Service Officer – Russian Speaking recruitment
Job Purpose: Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions. Assist the team of Relationship Managers in client management and liaison (particularly in case of language skills requirements), providing high levels of service to create the ideal environment for all client service sales interaction. In certain circumstances manage non-target market book of clients with the objective of upgrading or exiting relationship. Job Background/context: Citi International Read more […]
Financial Planning Specialist – Level 4 qualified recruitment
Role: Financial Planning Specialist -Wealth Management Location:London Salary: C £60k OTE: £80k Role – An opportunity has arisen with leading banks Private Wealth Team for a Investment Consultant responsible for selling a broad range regulated Investments and protection business (70% – 30% Split) for a leading international bank, based in the central London Area. As an Investment Consultant you will not only offer advice but also help to develop a small team of Relationship Managers that are responsible for generating new business opportunities and filling your diary with client appointments. Read more […]
Private Wealth Management – Part Time Sales Assistant, Dutch Desk (Zurich) recruitment
Position Description Job Title: Sales AssistantJob Level: AnalystDepartment: Private Wealth ManagementLevel of Employment: Part time – 60%Banque Morgan Stanley AG provides highly customised financial advice, investment solutions and brokerage services. Our firm connects people, ideas and capital to help our clients achieve their financial aspirations. The talent and passion of our people are critical to our success. Together, we share a common set of values rooted in integrity and excellence.Role Description:As a Sales Assistant in our Private Wealth Management Department you will provide Read more […]
Private Wealth Management – Business Oversight and Control Officer (Compliance), AVP / VP recruitment
Works within a team of qualified professionals in the provision of business, legal compliance and risk solutions for discretionary portfolio management services.Responsibilities include the diligent performance and accurate completion of the following:• Assisting in the planning, implementation and supervision of effective procedures and controls including ensuring the completion of the AAF within GIS’ Discretionary business in London, US and Europe.• Co-ordinating and jointly conducting the European Chief Investment Officer’s review programme of PWM’s discretionary managers in London, Read more […]
CREDIT RISK MANAGEMENT – PRIVATE BANKING recruitment
Hong KongThe private banking division of a Chinese bank is seeking a Head of Credit Risk to perform the credit risk management of the bank’s private banking unit and product risk management of wealth management products.Your main responsibilities will be to assess and approve the related credit proposals. Assist in developing and implementing the related credit and product strategies in support of the business, as well as work closely with the front office to develop the related credit and product framework, policies and guidelines and relevant system development in managing/monitoring credit Read more […]
Compliance Analyst (3+ yrs) – Pte Bank – Singapore recruitment
Job scope The candidate will assist in the following areas:1. Regulatory Advisory Assists in examining the compliance implications of legislation and regulations, rules and recommendations (and changes to them) with regard to duty of notification, publication and obligations in relation to the supervisory authorities.Assists in the licensing of representatives and familiarity with the Representative Notification System and Misconduct Reporting System.2. Regulatory Compliance and Risk Controls ChecksAssist in the investment suitability and cross border reviews.Perform periodic regulatory compliance Read more […]
Private Bank – Levant Region recruitment
Responsibilities * To build highly proactive, long-term relationships with HNW and UHNW clients * Increase assets under management in a highly entrepreneurial environment that involves extensive client development, prospecting, and consultative selling. * Deliver exceptional client service and work closely with advisors to give sophisticated financial advice across a range of products and asset classes. * Work closely alongside a Senior Relationship manager to execute strategy and marketing plans. * To advise on tailor-made solutions to meet clients’ requirements and collaborate Read more […]
Compliance Officer recruitment
Responsibilities: • Executing controls and monitoring tasks in accordance to the compliance controls plan.• Reporting on findings to line manager and stakeholders and ensuring action is taken to address deficiencies.• Assisting in the development and maintenance of the compliance monitoring procedures, compliance plan and compliance program.• Identifying and analysing any new legal or regulatory changes on the WM business.• Working closely with the business to identify opportunities for better or new processes where compliance issues are at stake and developing alternative solutions Read more […]
Wealth Adviser recruitment
Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.Skills:Proven ability to deal with new and existing clients on a fee basisNumeracy and literacyWealth Management Skills:Understanding wealth management practices and processes and Read more […]
Private Banking – Russia/CIS recruitment
This role will only suit an experienced Private Banker, currently working with HNW/UHNW Private Clients, with strong and long standing client relationships, longevity in previous roles within reputed organisations and a track record of building a portfolio of assets. Typically they will have at least $150m AUMs and clients each with a minimum of $1m+ of investible assets. The primary requirement is to be able to build a significant and long term portfolio of clients as a senior member of the Russian/CIS team.This is an institution that is looking to capitalise on its stability and its discrete Read more […]