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 […]
Client Service Associate
Client Service Associate – International Wealth Management (Job Number: 1307419)DescriptionThe individual provides support to the Senior Client Management in the overall management of the EMEA client relationships and the daily administration of accounts (Investment Management, Custody, Loans, Trusts and Banking). Daily administration in New York is focused mainly on relationship management services. The individual also provides support to the new business development effort. This role entails close working interaction with the Senior Client Manager in New York and other members of the wider Read more […]
Institutional Business Development Manager
Our Client is managing a core number of products which it believes can attract significant assets from overseas pension funds. The objective of this role is to result in significant growth in the assets under management through the award of institutional mandates internationally. Key Responsibilities:· To promote and market Our Client’s products to institutional investment consultants overseas;· To establish and maintain key distribution relationships with these investment consultants;· To communicate effectively with consultants, pension fund Read more […]
Client Service Representative
Convergent Wealth Advisors is a recognized industry leader in wealth management, providing customized wealth advisory services to institutions and high net worth clients. Headquartered outside of Washington, DC, Convergent also has offices in Los Angeles, New York, and Portland (OR). We have an immediate need for an experienced Client Service Representative in our DC based headquarters in our Independence group. ESSENTIAL FUNCTIONS: The Client Service Representative will be responsible for the following: • Performing data gathering with clients, opening new client accounts, processing trades Read more […]
Asset Information Specialist
Job ID: 13787Position Description: Position DescriptionThe Asset Information team is responsible for establishing and maintaining PIMCO’s proprietary reference data warehouse. The team utilizes a variety of vendors and sources including Bloomberg, Markit, MSCI and Reuters as well as offering documents to ensure the accurate population of security and issuer level data. The Asset Information team’s other core responsibilities include answering complex product related inquiries, performing data integrity analysis, ad hoc research projects and working with development teams to further expand and enhance Read more […]
Relationship Coordinator
Responsibilities of this position include, but are not limited to: – Serving as day-to-day contact for banking servicing and transaction processing – Monitoring account overdrafts and large transaction activity – Compiling required Know Your Client (KYC) documentation – Assisting with on-boarding clients – Researching account and transaction records to resolve discrepancies and answer questions – Directing requests and unresolved issues to the designated resource – Preparing customized reports/summaries as needed – Identifying and suggesting ways Read more […]
ETF Business Development Associate
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 minds are rewarded with competitive pay, support and opportunities to excel.To better serve clients’ unique and evolving needs, Deutsche Bank has created a new business division that combines all of its asset and wealth management Read more […]
Department Manager, Officer
Global Services Australia Overview State Street Global Services, provides asset owners and managers with a wide range of support, from core custody, accounting and fund administration to complete servicing for complex alternative assets like OTC derivatives and private equity. We also deliver innovative performance measurement and analytics tools, giving our clients the information they need to make better-informed decisions. The Shared Services department consists of Regional Centers of Excellence (COE) for Derivatives, Security Valuation and Corporate Actions as well as an Unlisted Unit Read more […]
LATAM coverage Private Banker: Boutique European Private Bank: Miami, USA.
My client is a boutique private bank with offices in Switzerland, Miami (USA) and Uruguay.Working out of their office in Miami, they are now looking for a senior private banker covering clients from Latin America (LATAM region). This is an exciting opportunity for a seasoned professional to join a multi custodian, flexible operation, where assets can be booked either in-house, or in one of the 10 banks they use as a custodian. In addition to that, assets can also be either booked in one of the in-house locations (Switzerland, USA, or Uruguay), or in any of the offshore locations that the custodian Read more […]
Investment Analyst, Infrastructure
Established Investment ManagerInfrastructure focusSydney CBDWith a diverse portfolio of investments spanning infrastructure, property and fixed income, our client is an established investment manager with close ties to the superannuation industry. As part of their new investment strategy, they seek a highly capable Investment Analyst to join their Development team in Sydney.As part of the purpose-built Development team, the Investment Analyst will provide analytical support to the evaluation and execution of Greenfields investments and Brownfields acquisitions. Specifically, the Investment Read more […]