Private Bank – Market Manager – Washington, DC recruitment
J.P.Morgan Private BankMarket ManagerThe J.P. Morgan Private Bank has a history which includes more than 160 years helping the world’s wealthiest individuals, families, foundations and endowments grow, manage and sustain their wealth. Today we manage over $268 billion in client assets and serve clients from offices in 25 states and 11 countries. In February 2010, we received an award as the #1 Private Bank for the Ultra High Net Worth globally from Euromoney.Position Summary:The JPMorgan Market Manager has to have had demonstrable success in the financial markets; the most important experience Read more […]
Private Bank/WM Compliance – Associate/VP – Singapore recruitment
Responsibilities:Reporting to the Regional Head of Compliance, the successful candidate will have responsibility for the wealth management business unit and trust unit of the firm. Typical responsiblities include (but are not limited to) the following:Provide compliance advice and support for the WM and trust business units in Singapore and HK.Provide compliance training, and conduct compliance monitoring and desk reviews.Liaise with and update the business on regulatory requirements/changes and policies and procedures.Draft and implement compliance policies and procedures.Work with and support the Read more […]
Business Process Analyst, Private Bank, Capital Markets, recruitment
You will have the opportunity to work on a diverse range of capital markets projects where you will be responsible for creating new business processes to support their Change programmes.Essential Skills• Business Process Engineering skills in a Capital Markets environment• Strong documentation skills to map out existing business processes and create new processes• Proven track record of organising workshops to understand business needs and highlight business impact of process changes• Excellent oral and written communication skills – you will be interacting with senior stakeholders Read more […]
Risk Manager (Life Risk) – Private Bank – Melbourne recruitment
Leading Australian Wealth Manager – Melbourne Advise Private Bank clients on life insurance Products Strong Life Risk and sales experience needed As one of the global leaders in banking and financial services, ANZ realizes that our greatest asset is our people. That is why we are creating a unique climate of inspiration, leadership, values and opportunity. ANZ Wealth and Private Australia provide a full range of financial products and services to help customers invest, grow and protect their wealth. Our specialist divisions; OnePath, E*TRADE, ANZ Private Bank, Investment Lending, Financial, Planning Read more […]
AML/Surveillance Compliance (5-mth contract) – Private Bank – Singapore recruitment
Job RequirementsTo conduct detailed analyses of sanctions and anti-money laundering (AML) risks in the escalated private banking transactions.Facilitate resolution of aged transactional queries.Participate in testing of AML surveillance parameters e.g. benchmarking exercises.Oversee correct handling of Negative Information cases escalated to AML Compliance from Know Your Customer (KYC) review team for existing clients and third party payment approval requests from business.Conduct Surveillance risk assessments relating to (i) real-time payment screening systems and (ii) post transaction monitoring Read more […]
Private Bank – Levant Region recruitment
Responsibilities * To build highly proactive, long-term relationships with HNW and UHNW clients * Increase assets under management in a highly entrepreneurial environment that involves extensive client development, prospecting, and consultative selling. * Deliver exceptional client service and work closely with advisors to give sophisticated financial advice across a range of products and asset classes. * Work closely alongside a Senior Relationship manager to execute strategy and marketing plans. * To advise on tailor-made solutions to meet clients’ requirements and collaborate Read more […]
Senior Investment Advisor – Cross Asset – Private Bank – Geneva recruitment
Responsibilities:- Tailor-make portfolio’s to individual clients needs.- Advise clients on an array of portfolio’s to maximise returns on investments.- A point of contact for Financial product advise.Requirements:- 8+ years experience- Cross-Asset knowledge within the investment advisory space with particular know-how within Fixed Income.- Knowledge of Investment Advisory within private banking is a plus.For the Senior Investment Advisor role, apply now or send your CV into privatebanking@carter-blake.com, or you can call us on +44 (0) 203 617 9020 for a confidential conversation. Read more […]
Senior Relationship Manager – Private Bank – LDN recruitment
Requirements:Relevant experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Networks, Law firms, Accountancy Practices, Offshore/Onshore, Referral Sources, UHNW and/or Wealthy Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate Read more […]
Relationship Manager – Private Bank – Miami/NYC recruitment
JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERSOur client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/relationship managers to enhance their growing New York and Miami Offices. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele, those covering other regions Read more […]
Private Bank/Credit Risk/Policy/Manager recruitment
My client is one of the most respected Private Banks in the world. This is an opportunity to work at a Senior Level with the Credit Risk teams in both London and Zurich on business initiatives and work on constant improvements on their Credit risk framework policies to enhance their credit risk management capabilities as well as support Business growth development.Job Functions: Effective management of Asia credit policy, procedures and processes. Prudent effective credit risk management including efficient credit processing in credit requests review approvals. Support the approval of Read more […]