Portfolio Manager recruitment
The key aspects of the role: Manage discretionary private client investment portfolios Liaise and communicate with Private Bankers Asset allocation within client risk profiling Investment idea generation Liaise with clients regarding their investment portfolios Applicants for this role must hold relevant investment qualifications to manage discretionary portfolios. Candidates must have at least three years experience of managing portfolios.
Corporate Wealth Advisor recruitment
Working within the Wealth Advisory team you will provide ‘subject matter expertise’ to colleagues within Corporate Banking, Private Banking and Wealth Management by working closely with them in developing and establishing long term relationships.Your key responsibilities will include: Provide Corporate Financial Planning, Employee Shareplans and Tax Planning services to existing clientsBuild and develop strong internal and external relationships with business introducers across the professional network and internally with Relationship ManagersPrepare and provide well researched and appropriate Read more […]
Senior Director – Swiss Boutique Bank (Highly Regarded) – LDN recruitment
The bank in questions is looking for a well established banker with good client connections, and has had, or does have a substantial book of clients and contacts.The banker must have a long-term outlook and due to the size of the bank, be as concerned as it’s owners with the success of the business.Having said this, the bank in question understands the ability to adapting it’s financial solutions being key to surviving in the current climate, but building mutual trust is the cornerstone to any banking success.There is no market segmentation, clients can come from any section of the globe but this Read more […]
International Funds Management – Product Development and Management – VP/ED 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% o 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 […]
Fixed Income Portfolio Manager recruitment
The role will require the successful candidate to actively manage client portfolios and contribute to the marketing and sales effort via regular presentations and client meetings, supporting the Private Bankers and other clients directly. They will need to be able to analyse and develop their own investment ideas for client portfolios and group funds.The successful candidate will have a good quality degree, RDR level 4 or above, IMC and CF30 as a minimum but higher preferred. They will have demonstrated longevity in previous roles in recognised institutions and see this role as an opportunity to Read more […]
Relationship Manager – Guernsey recruitment
About the challengeWorking within a well established team, you will build and acquire highly proactive, long-term, internal and external business relationships to grow and develop a portfolio of Intermediary and Trust company clients to generate sustained revenue. A key element of the role is to engage with the clients’ management teams and obtaining an in depth understanding of their strategic business needs and issues, whilst working with colleagues worldwide to deliver banking, investment and other services ensuring a holistic service for the client.About youWe’re looking for someone significant Read more […]
Financial Planner recruitment
Responsibilities:The role holder will be required to build strong relationships with the client advisor population to develop the penetration of WP products and services.Be actively involved in advising UK WM clients on their wealth planning needs. Proactively market and communicate WP services and products Seek opportunities to further develop the WP business and increase profitability.Contribute to the product strategy and roadmap working closely with the WP Product Development and Management teamRequirements:You will have a background as a Financial/Wealth Planner, dealing with HNW individualsDetailed Read more […]
Lending Private Banker – UK Res/Dom recruitment
My client is a major new force in banking, seeking to appoint a number of specialist Private Bankers to provide first class banking/lending service to High Net Worth clientele.You will have a real passion for service, strong client relationship management skills and solid experience with UK resident and domiciled affluent and HNW clients. You will have strong professional qualifications, including CeMap. You will thrive in a fluid and challenging environment, and be strong in networking to acquire new clients.If this sounds like you, please get in touch for a confidential discussion. Read more […]
Senior Private Banker/Wealth Manager – Top Tier Bank recruitment
Requirements:Relevant experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Networks, Law firms, Accountancy Practices, Offshore/Onshore, Referral Sources, UHNW and/or Wealthy Families etcUnderstanding of sophisticated client requirementsEither transferable contact base or Marketable client baseIt is understood that clients may not wish to transfer assets in turbulent markets, and it will take time to build a book at this new company.Salary and package is irrelevant at this stage, but will be comensurate Read more […]
Head of Private Banking recruitment
We have been retained by a boutique private bank and are working in conjunction with them to find a new Head of Private Banking for their London office. There is currently a small team working in London with further teams in both the Channel Islands and internationally. This is an excellent, well respected name with great heritage and history. Committed to lending, the bank has very realistic targets for growth. The successful candidate will be able to lead the current RM’s as well as having the vision to grow the team as the AUM’s build. We are not looking for someone to bring clients Read more […]