Private Banking Professional recruitment

Responsibilities – Serve as the liaison for clients regarding inquiries and provides team support – Processes and manages new account documentation/opening – Execute equity, derivative, fixed income and fund trades – Handles cash management, foreign exchange transactions, currency hedging and money markets trades – Assists teams in subscribing funds, hedge funds and private equity funds – Performs portfolio analysis and management including asset allocation, valuation analysis and portfolio performance review – Prepares client presentation materials – Assist on projects related to new business Read more […]

February 1, 2010 • Tags: , • Posted in: Financial • Comments Off on Private Banking Professional recruitment