Portfolio Manager recruitment
Votre Mission du posteVous possédez la connaissance des marchés et de la technique. Votre tâche en tant que Portfolio Manager, consiste à mettre en œuvre les décisions de placements stratégiques dans les portefeuilles des clients. Vous apportez en outre un soutien commercial aux banquiers privés de votre équipe Moyen-Orient.Tâches principales• Vous gérez les portefeuilles des clients (mandats discrétionnaires)• Vous vous tenez au courant des décisions de placements stratégiques• Vous mettez en œuvre les décisions de placements de la direction• Vous apportez un soutient Read more […]
HEAD OF PRIVATE BANKING recruitment
Job Description :• To build a newly set up private banking team to acquire new High Net Worth customers in Singapore, China and Asia countries• To provide wealth planning and financial services solutions for the High Net Worth customers.• To develop and maintain strong client relationship for driving business growth through designing and creating appropriate wealth protection as well as wealth growth in meeting the wealth planning needs• To plan the asset allocation smartly to achieve good return.• To provide advice on investment products for the customers.Job Requirement :• Degree Read more […]
Financial Advisor / Financial Planner – Islamic Fund recruitment
Islamic Private Equity BankingGeneral Summary:The core function of the successful candidate will be to build and execute sales budgets and plans to achieve sales targets by designing and implementing strategy and plans to increase sales and build the client base.Qualification Experience:Degree/Diploma in Financial Planning (Should be a certified Financial Advisor, recognised by the FSA)Experience of sales in selling Financial ProductsShould be familiar with the broad range of investment and retirement savings options including the UK Financial Services Regulations, Personal Taxation Ethical Investment Read more […]
Turkish Private Banking Assistant recruitment
A need has arisen for a fluent Turkish speaking Private Banking Assistant to take responsibility for day-to-day administrative support of the Senior Relationship Manager. This is a wide ranging role and includes resolving enquiries from clients and executing their instructions, internal administration (e.g. account opening and maintenance, appropriate due diligence checks etc) and also helping the bankers and investment managers in any delegated duties and administrative support. This will include booking meetings, while playing an active part in organising and planning the banker’s schedule.They Read more […]
Director of Wealth Management, PRC market recruitment
Our client is one of the largest 3 investment banks in the PRC.The job:Reports to the Group CEO in the PRC.Station in the PRC, be accountable for overseeing all functions relating to the launch of wealth management products in the PRC.Co-ordinate and align new product development and implementation by working closely with different parties including internal counterpartiesConduct product selection, review and launch process as well as performance review and risk rating review of investment products Keep monitoring the sales performance including revenue, and the mix of asset types Conduct products Read more […]
RM – Private banking recruitment
Private Banking Relationship ManagersRoles Responsibilities:The individual will be responsible for managing the relationship of affluent clients and achieving the revenues and other targets set.Key ObjectiveMeet or exceed the revenues and other targets set by ManagementAssist the Team Manager to identify and grow business opportunities in the assigned marketAssist the Team Manager in the day-to-day management of the team, including providing mentorship to junior Relationship ManagersCustomer FranchiseProactively manage and evaluate portfolio with customersResponsible for recommending investments Read more […]
Assistant Relationship Manager / AVP– Ultra High Net Worth – Private Banking (Sydney) recruitment
As one of the world’s leading financial services group, Credit Suisse provides its clients with investment banking, private banking and asset management services worldwide. Founded in 1856, Credit Suisse has a long tradition of meeting the complex financial needs of a wide range of clients, offering advisory services, comprehensive solutions and innovative products to companies, institutional clients and high-net-worth private clients globally. The Credit Suisse Group is active in over 50 countries and employs approximately 40,000 people. Further information can be found at www.credit-suisse.com.Cultural Read more […]
Premier Relationship Manager – Bondi recruitment
Premier Relationship Manager – Bondi This is an excellent opportunity for an experienced Relationship Manager with lending and portfolio management experience to join the worlds local bank. This role will offer outstanding career development, with a focus on training, building branch networks and relationships, and work life balance. As a Premier Relationship Manager you will be responsible for the management and expansion of an existing, growing portfolio of customers. The target market is the High Net Worth and Professional sector, focusing on portfolio style management with a wealth creation Read more […]
Relationship Manager HNW Clients – Mandarin / Cantonese Speaker recruitment
Relationship Manager HNW Mandarin/Cantonese Our Client, a Major Australian Bank is seeking a HNW Relationship Manager for its busy CBD Branch. Mandarin / Cantonese SpeakerThe Role:- Manage a portfolio of customers by building relationships as a trusted advisor.- You will source new Clients through your own or the Bank’ s Marketing initiatives.- You will actively refer customers to the appropriate Banking segments as required.- A background in Banking with an Australian Bank is desirable or the desire to learn Personal Banking and Lending.- CBD position – Candidate must speak Mandarin Read more […]
Associate Client Account Manager recruitment
The Associate Client Account Manager (Associate CAM) is responsible for developing and maintaining client relationships through proactive client communication and the coordinated delivery of services to individuals, families, trusts, and foundations.The Associate CAM acts as a liaison between Senior Client Account Managers and all other service areas of the organization, including: Client Tax and Financial Planning Department, Investments, Legacy Planning and Trust Administration, Alternative Asset Management Group, Philanthropic Advisory Services, Property and Casualty Advisory Services, Equity Read more […]