Service Officer – Canada Sq recruitment
Job Purpose: To provide an excellent service to Citibank UK and Global Banking customers in a professional and friendly manner. Identify opportunities and introduce clients to Personal Bankers who will offer solutions to meet the client’s needs. Full adherence to all Citi policies and procedures Job Background/context: The Teller/Branch Service Officer will be required to sign a flexible contract to cover 40 hours per week, from Monday to Saturday. The Teller/Branch Service Officer may be required at any given time to assist where necessary at another location. As the point of contact and face Read more […]
Senior Compliance/Legal Manager: Boutique Multi Family Office: London recruitment
KEY WORDS: PRIVATE BANK; MULTI FAMILY OFFICE; MFO; COMPLIANCE; LAW; LAWYER; FSA; HNW; HIGH NET WORTH; UHNW; ULTRA HIGH NET WORTH; PRIVATE CLIENT; PRIVATE BANKING; KYC; TRUST RELATED; LEGAL; BOUTIQUE. Working out of their London office they are now looking for a strong candidate to cover Compliance/Legal issues, reporting into the CEO. Suitable candidates would not necessarily have been COO in previous roles, but rather should have a studied law, be registered with the FSA, and should have experience working in a compliance function. 5 years experience is a minimum, as a suitable candidate Read more […]
Senior Private Banker NRI recruitment
Our client has a strong commitment to the India market and is keen to continue its growth in this area. The ideal candidate will have 5 or more year’s private banking experience, with a portfolio size of at least $200m, and focussed on clients with upwards of $1m of Investable Assets.Priority will be given to candidates showing longevity at Global Institutions offering a broader range of investment solutions, not restricted only to Indian investments. They will have built very close and binding relationships with their clients over a number of years, be confident in their ability to build a portfolio Read more […]
Head of Compliance needed at Stockbroker recruitment
A reputed retail and institutional broker requires a new CF10/CF11 on a part-time basis at their headquarters in London. This is an excellent opportunity for an experienced compliance professional that would benefit from working 3 days a week at this stage in their career.The Head of Compliance will act as an independent advisor and report directly to the CEO as an in-house consultant on compliance rules and interpretation. Key Responsibilities:Enhance and develop regulatory and in-house proceduresManage the firm’s relationships with regulatory bodiesDevelop the compliance monitoring programmeComplaint Read more […]
Client Assistant – Private Banking recruitment
Credit SuisseAs one of the world’s leading financial services groups, 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 50,000 people. Further information can be found at credit-suisse.com.As Read more […]
(UK) Senior Private Banker & Private Banker – London recruitment
Requirements:Private Banker – 4/5+ years experienceSenior Private Banker – 8-9+ years experienceA Track Record of Achievement Hitting TargetsAbility to Generate New ClientsOur client is very proud of it’s staff and there is an excellent peer group with in the bank. There is a clear strategy for growth and they have excellent leadership that is able to monitor, implement and support this growth.Benefits:Client-centric focusVery well capitalised bankBank built by successful, intelligent, and logical individualsAbility to get things doneFairness logic applied at all juncturesAgility within Read more […]
Senior Institutional Sales recruitment
Our client is a small specialized Asset Manager based in Russia which is very active in microfinance. Due to their successful growth in Eastern Europe they are expanding their operations with the addition of a hire in London. For this role we are seeking a self-motivated and independent Senior Institutional Sales professional with a strong understanding loans and bonds. Your responsibilities: Acquire and advise qualified professional investors and promote a niche product with an existing track recordDevelop the institutional business in the UK, as a single representative, focusing Read more […]
Financial Investment Advisor recruitment
My client is looking for an experienced individual who can help develop their International market by providing detailed Investment advice to their HNW clients. The successful individual will be qualified to level 4 and will have an exceptional track record in not only delivering first class service but also growing income. Role Requirements Previously worked in Financial Services providing Investment advice to high net worth individuals. Strong commercial awareness of Investment market. Good understanding of Investment products, such as Structured Products, Collectives, Life wrappers and Structured 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 […]
Head of Compliance Business Advisory, Private Banking recruitment
Purpose of roleThe purpose of the role will be to lead the team that provides full time front line compliance advisory support to the UK Private Banking business. Stakeholder engagement is key. The role will work in conjunction with other compliance colleagues to deliver the compliance programme within UK Private Bank.Core accountabilitiesProvide seamless and responsive front line support to the business: Provide front line compliance advisory support to the UKPB businesses. Ensure that the businesses maintain an appropriate level of compliance with existing and future policies, providing ‘smooth Read more […]