Investment Strategist-Global Wealth Management Firm-$120-150k recruitment
Excellent Cross Functional Role Scope for DevelopmentResident Expert on Core Tactical Investment StrategiesSydney – CBDSituated in the Wealth Management Division of this leading Global Financial Services Firm this is a rare opportunity to have an input into the business structure in a newly created role. The position requires a highly skilled individual with extensive financial services industry experience with good working knowledge of investment markets and multiple financial instruments including, Managed Funds/Superannuation, Bonds, Structured Products, FX and insurance. The key responsibilities Read more […]
Principle (Wealth Management/PB)-Investment Bank- Bahrain recruitment
My client, a leading local Investment Bank in Bahrain, is looking for a Principle for their Wealth Management/Private Banking department. Reporting Lines: To report to the Director of Wealth ManagementResponsibilities:- To be able to originate, manage and advise clients for the Shariah compliant Wealth Management department. – Be able to be involved in strategy setting, product development, marketing and distribution. – To have significant knowledge of the market he/she works with, including awareness etc- To be flexible as their would be extensive traveling throughout the region- To be able to Read more […]
Junior Business Development Manager (m/f) recruitment
For our client, an International Private Bank, we are looking for aJunior Business Development Manager (m/f)for a permanent position in Geneva Reference number: 166080/7 Your Duties:Reporting to the Head of Business Development, EMEA, you will:Identify new business opportunities and assist the Relationship Managers in acquiring new clients and assetsLiaise with other branches of the Bank to get information on where the Front teams should focusLiaise with external introducers (lawyers, etc) in order to reach new clients and businesses. The geographical area focus is Switzerland + other Read more […]
Junior Private Banker recruitment
Our client is a regional boutique private bank, with a track record for growth and commitment to the Asian market. As part of their continued growth strategy a newly created position of junior private banker is now part of their next stage in development. The requirement for extensive exposure and experience in either of – Indonesian/ Malaysian/ Singaporeanb/ Vietnam/ China market, with a strong track record of client relationship is a must have skill set.The role will be fast paced and demanding, utilising all of your industry knowledge and experience to develop the banks current asset Read more […]
EAM/FIM Relationship Manager and Acquisition Manager: Zurich office recruitment
Reporting into the head of EAM, in these positions a successful candidate will be covering the onshore Swiss EAM marketplace, with a focus on German speaking Switzerland.The relationship manager will play a key role in managing and maintaining client relationships with Financial Intermediaries, IFAs, External Asset Managers, and multi family offices, whilst the hunter will be involved in the acquisition, and client generation process. Other responsibilities include:• Identifying and targeting, along with the Head of EAM, potential new clients throughout the aforementioned areas.• Developing Read more […]
Business Risk Manager (H/F) recruitment
Dans le cadre du développement de nos activités en France, nous recherchons immédiatement un(e) Business Risk Manager (H/F) pour la Banque Privée.Directement rattaché(e) au Senior Business Risk Manager, vous la seconderez dans ses fonctions de gouvernance des process de risk management et de conseil des équipes Front sur la gestion des risques opérationnels.Vous participez à ce titre aux différentes missions mentionnées ci-dessous :-Gérer les risques opérationnels pour les équipes de la Banque Privée (équipes Front : commerciales et spécialistes) : identification des risques Read more […]
Family Owned Private Bank: Geneva based – Senior Relationship Manager: Middle East Client Focus recruitment
Our client is very well known and has had a very strong 2011, and wishes to continue to build this team as they believe it is a will continue to be an expanding market. This is an exciting opportunity for a VP/Director level Private Banker with an existing book of clients/networks.Requirements:Client acquisitionRelationship ManagementNetworkingTravel – as required/decided by candidate.Responsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the bankExtend the bank’s exposure within the right marketsPackage:Competitive Read more […]
Senior Private Banker – New Team within Global Investment Bank recruitment
RESPONSIBILITIES: Network internally with Advisors, BDMs referral sourcesNetwork externally with intermediaries, industry peers clientsDevelop your businessDevelop strategic alliancesHit revenue targetsDeliver a business planREQUIREMENTS: Experience in Private Banking – UK Res, UK Res Non Dom (International individuals with a base or accounts here in the UK.Passionate DrivenNatural networkerIndependentPlease email your CV directly to privatebanking@carltonseniorappointments.com or call +442070780510 for a confidential discussion with one of our dedicated consultants. Read more […]
Senior Private Banker – Miami/New York – UHNW or HNW recruitment
JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 4 new private bankers relationship managers to enhance their growing New York and Miami Offices. 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:• Read more […]
Senior Sales Director recruitment
The incumbent will focus on selling Bank of New York Mellon Wealth Management’s investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will manage and enable development of junior associates, including Sales Officers and Sales Assistants.The Read more […]