Team Leader – Mortgages – Jersey recruitment
About the challengeWorking with the Head of Mortgages, you will be responsible for agreeing sales targets to achieve immediate financial goals and profitable sustained growth through providing clients with a world class service. You will be responsible for leading a team of Mortgage Specialists across both our Jersey and Guernsey platforms, taking responsibility for the people management agenda including resourcing and driving a high performance culture within the team, whilst ensuring thorough Risk Management and Client Service practices. This role will be based in Jersey with frequent travel Read more […]
Fund Sales recruitment
Job Description:• Support new client relationships and establishment of a comprehensive distribution network via external channels• Focused to nurture existing client relationships, with particular emphasis to building good rapport with distributors’ product evaluation as well as front-line sales teams• To take proactive lead and closely attend to the documentation and implementation proceedings in the establishment of a new client relationship• Proactive dialogues held with distributors on product highlights and any updates, special incentives etc. to support product sales momentum• To Read more […]
CRM-Investment Manager recruitment
The investment limits of the role are set by the CIO and his team who manage strategy and investment products, funds and underlying and the CRMIM explains the message to the clients and selects for their clients from within the inhouse approved listsstrategy. The IMCRM manages the day to day clients and acts as a buffer between the CIO S team and the clients by being on message with the house view.The postholder is likely to have come from another wealth management, private banking or perhaps a stockbroking group. The preference is to be knowledgeable in most asset classes rather than expert Read more […]
Senior Relationship Managers | Covering UHNW Clients | Global Private Bank, Singapore/Hong Kong Offices recruitment
SENIOR PRIVATE BANKERS: We have been delivered a mandate by a top tier global bank to expand their senior private banking team covering UHNW clients. Experience is required in dealing with UHNW clients, and a transferable book of AUM will be preferred. They will consider both individual applications and teams as they seek to aggresively expand the desk’s headcount.RESPONSIBILITIES:• Growing and developing relationships with UHNW clients through targetted acquisition• Maintenance of existing client relationships• Full 360 degree investment support and advice on products and platforms Read more […]
Director – Private Banking – Head of Mexican desk recruitment
Senior Director, Head of MexicoPrivate banking and Wealth management to Onshore and Offshore clients (Affluents, HNWIs, UHNWIs)Responsibilities : Management and development of existing organisations in MexicoRelationship management including providing access to advisory services, products and customized client solutions (“Value proposition”), with the support of the Geneva based HQControl / monitoring of operations and investment transactionsContribution to compliance with all due diligence and governance proceduresProfile: Minimum 20 years of experience in Private Bank or Wealth management Read more […]
AVP, Compliance (Private Bank) recruitment
The Company Our client is a leading European private bank. The Role You will review account opening application to ensure that the Bank’s AML policy is being complied with and work with the business to resolve any issues noted in the application. You will assess AML risk of accounts to be opened and make appropriate recommendation to Compliance Manager, supported by sound reasons. Respond timely to business enquiries on account opening matters. Further, you will perform transaction trend monitoring and prepare suspicious transaction report for review. You will continuously assess the parameters Read more […]
Private Wealth Management 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 […]
Private Banker recruitment
A Prestigious Melbourne based Private Bank is seeking and experienced banker to join their team. We represent one of Australia’s most prestigious Private banks who not only have a reputation for excellence but are well known for developing strong careers in Melbourne and throughout Australia. Due to an internal promotion a role now exists for a private banker to join this successful team in Melbourne. You will work with established clients, and those who will be referred through to you for you to build a new relationship with the organisation. You will meet with clients, understand their Read more […]
AVP – Investment Specialist- Retail & Commercial Banking recruitment
Attractive base salary (45K+), quarterly incentive, discretionary bonusGood sales management opportunityAbout our ClientOur client is a multinational banking corporation recognized worldwide and they are now seeking experienced individuals to join their sales management team.Job DescriptionLead and drive sales performance of front line sales to achieve overall sales targets assigned for investment products Develop sales strategies and business plans for cluster branches with District Head and Branch Managers to optimize sales capacity and effectiveness Conduct regular coaching, training and market Read more […]
Funds Management – Internal Client Advisor, Wealth Management – (NYC) recruitment
Funds Management – Internal Client Advisor -Wealth Management ChannelLocations – New York, NYBusiness Overview:JPMorgan Asset Management (“JPMAM”) provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies – from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.Role Description:The Funds Management Business is looking to enhance its client advisory teams in theWirehouse channelThe primary role of Read more […]