Search Results
Banking Conflicts Manager, Firm Management
Position Category: Management – Firm/ExecutivePosition Title: Banking Conflicts Manager, Firm Management – Vice PresidentJob Level: Vice PresidentLocation: United Kingdom – LondonEducation Required: Refer to Position DescriptionPosition Description:The Conflicts Manager will be a member of the Firm’s Global Conflicts Office (GCO) in Firm Management, and will be responsible for reviewing and addressing potential conflicts of interest. The role will interface with senior BU members in the Institutional Securities, Investment Management and Wealth Management businesses, and other areas of the Firm; 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 […]
SENIOR MIDDLE OFFICE ANALYST TRADE MANAGEMENT
About our client Our client is an independent, employee-owned, global asset management firm, serving the financial needs of institutional and individual investors worldwide. Including traditional and alternative equity and fixed income strategies, private equity and commodities, in addition to portfolio advice and wealth planning services.Description – Facilitate new business on-boarding with internal and external parties and ensure the new portfolio is set up timely and properly in the company infrastructure – Daily review of trades executed for the client portfolios and funds, which includes Read more […]
Senior Wealth Product Team Leader
Senior Wealth Product Management Team LeadBased in London6 Months ContractMy client a large international bank who is looking for a senior wealth candidate who can run a team of 15 product managers. On top of managing the team of Product Managers you will be running a project to review and redefine the Wealth product offering of the bank working in a hugely strategic capacity.Requirements-Deep expertise in the customer investment landscape across discretionary management, funds, ETFs, bonds, pensions- Good understanding of the protection market- Strong grounding in investment regulation, Read more […]
Investment Management Mid-Institutional Client Advisor Chicago
Business Overview:JPMorgan Chase is a leading global financial services firm with assets of $1.1 trillion and operations in more than 50 countries. The firm is a leader in investment banking, financial services for consumers and businesses, financial transaction processing, asset and wealth management, and private equity. The firm serves millions of consumers in the United States and many of the world’s most prominent corporate, institutional and government clients.If you’re interested in working in an environment where leadership, excellence, integrity and diversity are among our core principles, Read more […]
Senior Asset Management Vendor Sales Director
Asset Management Client FocusStrategic, senior-level sales positionCirca $190k – $240k AUD + bonusThis is an exceptional, senior level sales-focused position with one of our data-vendor clients focused on promoting client products to the investment community in Australia and NZ. Ideally our client is seeking a senior level salesperson with a strong background in sales or relationship management working with asset managers, fund managers, hedge funds, super funds and/or custodians. A strong background in sales or relationship management would be required, and a proven track record in sales delivery Read more […]
Asset Management Compliance Advisory
City based Asset Manager seeks a Compliance professional to join their expanding Investment Compliance function. The team provided pro-active compliance and AML advice relating to the Institutional Sales, High Net worth and Investment teams. You will provide Compliance expertise on Funds and other products including: * UCITS and NURS structures; * ISA allowable investments; * UK listings and disclosure rules; * Matters relating to COLL sourcebook of FSA handbook. The successful applicant for this position will have: * A good knowledge and understanding of regulatory requirements affecting Read more […]
Senior Wealth Planner
Senior Wealth Planner •A challenging position in an international wealth planning environment with high management attention.•Responsibility for the identification and spotting of market trends and business opportunities for the further development of wealth planning solutions.•Leading role to evaluate and coordinate as well as assess the feasibility of tailor-made solutions for specific market areas, ensuring the implementation with the respective partners.•Possibility to act as an interface between different stakeholders within the company,as well as external providers-stakeholders.•Development Read more […]
Wealth Planner/ Financial Planner
KEY WORDS: PRIVATE BANKER – BANKING; WEALTH MANAGEMENT; BOUTIQUE WEALTH MANAGER; CARIBBEAN; USA; UNITED STATES OF AMERICA; FINANCIAL ADVISOR; FINANCIAL ADVISORY; BOUTIQUE; CLIENT ADVISOR; PORTFOLIO MANAGER; CANADA; USA; TEXAS; HOUSTON; LATIN AMERICA; MEXICO; LATAM; SOUTH AMERICA; BRAZIL; ARGENTINA; URUGUAY; COLOMBIA; VENEZUELA; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER – MANAGEMENT; INVESTMENT ADVISOR; WEALTHMy client is the Private Banking Arm of a leading Global Investment Bank with offices in all the major financial centres.Based in the Caribbean in the Bahamas, they are now Read more […]
Wealth Manager – PWM
We are looking for a candidate that is an investment manager-private banker-advisor-consultant, either across all pillars of banking or a specialist in one area.A prevailing requirement is that the candidate is able to bring in new accounts and demonstrate a track record of generating business.-Requirements-Experience within Private Banking Wealth ManagementTrack record of business developmentExisting book of clients with strong tiesUnderstanding of PWM marketUnderstanding of regulatory and compliance issuesStrong academics and relevant professional qualifications-Compensation-The company pays Read more […]