Marketing Manager, Online Services recruitment
The Marketing Manager will work with my clients award winning Stockbroking Business and will lead a team that brings clients powerful tools and products to satisfy all needs for directing their investments. This business area is market-leading in the online space for financial products and in this regard the role holder will be required to provide global expertise and leadership to a team of professionals to further this endeavour. They will also provide support to a new initiative aimed at HNW individuals from the Private Banking area of the business.The role holder will provide strategic Read more […]
4 x Russian Speaking (FLUENT) Relationship Managers – Global Bank based in London, UK recruitment
The company are building out their private bank and wish to add appropriately experienced relationship to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesClient ServicingSales experienceThe candidate must be able to:Work as part of a teamConvert non-active assets into managed assetsLearn quicklyBe committedGood communicatorRequired:DegreeSales experience – preferably financial services.Russian FluencyThe candidate must already be based in the UK have a permit to remain.Please send a CV to privatebanking@carltonseniorappointments.com Read more […]
***Wealth Manager for Tier 1 Bank*** recruitment
Responsibilities include:• Achieve target in meeting the demands of the business by converting introductions into new business, ensuring achievement of the company’s minimum standard conversion rates.• Conduct interviews with new and existing clients to review and meet their immediate and on-going financial needs; actively selling and/or introducing appropriate bank products and services and referring to other product specialists where required in order to compliantly achieve individual/team targets and productivity measures.• Ensure delivery of service standards and sales targets for own Read more […]
Senior Private Banker/Wealth Manager – Global Bank based in London Office UK recruitment
Our client is looking for an experienced individual that can service a sophisticated book of clients, that are either self-generated or existing within the bank, and also generate new assets from sophisticated clients.RESPONSIBILITIES: Client Servicing – reviews, updates, new products/services, client eventsRelationship Management – entertain, increase usage, develop referralsAcquire clients – new clients, develop own networks, leverage internal networksDevelop networks – build introducers, referrals, internal peer networksSenior Member of TeamREQUIREMENTS:Private Banking/Wealth Management/Motivated Read more […]
Business Development Manager London recruitment
Based in London, this prestigious private bank with a global footprint has created a new role due to the volume of business they are encountering now and what they anticipate in the future.The role is wide ranging. You will work closely with the Private Bankers to market the bank’s trust services and identify structuring opportunities for clients where appropriate. The client base in centred on specific emerging markets and as such travel will be required to the regions in question. In addition, you will also play an integral role in training the relationship managers to be equipped to raise wealth Read more […]
Wealth Planner, Miami recruitment
Our client, an international private bank, are seeking a Wealth Planner to join their team in Miami to generate new business revenues by the introduction to the bank’s operations of new fiduciary and fund administration business, sourced from internal and external markets.The successful candidate will be expected to develop client relationships with prospective clients, other professional advisers and intermediaries through calls, meetings and visits. To be considered for this role you must be a fluent Spanish speaker and have in depth knowledge, understanding and experience of the uses of offshore Read more […]
Boutique Wealth / Investment Manager recruitment
The practice was developed from the two fundamental money management professions of financial planning and investment portfolio management and consist of credentialed professional money managers who work to enhance the income, growth and tax favoured treatment of long-term investors.They are looking for a candidate with their own HNW/UNWI client base. The role is commission only – however, my client will provide investment during the transit of bringing your portfolio across. You will have previous experience in dealing with UHNW clientele as you will be providing holistic financial advice to Read more […]
UK Regional Head of Marketing for a European Private Bank: London office recruitment
Reporting into the CEO for the UK, a successful candidate will essentially be the face of the brand – growing new business for the division, implementing sales and marketing strategies, generating business development ideas, and applying regulatory changes.A suitable candidate should have a flair for marketing and significant experience in a private client or asset management marketing background.Other requirements:• Experience/ strong interest with digital media. User of online banking/ investment services• Structured, analytical and KPI driven• Entrepreneur, self-starter, hands-on Read more […]
Supervision & Advice Quality Manager / Private Banking recruitment
Our client, a Global Financial Institution is looking for a Supervision Advice Quality Manager to provide oversight and supervision of the advice given to clients by Relationship Managers and Investment Managers. Duties Include:• Responsible for assessing and checking the quality of advice by relationship managers and product specialists.• Providing technical support guidance to relationship managers on matters within the scope of the role• Challenging and influencing the design and requirements of internal TC schemes in relation to commercial demands and regulatory developments.• Improving Read more […]
New Product Approval Risk Specialist, Wealth Management recruitment
Purpose of roleThe purpose of role is to lead the team’s agenda in the region primarily to consider and address key risks associated with the introduction of new products or services and/or adaptations to existing products. This will require the role holder to developa strong risk partnership with senior management and provide both constructive challenge and leadership in the identificationand mitigation of risk issues. The role holder will also be expected to play a significant role enhancing the new products approval processCore AccountabilitiesIndependent oversight and assessment of risk issues Read more […]