Trust Relationship Manager recruitment
You will provide excellent and professional service to clients so as to increase overall returns from existing relationships. You will increase revenue from time cost activities, further injection or promotion of Group Products Services and perform active review of existing relationships to identify further opportunities for Private Wealth Solutions and /or other department within the Group. You will also actively review the accounts under management, and obtain regular updates on clients’ circumstances to ensure that their objectives are being met and to consider restructuring, if necessary. Read more […]
Investment Compliance, Director Level, Private Banking, 85k-120k recruitment
The Company Our client is a leading global private bank with a renowned international presence. They are looking to add a senior level compliance candidate at the Director level to focus on Investment Compliance. The Role As a part of a growing compliance team, you will be reporting to Head of Compliance, responsible for performing investment product advisory as well as conducting regular compliance review and checking, staff dealing, individual and corporate licensing, account opening approval, compliance structuring with senior RMs, liaising with local regulators (SFC and HKMA), as well as liaising Read more […]
Senior Trust Administrator recruitment
Monitor and Controls• Open and close accounts for clients, including preparation of checklists.• Coordinate and administer trust accounts for various clients in a support role.• Prepare annual administrative account review. • Monitor account transactions, including daily review and correction of overdrafts, automatic deposits and weekly review of standing remittances. • Maintain complete records, including supporting documentation for discretionary distribution and payments.• Maintain client contacts and work with Administrative Assistant to keep CRM up to date.• Prepare Read more […]
Java Development Lead – Wealth Management (Hong Kong) recruitment
Our client is a leading global financial institution that is designing, developing and deploying a new wealth management platform globally and they require a number of Java Development Leads to manage the teams of developers. Responsibilities of the role: – Managing the team of developers including offshore developers ensuring delivery of the new wealth management platform. – Getting involved with all stages of the project life cycle from business requirement gathering, design, implementation, testing and deployment. – Co-ordinate with business users and IT teams to ensure that applications are Read more […]
Business Development Manager, Commercial Banking (West London) recruitment
Your key responsibilities will include:Deliver the Bank brand and business model in the local area across the Commercial Banking market. You will achieve this through business development activities including; organizing networking events, being involved in local business community groups and promoting the Bank in the local market Working with internal peers to deliver business development events each quarter.Work with the Commercial Banking Team to draw up credit applications and present cases to credit.Provide leadership with issues, conflict resolution, process improvement development Read more […]
Trust Manager recruitment
Work Location:Beijing, Shanghai, Shenzhen, Guangzhou and NanjingAbout Us:China Ping An Trust Co., Ltd. (hereafter referred to as “Ping An Trust”), established on April 9, 1996, is a subsidiary of Ping An Insurance (Group) Company of China, Ltd. (hereafter referred to as “Ping An”) and is an integral part of Ping An, whose shares are listed on the Hong Kong Stock Exchange (2318.HK) and the Shanghai Stock Exchange (601318).In February 2002, Ping An Trust obtained approval from the People’s Bank of China for re-registration. Its registered capital has increased four-fold, reaching RMB 6.988 billion Read more […]
Private Banker/Wealth Managers needed for a Leading Private Bank based in Dubai recruitment
Responsibilities: – To work in the MENA Desk of a leading private bank- Work in a team of 5+ – Ensure overall growth of AUM Requirements: – 2 years+ as a private banker/relationship manager – Manage a book of clients – Have a large and extended network of clients from the MENA region – Ideally have a transferable portfolio/assets – Have a clear, demonstrable business planFor this Private Banking/Relationship Manager role, apply and send your Read more […]
Private Banker at Director or Senior Director Level recruitment
This is an opportunity for private bankers at Director or Senior Director Level to join a Top-Ranked Private Bank. My client can offer an experienced private banker with an existing book of USD 200M or more: • An open architecture with access to the full range of investment products • Unrestricted Geographic Boundaries • An independent and highly entrepreneurial environment • A solid IT-system. If you feel it is time for a change we would welcome the opportunity to have an initial confidential conversation with you. Contact us at pb@xecutive.com.hk quoting SCPB1010 or apply Read more […]
Funds Specialist – Investment Management recruitment
Responsibilities:1) Select and monitor funds for the Private Bank2) Provide effective communication which includes broadcast emails, marketing materials and website3) Provide marketing and after-sales support to RMs on funds4) Promote portfolio approach in addressing clients’ investment needs5) Participate in client meetings for proposals and account reviews6) Liase with external fund houses for marketing materials, commentaries and manager presentations7) Coordinate morning presentations and present in team meetings8) Read more […]
Head of Compliance recruitment
Head of Compliance Head of Compliance Financial Services Competitive Salary Benefits Ethos Risk Management Compliance have been appointed to assist one of the region’s leading financial institutions in their search for a new Head of Compliance. This strategic appointment marks an important turning point for the organisation’s approach to compliance and as such requires a transformational leader with experience in the design and implementation of a compliance infrastructure that meets the challenges of the ever-changing financial services industry. Expressions of interest are being sought Read more […]