Financial Advisor/Investment Advisor recruitment
deVere Group, the World’s Largest Independent International Financial Consultancy are continuing their expansion into the US and looking for series 65/66 qualified, Investment Adviser’s to work in our Miami office. This exciting opportunity is ideal for a proactive, sales driven adviser who is keen to progress their career with the fastest growing Independent International Financial Consultancy in the world. This target driven role will involve assisting both local and expatriate, high net worth clients on their medium to long term investment plans for the future. You will have access to unique, Read more […]
Investment Advisor recruitment
Job Description The job purpose of a Investment Advisor is to support the growth of SCB’s AUM in investment products by (i) providing direct advisory services to customers on portfolio construction and portfolio review; (ii) ensuring SCB offers a differentiated, best-in-class, consistent advisory proposition across customer segments. This will primarily involve providing professional expert advice to customers using the SCB advisory process for asset allocation, portfolio construction and portfolio review based on the full understanding of the customer’s financial position, objectives, risk tolerance Read more […]
Investment Advisor recruitment
With a focus on delivering multi-asset ideas to HK based ultra high net-worth individuals you will be responsible for leading discussions with clients and maximising portfolio performance. This will include the accurate assessment of both Client’s investment objectives and risk profiles. As such you will be well versed in developments affecting the financial markets and will be able to anticipate trends across markets and asset classes. We are looking for candidates to come from a strong product background coupled with the communication and presentation skills to advise clients at a senior Read more […]
Investment Advisor recruitment
Financial Services Career Opportunity with Unique Market-Leading Products.A leading global financial services group that specialises in financial advice to expatriates and international investors is looking to recruit driven, entrepreneurial individuals who possess a mix of independence, passion and drive, and are interested in living and working in New York. Candidates must possess the Series 65.We will provide:• Full training and development to achieve international qualifications (CISI)• Competitive earnings with a basic salary• Access to exclusive market-leading products• Defined career Read more […]
Investment Advisor recruitment
Investment Advisor, Private Bank ANZ is accelerating the growth of its business in Asia. We realise that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and great opportunities that will enable the best in the market to thrive as part of our diverse team. Reporting to the Head of Investment Advisory, Private Banking, you are responsible in providing tailor-made financial solutions, including advice across the broad spectrum of investment and trading products. Working closely with the Private Banking Relationship Managers, you will Read more […]
Senior Compliance Officer – Investment Advisor recruitment
Compliance Officer would report into the Chief Compliance Officer and act as more of a generalist. Responsibilities include: marketing review, policy procedures writing, regulatory filings, AML and training.Candidates must have very strong/experience knowledge of rule 206(4)-7 of the Investment Advisers Act. Covering the annual review is a must and candidates should be very well versed in this element of the role.Candidates must have very strong Investment Advisor compliance rule/regs experience. This rule knowledge/interpretation on the Investment Advisory side is a very important element of Read more […]
Investment Advisor recruitment
About the challengeBuilding strong relationships with new and existing clients through telephone consultations, you will provide them with an advice led solution to assist them in choosing the most appropriate discretionary fund solution available through Barclays. You’ll guide clients through the risk profiling process to ensure the chosen portfolio meets their risk appetite, and is best placed to assist them in meeting their medium and long term goals, whilst ensuring that all work meets current legislations and regulatory requirements. You will be required to achieve activity and revenue targets Read more […]