Sales Manager – Discretionary, UK HNW Private Clients recruitment
We are currently managing three Business Development roles on behalf of our client, a very successful UK Discretionary Investment Management group. These roles are focused on presenting and selling a very successful discretionary investment management proposition directly to private clients in the UK, our client has a solid and market-beating performance track record. We are interested in speaking to Sales Managers, Relationship Managers and Business Development Managers who sell a investment / financial services related proposition directly to UK HNW clients who can demonstrate a good track Read more […]
PWM Compliance Officer recruitment
A fantastic opportunity has arisen for a private wealth management compliance officer, to work for a top tier private wealth management. You will be responsible for managing core responsibilities within the private wealth management compliance function. The team is responsible for amongst other things: trade surveillance, customer complaints, account reviews, branch examinations, employee dealing and outside business interests, policies, procedures, training. Responsibilities include: Managing core responsibilities within the private wealth management compliance function. Trade surveillance, with Read more […]
Wealth/Relationship manager – Global clients recruitment
Our client is a leading light in the discretionary wealth management field. With a global remit, we are interested in speaking to experienced professionals from the HNW/UHNW (relationship managers/Wealth managers/Family office trustees, representatives) who are looking to offer their client base more than a small array of products. We can offer access to a wide range of innovative features, coupled with about the best return profile around (ie: Equity fund in 2011 returned well over 10% – not even many Hedge funds could math this). With Fixed Income, Equity, FX, Special sits, Real estate Read more […]
Business Manager recruitment
Our client, a leading global Wealth Management organisation, currently seeks a Business Manager, to be based in LondonThe Business Manager will be responsible for:-Working closely with the COO team on leadership to shape and execute the strategic change agenda and optimise the day-to-day running of the function-Preparing function-level communication and MI reports for the Head of Business Management and the COO and manages dissemination across the function globally-Providing support in shaping the management agenda and priorities-Addressing and responding to day-to-day issues; interfacing with Read more […]
Investment Strategist recruitment
The Investment Strategy Group sits within the Private Wealth Management. The Group seeks investment opportunities across global markets and asset classes with a view to preserving and growing clients’ wealth. The group utilizes internal and external resources of Goldman Sachs and seeks to deliver objective, strategic and tactical investment advice.The role currently available within ISG is to work on the tactical team. The tactical team focus on in-depth research and analysis of current economic and market trends to generate investment recommendations. The Associate will help shape the Group’s Read more […]
Business and Fund Finance Manager recruitment
Overview:Following a business restructure this role is the sole report into the Director of Finance and Administration supporting both the Global Real Estate business and Private Wealth Management (PWM) Global Information Services (GIS.) This is an excellent opportunity to get closely involved with all aspects of this business supporting complex offshore commercial property funds.Cardales acquires and advises on Commercial UK Real Estate on behalf of a fund and for Private Clients interested in acquiring property within the UK. This business represents PWMs interest in UK Commercial Real Estate Read more […]
Team Leader – Mortgages – Jersey recruitment
About the challengeWorking with the Head of Mortgages, you will be responsible for agreeing sales targets to achieve immediate financial goals and profitable sustained growth through providing clients with a world class service. You will be responsible for leading a team of Mortgage Specialists across both our Jersey and Guernsey platforms, taking responsibility for the people management agenda including resourcing and driving a high performance culture within the team, whilst ensuring thorough Risk Management and Client Service practices. This role will be based in Jersey with frequent travel Read more […]
CRM-Investment Manager recruitment
The investment limits of the role are set by the CIO and his team who manage strategy and investment products, funds and underlying and the CRMIM explains the message to the clients and selects for their clients from within the inhouse approved listsstrategy. The IMCRM manages the day to day clients and acts as a buffer between the CIO S team and the clients by being on message with the house view.The postholder is likely to have come from another wealth management, private banking or perhaps a stockbroking group. The preference is to be knowledgeable in most asset classes rather than expert Read more […]
Private Wealth Management Compliance Officer recruitment
A fantastic opportunity has arisen for a private wealth management compliance officer, to work for a top tier private wealth management. You will be responsible for managing core responsibilities within the private wealth management compliance function. The team is responsible for amongst other things: trade surveillance, customer complaints, account reviews, branch examinations, employee dealing and outside business interests, policies, procedures, training. Responsibilities include: Managing core responsibilities within the private wealth management compliance function. Trade surveillance, with Read more […]
Branch Account Manager – Cabot Sq. recruitment
Job Purpose: To provide a proactive customer service and generate revenue through growth of a defined portfolio of clients as well identifying opportunities to cross sell to client base. Job Background/context: This role reports to the Sales Manager. It the primary generating role within branches Key Responsibilities:Take ownership of individual sales and revenue targets Act in accordance with both internal and external compliance regulations Develop client revenue of existing and new clients through proactive management Ensure all client contact, both internal and external, is carried out professionally Read more […]