Personal Assistant recruitment
As a Personal Assistant, you will provide routine and specialized office support primarily to the Regional Head of Advisory Solutions as well as his direct reports. You will receive general instructions and leadership, but have the freedom to show initiative and work independently within agreed limits.Key tasks and responsibilities include:Administrative organization and co-ordination of meetings, and the preparation of reports and presentations for use by the managersHandling all correspondence with a high degree of independence, judgment and discretion Administering filing systems, both manually Read more […]
Senior Account Manager – Private Banking – Wealth structuring & Tax services recruitment
Position:The role will deliver strategic wealth and tax planning solutions to private clients and Relationship Managers.Further to Tax consulting, your primary focus will also be on business development and client’s relationshipThis is a high-level client-facing role that will cover a variety of topics, including: multi-jurisdictional tax issues, inheritance and estate planning, relocation and retirement strategies, real estate structuringPrivate clients focus (client facing responsibility)Global view of the clients / International scope (Europe, Asia, Emerging countries)Advisory services, delivery Read more […]
Head of Wealth Management, Retail Bank in Hong Kong recruitment
Responsibilities: Formulate and implement product plan for investment and deposit products to achieve target business growth and key performance indicators.Lead the team to drive and execute product development and enhancement plans to ensure product competitiveness.Manage and ensure effectiveness of product positioning, marketing programs and brand awareness.Maintain frequent communications with frontline staff to ensure seamless delivery of products and services to customers.Requirements: Degree Holder in Business, Marketing, Finance, or related disciplines.Minimum 12 years’ banking experience Read more […]
Financial Planner (Retail) – Gympie/Tin Can Bay – QLD – NAB recruitment
Tin Can Bay and Gympie – QLDUncapped Incentives Supportive team environment At NAB, our aim is to help our customers fulfil their aspirations – not just now, at every stage of their life. A career with NAB Financial Planning is, therefore, much more than just being an adviser; it is about building and sustaining lasting valued relationships with our customers. Our business model ensures that, at every stage of your career, you have opportunities for personal growth. Based in Gympie and Tin Can Bay areas, you’ll be part of a supportive team environment where you will benefit from the experience Read more […]
Senior Review Officer recruitment
About the roleAs a key member of our Customer Relations Department, you’ll manage customer complaint cases across Life, Pension, Investment and any other regulated products. The focus will be on making sure our responses are in line with both Financial Services Authority and Financial Ombudsman Service guidelines. You will have responsibility for calculating levels of redress ensuring cases are resolved within appropriate timescales and that they’re resolved to the highest of standards. About youYou will possess a thorough understanding of Life, Pension and Investment products and should have Read more […]
Sales Specialist – VP recruitment
SMC342 – Sales Specialist – VPOverview:Excellent opportunity to join a large multinational investment management firm that manages a broad range of funds and customised portfolios for an international clientele of institutional investors. Based in offices in London, the successful candidate will join the UK Sales Team and will take responsibility for building and maintaining new and existing client relationships. This role offers the opportunity to gain a long term career within a growth driven, international organisation.Key Responsibilities:Building and maintaining relationships with Read more […]
Regulated Sales Manager – Institutional Clients recruitment
Title: Regulated Sales Manager – Institutional Corporate Salary: Circa £80k Location: Channel Islands Company: A leading global wealth and investment manager, providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across one of the principal financial services groups in the world. Role: As the Regulated Sales Manager Read more […]
Senior Project Manager Strategic Initiatives – Online & Mobile Banking (f/m) recruitment
We Offer Challenging and independent senior project management position with high management attention in an innovative and fast-growing environment Responsibilities from conceptual design to implementation of strategic initiatives to further integrate Online Mobile Banking into the business model of the bank Development of decision bases and solution propositions for Senior Management as well as securing the implementation with the responsible partners Close collaboration and networking with all affected areas and stakeholders of Online Mobile Banking and external providers Read more […]
PRIVATE BANKER / RELATIONSHIP MANAGER ; LEADING PRIVATE BANK LUXEMBOURG | BENELUX PRIVATE BANKER , MANAGER , UHNW , HNW , CRM , PRIVATE WEALTH , WEALTH MANAGEMENT , RELATIONSHIP MANAGER , HUNTER recruitment
JOB DESCRIPTION Our client is a leading private wealth boutique who are looking to add a Private Banker covering the Benelux market to their team in Luxembourg. The right candidate will have a proven track record in hunting new clients, bringing in long term business on a sustainable level adding real value to their group. The ability to be able to manage these accounts and sustain the long term relationships is also essential.Responsibilities:• Increase assets under management, through client development, prospecting, and consultative selling • Deliver exceptional client service and work Read more […]
Credit Control, Private Banking recruitment
Your key responsibility is to ensure a robust and holistic credit support, focusing on the following areas:Conduct credit underwriting of credit facility application including credit proposal preparationCredit facility review (renewals, restructuring etc) as well as monitoring of loan drawdowns and rollover, margin calls, limit excesses etcPartnering Relationship Managers in managing client’s queries on credit issuesTo succeed, you should be:Degree qualified with at least 5 years of solid credit underwriting and credit support experience within private banking space withTechnically strong with Read more […]