Senior Private Bankers – Italian/Greece Client Focus based in Zurich/Switzerland recruitment
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:-Expanding networks-Maintenance of existing client relationships (relationship management)-Provision of investment solutions, products and support-Play a key role in marketing initiative*The Desk head will inherit existing assets and must have experience in leading a team.NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:- Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. – Strong knowledge of the regional market- Networking skills-Team Skills- Focus: Greece; Italy; Switzerland; Read more […]
Business Development Manager London recruitment
Based in London, this prestigious private bank with a global footprint has created a new role due to the volume of business they are encountering now and what they anticipate in the future.The role is wide ranging. You will work closely with the Private Bankers to market the bank’s trust services and identify structuring opportunities for clients where appropriate. The client base in centred on specific emerging markets and as such travel will be required to the regions in question. In addition, you will also play an integral role in training the relationship managers to be equipped to raise wealth Read more […]
VP/ Marketing & Customer Segment Management Team Head Wealth Management recruitment
Job PurposeReporting to the General Manager, Wealth Management, this senior marketer will be responsible for strategic planning and overseeing the implementation of all marketing and customer segment development and tactic. Working closely with distribution, client management and the product groups, you will see to the successful formulation of customer segment strategies as well as ensure all marketing communications and tactical campaigns are in line with the strategies and business targets. RequirementsTo qualify for the position, you should be a university graduate in marketing or business Read more […]
Hd of Sales/Singapore Business Head recruitment
Firstly, a head of the private bank/ Singapore general manager – must be a senior and well-respected individual with an in-depth grasp of private banking to be first in command of the business. The role will require dealing with general office management, contact with regulators, high-profile marketing of the bank, etc. This role will report into the CEO of Asia, based in Hong Kong.Secondly, a head of sales/ marketing to be second in command would ideally be a charismatic and established private banker or team leader who can lead the existing sales force and bring relationship managers into Read more […]
Portfolio Specialist recruitment
Unique opportunity to work closely with an Investment Management team of a leading asset management firm! Our client, located in Downtown Toronto, is looking to add aPortfolio Specialistto its team to focus on investment communications, supporting sales and leadership in product innovation.The primary responsibilities involved for the Portfolio Specialist will include: to act as an effective communicator and product expert for Investment Management and investment sales teams;to maintain and develop investment knowledge;to ensure clear and consistent internal and external communication Read more […]
Senior Private Banker based in Monaco office – UHNW Client Focus recruitment
JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked Monaco based private bank has delivered a mandate to hire 2-3 new private bankers relationship managers to enhance their Monaco headquarters. Having enjoyed a record period of dynamic growth across the business, our client wishes to expand their international network, with the UK market one being one of particular interest.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Acquisition of new clients• Maintenance of existing client relationships (relationship management)• Provision of investment Read more […]
Wealth Planner, Miami recruitment
Our client, an international private bank, are seeking a Wealth Planner to join their team in Miami to generate new business revenues by the introduction to the bank’s operations of new fiduciary and fund administration business, sourced from internal and external markets.The successful candidate will be expected to develop client relationships with prospective clients, other professional advisers and intermediaries through calls, meetings and visits. To be considered for this role you must be a fluent Spanish speaker and have in depth knowledge, understanding and experience of the uses of offshore Read more […]
Real Estate Private Banking in Brussels recruitment
My client a Belgian International Bank.Together, we are are looking looking for a french speaking Real Estate specialist in order to join their Private Banking department.Based in their Brussels office, you will be responsible for looking after the accounts function for their portfolio of investments. You will be expected to:Understand investment structures, mortgage documents, development agreements, partnership agreements…Perform financial due diligence with persons within the Private Banking Team, as well as third parties, commercial private bankers, portfollio managers, legal counsel, Read more […]
Senior Client Advisor – Latin America Client Segment based in Geneva, Switzerland recruitment
Senior Private Banker/Desk Head/ Team LeaderRESPONSIBILITIES FOR DESK HEAD- PRIVATE BANKERS/RELATIONSHIP MANAGERS:•Maintenance of existing client relationships (relationship management)•Acquisition of new clients•Provision of investment solutions, products and support•Development of Networks Networking•Leading a team of 4+REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Potential candidates ideally will have existing client portfolio of HNW/UHNW individuals already in place. However leadership experience will also play a key part. Private Banking experience must be in the Latin Read more […]
Boutique Wealth / Investment Manager recruitment
The practice was developed from the two fundamental money management professions of financial planning and investment portfolio management and consist of credentialed professional money managers who work to enhance the income, growth and tax favoured treatment of long-term investors.They are looking for a candidate with their own HNW/UNWI client base. The role is commission only – however, my client will provide investment during the transit of bringing your portfolio across. You will have previous experience in dealing with UHNW clientele as you will be providing holistic financial advice to Read more […]