Private Banker recruitment
A leading Wealth Manager in London now have opportunities for experienced private bankers. These roles exist within the Affluent, High Net Worth and Ultra High Net Worth space.This business has a mature product range covering traditional, structured and alternative investments. This diverse product range will allow you to offer bespoke services to clients.In this role you will be required to build your business through personal, client and internal referrals. The successful candidate will have* Strong relationship building skills* Be a proven performer in the Wealth Management space* Be an FSA Read more […]
Assistant Trust Manager (London) recruitment
This compelling career opportunity with the London office of our international private bank client requires an experienced (as a guide probably four years’ minimum) trust and company specialist. Responsible for liaison between the firm’s clients and their Jersey trust operation, the assistant trust manager will ensure client’s needs are met and that Offshore Structures are established and structured to comply with Jersey regulations. The assistant trust manager will also assist in the marketing of Offshore Companies and Trusts to prospective Private Banking clients and be responsible for maintaining Read more […]
New Products Approval Specialist recruitment
My client a leading private banking group are currently recruiting for a Product Approval Specialist to focus both on the EMEA and Americas regions.To be successful in this role you must have previous experience in a Product control or Product Development role with exposure to operational risk management and an understanding of risk control framework.Key responsibilities:-Manage the new products approval process, provide governance around the introduction of new products-Oversight and assessment of risk issues associated with new products-Develop and continuously improve the new business approval Read more […]
Wealth Manager – IFA recruitment
My client is seeking a Wealth Manager IFA for their operation based in the Channel Islands.However you can based from home and work remotely with your existing client/custome baseIdeally you will have at least 5 years experience/knowledge as a IFA/Wealth Manager.You will have an active portfolio of clients/customers from the HNW section of the community within your area who require a range of Wealth Management products/servicesPreferred:Industry-related courses – FPC etc.Professional designations (Certified Financial Planner, Chartered Accountant, Chartered Financial Analyst)Second language an Read more […]
Private Banking Sales Assistant recruitment
A client facing role providing dedicated support to more than one Relationship Manager as required. The successful candidate will be a main point of contact for all day to day general account maintenance requests across the range of products and services ensuring that quality service is provided at all times. They will delegate administrative queries to support teams as appropriate Attend client meetings, arrange documentation and observe/participate as appropriate writing up call reports as required. Ownership of KYC and account opening process and related client queries and develop knowledge Read more […]
Real Estate Lending recruitment
Job Title:Real Estate LendingCorporate Title: Assistant Vice PresidentDepartment: Private Wealth ManagementLocation: LondonOverview:The role is a new one and is to support the existing Real Estate Lending Specialist within Deutsche Bank’s Private Wealth Management division based in the City of London.Key Responsibilities:You will be required to focus predominantly on high end value residential real estate in central London, Paris, Cote d’Azur and the Alps as well as trophy commercial real estate principally in London and Paris. The role involves advising the group on real estate markets and property Read more […]
FSA Remediation Consultant recruitment
An exciting opportunity has arisen for an FSA Remediation Coordinator to work for a top tier private wealth management. You will be part of the PWM EMEA compliance/management review team, based inLondon, to provide compliance support to the UK-based business and to the EMEA regional offices (in conjunction with onshore compliance personnel in other EMEA locations). You will be specifically supporting the FSA Remediation exercise, in response to the ‘Dear CEO’ letters that were sent out by the FSA earlier this year. Responsibilities include: Reviewing completed files that have already been checked Read more […]
Business Transformation Architect recruitment
Barclays Wealth has a well-deserved reputation for excellent customer service, as we realise plans to become the world’s premier wealth manager, taking that reputation to the next level is more important than ever. Therefore your role as a subject matter expert in client experience and service will be central to continuing our success.About the challengeAt Barclays Wealth we put the client at the heart of everything we do and this role within Client Experience brings together some of our core organisational capabilities (including Contact Centres, Complaints Handling, Marketing and Online Services) Read more […]
Investment Advisor – International Bank – London 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 Trade structuring trade ideasLearn quicklyBe committedBe a good communicatorRequired:Strong numerical/financial/economic Read more […]
Investment Advisor recruitment
About the challengeBuilding strong relationships with new and existing clients through telephone consultations, you will provide them with an advice led solution to assist them in choosing the most appropriate discretionary fund solution available through Barclays. You’ll guide clients through the risk profiling process to ensure the chosen portfolio meets their risk appetite, and is best placed to assist them in meeting their medium and long term goals, whilst ensuring that all work meets current legislations and regulatory requirements. You will be required to achieve activity and revenue targets Read more […]