Citigold Relationship Manager – NRI recruitment
Basic Job Purpose Relationship Manager for offshore locations based at UK Summary of the roleEnsure world class and personalized service delivery for clients. Focus on deepening existing relationships Ensure full compliance with corporate policies, laws and regulations. Achieve all goals (revenue, customer acquisition) are met consistently Acquire new clients and build market presence. Manage and develop high net worth client relationships Ensure zero PI’s and high client satisfaction Ensure full compliance to Rules of Engagement Full adherence to all KYC and AML policies Ensure full adherence Read more […]
Relationship Manager – Private Wealth (HK/Taiwan/NRI) recruitment
ResponsibilityCreated, organized and implemented a wealth management strategy designed to deepen relationships with existing clients.Proactively analyzed client needs; identified value added opportunities, and coordinated with product specialists to structure creative solutions. Offered full array of appropriate products to meet client needs.Maintained contact with client to revise account plan based on modified needs of client or changes in investment markets.Acted as client’s first contact point, responded to client requests and resolved account related problems promptly.RequirementsDegree Read more […]
Private Banker – NRI recruitment
* Monitor and manage relationships effectively as well as build profitable wealth management relationships with a portfolio of complex and/or HNW/UHNW clients * Maximize income from portfolios by understanding client requirements and increasing penetration of products to the customer base * Manage the delivery of brokerage, investment management, trust and insurance products and services* Have a strong network among HNW/UHNW clients * Demonstrate a strong aptitude for sales, finance and banking * Have a sound understanding of how to monitor and control activity within a regulatory frame work Requirements* Read more […]
Business Development Officer, iShares Latin America & Iberia, NRI recruitment
This is an opportunity to work with iShares: the world’s most comprehensive family of exchange traded products with more than 400 exchange traded funds offered globally. We are seeking a high energy, self-motivated Business Development Officer (BDO) to build and grow client relationships within the Offshore iShares Channel.The BDO will be responsible driving sales in California and Texas through financial intermediaries managing assets for UHNW/HNW clients in Latin America, and developing business with pension funds, mutual funds and Central Banks in Central America. This position will be based Read more […]
Senior Private Banking – NRI recruitment
They have maintained a strong reputation within Private Banking throughout the stormy economic climate have a good credit rating and offer a very strong product suite.They seek an experienced Senior Banker with strong and long standing client relationships which they have built themselves from personal contacts or referrals and “hunting” for new business rather than relying on inherited clients. They will have longevity in previous roles within reputed organisations and currently manage client portfolios of $250m+. This role will suit someone already successful in this space, with client loyalty Read more […]