Head of Private Banking recruitment
We have been retained by a boutique private bank and are working in conjunction with them to find a new Head of Private Banking for their London office. There is currently a small team working in London with further teams in both the Channel Islands and internationally. This is an excellent, well respected name with great heritage and history. Committed to lending, the bank has very realistic targets for growth. The successful candidate will be able to lead the current RM’s as well as having the vision to grow the team as the AUM’s build. We are not looking for someone to bring clients Read more […]
Broker Services Executive recruitment
The main purpose of this role is to work as part of the sales team, providing a proactive sales support to IFAs. The prime focus is the development of relationships with the 3rd party market to promote the business, increase sales and maximise client retention. The role is principally office based but will involve accompanying the regional sales executives to presentations, seminars and other client presentations and meetings as appropriate. It would be an advantage if you have experience or knowledge of the industry CRM system. You will also be able to demonstrate the following: Highly organised, Read more […]
Junior-Relationshipmanager / – in Private Banking recruitment
Wir sind die führende Regionalbank des Nordwestens mit einem Geschäftsvolumen von derzeit 41 Milliarden Euro. Unser Anspruch ist es, die erste Adresse für Privat-, Firmen- und Spezialfinanzierungskunden sowie für die Sparkassen unserer Region zu sein. Mit anerkanntem Spitzenbanking – sowie mit einer Unternehmenskultur, die hohe Motivation und Verlässlichkeit mit sich bringt.Dies zeichnet uns aus, dafür wurden wir ausgezeichnet – als top Arbeitgeber Deutschland 2011.Für unseren Bereich Privatkunden am Standort Bremen suchen wir zum nächstmöglichen Termin einen/eineJunior-Relationshipmanager/-in Read more […]
Residential Mortgage Closer – NEW YORK recruitment
• Manage closings.• Assist in managing the closing schedule for all residential mortgage loans.• Negotiate issues which arise at closing and which require judgment as to whether to proceed with loan funding.• Provide feedback to management about loan files and regulatory processes which affect all the steps leading up to the closing.• Receive legal documents, HUD-1 Settlement Statement, credit file complete with Credit Approval Memo and KYC, Escrow Agreement or Closing Attorney letter, hazard and flood insurance binders, screenshots of securities accounts (if side collateral is required).• Review Read more […]
Senior Director Level Hire – Private Bank | UHNW Clients – Singapore/Hong Kong OFfice recruitment
DESK HEAD/DIRECTOR LEVEL HIRE:Our client is a top tier global private bank with an unrivalled excellent reputation within the Singapore private banking market. The UHNW AsiaPacific desk is one of the top performing areas within the bank and they are looking to add another desk to accomodate the growth. The role will involve inheriting a book of AUM and managing a team of exisiting RM’s.RESPONSIBILITIES FOR DESK HEAD:•Managing Relationship Managers, and implementing successful business development strategy and growth•Creation of new, and maintenance of existing client relationships•Inheriting Read more […]
Senior Compliance Officer – Wealth Management recruitment
Hong Kong• Strong Corporate Culture• Attractive Remuneration PackageReporting to the Head of Wealth Management Compliance, you will be fully responsible for:• Liaising with regulatory authorities and auditors to resolve any compliance related issues• Identifying compliance risks and implementing monitoring measures where required• Developing and ensuring compliance policies and procedures are in line with the local regulatory and wealth management requirements• Ensuring sensitive employees are identified and exercising control over personal account dealing• Approving on account Read more […]
Senior Sales Director – Wealth Mgmt recruitment
You should possess 8+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales.Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect’s advisors. Undergraduate degree or equivalent experience is preferred.Strongly Read more […]
Relationship Manager, Private Banking recruitment
Responsibilities:• To be the primary relationship manager to a portfolio of customers• To increase retention rate and share of wallet and or existing customers and acquire new high net worth customers by – provision of high quality service, matching financial solutions with customer needs and goals, and fostering quality internal referrals from existing customers. • Maximise income generation in order to meet individual and department yearly budget.• To meet revenue and sales targets agreed for the year.• To promote a Corporate Risk Management culture in the business. To implement Read more […]
MD Level Desk Head Hire – Global Private Bank | Singapore Office recruitment
DESK HEAD/DIRECTOR LEVEL HIRE:Our client is a top tier global private bank with an unrivalled excellent reputation within the Singapore private banking market. The UHNW AsiaPacific desk is one of the top performing areas within the bank and they are looking to add another desk to accomodate the growth. The role will involve inheriting a book of AUM and managing a team of exisiting RM’s.RESPONSIBILITIES FOR DESK HEAD:•Managing Relationship Managers, and implementing successful business development strategy and growth•Creation of new, and maintenance of existing client relationships•Inheriting Read more […]
Compliance Officer recruitment
The Group was founded in 1952. Recognised for providing clients’ premium quality financial and administrative solutions the Group works with preeminent tax, finance and legal professionals around the world.Intertrust Singapore is now seeking motivated individuals to join us asCompliance Officer. Reporting to the Head of Group Compliance with a functional reporting line to the local Managing Director, you will be responsible the following:Your function Regulatory MonitoringDevelop annual compliance work plan and maintain regulatory compliance checklists/control self-assessmentsConduct compliance Read more […]