Business Banking BDM – Melbourne CBD recruitment
Do you want to work somewhere that values your contribution and you can avoid a lot of bureaucratic red tape, make a difference to the bank – but also to your clients? Look no further, this organisation has all the support of a big bank, without the big bank feel!!Our client is looking for a successful Business Development Manager in their Business Banking arm where you are responsible for a pure customer facing role dealing with SME clients. You are responsible for developing a non-broker referral network, utilising your current market relationships and knowledge as well as developing the wider Read more […]
Senior Compliance Analyst-Wealth Management recruitment
A Senior Analyst role has become available for an outstanding candidate with a background in wealth management compliance. The primary focus of this role is to assist the Head of Compliance with the day to day compliance responsibilities in relation to financial planning, superannuation and stock broking. Other duties include but are not limited to;- Dealing with all regulatory change in accordance with internal and external partners- Reviewing all marketing materials such as statements of advice and product disclosure statements- Ensuring all staff remain up to date with compliance training and Read more […]
Process Excellence Associate recruitment
Our client who is a leading foreign private banking group, is looking for an individual to join their Process Excellence team. You should be well-versed in the knowledge of BPR where you have 3-5 years of proven track record, preferably with private banking background. You would be required to work with stakeholders on impact analysis and project schedule. In addition, you should be proactive in recommending solutions and improvements to processes. You would assist in executing and implementing improvements for key policies, procedures, processes and internal controls where necessary. You should Read more […]
Corporate Wealth Advisor recruitment
Working within the Wealth Advisory team you will provide ‘subject matter expertise’ to colleagues within Corporate Banking, Private Banking and Wealth Management by working closely with them in developing and establishing long term relationships.Your key responsibilities will include: Provide Corporate Financial Planning, Employee Shareplans and Tax Planning services to existing clientsBuild and develop strong internal and external relationships with business introducers across the professional network and internally with Relationship ManagersPrepare and provide well researched and appropriate Read more […]
Relationship Managers -Senior Onshore Priority Banking recruitment
Main responsibilities of the role include:• Focusing on High Net Worth clients• New Client Acquisition• Understanding the client’s needs and advising them on the right product mix based on their needs and risk appetite.• Building long-term relationship with the client.To be successful in the role, you should possess the following:• Strong acquisition skills and the confidence to do well under pressure.• Prior experience in a priority banking setup would be advantageous.• Sound knowledge of bank products and services, financial markets etc would be advantageous.• Ability Read more […]
Private Banking Marketing Associate recruitment
Responsibilities:Support marketing strategy: help define global marketing positioning and develop integrated marketing plan.Analysis of research, industry monitoring and competitive analysis.Assist in local application and consistency via the Marketing Team NetworkSupport Global brand/communication strategy jointly with LOB and global brand and communications teams.Help exploit global assets such as: content, sponsorships, brand ambassadors and its business activation. Event activation, hospitality.Digital Marketing understanding and social media, mobile and emerging media experience.Share best Read more […]
Business Development Officer, Inside Sales recruitment
Midland American Capital is a factor and purchase order funding lender located in East Meadow on Long Island. We generate prospects through advertising. We seek an experienced banker to serve as an “inside” business development officer, who converts our advertising generated prospects into active customers. The job entails discussing the finances and particularly the working capital needs of small and middle market businesses with their owners or Presidents, and meeting those needs with Midland American products. Skills for success include a general familiarity of how businesses operate in Read more […]
Senior Director – Swiss Boutique Bank (Highly Regarded) – LDN recruitment
The bank in questions is looking for a well established banker with good client connections, and has had, or does have a substantial book of clients and contacts.The banker must have a long-term outlook and due to the size of the bank, be as concerned as it’s owners with the success of the business.Having said this, the bank in question understands the ability to adapting it’s financial solutions being key to surviving in the current climate, but building mutual trust is the cornerstone to any banking success.There is no market segmentation, clients can come from any section of the globe but this Read more […]
International Funds Management – Product Development and Management – VP/ED recruitment
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, and capabilities to ultra high net worth individuals and families in 36 countries around the world. The largest private bank in the U.S. and the third-largest worldwide in terms of total client assets, J.P. Morgan Private Bank enjoys relationships with 40% o the individuals on the Forbes Billionaires list.Investment management products and services is a core offering within J.P. Morgan Private Banking. It offers the full spectrum of investment strategies – from equity, cash management, Read more […]
Finance Assistant – 6 months contract (Spanish speaking) recruitment
In this exciting and challenging role, your main tasks will include:- Handling cash management, account openings and maintaining the smooth flow of conversations between departments- Liaising with clients and responding to clients’ requests- Organising client meetings and conference calls – Creating documents and presentations- Dealing with reconciliation, expenses and invoicing- General administrative work, including trade execution To be considered for this role, the successful candidate should hold the following skills:- Experience in similar role within a bank- Around 3 years Read more […]