Senior Private Banker (Director/Client Partner) – PWM Arm of Global Investment Bank – London 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 […]
International Estate & Tax Planning Specialist (M/F) recruitment
INTERNATIONAL ESTATE TAX PLANNING SPECIALIST (M/F)Being part of the international Wealth Analysis Planning Team based in Luxembourg, you will be in charge of advising High Net Worth Individuals. These clients who live in Northern Europe or in other jurisdictions across Europe are seeking optimal solutions for specific needs in Wealth Management.Your main responsibilities:* As an expert, you offer Wealth Management advisory services and solutions to HNWI and you accompany them in wealth structuring, wealth transmission, financial and tax planning Read more […]
Vice President | Sales role in Private Banking recruitment
A large corporate and investment bank in Moscow is looking for an experienced sales professional, preferably with Sales background from Investment Bank / investment products. The successful candidate will join bank’s expanding Private Banking / Wealth Management arm, a division for HNWI (large proportion of which are non-Russian citizens) The Role: • Acquisition of HNWI clients, sale of advisory services and prospects across asset classes, including equities, fixed income, currency, hedge funds and structured products. • Client introduction to other product specialists from Wealth Management Read more […]
Family Office Executive ( Legal and HR ) recruitment
The successful candidate will form part of a small, dynamic team which coordinates the management of private property assets and provides core corporate services and support for the organisation.The organisation is searching for an exceptional colleague to take accountability for the legal and human resource functions, as well as to drive the operational activities of at least two tangible asset groups, in collaboration with the local asset teams.We are keen to find candidates with at least 10 years’ professional experience who have:• Qualified with a top tier international law firm in a common Read more […]
China Private Bankers – Hong Kong & Singapore based recruitment
Candidates should be able to build a minimum book of CHF 120-150m over 3 years, with revenues of roughly CHF 1m, in order to position themselves in this bank successfully. The ideal candidate should possess a proven track record in acquiring UHNW client relationships and demonstrated ability to penetrate the HNWI market in the specified provinces. It seeks to attract the best talent hence an in-depth understanding of the needs of more sophisticated entrepreneurial/business owner clients will be essential.Knowledge of Mandarin and Cantonese/Fuzhounese/Shanghainese or Jiaodong dialect groups is a Read more […]
VP, PRIVATE BANKING COMPLIANCE recruitment
Reporting to the Head of Compliance in Hong Kong, you will be responsible for providing compliance advice with regard to private wealth management on internal compliance standards, policies and procedures in respect of suitability, cross-border matters, etc. Track all relevant meetings, surveys and reviews with regulators as it pertains to the PWM business, assess all new alerts, circulars and other regulatory notifications to ensure that relevant documents are being provided on a timely basis. Participate in regional and/or global compliance group meetings that determine strategies and priorities Read more […]
Private Banking – Credit Support Group – Documentation Analyst recruitment
The Private Bank Documentation Unit is part of the product and support team in the J.P. Morgan Private Bank. The team works closely with Bankers, Investors Credit to deliver excellent client service to Private Banking clients in Asia. Main Responsibilities:1) Regular responsibilities: Liaise with Capital Advisors and Credit Executives on documentation requirements Determine and prepare required supporting legal and credit documentation for client signature, working mainly with standard document templates. Documents include credit facility agreements, pledge agreements, ISDA, and product agreements. Manage Read more […]
Risk Manager – Regulated Sales recruitment
Core accountabilitiesDay to day activities 40%To provide risk management support for the regulated business i.e investments in areas including regulatory risk, operational risk, client due diligence, anti-money laundering, fraud, and credit risk to ensure that all key objectives are met. Ensuring appropriate assurance is provided internally to business management and externally to areas such as, Compliance, Monitoring and Oversight and Internal Audit.Risk management 35%Providing appropriate assistance to managing key risk processes and specific risk situations; cascading reminders of policies and Read more […]
Senior Manager Meldewesen/Aufsichtsrecht (m/w) recruitment
Für unsere Kunden stellen wir den Kontakt zu herausragenden Kandidaten in den oben genannten Bereichen her und begleiten beide Seiten durch einen effizienten Besetzungsprozess. Unsere Kandidaten nehmen uns als Partner bei der Karriereplanung wahr: offener, respektvoller Umgang ist bei uns ebenso wichtig, wie kompetente Einschätzung der Fähigkeiten und persönlichen Karrierewünsche. Für unseren Kunden, eine der renommiertesten Privatbanken, suchen wir für den Standort Frankfurt eine/nSenior Manager Meldewesen/ Aufsichtsrecht (m/w)Aufgaben:• Überwachung und Sicherstellung der aktuellen Read more […]
Senior Paraplanner
Major Financial Services FirmCentral Sydney LocationCompetitive Remuneration PackageUnique opportunity exists to join this well respected and successful Wealth Management business based in central Sydney. As a business that strives to deliver exceptional client service and exceed expectations, this is an organisation that seeks to attract top talent.As part of a dynamic and specialised paraplanning team that has a national remit, the role holder would assume a senior role within the team and would be required to work closely with senior financial advisers to produce complex SOAs with tailored strategies, Read more […]