Head of Discretionary Investment – London 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 […]
Private Bank Client Service Specialist recruitment
A Private Banking Client Service Specialist (CSS) is the primary contact for all service related needs of a Private Banking client. A CSS works with bankers, investors, various product specialists and mid-office and operations teams to deliver a seamless and integrated experience to our clients across all Private Banking products. Each CSS works with one or several team mates and each team is regionally aligned to bankers and their client base (the banker is generally based in London, but can also be based in another office). Some examples of a CSS daily responsibilities include: affecting Read more […]
Senior Private Banker (Director/Client Partner) – PWM Arm of Global Investment Bank – London 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 […]
Risk Manager – Regulated Sales recruitment
Core accountabilitiesDay to day activities 40%To provide risk management support for the regulated business i.e investments in areas including regulatory risk, operational risk, client due diligence, anti-money laundering, fraud, and credit risk to ensure that all key objectives are met. Ensuring appropriate assurance is provided internally to business management and externally to areas such as, Compliance, Monitoring and Oversight and Internal Audit.Risk management 35%Providing appropriate assistance to managing key risk processes and specific risk situations; cascading reminders of policies and Read more […]
ACT Legal, Documentation Specialist – J.P. Morgan Private Bank, London recruitment
J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service and capabilities to wealth individuals and families in 36 countries around the world. The largest private bank in the U.S. and the third largest worldwide in terms of total client assets, the J.P. Morgan Private Bank enjoys relationships with 40% of the individuals on the Forbes Billionaire list.The ACT Legal Team is a centralised point of contact in Europe, Middle East and Africa (EMEA) for receiving and reviewing account opening documentation, and client documentation for existing Read more […]
Senior Investment Professional – Private Bank – London UK based 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 […]
***Wealth/Relationship Manager*** recruitment
The successful candidate will: Build internal and external relationships to grow and develop a portfolio of International Relationship clients. This role will build highly proactive, long-term relationships with clients and key business introducers to generate sustained revenue growth and new client acquisition. Use their extensive experience and knowledge to help clients manage their banking and wealth management needs. Appropriate referrals will be made to Investment Advisors, Mortgage Specialists and capital market teams by gaining a deep understanding of a client’s financial, investment, Read more […]
FSA Remediation Coordinator 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 […]
Account Manager for UK GMT recruitment
A Passion to Perform. It’s what drives us. More than a claim, this describes the way we do business. We’re committed to being the best financial services provider in the world, balancing passion with precision to deliver superior solutions for our clients. This is made possible by our people: agile minds, able to see beyond the obvious and act effectively in an ever-changing global business landscape. As you’ll discover, our culture supports this. Diverse, international and shaped by a variety of different perspectives, we’re driven by a shared sense of purpose. At every level agile thinking is Read more […]