approximately $25-45 million, and we provide our clients specialized investment management, portfolio advisory and performance measurement services. We are headquartered in Potomac, Maryland have offices in Los Angeles, New York, and Portland, OR. We have an immediate need for an Investment Management Associate at our New York location. POSITION SUMMARY The main Read more […]
Wealth Strategist, Team Leader
Wealth Strategist, Team Leader – Wealth Management (Job Number: 1212306)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 New York Read more […]
Head of Cost Management
Investigo are recruiting for the Wealth Division of a leading bank, who are seeking a Head of Cost Management to lead a team of four.Effective and efficient cost management is a key priority for the Wealth Division in 2013. This high profile role will be responsible for implementing and executing a multi-dimensional end to end cost process to deliver sustainable value efficiency. This is a new role and the job-holder will have an extensive remit, sponsored by the CEO and CFO, to identify and drive through cost reduction initiatives. Person Requirements:Minimum 5 years experience in banking / financial Read more […]
Assistant Wealth Planner
You will ensure all relevant bank policies and principles are effectively applied in managing risks inherent in the provision of Wealth Planning Service and comply with Key principles. You will prepare all necessary client documentation including Trust deeds, Trust application questionnaires, company management agreements, fee letters, schematic of structures etc. as requested by Wealth Planners. You will prepare all relevant ancillary documentation to establish new structures for each of the Trust entities. You will submit the new business package to New Business Acceptance Committee for Read more […]
Project Managers & Consultants – Investment Management
Our client is a leading 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 business change programmes or the implementation of investment management systems through the full project life Read more […]