Relationship Manager – Private Wealth recruitment
Existing clients include HNWI, Pension Funds, IFAs and Charities, who are looking for targeted returns and have Investable Assets of at least £500k.They are looking for a self starter who has a strong track record of self generating clients and AUMs, who is confident in prospecting for new business, cold calling where needed and able to both bring existing established relationships as well as actively growing their client base.The successful candidate must demonstrate a multidiscipline ability, being a strong performer in front of clients and at the same time having an in depth understanding of Read more […]
Investment Manager – Private wealth recruitment
The Investment Manager is responsible for understanding and reviewing a clients investment needs, attitude to risk and their current investments, and proposing a suitable investment strategy. This work is done using the business’ asset allocation models and multi manager approach to asset management.The role is a mixture of managing client investment portfolios, obtaining new business and providing service to client base. The Investment Manager will be able to build relationships with new high net worth clients through personal contacts, individual and corporate marketing initiatives and third Read more […]
Regional Internal Audit Manager – Asset Management / Private Wealth recruitment
You will be responsible for leading team members to perform comprehensive risk assessments and audit planning of the Asset Management and Private Wealth business in the region as well as analysing and presenting the findings to senior management and business heads. You will also be involved the preparation and clearance of audit reports to ensure timely and effective completion and compliance with international standards and regulations.The successful candidate should be a degree holder and a qualified accountant with 5+ years of relevant experience within Asset Management and Private Wealth Management. Read more […]
Head of Management Information – Private Wealth recruitment
The role holder will be a member of the senior management team, with a focus of providing in depth financial analysis to the private wealth business managers. You will be required to be hands on as this is an autonomous role within the finance team.Candidates will need to demonstrate solid experience in providing management information to senior stakeholders. You must be commercial and investigative with a thorough understanding of the Wealth Management sector.Key Responsibilities include:Business Case ModellingBudgeting ForecastingProfitability – revenue and cost analysisStrategic PlanningThe Read more […]