SENIOR WEALTH PLANNER – LATIN AMERICA recruitment
Out client is currently looking for an experienced Wealth Planner to join their growing teams. Working closely with the relationship managers, you will be working directly with HNW and UHNW clients and will be responsible for providing them with the best possible solutions to their needs in areas of financial, estate and succession planning.The successful candidate will have a minimum of 10 years experience within a wealth planning role. He / She will be a qualified lawyer ideally with a tax background. Fluency in French, English and in Spanish is a must. Read more […]
Directeur de projets FATCA – Private Banking recruitment
Position:As Fatca project manager you are accountable for a project which adress the clients (documentation) and which involves all the units of the bank: compliance, Tax, operations to name a few.You report to the senior management in charge fo the global initiative. According to the ongoing changes taking place in regulations, there is a strong emphasys on the change management dimension of the project.Profile experienceFew years of experience in a bank, in the KYC domain (QI / US as a must) or in a major consultancy / audit firm (KYC practice).Education in legal a plus. Strong leadership, Read more […]
Technicien Support 1er niveau – First level Supporter (Windows – MS Office – Banking Production environment) recruitment
Votre mission consistera notamment à assurer la production, la surveillance des alertes, le déblocage de premier niveau et l’ouverture des incidents de production dans l’environnement Microsoft. .Vous serez egalement amené à participer à l’élaboration et à la validation des dossiers d’exploitation ainsi qu’à celle des procédures de déblocage.Afin d’assurer votre succès, vous devez connaitre:les PCs / Desktop sous Microsoft Officel’environnement Unix et Windows NTles automates de Productionl’environnement, les métiers et le fonctionnement d’une division informatique Read more […]
Retail/Wealth Management Broker Trainee Posting recruitment
HFP Capital Markets Retail/Wealth Management Broker Trainee Posting Qualifications: MUST HAVE: • CLEAR and EXCELLENT COMMUNICATION SKILLS • Punctual • Competitive and Self-Starting • Money Motivated • Coachable, quick learning • Willing and about to work full time in Manhattan starting as soon as possible Retail sales training to become a Fully Licensed Stockbroker. We will provide: • All necessary study materials and tools to pass the Series 7 and 63 Exams • Full sponsorship for Series 7 63 exams • High-energy and active Read more […]
Adviser Support Consultant recruitment
Macquarie Private Wealth (MPW) provides comprehensive advice to Macquarie’s retail clients in Australia and New Zealand. Services include strategic financial planning, stockbroking and private office services. We are seeking an experienced candidate to provide high level support to two senior financial advisers and their clients. ResponsibilitiesWide range of administrative dutiesPortfolio ReviewsLiaising with clients via email and phoneLiaising with insurers, SMSF and other third parties.Organising small scale marketing events for key clientele.Client file maintenanceSuccess in this role;High Read more […]
SENIOR RELATIONSHIP MANAGER LATAM / BRASILIEN recruitment
Unsere Mandantin ist eine renommierte international tätige Privatbank mit langjähriger Tradition in der Schweiz und an erstklassiger Lage in Zürich. In ihrem Auftrag rekrutieren wir zur Verstärkung des bestehenden Teams zwei unternehmerisch ausgerichtete, dynamische und selbständige Persönlichkeiten (w/m):1 SENIOR RELATIONSHIP MANAGER LATEINAMERIKA1 SENIOR RELATIONSHIP MANAGER BRASILIENSie sind zuständig für die Akquisition und Betreuung von anspruchsvollen Kunden des HNWI-Segments aus Lateinamerika und Brasilien. Kompetent nutzen Sie die offene Produktarchitektur, beraten die anspruchsvolle Read more […]
Customer Service and Sales Specialist- Wealth Management recruitment
Fantastic benefitsGreat teamWill look excellent on your resumeThis is one of the worlds most respected and renowned Financial Services firms. With offices in most major cities in Australia this is a company that will offer amazing opportunities to showcase your ability, a true work/ life balance and impressive rewards and benefits. Day to day responsibilities will include inbound and outbound calls to existing clients Identifying customer needs through appropriate questioning Encouraging customers to take up additional products within the business and providing information whilst complying with Read more […]
Funds Management – ICA Wealth Management – Columbus recruitment
Location -Columbus, OHBusiness 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 Internal Client Advisor (ICA) team in the IBD channel.The primary role of the Internal Client Advisor team is to prospect, close business, Read more […]
Senior Operations Manager – Private Bank recruitment
Boutique Private Bank180k-230kCentral SingaporeA boutique European Private Bank is seeking an Operations Manager to lead, motivate and drive their Back Office to achieve targets efficiently and on time. The role will be ‘hands on’ and report directly to the COO, overseeing Settlements, FX, Structured Products and Custody. Your daily duties will include but are not limited to: Providing leadership in the planning, organisation and controls over the day to day operational activities of the bank; Managing the bank’s operational activities to ensure the achievement of financial objectives; Develops, Read more […]
Head of Abu Dhabi Private Banking, UAE recruitment
The successful candidate, who reports to the CEO of the Middle East in Dubai, has to manage a team of relationship managers, as well as a book of their own clients in Abu Dhabi, UAE. Responsibilities:Ensure high standards of private wealth management customer service and relationship management.Primarily focus on developing institutional, ultra high net worth and very high net worth individuals into long-term clients.Contribute to building an active and broad book of clients and prospects through a strong and diversified network of business and client contacts.Perform investment sales and cross-selling Read more […]