Investment Advisor – FX recruitment

Corporate title: VPLocation: Hong KongResponsibilities:-Good working knowledge of ISC policy, market events and “world leading broker” currency views-Be informed and aware of all issues and procedures related to research-Collate in-house FX research supporting house view-Monitor key economic releases and issues on interest rate policies-Collate market views as basis for comparison with house view-Pricing of Options and KIKO strategies and suggest customised parameters for each strategy-Make weekly presentation at morning meeting briefing to bankers to communicate FX views and trade ideas-Answer Read more […]

January 19, 2012 • Tags: , , • Posted in: Financial • Comments Off on Investment Advisor – FX recruitment

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 […]

June 27, 2011 • Tags: , , , , , • Posted in: General • Comments Off on Financial Advisor – Investment Advisor – RIA – CFP

Senior Private Banker/Investment Advisor – Asset Manager, London UK recruitment

Our client is well established and has had a very strong 2011, and wishes to continue to build this team as they believe it is a will continue to be an expanding market for them.  This is an exciting opportunity for a the right candidateRequirements:Client acquisitionRelationship ManagementNetworking – Intermediary  IFA spaceTravel – as requiredResponsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the InstitutionExtend the company’s exposure within the right marketsHire/Recruit new members of the Read more […]

April 26, 2011 • Tags: , , , , , • Posted in: Financial • Comments Off on Senior Private Banker/Investment Advisor – Asset Manager, London UK recruitment

Investment Advisor – International Bank – London recruitment

The company are building out their private client business, and wish to add appropriately experienced investment managers/advisors/directors to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products  ServicesInvestmentsClient ServicingSales experienceThe candidate must be able to:Work as part of a teamRun money/portfoliosMentor junior and senior members alikeConvert non-active assets into managed assetsAcquire new clients/contactsUnderstand Trade structuring  trade ideasLearn quicklyBe committedBe a good communicatorRequired:Strong numerical/financial/economic Read more […]

February 21, 2011 • Tags: , , , , • Posted in: Financial • Comments Off on Investment Advisor – International Bank – London recruitment

Investment Advisor / Strategist Brasil recruitment

 for a private bank in Geneva we are looking for a  Investment Advisor / Strategist BrasilMission : Work closely with private bankersDefine the investment strategyAdvisory in asset allocation, product pickingProfile: min 10 years investment experience (advisory or/and asset management)Private banking experienceEnglish and Portuguese fluent Read more […]

February 12, 2011 • Tags: , , • Posted in: Financial • Comments Off on Investment Advisor / Strategist Brasil recruitment

Senior Private Banker/Investment Advisor – Asset Manager, London UK based recruitment

Our client is well established and has had a very strong 2011, and wishes to continue to build this team as they believe it is a will continue to be an expanding market for them.  This is an exciting opportunity for a the right candidateRequirements:Client acquisitionRelationship ManagementNetworking – Intermediary  IFA spaceTravel – as requiredResponsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the InstitutionExtend the company’s exposure within the right marketsHire/Recruit new members of the Read more […]

January 5, 2011 • Tags: , , , , , • Posted in: Financial • Comments Off on Senior Private Banker/Investment Advisor – Asset Manager, London UK based recruitment

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 […]

September 27, 2008 • Tags: , , , , , • Posted in: General • Comments Off on Financial Advisor – Investment Advisor – RIA – CFP