Senior Private Banker – New Team within Global Investment Bank recruitment
RESPONSIBILITIES: Network internally with Advisors, BDMs referral sourcesNetwork externally with intermediaries, industry peers clientsDevelop your businessDevelop strategic alliancesHit revenue targetsDeliver a business planREQUIREMENTS: Experience in Private Banking – UK Res, UK Res Non Dom (International individuals with a base or accounts here in the UK.Passionate DrivenNatural networkerIndependentPlease email your CV directly to privatebanking@carltonseniorappointments.com or call +442070780510 for a confidential discussion with one of our dedicated consultants. Read more […]
Credit Officer – Wealth Management recruitment
As a Credit Officer within Wealth Management, your chief function is to assess credit requests generated from the Bank’s UK and Jersey booking centres, working as part of a team of six within a dynamic environment. As Credit Officer, your chief responsibilities are to identify and quantify credit risks, to implement measures aimed at minimising risks as well as to make recommendations and credit decisions.As there is no formal credit committee structure, the ability to make decisions, weighing up both the risks and opportunities involved, is vitally important. Similar, the successful candidate Read more […]
Compliance Officer, Wealth Management recruitment
Compliance Officer, UK Private Wealth Management Corporate Title: Vice President Based in London, this role involves all aspects of compliance work for our clients Private Wealth Management business in the UK, including advice, advocacy, product vetting, communications review, training and surveillance and monitoring controls and AML as part of our comprehensive program for achievement and maintenance of compliance with UK laws and FSA regulations as well as the global, regional and local policies, standards and procedures, with the mission to protect the interests of clients and the integrity Read more […]
Associate – Cross Asset & Regulatory Product Management recruitment
OverviewThe EMEA Investment Product Platform Management Group works in conjunction with the Asset Class Leaders Sales Management to develop and deliver products processes for use in the Private Bank (PB), Private Wealth Management (PWM) and its other distribution channels. The group is typically involved from strategy and project definition through project delivery and implementation. Role OutlineThe Product Management Team is responsible for the strategy, definition, and end-to-end execution of priority investment and regulatory initiatives across asset classes, such as: equity, listed options, Read more […]
Senior Private Banker – HNW or UHNW – PWM Arm of Global Investment Bank – London UK recruitment
Requirements:10+ Years experience in Private Banking/Wealth ManagementRelevant technical knowledgeGood market knowledgeUnderstanding of competitorsGood networks e.g. Law firms, accountancy practices, offshore/onshore, referral sources, UHNW and/or Wealth 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 with experience Read more […]
Private Banking Advice Finance Business Partner recruitment
Retail Finance is a key function within the Retail Division. The primary purpose of Retail Finance is to apply specialist skills, knowledge and expertise to support the vision “to change the face of banking”. The work requires people with excellent commercial judgement, top class analytical skills and a passion to improve business performance. Our vision is to become Britain’s most helpful and sustainable bank. Our people are key in helping us achieve this, which is why we want to recruit the very best people with the right skills, experience and behaviours As Private Banking Advice Business Read more […]
T&C Manager – Wealth Management recruitment
Position: TC Manager – Regulated Location:London Salary: C £40,000 Overview : As a TC Manager you will be working for one of the market leading banking groups globally, employed to work within their wealth management division based in their impressiveUKhead office centralLondon. You will be supervising a team of 10 investment advisory specialists who are providing regulated advice on largely investments to HNW individuals. Role: Provide effective supervision, monitoring and control for Wealth Management team. Deliver all TC requirements in line with both the FSA and firm’s requirements for Read more […]
Senior Private Banker/Investment Advisor – Asset Manager, London UK recruitment
Our client is well established and has had a very strong 2011, and wishes to continue to build this team as they believe it is a will continue to be an expanding market for them. This is an exciting opportunity for a the right candidateRequirements:Client acquisitionRelationship ManagementNetworking – Intermediary IFA spaceTravel – as requiredResponsibilities:Generate new Assets Under ManagementManage existing relationshipsMentor and lead junior members of the teamAct as brand ambassador for the InstitutionExtend the company’s exposure within the right marketsHire/Recruit new members of the Read more […]
Project Administration Support – Private Banking recruitment
The Key responsibilities of this role are:Review of client documentationDocumentation tracking using in house systemData loading using in house systemsPreparation of client lettersSkills: Experience in reviewing KYC documents including Trust Deeds, Corporate Documents preferableAttention to detailTeam playerNumerically proficientOrganisation/Office experience essentialStrong Microsoft Office knowledgeIf you have language skills in French, German, Italian or Spanish it will be highly viewed upon by the business. This is for a New Year start. Our Private Banking division is based in Knightsbridge Read more […]
Russian Speaking Relation Manager 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 […]