Director – HNW & UHNW Clients – Award Winning Bank (PWM & Banking) recruitment
Requirements:10+ Years experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Law firms, accountancy practices, offshore/onshore, referral sources, UHNW and/or Wealth Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate with experience Read more […]
Senior Investment Professional – Private Bank – London UK recruitment
The company are building out their private client business, and wish to add appropriately experienced investment managers/advisors/directors to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesInvestmentsClient ServicingSales experienceThe candidate must be able to:Work as part of a teamRun money/portfoliosMentor junior and senior members alikeConvert non-active assets into managed assetsAcquire new clients/contactsUnderstand Trade structuring trade ideasLearn quicklyBe committedBe a good communicatorRequired:Strong numerical/financial/economic Read more […]
Head of Discretionary Investment – London recruitment
Our client is well established 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 for them. This is an exciting opportunity for a the right candidateRequirements:Client acquisitionRelationship ManagementNetworking – Intermediary IFA spaceTravel – as requiredResponsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the InstitutionExtend the company’s exposure within the right marketsHire/Recruit new members of the Read more […]
Relationship Manager recruitment
Relationship Manager – Up to 95K package + bonusesLeading bank, unmatched benefitsMarket leading product portfolioThis is an opportunity to join this leader in banking and financial services where you will be working along side some of the most knowledgable and experienced professionals within the market. This bank offers a level of service that is unmatched within the market and that offers a career where you will be developed and valued long term. In joining this team of polished individuals you will be managing a portfolio of customers where you will be a trusted in being an experienced specialist Read more […]
Junior Private Banker – Miami or NYC – Latin American Focus recruitment
JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERSOur client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/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, those covering other regions Read more […]
Top UK Team seeks Four Relationship Managers- Russian Language Essential- London UK
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 […]
Senior VP / Director, Private Banking
The Relationship Manager advises a client base on their portfolio of investments. They find, attract, and win new clients, nurture and retain those the company already has and entice former clients back into the Bank.Responsibilities• Continuously develop relationships with a portfolio of clients• Foster and promote the client’s interests and needs throughout the advisory process• Maintenance and development of long/term client relationships• Provide a “Single Point of Entry” into the bank with an efficient access to a network of specialists within the bank and outside• Act as a personal Read more […]
Assistant Relationship Manager recruitment
Renowned International BankBe involved in the communityOwnership of your portfolioAre you currently working in a Credit Analyst or Business Banking Support capacity? Do you want to have ownership of your portfolio? This could be your chance to progress in this innovative International Banking group. Variety is the spice of life, and there is plenty to be had in this role! You will be working with a range of internal stakeholders including Risk and Credit teams. In addition you will be speaking and meeting with your clients over the phone or in person and will have the opportunity to attend scheduled Read more […]
Private Bank Client Service Specialist recruitment
A Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists and mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products. Each CSS works with one or several team mates and each team is regionally aligned to bankers and their client base (the banker is generally based in London, but can also be based in another office). Some examples of a CSS daily responsibilities include: affecting Read more […]
Senior Client Advisor- Global Private Bank- Latam Client Focus: Geneva based 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 […]