Senior Investment Counselor recruitment
Location: Hong KongResponsibilities:-Assist senior Private Bankers in servicing sophisticated clients.-Provide investment advices on multi-asset class solutions to UHNWI clients-Maximize clients’ portfolio performance in consistence with their objectives and their risks profiles-Actively keeping abreast of financial markets latest developments and products trendsProfile:-Min 9 years of relevant experience-Experience on dealing with HNWI or UHNWI clients-Excellent presentations and communication skills-CFA or MBA will be a plusLanguages:-Fluency in English, Cantonese and MandarinInterested candidates Read more […]
Banquier Privé Développeur recruitment
Votre mission :Dans le cadre du renforcement de l’équipe de gérants privés développeurs, vous serez directement rattachés au responsable de la clientèle privée. A ce titre :- dans un premier temps, vous apportez les relations actives principales avec lesquelles vous êtes en contact et dans ce cadre percevez une rémunération en fonction du montant des encours transférés,- être l’interface privilégiée de vos clients, ainsi vous leur apportez un conseil global (fiscalité, juridique et patrimonial),- vous préparez des solutions patrimoniales et fiscales avec l’équipe d’ingénierie Read more […]
Financial Investment Advisor recruitment
My client is looking for an experienced individual who can help develop their International market by providing detailed Investment advice to their HNW clients. The successful individual will be qualified to level 4 and will have an exceptional track record in not only delivering first class service but also growing income. Role Requirements Previously worked in Financial Services providing Investment advice to high net worth individuals. Strong commercial awareness of Investment market. Good understanding of Investment products, such as Structured Products, Collectives, Life wrappers and Structured Read more […]
Head of Legal and Compliance recruitment
A global banking institution with a strong presence across Asia is looking for a Head of Legal and Compliance for their Indonesian business. Focusing on the Retail and wealth management business, this is a great opportunity to join a successful, global and rapidly expanding business as a senior member of the compliance and legal management, with very strong future prospects within the company. You will ideally be a qualified lawyer with strong experience within Compliance/Law in either retail, wholesale, asset/wealth management and be familiar with relevant local laws and regulations. For more Read more […]
Brazilian Junior Relationship Manager – Bahamas Office of International Bank| Portuguese & Spanish Required – Florida – recruitment
Our client has a growing reputation in Latin America and is looking to increase its market presence. As their market share grows they require to bring on a junior relationship manager to assist one of their senior Brazilian private bankers. Therefore previous experience in supporting a senior banker, Brazilian market experience and the required language skills.The requirements are non flexible and are as follows:* Relationship Manager to join a well known LATAM Desk* Must have 5 years experience as a Junior Private Banker* Potential candidate must speak Native/Fluent Portuguese AND Fluent Spanish* Read more […]
Investment Manager – Private wealth recruitment
The Investment Manager is responsible for understanding and reviewing a clients investment needs, attitude to risk and their current investments, and proposing a suitable investment strategy. This work is done using the business’ asset allocation models and multi manager approach to asset management.The role is a mixture of managing client investment portfolios, obtaining new business and providing service to client base. The Investment Manager will be able to build relationships with new high net worth clients through personal contacts, individual and corporate marketing initiatives and third Read more […]
Swiss Office – Spanish/Portuguese Speaking Latam Relationship Manager To Inherit Book Of 100mil+ AUM| recruitment
The requirements are non flexible and are as follows:* Relationship Manager to join a well known Latam Desk* Must have 5yrs experience as a Private Banker* Potential candidate must speak Portuguese AND Spanish* The book which will be inherited is 100m+ Latam/Brazil* The candidate would be expected to grow the book by 30mil in 2yrs- must have client network* Good technical and market knowledge* Geneva based* Hard work, commitment and enthusiasm to succeed Read more […]
Head of Compliance Business Advisory, Private Banking recruitment
Purpose of roleThe purpose of the role will be to lead the team that provides full time front line compliance advisory support to the UK Private Banking business. Stakeholder engagement is key. The role will work in conjunction with other compliance colleagues to deliver the compliance programme within UK Private Bank.Core accountabilitiesProvide seamless and responsive front line support to the business: Provide front line compliance advisory support to the UKPB businesses. Ensure that the businesses maintain an appropriate level of compliance with existing and future policies, providing ‘smooth Read more […]
Credit Analyst, Private Wealth Management 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 […]
Junior Relationship Manager – NBFIs recruitment
The role of Junior Relationship Manager – NBFIs based in London for a Wealth Management business, covering corporate clients will include:• Building long-term internal and external business relationships with corporate clients. • Developing a portfolio of NBFIs ( Fund Managers, Fund Administrators, Banks/Licensed Deposit Takers, Life Insurance Companies, AIM Listed Companies, Trust Companies, Wealth Managers, Legal Firms).• Adherence to regulatory requirements.• Providing exceptional sales and business performance while maintaining sound risk management.Candidates applying for the London Read more […]