Protection Products – Sales Adviser, Corporates recruitment
Purpose of roleWorking within the Corporate Financial Planning pillar, these individuals will be known as Corporate Protection Advisors. Thier focus will be to deliver effective and compliant customer sales and servicing to corporate customers working collaboratively with Corporate bankers and more Hollistic Wealth Advisors.You will advise our corporate clients and provide a world class range of corporate solutions to their business continuity and succession planning needs, and products including Loan Protection, Keyperson Protection, Shareholder and Partnership Protection. This excludes the Read more […]
Senior Private Banker/Investment Advisor – Asset Manager, London UK based 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 […]
Relationship Manager (London) E/W Africa focus recruitment
This financial institution possesses a significant footprint in emerging markets and as part of their plans to capitalise on their enviable market position, the London business is looking to hire a Relationship Manager who has specific experience of dealing with East Africa and/or West Africa (i.e. Tanzania, Uganda, Kenya, Nigeria, Ghana, etc)As a relationship manager, you will be responsible for building your client base (i.e. U/HNWI) in this region of the world and cross-selling a suite of products including investment, fiduciary and banking services.There is no expectation to bring a book of Read more […]
Marketing Events Manager recruitment
Event and Sponsorship Management Work with existing Events Manager in the development and execution of client and prospect events, to include: Planning, execution and controlling of local events Coordination and administration of central hospitality platforms Work with business partners to ensure events provide the most appropriate platform to meet their business objectives Manage external providers who support in delivering events Budget and cost control Event follow up and measurement Skills/ Requirements 1-2 years of experience in a comparable position Read more […]
Executive Vice President, Head of Wealth Management recruitment
To structure, manage and execute a variety of investment products to the banks existing and potential client base.MAIN DUTIES / KEY RESPONSIBILITIESTo champion new products and product modification to meet the needs of clients; with governance responsibility for this as Chairman of the New Products Committee;To retain existing investors through the maintenance of their wealth portfolio and the creation of varied products to encourage diversification;To attract new investors through the offering of a variety of asset classes including real estate, equity, Islamic fixed income, private equity and Read more […]
Business Analyst – Wealth management recruitment
To be considered for this role you must have experience of / in: Data manipulation and analysis and preparing Powerpoint presentations (charts, graphs, tables, editing text.) Accounting skills a plus must be willing to learn financial accounting for wealth management quickly Excellent Excel modelling skills with ability to use pivot tables, advanced formulas and simple macros Extremely proficient in Powerpoint – can quickly create/edit text, charts, tables, graphs resulting in a professional looking document meeting formatting/branding guideline Analytical experience – both qualitative and quantitative Strong Read more […]
Head of Discretionary Investment Advisors 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 […]
AVP, Real Estate Finance recruitment
Key Responsibilities:You will be required to focus predominantly on high end value residential real estate and some trophy commercial real estate principally in London and Paris. The role involves advising the group on real estate markets and property trends, underwriting live transactions including the setting of lending ratios, running the property due diligence process including the appointment of external valuers and portfolio monitoring.You will have:• Valuation experience in both residential and commercial real estate preferably with a bias towards loan security valuations • Working Read more […]
Investment Sales Quality Manager recruitment
Job Purpose: Investment Sales Quality Manager for IPB Job Background/context: Citibank IPB is a preferred wealth management centre for CitiGold clients residing in various countries such as Russia, Turkey, Israel, Greece, UAE, Mexico, Czech, Hungary, Romania, Poland South Africa, Nigeria. For a growing business the Investment Sales Quality Manager will be performing a quality control and training function to ensure IPB Sales meet the standards stated in the Sales Process and T C Scheme. Solid reporting line is to Investment Sales Quality Head. Key Responsibilities:Person will be responsible for Read more […]
Operational Risk Manager – Private Bank – Guernsey recruitment
Functional responsibility is to provide board members, executive management and regulators with independent assurance that all risks are captured, measured, monitored and managed within the companies defined risk appetite and processes adhere to local regulatory requirements. To work closely with, business unit heads and staff across all areas of the business in mitigating operational risk. To ensure risk infrastructure is in place and operational and to contribute broadly to the Risk Management objectives in the company.Responsibilities:• Assist with maintaining and developing an effective Read more […]