Service Relationship Manager recruitment
Job Purpose:To support the sales process end-to-end in handling Client Documentation, Review, and QA Submission to FE Operation for fulfilment. To Manage and fulfil the service requirements of Citigold Clients, which includes Welcome Calling Periodic service calling, service non-investment queries, organising VRC which eventually results in meeting the CSLM Targets. To receive, record and manage the Complaints from the clients. Preparation of evidences and recording chronology of events for compliance review. Key Responsibilities:Service Calling:Maintain an Inventory of the CG Clients mapped Read more […]
Business Analyst | Retail Banking | Lending recruitment
Great opportunity for a Business Analyst with Retail Banking experience, ideally Lending (home or personal) to join an Australian leading retail bank who are based conveniently in the heart of the CBD and are an employer of choice. They need a Business Analyst with strong process mapping skills, ability to produce detailed documentation and effectively gather business requirements. Requirements: · Minimum two years’ business analysis or process improvement experience · Financial Services Industry Experience · Experience working in technology enabled change programs/projects · Read more […]
Head of Private Bank, North Asia, Boutique Private Bank recruitment
A reputable boutique, Swiss Private Bank in in expansion mode and growing its operations in Asia. A rare opportunity has therefore arisen for a talented, well networked and passion leader to join the business and lead from the front foot.The role will oversee leading an existing team of ten Private Bankers and support staff. You will be responsible for growing brand awareness and identifying new members for the team. You will be instrumental in the strategy of growing the North Asia business and will be considered a member of the senior leaership team in the Asia Pacific region. As such, Read more […]
Financial Planning Support – Paraplanner recruitment
Investment Products and Services (IPS) UK brings together product specialists involved in product development, coverage/sales support and execution to provide high quality services to Wealth Management client segments.Wealth Planning and Financial Planning are key differentiators in servicing Wealth Management clients. A paraplanner is required to join this team to work along side the financial planners to enable the efficient execution of financial planning advice. The role holder is expected to be a technical and qualified individual who can offer skills in addition to those of the advisor to Read more […]
Client Support Officer recruitment
A 6 months rolling contract that would suit someone who is immediately available. The firms Private Bank, one of the largest private banking businesses in the world, provides professional wealth management services for 26,000 clients globally, including a third of the world’s billionaires, operating in 60 offices in more than 30 countries.The Private Bank offers unmatched global reach, coupled with a full range of portfolio management and investment advisory services, an array of structured lending and banking services, as well as expertise from Markets and Banking division.The Private Bank is Read more […]
Wealth Planning Business Manager recruitment
The Wealth Planning Business Manager is expected to provide direct support to the Head of WP in the implementation of their role, working together as a sounding board on new projects, ideas, business improvement and risk related initiatives.The roleholder will often be responsible for the leadership and management of Wealth Planning projects in line with quality standards and budgets, including the communication and training activities associated with the project.In addition, he/she will take on Risk Management responsibilities for the Wealth Planning function, executing requirements under the Read more […]
Premier Banker, Boutique Bank (no book required) Expat team $90k+ recruitment
One of the world’s top 20 banks by way of capital and rapidly rising, this boutique bank is looking to keep growing in the Asia Pacific region, and as such, a rare opportunity has come up for a talented business developer / relationship manager to join their business as a Premier / Private Banker, working with an existing book of expat clients. This role will suit someone that understands and appreciates the culture of a global bank. The focus is very much one of maintaining strong long term relationships and putting the client relationship first everytime. The culture is personable and tailored Read more […]
Complaints Manager recruitment
A leading wealth manager is seeking an experienced complaints handler to join their high performance team. This is an opportunity to join a company which hires strong performers and team players and fosters career development .In this role you will own end to end, any customer complaints/concerns that are escalated through the business or from a dedicated complaint channel such as written or phone complaints. In particular, you will focus on the resolution of regulatory complaints lodged with Financial Ombudsman Service (FOS) and Superannuation Complaints Tribunal (SCT). You will not only case Read more […]
Legal Counsel – Private Banking – Zurich recruitment
Our client, a global private bank, are looking to strengthen their internal capabilities with the addition of an in-house Legal Counsel for their office in Zurich.The responsibilities will include providing legal advice to the management of a number of key departments, assess legal issues across product lines, support in the creation of contracts and other official documentation, liaise with senior client figures externally and be a representative at legal cases.In order to apply for this position, you must be a Swiss qualified lawyer, with a minimum of 3 years working experience in-house within Read more […]
Financial Planner – Parramatta recruitment
Mentoring from an established Financial PlannerOpportunity to work from a range of locationsFocus on providing quality advice to a range of clientsTHE COMPANY: An outstanding opportunity to join a leading financial institution located Parramatta. This is a hands on opportunity to work with a specialist team delivering, quality advice. THE ROLE: Working across a retail branch, you will work with existing clients assisting with their Financial Planning needs, especially Risk/insurance requirements. In addition, there are unlimited opportunities to develop new client relationships from with the branches Read more […]