Financial Planner (Small & Emerging Business) – Norwest – NAB Financial Planning recruitment
Norwest – NSWSupport the growth and financial sustainability of Small Business’Fee for Advice’ ModelWe’re diverse – partnering with the entire small-to-medium enterprise (SME) business spectrum. NAB presents a key opportunity to work with a broad range of customers (from start-ups to small firms to medium-sized companies).Through the provision of quality financial planning advice, you will have the opportunity to assist both new and existing SME clients to achieve their lifestyle and financial goals. We have a far-reaching national footprint that includes retail branches with dedicated Financial Read more […]
Senior Market Risk analyst, Top Tier Bank – Luxembourg recruitment
core responsibilities are: • Implementation of analysis/reporting for sophisticated funds in the traditional universe. The new infrastructure will be built on the risk management system of RiskMetrics.• Analysis/reporting of the Alternative Quantitative hedge fund guideline.• Liaising with staff in other groups for an efficient and robust implementation of the new infrastructure.• Assessment/approval of new funds and financial instruments.• Contributions to risk exposure analysis/reporting across the business as well as portfolio reviews, PL explanation, and other ad-hoc analysis of Read more […]
Juriste Dérivés Expérimenté recruitment
Juriste Dérivés Expérimenté5-7 ans d’expérience et plus Missions Au sein de la Direction Juridique d’une Banque de premier rang sur la place luxembourgeoise, votre mission consistera à assurer le conseil et la documentation juridique des opérations et instruments financiers structurés et originés par la salle des marchés ; vous devrez notamment :Conseiller les opérateurs de la salle des marchés dans le cadre de la conception et de la réalisation des opérations de marché et en particulier des produits dérivés et structurés (sur actions, indices, fonds, taux fixes, FX, matières Read more […]
Compliance – Private Bank recruitment
Our client is one of the most prominent Private Banks globally and has a strong vested interest in the Asian markets. They offer state of the art infrastructure, stability in their work force, strategy and commitment into the Asian markets and mobility to their employees. In this position you will be reporting directly to Director of Compliance and working closely with a highly professional team.As Compliance Specialist (VP) for Private Banking you will be responsible for the following:Providing advice on regulatory / compliance issues with respect to the launch, offering, structuring and distribution Read more […]
Senior Relationship Managers w/ Market Focus: Greece/Italy/Swiss/UK- based in Zurich
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 […]
Sales & Business Development Manager Trust recruitment
In this exciting sales role you will be given the opportunity to develop and build up the sales network in the German speaking regions. Your primary focus will be on acquiring new clients and trust assignments via different professional networks, maintaining relationships, and developing new business contacts in order to increase market share.Your responsibilities will include:Initiating proposals focused on creating new businessExecuting sales conversion with new and existing clients/intermediaries as well as negotiation on and acquiring contracts with these partiesActively promoting the products Read more […]
Project Administration Support – Private Banking recruitment
The Key responsibilities of this role are:Review of client documentationDocumentation tracking using in house systemData loading using in house systemsPreparation of client lettersSkills: Experience in reviewing KYC documents including Trust Deeds, Corporate Documents preferableAttention to detailTeam playerNumerically proficientOrganisation/Office experience essentialStrong Microsoft Office knowledgeIf you have language skills in French, German, Italian or Spanish it will be highly viewed upon by the business. This is for a New Year start. Our Private Banking division is based in Knightsbridge Read more […]
Russian Speaking Relation Manager recruitment
The company are building out their private bank and wish to add appropriately experienced relationship to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesClient ServicingSales experienceThe candidate must be able to:Work as part of a teamConvert non-active assets into managed assetsLearn quicklyBe committedGood communicatorRequired:DegreeSales experience – preferably financial services.Russian FluencyThe candidate must already be based in the UK have a permit to remain.Please send a CV to privatebanking@carltonseniorappointments.com Read more […]
Relationship Manager, Treasures Private Client (Singapore/Malaysia), Consumer Banking Group recruitment
We deliver a comprehensive suite of innovative banking services and financial solutions to individuals, ranging from the man-in-the-street to the affluent customers. Providing sound wealth management and financial advisory services, we help our customers make informed decisions about their money and are committed to helping them plan and achieve their life goals. Products and services within the Consumer Banking Group include loans, credit cards, investment and unit trusts, insurance and priority banking.Responsibilities• Identify client’s needs and grow the business within the specific, assigned Read more […]
Private Banker recruitment
A leading Wealth Manager in London now have opportunities for experienced private bankers. These roles exist within the Affluent, High Net Worth and Ultra High Net Worth space.This business has a mature product range covering traditional, structured and alternative investments. This diverse product range will allow you to offer bespoke services to clients.In this role you will be required to build your business through personal, client and internal referrals. The successful candidate will have* Strong relationship building skills* Be a proven performer in the Wealth Management space* Be an FSA Read more […]