Investment Advisor, VP/Director Private Bank, London recruitment
The successful candidate will work closely with the Private Bankers and also clients directly on portfolio construction and asset allocation. Extensive product range and all investment vehicles are covered. The opening is at VP or Director level and requires a background in developing highly technical investment solutions. The candidate needs to have an excellent academic background with strong communication skills.Responsibilities:• Actively developing best in class advisory standards.• Provide portfolio management and investment advisory services to UHNWI.• Responsible for portfolio Read more […]
Investment Advisor, Private Banking recruitment
Job Description Provide specialist investment advice to clients and Client Advisors to meet clients’ desired risk/investment performance requirements and increase bank’s share of client wallet. Liaise with the product specialists within the central product development team to discuss client requirements and feedback to ensure provision of best solutions. Key Roles Responsibilities Investment Advice Provision Provide advice on quality of clients existing portfolio based on sound asset allocation principles Understand client risk appetite, investment preference and return expectations through consultation Read more […]
Investment Advisor, VP/Director Private Bank, Dubai recruitment
The successful candidate will work closely with the Private Bankers and also clients directly on portfolio construction and asset allocation. Extensive product range and all investment vehicles are covered. The opening is at VP or Director level and requires a background in developing highly technical investment solutions. The candidate needs to have an excellent academic background with strong communication skills.Responsibilities:• Actively developing best in class advisory standards.• Provide portfolio management and investment advisory services to UHNWI.• Responsible for portfolio Read more […]
Investment Advisor – someone with an investment analyst background recruitment
Requirements:-Professional with an investment analyst background is a must-Background in the alternatives asset industry, with detailed understanding of Private Equity and Real Estate Investments is required.- 3 plus years of investment related experience and a strong technical understanding of investment analytics and alternatives products as well as proven presentation skills- Strong attention to details, communication and presentation skills-CIPM,CFA or Accounting Qualifications is an advantage-Preferably someone who is an investment analyst before and would be interested to look for a career Read more […]
Investment Advisor, VP/Director Private Bank, Geneva recruitment
The successful candidate will work closely with the Private Bankers and also clients directly on portfolio construction and asset allocation. Extensive product range and all investment vehicles are covered. The opening is at VP or Director level and requires a background in developing highly technical investment solutions. The candidate needs to have an excellent academic background with strong communication skills. Responsibilities: • Actively developing best in class advisory standards. • Provide portfolio management and investment advisory services to UHNWI. • Responsible for portfolio Read more […]
Investment Advisor, Private Banking recruitment
Our client, a leading International Corporate Investment Banking Group, is looking for a candidate to fill in the following position:Investment Advisor, Private BankingResponsibilities:Provide tailor-made financial solutions, dealing service to Wealth Management on FX and FX linked productsEnsure smooth flow on MM dealsWork closely with team members of Advisory Desk to promote productsGenerate new products which will suit for the clientsComply with regulatory requirements and internal guidelines Ad hoc issues related to the role Requirements:Bachelor degree or above in Business or equivalent Read more […]
Investment Advisor – Cash & Lending Solutions (WM) recruitment
The business area Investment Products Services APAC, Banking Products (BP) provides our client advisors with high quality and tailor-made Cash and Lending solutions. Within BP sits a distribution unit which is focused on providing comprehensive Cash and Lending solutions to match our clients’ needs, objectives and expectations. This is a highly visible front line role and as a product consultant within the BP distribution unit, you will work closely with Key Client Advisors and form an integral part of deal teams working on developing innovative cash and lending solutions for some of the banks Read more […]
Financial Advisor – Investment Advisor – RIA – CFP
Skills Required: Investment/Financial Advisor, Certified Financial Planner, Series 7 License, Series 63 License, Pre-retirement/Post-retirement Market, Bonds, CD’s, Equities, Insurance, Money Market Funds Job Description: Financial Advisor – Investment Advisor – RIA – Financial Planner – Series 7 – Series 63 – CFP – Certified Financial Planner – Pre-Retirement – Post-Retirement – Stocks – Preferred Stocks – Mutual Funds – Taxable Bonds – Tax-free Bonds – Insurance – Annuities – Separate Account Management – CD’s – UIT’s – ETF’s – Trust ManagementFinancial Planner Read more […]
Investment Advisor, Greater China Direct Sales recruitment
J.P. Morgan Asset Management is the global brand for asset management activities of J.P. Morgan Chase Co. and a global leader in asset management services. With a global network of over 740 investment professionals located in 41 locations worldwide and assets under management of over US$1.3 trillion, we are one of the largest asset and wealth managers in the world. In the Asia Pacific region, J.P. Morgan Asset Management has seven offices, including a joint venture in China, all delivering a wide range of investment products and services to retail and institutional clients. The sales and marketing Read more […]
Investment Advisor – Funds recruitment
Corporate level : VPLocation : Hong KongResponsibilities:-Design and manage an efficient process for identifying and filtering long only product needs across client segments and propositions that are both of commercial relevance and supported by the bank’s investment strategy. -Provide specialist technical investment sales support and servicing activities for Portfolio Managers, Investment Consultants / Advisors, Private Bankers, and support to clients of the bank for long only and alternative products. -Be accountable for production, distribution and maintenance of long only product recommendation Read more […]