Compliance – AML Specialist, Private Banking recruitment
AML is responsible for the implementation and development of the principles as well as the measures related to money laundering, corruption and terrorism financing.Missions:• Onboard new clients: Due Diligence, KYC• Conduct Client Reviews and Clean up Processes: assess client risk, to analyse transaction patterns, control and report about progress, etc.• Train and advise on Due Diligence related matters• Perform other compliance related tasks What we look for:• Good knowledge about client and compliance related processes• Good knowledge of Wealth Management Products• Previous experience Read more […]
Credit Analyst recruitment
Credit Analyst £45,000 – £60,000 + bonus + benefits Central London The Company: London branch of an overseas bank, with extensive range of financial services in Trade Finance, Property lending, Corporate and Institutional Banking. The Role:The bank is now in asset acquisition mode as well as having small legacy book in run off. However, the focus is new business and therefore you will need a strong focus and good expertise in assessing new risk. The role requires a confident person able to negotiate in business activities including Treasury (FI and bonds), Trade Finance and Structured Property Read more […]
Junior Relatioship Managers: UHNW Desk of Top Global Bank ((Romandy Based)) recruitment
JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked bank globally, with established and growing reputation with the private banking sector has delivered a mandate to hire 3 new junior private bankers relationship managers to enhance their Geneva and Zurich 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 European and EMEA markets, catering to an increasingly widespread and diverse clientele.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Read more […]
Paraplanner – HNW Boutique recruitment
HNW ClientsImmediate StartLong Term CareerThis organisation has a strong belief in high-end financial advice they operate an advice model geared towards quality and long term relationships with clients. Located in beautiful offices in the inner northern suburb of Melbourne, this successful team is looking for an ambitious team member to assist the financial planning team.As the successful candidate you will be involved with advisors on a daily basis that includes attending meeting. You will be a point of contact for a diverse HNW portfolio of clients, as you produce high quality SOA’s and maintaining Read more […]
Associate Director – Business Development recruitment
Reporting to the Director Business Development, you will be a relationship farmer and act as the first point of contact between the organization and Clients. You will be the centre to our client’s ongoing operations and long term success. You will be responsible to develop and execute business strategies, business plans, sales and projects which propagate profitable business for the organization and for their clients. This role incorporates financial results accountability therefore requiring financial acumen and strong commercial focus from you. It is a multi-disciplined role which requires Read more […]
Business Development Team Head – Funding Solutions recruitment
Excellent sales management opportunity with attractive remuneration packageExperience in dealing with SME clients is a MUSTAbout our ClientA regional business funding company is now looking for experienced Business Development Team Head to manage the funding solutions sales team in Hong KongJob DescriptionAs the Business Development Team Head, you will be responsible for building and motivating the sales team in Hong Kong to provide suitable funding solutions including buying and selling receivables, cash advance etc to SME clients and merchants. You will also be responsible for formulating business Read more […]
Relationship Manager – Private Wealth (HK/Taiwan/NRI) recruitment
ResponsibilityCreated, organized and implemented a wealth management strategy designed to deepen relationships with existing clients.Proactively analyzed client needs; identified value added opportunities, and coordinated with product specialists to structure creative solutions. Offered full array of appropriate products to meet client needs.Maintained contact with client to revise account plan based on modified needs of client or changes in investment markets.Acted as client’s first contact point, responded to client requests and resolved account related problems promptly.RequirementsDegree Read more […]
Private Banker – Lending Specialist | UK \ London | recruitment
Requirements:Experience of Private Banking OR High Level Private Client LendingA Track Record of Achievement Hitting TargetsAbility to Generate New ClientsSpeciality in Gathering Deposits and LendingThe belief of the bank is that Private Bankers should be Bankers – look after client’s money, and lendings, but outsource investment business to independent advisors rather than push bank-specific products.Benefits:Client-centric focusVery well capitalised bankBank built by successful, intelligent, and logical individualsAbility to get things doneFairness logic applied at all juncturesIf you are Read more […]
Director/Senior Private Banker – Desk Head for UHNW Clients – International Private Bank \ Montecarlo recruitment
JOB DESCRIPTION – SENIOR LEVEL PRIVATE BANKERSOur client, a top ranked Monaco based private bank has delivered a mandate to hire a team head to help manage their UHNW (15 million+) client team within their Monaco headquarters. Having enjoyed a record period of dynamic growth across the business, our client wishes to expand their international network, catering to an increasingly widespread and diverse clientele.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Management of Senior RMs• Marketing Strategy Development/Implentation• Acquisition Read more […]
Compliance Marketing Specialist Needed at Private Bank recruitment
The department requires a new Compliance Manager with expertise in Marketing and Distribution. This is an excellent position for a compliance professional that enjoys focusing on the sales practices and product marketing of a firm. As Manager, you will have overall remit of ensuring all client pitches and financial promotions are in accordance with the SLA.You will provide guidance and support to front office on financial promotion compliance advice and training for investments, trusts and bankingYou will have oversight for all regulatory and compliance matters in regards to financial promotionsYou Read more […]