Change Director, Wealth Products & Proposition recruitment
Core accountabilities The proposition change delivery manager will work with senior management, COO team and infrastructure partners to deliver the business change roadmap to meet business strategic objectives and priorities. This role will be responsible for the delivery of key change initiatives in the private bank. This will include providing leadership in conceptualising, visioning, and defining business imperatives and therefore the change plans. Overall, this role will provide programme and project management rigor to ensure delivery of these initiatives end to end. This role will include Read more […]
Cash Manager – Isle of Man recruitment
About the challengeThe purpose of the role is to maximise the bank’s earnings by delivering leading edge cash management advice, through the sale of Cash Management and liquidity solutions, to achieve new income targets as well as protecting existing cash management income lines. The role will include proactively developing relationships with existing and potential new clients to capture their Cash Management business and to pro-actively introduce opportunities to the Treasury and Trade teams as well as other group partners to maximise group revenue as a whole and maximise cross-selling opportunities.About Read more […]
Private Banking Relationship Manager recruitment
Senior HNW Relationship Manager Role: An exciting opportunity has arisen for a top performing relationship management professional seeking a career development in wealth management/private banking. The role of HNW Relationship Manager is for leading global banking organisations largest wealth division focusing on enhancing relationships with High Net Worth/ Affluent clients. This a very unique opportunity for a financial services sales professional to take a leap into Private Banking, with the support and guidance of successful and proven organisation. Responsibilities: Manage a portfolio of Read more […]
Professional – Portfolio Management Servicing Specialist – J.P. Morgan Private Bank, London recruitment
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, and capabilities to ultra high net worth individuals and families in 36 countries around the world. The largest private bank in the U.S. and the third-largest worldwide in terms of total client assets, J.P. Morgan Private Bank enjoys relationships with 40% of the individuals on the Forbes Billionaires list.Investment management products and services is a core offering within J.P. Morgan Private Banking. It offers the full spectrum of investment strategies – from equity, cash management, Read more […]
Client Relationship Manager – Italian market recruitment
In order to primarily serve Italian customers, we are seeking to fill the position of Customer Relationship Manager for the Italian market. Based in London you will receive incoming account opening applications from Italian clients. The CRM is in charge of the KYC documentation collection and verification during the account opening process and liaises with the company’s Compliance Officer during Anti-Money laundering checks. She/he also receives incoming transaction requests and processes them when applicable, being available over the phone to answer customer’s questions and guide them when Read more […]
Credit Risk Modeller recruitment
Responsibilities include:Model monitoring: On-going model monitoring for presentation at Credit Measurement Committees.Validation and calibration of existing PD/LGD/EAD and impairment models in compliance with the Group Risk Models policy.Quarterly model monitoring and reporting to ensure models remain accurate or are calibrated as required. Submission of model monitoring information to Group Technical Models Committee.Model implementation and training: Ensure all models are implemented accurately within the relevant technology platformKnowledge and training requirements in relation to model Read more […]
Senior Private Banker – HNW & UHNWI recruitment
This role sits within the UK Private Banking team and will report directly into the Head of UK Private Banking. The UK Private Banking team offers bespoke Investment and Banking solutions to HNW UHNW Individuals, who typically have investible assets upwards of £10million.Core responsibilities include, but are not limited to: new business origination; client relationship management and the provision of innovative financial solutions to meet their clients’ needs. With a market leading platform from which to leverage off, this opportunity would suit a senior individual who feels that his client’s Read more […]
Multi Tied Financial Advisor recruitment
This role offers a client bank to work with, leads are also provided, the opportunity can offer a basic salary or a commission only arrangement. This role requires: A background of advising retail and HNW clients on wealth planning RDR level 4 – Training and Financial Planning is offered.
H-F Derivatives Salesperson – Swiss German recruitment
The successful candidate will join a team selling derivatives to Wealth Managers in German Speaking Switzerland. Responsabilities will include: – Developing the client portfolio,- Nurturing relations with existing and prospective clients,- Processing operations.The position is based in GENEVA.The successful candidate will hold a post-graduate qualification, preferably from a leading business school. He/she will also: – have an initial professional experience of sales on a trading floor,- be completely bi-lingual in German and French,- have a practical knowledge of derivative products (options, Read more […]
Operational Risk Review Manager recruitment
Responsibilities:• Ensure the identification and assessment of the impact and likelihood of operational risk across the business through the application of risk policies, procedures and supporting systems to ensure the effective monitoring and management of risk.• Assist the Head of Operational Risk to formulate an annual Operational Risk Assurance plan across the business• Undertake a testing programme in line with the Operational Risk Assurance plan, including:1.completeing the review within the planned timeframe2.identifying all key operational risks within the area 3.assessing the Read more […]