Broker Services Executive recruitment
The main purpose of this role is to work as part of the sales team, providing a proactive sales support to IFAs. The prime focus is the development of relationships with the 3rd party market to promote the business, increase sales and maximise client retention. The role is principally office based but will involve accompanying the regional sales executives to presentations, seminars and other client presentations and meetings as appropriate. It would be an advantage if you have experience or knowledge of the industry CRM system. You will also be able to demonstrate the following: Highly organised, Read more […]
Senior Relationship Manager – Private Bank – LDN 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 […]
Director – Wealth Management Hire – Top Performing Private Bank. recruitment
The company are building out their private client business, and wish to add appropriately experienced investment managers/advisors/directors to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesInvestmentsClient ServicingSales experienceThe candidate must be able to:Work as part of a teamRun money/portfoliosMentor junior and senior members alikeConvert non-active assets into managed assetsAcquire new clients/contactsUnderstand Present trade structuring trade ideasLearn quicklyBe committedBe a good communicatorRequired:Strong numerical/financial/economic Read more […]
Private Banker – Ultra High Net Worth/Family Office recruitment
You will be responsible for acquiring and building important new client UHNW relationships. You will develop prospects directly or via established networks by leveraging the strong brand. You will create individual Wealth Management relationships based on an understanding of client needs both initially and on an ongoing basis and then apply innovative solutions to meet the client needs, using the worldwide resources and open architecture investment platform.The successful candidate will have an established career in Wealth Management working as a Banker in the HNW/UHNW/FO space.• Strong Client Read more […]
UK – HEAD OF PRIVATE BANKING: MENA CLIENT COVERAGE – recruitment
KEY WORDS: PRIVATE BANK; PRIVATE BANKER; PWM; WEALTH MANAGEMENT; MENA; GULF COAST COUNTRIES; GCC; MENA; MIDDLE EAST NORTH AFRICA; MANAGER; MANAGERIAL; SENIOR; HEAD; TEAM LEADER; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; MIDDLE EAST; ARABICRecent restructuring has seen the introduction of a new CEO to their London based office, and this CEO is now looking to add a senior colleague in the position of Head of Private Banking.This is an excellent opportunity for a senior banker to come into a rapidly expanding organization. The CEO has big plans for Read more […]
HEAD OF PRIVATE BANKING: MENA CLIENT COVERAGE | UK recruitment
KEY WORDS: PRIVATE BANK; PRIVATE BANKER; PWM; WEALTH MANAGEMENT; MENA; GULF COAST COUNTRIES; GCC; MENA; MIDDLE EAST NORTH AFRICA; MANAGER; MANAGERIAL; SENIOR; HEAD; TEAM LEADER; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; MIDDLE EAST; ARABICRecent restructuring has seen the introduction of a new CEO to their London based office, and this CEO is now looking to add a senior colleague in the position of Head of Private Banking.This is an excellent opportunity for a senior banker to come into a rapidly expanding organization. The CEO has big plans for Read more […]
Private Client Analyst recruitment
A top tier Private Wealth Manager is looking for a Private Client Analyst to join their London team. This role will offer you the chance to work within this prestigious company as well as develop your skills.A Private Client Analyst you will primarily be required answer the queries of private clients. Acting as the primary liaison for custodians will also be a vital aspect of the role. Other duties will include cash management, FX exposure analysts, daily trading of spot and forward FX, managing trade entry and trade booking across a variety of products. You will also need to ensure the management Read more […]
BASED IN LONDON, UK – HEAD OF PRIVATE BANKING: MENA CLIENT COVERAGE: recruitment
KEY WORDS: PRIVATE BANK; PRIVATE BANKER; PWM; WEALTH MANAGEMENT; MENA; GULF COAST COUNTRIES; GCC; MENA; MIDDLE EAST NORTH AFRICA; MANAGER; MANAGERIAL; SENIOR; HEAD; TEAM LEADER; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; MIDDLE EAST; ARABICRecent restructuring has seen the introduction of a new CEO to their London based office, and this CEO is now looking to add a senior colleague in the position of Head of Private Banking.This is an excellent opportunity for a senior banker to come into a rapidly expanding organization. The CEO has big plans for Read more […]
Strategic Risk Director wanted for Global Investment Company recruitment
This London based position will have further responsibilities being involved in special projects such as looking at the ‘what if’ scenario of the Eurozone defaulting, what implications this would have, what plans you would need to put together and how you would Project Manage this.The role will be based in London with minimal travel to their European offices and you will be part of a Front Line risk team that is going through a period of continued growth. This is an opportunity that not only gives huge variety in a position and also where you will be facing off to the senior stakeholders and Read more […]
Client Service Analyst recruitment
About the roleYou don’t get a second chance to make a good first impression, but as you’ll constantly provide a high level of customer service, you won’t need one. Managing our clients’ needs end to end wherever you can, you’ll deal with inbound communications over the phone and via letters, faxes and emails. You’ll have a customer-focused attitude and be committed to getting the best for our clients, making sure their requests are actioned accurately and resolving all issues quickly and efficiently. Matching products to individual needs, you’ll provide world class service to make Read more […]