Client Advisor Assistant recruitment
As Client Advisor Assistant, you will be part of a team of Client Advisors who are covering one of the following markets: Singapore, Indonesia, Thailand, Malaysia, Philippines, India, Taiwan, Greater China, Japan, Australia or Europe.Key tasks and responsibilities include:Ensuring superior client experience through providing excellent administrative and organizational support in all client related processesBeing the point of contact for optimal support service delivery in processing client orders and dealing with client queriesManaging trouble-shooting challenging situations using specialized Read more […]
Paraplanning Opportunities recruitment
Salary $60,000 to $90,000 base +super’Expression of Interest’ onlyMultiple Sydney locations – North, CBD, South and Western SuburbsI have been recruiting for the Wealth Management sector for over 4 years and I have built some strong relationships with the major dealer groups, retail banks, fund managers and brokers across Sydney, Melbourne, Brisbane and Canberra. I am currently recruiting for a number of parapanner roles through Seek – however if you cant find a role that excites you or matches your career ambitions please contact me for a confidential discussion. For experienced paraplanners Read more […]
Online Marketing Manager recruitment
To lead and develop a multi-media client communication and marketing strategy; to effectively manage marketing budget across all media; and to lead the ongoing development and management of the web front end with all external parties. This is a new position for a new product offering This is a traditional stockbroking firm launching a new B2C proposition and this is a Senior hire. Background in Wealth Management or similar is essential. Main Activities/Responsibilities Develop and maintain B2C marketing strategies to support the Direct to consumer website. Lead the implementation and ongoing Read more […]
Compliance Officer recruitment
One of the leading Private Banks is looking for a Compliance Officer to join their team. Position open in Geneva.Job purposeOverall responsibility for the successful planning and execution of the compliance stream within a project aiming to review: KYC, client profile, documentation.Main accountabilities-Database and document review-Remediation of KYC Data and Documentation-Process Development-Procedure review-Stakeholders Management-Team and project management, applying project appropriate project management governanceKey requirements-Excellent understanding of Private Banking Business with 4 Read more […]
Private Client/Wealth Associate recruitment
Our client is a leading provider of offshore legal and fiduciary services as well as a full service legal firm. An opportunity has arisen for Private Client/Wealth Associate to join the firms Jersey team. The ideal candidate will have a solid career background from this area and be a minimum of 1 years PQE. You will provide technically sound legal advice on a range of issues, whilst building and maintaining productive professional, relationships. You will provide a high calibre service to clients whilst working on a varied and challenging caseload. You will also have excellent communication skills, Read more […]
Senior Wealth Manager recruitment
As a wealth manager/ relationship manager you will be responsible for managing existing client relationships, whilst also developing new relationships across the GCC for the company. However the main target market will be High Net Worth Individuals based in Saudi Arabia. With the bank currently undergoing a growth period, this is an excellent opportunity to join a growing team and company with a strong track record in the market. Requirements:• At least 7-10 years of experience in a similar role of which the past 3 years must be with a Saudi based institution. • Excellent relationships with Read more […]
Private Banker, Singapore recruitment
The successful candidate will have an opportunity to work in a prestigious team for a leading global bank cross selling the banks extensive products, offering and delivering a wide range of investment solutions.Requirements:At least 5-8 years of experience in a similar role of which the past 3 years must be with a reputable international bank covering MENA region.International experience in the private banking arm of a Tier One Investment bank would be advantageous.Strong and in-depth understanding of products across the asset class.Relationships, contacts and client-base must be focused on the Read more […]
Trust Officer, Private Bank VP level – Based in Singapore recruitment
This individual must have at least 6-8 years of experience in trust sales and a strong North Asia network in order to succeed.This is a replacement headcount within a small team and the individual reports into the Hd of Fiduciary Services. Liaising with external parties such as law firms, insurance brokers and corporate secretarial firms will also be required.Marketing to Taiwan and China is a key part of the role, as well as training and developing the RMs internally.This is a vibrant and growing Asia bank, and a good opportunity for capable sales individuals to join an upcoming bank, which offers Read more […]
Funds Management – RIA Internal Client Advisor recruitment
Business Overview:JPMorgan Asset Management (“JPMAM”) provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies – from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.Role Description:The Funds Management Business is looking to enhance its client advisory teams in the RIA channel.The primary role of the internal client advisory team is to prospect, close business, and promote JPMorgan mutual funds Read more […]
Senior Client Advisor- APAC: Tier One | Switzerland | Zurich based | recruitment
RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:-Expanding Asian networks-Maintenance of existing client relationships (relationship management)-Provision of investment solutions, products and support-Play a key role in marketing initiative*The Desk head will inherit existing assets and must have experience in leading a team.NECESSARY REQUIREMENTS FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:- Potential candidates should have an existing client portfolio of HNW/UHNW INDIVIDUALS already in place. – Strong knowledge of ASIAN market- Networking skills-Team SkillsStrong CRM skills, along with Read more […]