Senior Financial Planner – Eastern Suburbs, Melbourne recruitment
Major Bank offering Boutique Private Wealth SolutionsBonafide Private Wealth ClienteleExceptional Earning PotentialThis leading Australian Bank has Wealth Advisory Business that challenges many of the misconceptions around Major Bank advice offerings. Indeed, their operating model exhibits many of the traits of a boutique wealth advisory practice, both in terms of the breadth of their advice offering and the remuneration structure – which compares to many of the boutiques. In addition, the model allows for a successful financial planner to build a ‘practice within a practice’ with ability Read more […]
Investment Manager – Digital Media recruitment
The client is a dedicated investment manager with interest in venture capital investments across various sectors from clean energy to technology and infrastructure. With interesting investment opportunities coming up across the region in the digital media space, they now seek an experienced sector investment professional to add to their ranks.Responsibilities • Be kept updated and at the forefront of the sector by maintaining strong understanding of the competition and business opportunities• Originate and conduct due diligence through valuations and financial models• Play an active role Read more […]
Front Arena Specialist / IT Trading support, Permanent, Private Banking, Geneva, Switzerland recruitment
Are you looking for a challenging position in a fast paced environment?In this permanent position, you will be in charge of converting (and anticipating) business ideas in a limited time frame. Other responsibilities include the maintenance of the infrastructure and the architecture and to facilitation of the integration in the current bank environment. In order to be considered as a potential candidate, you must have strong experience with Front Arena systems (Python), sound knowledge of FIX protocol and OMS system as well as experience in trading floor support.Further requirements for this role Read more […]
Private Wealth Management | Credit Admin & Credit Control Manager | AVP/VP | Singapore recruitment
Responsibilities for Credit Admin Credit Control ManagerPlaying a critical role in the Bank’s Group Risk management structure/model, this position works with the Head of Credit Admin Credit Control, Wealth Management Asia and is responsible for Credit Admin Credit Risk Monitoring, Control and Reporting functions in Asia to effectively and efficiently support the credit/lending business to high net worth individuals and their related companies for credit exposures booked in Singapore and Hong Kong as well as Margin Lending (Brokerage) business in Hong Kong.Ensure that the Bank’s legal security Read more […]
Team Manager, Trust Administration recruitment
Job DescriptionTIAA-CREF is a Fortune 100 financial services company that is America’s leading retirement system for people who work in the academic, research, medical and cultural fields. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver and some 65 offices nationwide. The company has a workforce of approximately 7,000 employees. TIAA-CREF’s retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, tax-deferred and after-tax annuities, IRAs Read more […]
Trust Risk Officer recruitment
In this challenging position, you will support the team/supervisor in the Business Risk Management unit of the company and will be performing Business Risk duties in accordance with the company’s policies and procedures.Further duties will include:Administration of the Fiduciary Review Committee process, Anti-Money Laundering process, and the Risk Management policy of the Trust Business,Performing self-tests to test the controls in place, backup duties to the functions of the departments processes, Ad hoc Reviews as required by the Business,Participating in Special Projects related to the Business Read more […]
Head of Customer Complaints – Private Banking recruitment
The key purpose of the Client Relations Complaints team is to resolve complex, servicing, executive and regulatory complaints across the business. The team aims to resolve complaints quickly and effectively to restore and enhance the relationships with the clients, it also aims to work in partnership with the business to idetify and eradicate systemic causes of complaints. The regulatory requirements of the FSA must be adhered to to prevent the censure, imposition of fines and to protect the reputation of the business.The role holder will be responsible for the leadership of a team of c.15 Read more […]
Corporate Relationship Manager recruitment
Solid Networks within VictoriaUnderstand current global marketsLareg Global bankOur client is seeking an experienced Relationship manager to work with management to develop relationships with existing and target customers, and identify new customers. You will provide a point of contact for corporate clients and draft credit paper and preparing memos with recommendations on commercial/credit decisions. You will also originate Loan asset, assessing the borrower, evaluating the collateral, negotiating the financial documents and finalising the transaction. Deals sizes are anywhere from $50million Read more […]
Relationship Managers (Priority Banking) recruitment
Job scope: Acquire and development of new accounts to build on AUM Provide advisory for banking and investment products Acquire and grow portfolio, and manage account profitability Job scope:Degree in any discipline with related CMFAS related certifications Min 3 years of retail sales experience with proven track record Candidates with at least 5 years of banking sales experience with good sakes record seeking for progression in Private Banking space are strongly encouraged to apply Sales-driven and motivated Excellent communication and interpersonal skills Interested applicants, please Read more […]
Client Services Officer, Private Bank recruitment
• Provide accurate and timely support to Relationship Managers and Private Bank clients• Be aware of and assist Relationship Managers in achieving their revenue and AUM targets• Handling of Relationship Manager’s inbound calls where necessary• Produce high quality phone and written correspondence to clients• Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints. For Jersey clients ensure these are logged in Command• Actively participate in the prevention of money laundering and fraud by strict adherence and Read more […]