Junior Relationship Manager – NBFIs recruitment
The role of Junior Relationship Manager – NBFIs based in London for a Wealth Management business, covering corporate clients will include:• Building long-term internal and external business relationships with corporate clients. • Developing a portfolio of NBFIs ( Fund Managers, Fund Administrators, Banks/Licensed Deposit Takers, Life Insurance Companies, AIM Listed Companies, Trust Companies, Wealth Managers, Legal Firms).• Adherence to regulatory requirements.• Providing exceptional sales and business performance while maintaining sound risk management.Candidates applying for the London Read more […]
Client Support Assistant – Wealth Management recruitment
The Central Support Team works together with Front Office and Operational Teams to handle Clients’ Payments, Asset Transfers and Trade Rebooks to ensure that our Clients’ business is dealt with in an efficient and properly controlled fashion. They are highly Client-focused, multi-skilled and commercially aware, with a keen sense of the importance of process and best practice in a highly regulated business.To strengthen our Team we are currently looking for a Client Support Assistant (CSA).The CSA is tasked with minimising all risks associated with instructions to move monies out of a Client’s account Read more […]
Discretionary Investment Manager – Leeds recruitment
Core Responsibilities:• Manage client relationships and manage discretionary portfolios.• Monitor and review portfolio strategy and investment on a general and portfolio specific level, applying the principles of Suitability, TFC and KYC.• Ensuring that a first class service is provided to all clients, at all times and in a timely manner.• Combine with established team and office personnel to develop and advance the business.• Understand and comply with all of the FSA regulations and principles applying to the role as an Approved Person with the FSA.• Interact with all team members Read more […]
Relationship Manager – Wealth/Private Bank division recruitment
Relationship Manager – Wealth/Private Bank division (relationship management, sales, private bank, wealth management, premier, retail bank, sales, sales manager, client services, sales, relationship manager, HNW, sales performance, discretionary, advisory) London Opportunity: An International Wealth Management firm is seeking a successful Premier banking relationship manager or sales manager to join their relationship management team. The role holder will build internal and external business relationships to grow and develop their portfolio of investment advisory and discretionary clients. As Read more […]
Risk Manager Product and Services Team Manager – Private Banking recruitment
Reporting into the Head of Risk, the Product Services Risk Team is responsible for risk related issues across the Product and Services area.The Product Services Risk Team Manager will be responsible for Key Risk Management processes including:Assessment of the Wealth Management Investment Products and Services Risk Control plan and Operational Risk Certification through the Implementation and execution of an Independent testing programLoss Event reportingOperational Risk Reporting both into local committees functionallyReview of Policies guidelines impacting Product ServicesCoordination Read more […]
Investment Services Manager recruitment
About the challengeBuilding strong relationships with a variety of customers through regular telephone contact, you will provide them with an excellent level of service that helps them manage their investments effectively. You’ll aim to cement our reputation for delivering service excellence and ensure that all work meets current legislations and regulatory requirements. It will stretch your skills across a range of products and services such as Individual Savings Accounts (ISAs) and Capital Gains Tax, and we’ll expect you to use your developing knowledge to identify additional products from Read more […]
Service Officer – Russian Speaking recruitment
Job Purpose: Provide appropriate support and assistance to Citi IPB sales teams by managing / implementing the administration processes associated with ensuring timely execution of submitted transactions. Assist the team of Relationship Managers in client management and liaison (particularly in case of language skills requirements), providing high levels of service to create the ideal environment for all client service sales interaction. In certain circumstances manage non-target market book of clients with the objective of upgrading or exiting relationship. Job Background/context: Citi International Read more […]
Financial Planning Specialist – Level 4 qualified recruitment
Role: Financial Planning Specialist -Wealth Management Location:London Salary: C £60k OTE: £80k Role – An opportunity has arisen with leading banks Private Wealth Team for a Investment Consultant responsible for selling a broad range regulated Investments and protection business (70% – 30% Split) for a leading international bank, based in the central London Area. As an Investment Consultant you will not only offer advice but also help to develop a small team of Relationship Managers that are responsible for generating new business opportunities and filling your diary with client appointments. Read more […]
Private Wealth Management – Business Oversight and Control Officer (Compliance), AVP / VP recruitment
Works within a team of qualified professionals in the provision of business, legal compliance and risk solutions for discretionary portfolio management services.Responsibilities include the diligent performance and accurate completion of the following:• Assisting in the planning, implementation and supervision of effective procedures and controls including ensuring the completion of the AAF within GIS’ Discretionary business in London, US and Europe.• Co-ordinating and jointly conducting the European Chief Investment Officer’s review programme of PWM’s discretionary managers in London, Read more […]
Wealth Adviser recruitment
Job Purpose To advise clients on all aspects of financial planning and wealth management. To adopt an holistic approach in managing long-term relationships with these clients to deliver suitable, independent and beneficial ongoing financial planning and wealth solutions to meet their short and long-term objectives. To develop and deliver the agreed business targets whilst remaining compliant and meeting clients needs.Skills:Proven ability to deal with new and existing clients on a fee basisNumeracy and literacyWealth Management Skills:Understanding wealth management practices and processes and Read more […]