Relationship Manager – Global Bank – London recruitment
RELATIONSHIP MANAGER, GLOBAL BANK, London Working for major global banking organisation in their offices in London Providing relationship management to the company’s offshore and foreign national clients Providing quality lead referrals to other specialist team members e.g. Investments, mortgages, FX trading Managing a portfolio of around 800 wealthy clients for the bank Opportunity to work for a major player in investment market Significant scope for progression and/or relocation within the bank You must have experience of management of a high quality portfolio of clients You should have experience Read more […]
SVP PRIVATE BANKING recruitment
Job Description :• To acquire new High Net Worth Customers in Singapore or Asia countries and provide wealth planning and financial services solutions for the customers.• To acquire new High Net Worth Customers having good connection in China* To build and lead a team of RMs to develop the Private Banking Business in Singapore• To develop and maintain strong client relationship for driving business growth through designing and creating appropriate wealth protection as well as wealth growth in meeting the wealth planning needs• To plan the asset allocation smartly to achieve good return.• To Read more […]
Opportunity To Join Multi Family Office w/ European HNW/UHNW Client Focus: Senior Relationship Manager – Switz recruitment
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:-Expanding European client networks-Maintenance of existing client relationships (relationship management)-Provision of investment solutions, products and support-Play a key role in marketing initiative*The Desk head will inherit existing assets and must have experience in leading a team.NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:- Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. – Strong knowledge of market- Networking skills-Team Skills- Focus: European Strong Read more […]
Sales Manager – Discretionary, UK HNW Private Clients recruitment
We are currently managing three Business Development roles on behalf of our client, a very successful UK Discretionary Investment Management group. These roles are focused on presenting and selling a very successful discretionary investment management proposition directly to private clients in the UK, our client has a solid and market-beating performance track record. We are interested in speaking to Sales Managers, Relationship Managers and Business Development Managers who sell a investment / financial services related proposition directly to UK HNW clients who can demonstrate a good track Read more […]
Brazil Focus Client Relationship Manager To Join Top Private Bank w/ Established Name in S.America: Switz recruitment
Senior Private Banker/Desk Head/ Team LeaderRESPONSIBILITIES FOR DESK HEAD- PRIVATE BANKERS/RELATIONSHIP MANAGERS:•Maintenance of existing client relationships (relationship management)•Acquisition of new clients•Provision of investment solutions, products and support•Development of Networks Networking•Leading a team of 4+REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Potential candidates ideally will have existing client portfolio of HNW/UHNW individuals already in place. However leadership experience will also play a key part. Private Banking experience must be in the Latin Read more […]
Quantitative Analyst recruitment
Our Client, a top financial services firm based in Zurich is looking for an experianced professional to join their team as Risk Controller/Quantitative Analyst The department of risk management within the organizational unit is responsible for risk acceptance and validation of models and methods, the acceptance of new products, analyze and monitor the overall risk profile and the performance of special analyzes. This department also works with the adoption of rules concerning the design of risk management processes (limits and risk measurement concepts, validate concepts, acceptance procedures, Read more […]
Assistant Product Development Manager, Wealth Management recruitment
Job ResponsibilitiesAssist to conduct due diligence on issuers/fund houses and wealth management products (including funds, bonds, ILAS and structured products);Work closely with risk management departments, legal and compliance departments and support units in the product due diligence process;Assist to conduct annual/monthly/event-driven reviews on the risks of wealth management products;Develop training materials and provide wealth management products related trainings;Develop and conduct regular review on the product risk rating and customer risk profiling methodologies;Assist the selling Read more […]
Small Banking Business Officer – Harris Bank (Cedarburg, WI) recruitment
NO RELOCATION PROVIDEDAt our company, we have been helping our customers and communities for over 125 years. In July 2011, our parent company BMO Financial Group acquired Marshall Ilsley Corporation (MI). Over the next year, we will be working to bring the best of Harris and MI together under the BMO Harris Bank name. Working with us means being part of a team of talented, passionate individuals with a shared focus on working together to deliver great customer experiences. We stand behind your success with the support you need to turn your potential into performance. BMO Harris Bank is committed Read more […]
Trust Officer recruitment
As a Trust Officer you will be involved at two levels: administering the Trust and administering the underlying company of the Trust.Key tasks and responsibilities include:. To have an understanding of general trust concepts and be aware of the duties and liabilities of a Trustee as well as the responsibilities of directorships of the underlying company To be able to review for acceptance, all documents relating to the set up of a Trust, including the Letter of Application, Trust Deed, Letter of Wishes, Client Referral Letter, Passport Copies, etc. To process trustee committee resolutions and Read more […]
PWM Compliance Officer recruitment
A fantastic opportunity has arisen for a private wealth management compliance officer, to work for a top tier private wealth management. You will be responsible for managing core responsibilities within the private wealth management compliance function. The team is responsible for amongst other things: trade surveillance, customer complaints, account reviews, branch examinations, employee dealing and outside business interests, policies, procedures, training. Responsibilities include: Managing core responsibilities within the private wealth management compliance function. Trade surveillance, with Read more […]