Senior Portfolio Manager recruitment
Role Purpose: As part of Coutts Co sustained strategy of growth, we are now looking for an exceptional Portfolio Investment Advisor, to be based in our Zurich office, who can proactively service UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level to private clients of the Bank. The combination of the RBS and Coutts brands means that we are able to deliver heritage and quality client service with a truly global reach.Key Accountabilities: Reporting to the Team Leader Portfolio Services Zurich, you will deliver and provide Read more […]
Senior WTP Russian Speaking recruitment
As a Wealth Planner you will be responsible for developing and supporting the wealth planning business for high-net-worth individuals with a focus on the CIS and Russian markets.For this high profile role, your main duties will include providing specialist support and advice to the private bankers on tax-, estate-, and offshore structures as well as lifecycle planning proposals for wealthy clients. You will be responsible for generating new ideas for new products, alerting private bankers on new business opportunities, notifying developments in tax, estate, insurance and other wealth planning issues. Read more […]
Private Banker – Law Firm Group – Houston recruitment
The Law Firm Group (LFG), which has been a significant contributor to The Citigroup Private Bank for over 30 years, provides a broad array of financial services to over 650 law firms and 32,000 individual lawyers. LFG’s client solutions are tailored specifically for the legal industry and include these product categories: Investment Management, Capital Markets, Banking and Lending, Mortgages, Trust and Estate, and Custody. With client relationships in the American Lawyer Top 100 law firms, LFG has established Citigroup as a dominant market leader in the legal industry. LFG has nearly 200 dedicated Read more […]
Head of Trust Administration – Singapore recruitment
Head of Trust Administration – SingaporeJob No 29900thuy.nguyen@ap-executive.comDirect No: +41 22 807 2024Our client, a Swiss private bank and trust company is looking for a head of trust administration to join the growing team in Singapore. The successful candidate needs to be educated to university level with a degree preferably in accounting or legal and with the TEP diploma or equivalent. A minimum of 8 years proven hands-on experience in the management of trust and corporate structures is required. Fluency in English both written and spoken, and an Asian or German language would be a plus. Read more […]
Operational Risk Manager – Private Bank – Guernsey recruitment
Functional responsibility is to provide board members, executive management and regulators with independent assurance that all risks are captured, measured, monitored and managed within the companies defined risk appetite and processes adhere to local regulatory requirements. To work closely with, business unit heads and staff across all areas of the business in mitigating operational risk. To ensure risk infrastructure is in place and operational and to contribute broadly to the Risk Management objectives in the company.Responsibilities:• Assist with maintaining and developing an effective Read more […]
Financial Planner for a niche player in Priavte Banking recruitment
As a Financial Planner, you will have to make the assets grow by giving guidance to the clients on the constitution of their wealth and how it should develop.You will create a balance sheet of their wealth situation in order to assist the clients in a strategic review of these assets and the legal structure of it.You will come up with different possible solutions and this in close collaboration with the Estate Planning team.You will identify internal and external possible partners for the implementation of the solutions.You will accompany the client during the implementation of the retained solution Read more […]
Senior Private Banker – Latam Focus – Geneva (Strong Foothold in Latam Market) 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 […]
RMs Offshore China / Indonesia/ Vietnam recruitment
Responsibilities:Relationship Managers are core to our customer proposition and are responsible for growing business by thoroughly understanding our customers’ needs, and matching these needs to the appropriate products and services. Successful Relationship Managers are typically very active in the community and strive to better educate existing and potential customers about how a solution can help them prepare for future life events, achieve their financial goals, and protect their wealth.You will be responsible for:Growing and strengthening the wealth of high net-worth individuals and their familiesProvide Read more […]
Regulatory Project Manager – Product Management recruitment
J.P. Morgan International Private Bank: Asia Regulatory Project Manager – Product Platform team Overview: The Product Management team is focused on delivering high impact product platform solutions for the International Private Bank (IPB) business. Due to the continued growth of the Private Bank/Wealth business in Asia, the Product Management team is now seeking a Product Manager located in Hong Kong who is responsible for product development and platform strategy/design working in conjunction with key regional investors, asset class leaders / solutions teams. Responsibilities include new Read more […]
Business Development Associate recruitment
Company Overview: The company provides fundamental, technical and quantitative research to the institutional asset management marketplace. Founded in 1980, the company is a leading independent research firm with over 1,100 institutional clients in over three dozen countries. With a range of products and services utilizing a 360 degree methodology, they deliver award-winning solutions to the world’s leading investment management companies. Their clients include professionals from notable firms, including: global investment firms, banks, insurance companies, mutual funds, hedge funds, pension and Read more […]