Swiss Lawyer / Wealth Planner Zurich recruitment
Our esteemed client is currency seeking a wealth planner to join their existing team in Zurich.The successful candidate will be a qualified Swiss Lawyer with wealth planning experience. STEP qualified is a distinct advantage. Managing your portfolio of clients autonomously, you will provide bespoke advice to HNW clients in relation to international wealth planning solutions and significant tax benefits within Switzerland. The role will involve building and maintaining high-quality relationships with demanding clients, a proven track record in new business acquisition would be desirable. Fluency Read more […]
Senior Spanish private banker recruitment
A major European bank looking for a senior Spanish banker to join their successful team in Switzerland. The bank is a leading player in the wealth management space with strong corporate and investment banking arms which create synergies to cross sell. The bank has a very strong product suite across asset classes but also has an open architecture platform to best serve clients needs. The successful candidate will be a proven self starter with a strong book of existing clients. The bank is looking for a hunter profile with a demonstrable track record of acquiring Spanish clients. The bank would offer Read more […]
1. Priority Banker (Onshore & Offshore) recruitment
This poses an excellent opportunity for career progression and growth. With a strong focus on relationship building and networking, you will work towards attaining revenue goals through the acquisition and proactive cross-selling of banking, investment and wealth management products for Singapore-based customers. You will also develop strong relationships, drive initiatives and consistently improve the level of service. You will have a proven track record in Wealth Management and enjoy achieving sales targets. This is a Singapore-based role and will require 3 years of experience in the financial Read more […]
European Relationship Manager; Highly Competitive – Sing recruitment
KEY WORDS: PRIVATE BANK; HNW; PRIVATE CLIENT; EUROPEAN; EXPAT; SINGAPORE; ASIA; HONG KONG; APAC; MULTI FAMILY OFFICE; MFO; FAMILY OFFICE; RELATIONSHIP MANAGER; PRIVATE BANKING; EUROPEAN CLIENTS; RELOCATE; SENIOR; SINGAPORE;Suitable candidates for this position should demonstrate the following skills and experiences:• Be currently managing a substantial book of European clients.• Have a demonstrable track record in client acquisition – need to be able to build a book of $35mio in first year.• Transferable relationships Read more […]
Contrôleur de gestion H/F recruitment
Votre rôleDans ce cadre, vous supervisez un portefeuille de plusieurs filiales, et vos principales missions sont :Participation au contrôle financier des filiales :Participation au processus de planification triennal et au processus budgétaire de SGCFAnalyse de l’exécution budgétaire par les filiales et des résultats et des indicateurs de gestion mensuels des filialesParticipation à l’élaboration d’analyses comparatives entre les entitésCollecte d’informations ponctuelles pour les besoins du GroupeParticipation à la production des informations financières pour la ligne métier SGCF :Participation Read more […]
Jr Private Banker / Relationship Manager recruitment
Location : Hong Kong, with frequent travels to ChinaMarket coverage: ChinaThe Client Advisor WM advises a client base on their portfolio of investments. They find, attract, and win new clients, nurture and retain those the company already has and entice former clients back into the Bank.Responsibilities:As a junior Private Banker / Relationship Manager, you will be working as a cluster with a Senior Private Banker in finding, attracting and winning new UHNWI accounts. Your job will be also to nurture and retain existing accounts in the bank. Provide a “Single Point of Entry” into the Bank with Read more […]
Wealth Planning Trust Relationship Manager recruitment
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual. Key tasks and responsibilities include: This Role-Holder acts as an agent of the UBS trust companies to facilitate trust business and is responsible for all trust related aftersales tasks that do not require trustee discretion / presence. Specifically, the Role-Holder will be building long term relationship with the settlors and beneficiaries, attending to any issues or requests arising from the trust Read more […]
Investment Advisory Attorney – Private Banking/High-Net-Worth Clients recruitment
VP, Investment Advisory Attorney – Investment Bank This position will be responsible for supporting the firm’s advisory business and it will report to a Senior Attorney. Primary responsibilities will include providing legal support to senior management with regard to issues across the business. This position will review all activities of the advisory platform to have compliance with applicable laws and regulations, draft agreements with affiliated and unaffiliated parties and review products and marketing plans. The position will focus on several of the firm’s offerings governed by Read more […]
Tax Manager, Part Time (50%) (M/F) LMIM502040 recruitment
Job descriptionAs Tax Manager, your responsibilities will include:–Ensuring compliance with applicable tax/VAT regulations–Managing the Tax and Vat monthly and annual returns –Helping to optimize the institution’s overall Tax and Vat expense–Supporting regional and corporate tax streams –Handling matters related to the Tax and Vat local authorities –Providing tax efficient solutions–Liaising effectively with internal and external actors regarding relevant tax regulations–Providing support to the Head of Finance in the development of the Bank’s Tax department Who we are looking for–You Read more […]
Digital Marketing Manager recruitment
Description of Digital HubOur Digital Marketing Hub will be outsourced (Sapient Nitro) and will focus on delivering the following functionalities: forecasting and analytics, social media strategy, business engagement, and digital innovation.Forecasting and AnalyticsThis unit establishes the metrics and analyzes the data used to measure the Bank’s digital campaigns: forecasting, goal setting, analytics and reporting.Digital InnovationThis unit gathers the varied digital technologies developed within the Bank, specifically, and in the digital industry, generally, and helps deliver them to the local Read more […]