Legal Assistant recruitment
In this position, you will provide essential support to the Wealth Planners by ensuring the smooth running and correct procedure of all legal and compliance processes. This will involve managing regulatory documentation, updating the publication of policies and liaising with external contacts and prospective clients. Furthermore, your responsibilities will include assisting senior management with managing agendas, arranging meetings and handling telephone enquiries.The successful candidate should have gained sound professional experience as a Legal Assistant either within a Law firm or Private Read more […]
Fixed Income Portfolio Manager recruitment
The role will require the successful candidate to actively manage client portfolios and contribute to the marketing and sales effort via regular presentations and client meetings, supporting the Private Bankers and other clients directly. They will need to be able to analyse and develop their own investment ideas for client portfolios and group funds.The successful candidate will have a good quality degree, RDR level 4 or above, IMC and CF30 as a minimum but higher preferred. They will have demonstrated longevity in previous roles in recognised institutions and see this role as an opportunity to Read more […]
Relationship Manager – Guernsey recruitment
About the challengeWorking within a well established team, you will build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of Intermediary and Trust company clients to generate sustained revenue. A key element of the role is to engage with the clients’ management teams and obtaining an in depth understanding of their strategic business needs and issues, whilst working with colleagues worldwide to deliver banking, investment and other services ensuring a holistic service for the client.About youWe’re looking for someone significant Read more […]
Financial Planner recruitment
Responsibilities:The role holder will be required to build strong relationships with the client advisor population to develop the penetration of WP products and services.Be actively involved in advising UK WM clients on their wealth planning needs. Proactively market and communicate WP services and products Seek opportunities to further develop the WP business and increase profitability.Contribute to the product strategy and roadmap working closely with the WP Product Development and Management teamRequirements:You will have a background as a Financial/Wealth Planner, dealing with HNW individualsDetailed Read more […]
JNR Private Bankers – LATAM Clients | Private Banking – NYC/Miami/Houston Offices of Global Private Bank recruitment
JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked bank globally, with established and growing reputation with the Latin American private banking sector has delivered a mandate to hire 3 new junior private bankers relationship managers to enhance their Miami Office. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Supporting Read more […]
Lending Private Banker – UK Res/Dom recruitment
My client is a major new force in banking, seeking to appoint a number of specialist Private Bankers to provide first class banking/lending service to High Net Worth clientele.You will have a real passion for service, strong client relationship management skills and solid experience with UK resident and domiciled affluent and HNW clients. You will have strong professional qualifications, including CeMap. You will thrive in a fluid and challenging environment, and be strong in networking to acquire new clients.If this sounds like you, please get in touch for a confidential discussion. Read more […]
Wealth Management Compliance (VP) recruitment
Reporting the Head of Compliance for Singapore this position comes with excellent benefits, competitive remuneration and great career prospects.You will be required to ensure compliance risks are being addressed, assist in creating, implementing and updating policies and procedures whilst simultaneously ensuring they are in-line with local regulations and group policies. Other duties required cover monitoring, account opening, compliance reporting and training.To be successful in this position is it imperative that you have Compliance experience gained within a Private Bank in Singapore. You are Read more […]
Senior Private Banker/Wealth Manager – Top Tier Bank recruitment
Requirements:Relevant experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Networks, Law firms, Accountancy Practices, Offshore/Onshore, Referral Sources, UHNW and/or Wealthy Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate Read more […]
Senior Private Banker (or Team) Russia/Kazahstan/Uzbekistan for Dubai or/and Singapore for Zürich, Dubai or Singapore recruitment
Senior Private Banker (or Team) Russia/Kazahstan/Uszbekistan for Zürich, Dubai or SingaporeYour Responsibilities:Good track record of acquisition of new clients and good developing skillsDevelop your own network of UHNW, Group and External professionals contacts with the aim of introducing new buisness, enhancing technical knowledge and promoting the excellent BRAND of the financial institution.Good marketing and selling skills in using internal products specialists network to develop clients relationshipsEnglish, Russian requiredReady to travel an a regular basisDevelop and maintain strong Read more […]
Boutique Wealth Manager: Private Banking Relationship Manager -FL-Miami recruitment
They are a rapidly expanding firm and therefore is an exciting opportunity for the successful candidate to grow with the company and expand it to different markets.They will pay a competitive salary and are looking for potential in a candidate primarily as well as experience in the LATAM market and an existing portfolio of HNW individuals.If interested, please send a copy of your CV to wealth@selbyjennings.com KEY WORDS: PRIVATE BANK; PRIVATE BANKER; PWM; WEALTH MANAGEMENT; MIAMI; USA; LATAM; LATIN AMERICA; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; Read more […]