Client Advisor Assistant (Japanese-speaking) recruitment
As Client Advisor Assistant, you will be part of a team of Client Advisors who are covering the Japanese market.Key tasks and responsibilities include:Ensuring superior client experience through providing excellent administrative and organizational support in all client related processesBeing the point of contact for optimal support service delivery in processing client orders and dealing with client queriesManaging trouble-shooting challenging situations using specialized transactional process knowledgeProviding on-the-job training and coaching of less experienced Client Advisor AssistantsOur Read more […]
Investment Counsellor – Global Private Bank Office Based in London, UK recruitment
Responsibilities:To leverage off an existing network to create a portfolio of HNW customersTo manage and acquire new clients utilising products at your disposalTo market and sell a suite of ever growing products servicesTo market and sell the bank’s investment propositionTo work as part of a team to ensure maximal outputTo maintain strong knowledge of both Retail and HNW Banking, Investment and Financial Planning ProductsTo maintain good knowledge of competitor’s offeringsUnderstand the current regulatory environment and stay ahead of thisRequirements:4+ Years ExperienceStrong Private Wealth/Personal Read more […]
Credit Operations Director recruitment
The Head of Credit Operations is a senior leadership role in the newly transformed Operations organisation. The role holder will have overall accountability for the team who provide an efficient credit operations service via the Business Engagement and Service Management Teams to the Front Office businesses.The Credit Operations function is responsible for the provision of all credit administration, security perfection and collateral monitoring activity for the secured and unsecured credit book; which is primarily mortgages, over drafts, trade facilities and an expanding footprint in margin trading Read more […]
Business Partner – MI/Systems recruitment
A leading international wealth manager is looking for a Finance Business Partner who will need to demonstrate experience in the working dynamics of IT and Finance. Whilst this role is ideally suited to an accountant, strong technical systems knowledge is required.• To operate as the key liaison between Finance and IT ensuring systems are stable and data outputs are suitable.• To produce and develop the MI data to support the team meetings and board reviews• To produce granular monthly reports to monitor clients, products and assets by business drivers and review the general performance• To Read more […]
Para Planner – Melbourne CBD recruitment
Leading Financial InstitutionCBD permanent roleSalary Circa $55- 70 + Super + BonusMy client is seeking a Para Planner to join their growing Melbourne team. Well known for their customer service, they have a range of clients with varied and complex financial needs. No two days the same, you’ll never get bored in this role! You will join a centralised team responsible for the production of SOA’s for new clients and reviews alike. Your role will be varied with the key responsibility being to prepare mostly complex Statements of Advice (SOA’s) and to liaise with the Financial Planners. Ideally you Read more […]
Area Development Manager Financial Planning recruitment
Area Development Manager Financial PlanningLocation: Berkshire, Hampshire and DorsetSalary: £50,000 – £70,000 + Car Allowance of £7000 + Up to 80% of Salary Bonus.Your role will be to work closely with the businesses established Financial Planners aiding them with developing their business through coaching, developing and mentoring, utilisation of marketing tools and strategies.The key to success in this position is tailoring your approach to each individual adviser so they are able to achieve their goals.Interested applicants should contact Barry Pendrill at barry.pendrill@hanoversearch.com Read more […]
Portfolio Counsellor recruitment
Objective: Main objective is to support and coach Relationship Managers with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to CPC or important Citigold clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients. Mission of a Portfolio Counselor (‘PC’) is to provide holistic advice through the portfolio review process and instil the Portfolio Approach with RMs he is working along. PC ensures delivery of Citi’s view in terms of investment strategy to RMs and clients. Responsibilities: Work Read more […]
FRONT OFFICE ASSISTANT – PRIVATE BANKING – ZURICH recruitment
The CLIENTOur client is one of the largest retail bank in Europe. They are known to be an outstanding financial services provider, with over twenty eight million clients all around the world.The private Banking desk of the group in Zurich is now looking for a Front Office Assistant, who will directly work with the Relationship Managers.The purpose of this role is to give operational and administrative support to the Relationship Managers and to ensure a quality service to the clients.The ROLEThis position is based on the following skills: clients service and administrative support, financial knowledge Read more […]
Strategy Manager recruitment
The role holder will work as part of the Strategy team, contributing to the delivery of strategic initiatives across the organisation. The projects the role holder will be working on will be high profile, senior management sponsored and delivery focused: examples of recent work include business area strategic review; growth strategy including proposition development, strategic support to evaluate inorganic opportunities.The in-house strategy team is very much seen as an “intake” function and the expectation is that people will spend around 2 years working in this team before being pushed out Read more […]
Adviser Assistant – Adelaide recruitment
The Banking Financial Services Group (BFS) manages Macquarie’s retail operations in Australia, New Zealand, Asia, North America and Europe. Products and services include comprehensive wealth management advice, stockbroking, investment products, cash management, residential and commercial mortgages, investment lending, personal loans, credit cards and relationship banking.Within BFS, Macquarie Private Wealth (MPW), provides comprehensive advice to Macquarie’s retail clients in Australia and New Zealand. Services include strategic financial planning and stockbroking. An opportunity has arisen for Read more […]