Portfolio Counsellor recruitment
Objective: Main objective is to support and coach Relationship Managers with regards to portfolio construction and portfolio reviews in order to provide superior investment advice to CPC or important Citigold clients, thereby increasing client satisfaction and share of wallet of existing clients and successfully acquire new clients. Mission of a Portfolio Counselor (‘PC’) is to provide holistic advice through the portfolio review process and instil the Portfolio Approach with RMs he is working along. PC ensures delivery of Citi’s view in terms of investment strategy to RMs and clients. Responsibilities: Work Read more […]
Strategy Manager recruitment
The role holder will work as part of the Strategy team, contributing to the delivery of strategic initiatives across the organisation. The projects the role holder will be working on will be high profile, senior management sponsored and delivery focused: examples of recent work include business area strategic review; growth strategy including proposition development, strategic support to evaluate inorganic opportunities.The in-house strategy team is very much seen as an “intake” function and the expectation is that people will spend around 2 years working in this team before being pushed out Read more […]
Assistant Private Banker recruitment
With offices in Bahamas, Gibraltar, Guernsey, Jersey, London and the UK regions employing over 500 people, we have a rich history spanning over 200 years.Wealth management has become a complex business. The choice of investments is endless and includes an increasingly diverse range of opportunities. Some are traditional while other recent innovations are as highly specialist as they are potentially rewarding. We provide an extensive range of wealth management services including banking, investment, trust and financial planning services to help clients make the right choice.Purpose of Role:Is responsible Read more […]
Relationship Manager (Corporates) Isle of Man recruitment
About the challengeYou will be responsible for growing and developing a portfolio of predominantly medium value Trading clients with a turnover of approximately £5m. You will be required to build and acquire highly proactive and long-term internal and external business relationships across the globe to generate sustained revenue. You will gain an in depth understanding of the clients’ strategic business needs in order to provide a holistic service within investment, banking, credit, foreign exchange and wealth structuring. You will deliver exceptional sales and business performance whilst adhering Read more […]
Product Manager – Transaction/Tariff Pricing recruitment
A London based Corporate Bank is recruiting for a Product Manager – Transaction/Tariff Pricing on a contracting basis for 3 – 6 months.My client requires a Product Manager with pricing expertise to help design a new tariff structure for SME customers. They will be responsible for designing a new series of customer pricing propositions for current account transactions – e.g. cash, cheques etc.The successful candidate will have financial and commercial acumen along with the ability to specify requirements for and interpret financial models. They should have experience of product/pricing management Read more […]
Senior Compliance Manager / Private Banking recruitment
Our client, a leading global private bank is looking for a Compliance Advisory Officer to provide advice, guidance and support to the front office in all aspects of their private banking business. The individual would help to develop and maintain regulatory standards to enhance and protect the reputation of the firm.Duties Include: • Provide regulatory and transactional guidance and advice to the front office. • Liaise with and provide guidance to Senior Management • Keep Senior Management informed of regulatory changes and assess the impact on relevant business activities • Assist Read more […]
Product Manager – Cash Management recruitment
As the lead Product Manager for Cash Management you will be fully responsible for the proposition and the development of a variety of Cash Management solutions to enable growth opportunity for the organisation.You will be designing and delivering revolutionary new deposit products or improvements to current deposit capabilities. You will be responsible for the full cycle of the product development including product specifications, product positioning as well as revenue and profitability.As the successful Product Manager you will have a proven track record within the Wealth and Private banking sector Read more […]
Compliance Advisory Officer / Private Wealth Management recruitment
Our client, a leading private wealth management firm is looking for a Compliance Advisory Officer to provide advice, guidance and support to the front office in all aspects of their private banking business. The individual would help to develop and maintain regulatory standards to enhance and protect the reputation of the firm.Duties Include: • Provide regulatory and transactional guidance and advice to the front office. • Liaise with and provide guidance to Senior Management • Keep Senior Management informed of regulatory changes and assess the impact on relevant business activities Read more […]
Sales Director – Wealth Management recruitment
Title: Regulated Sales Manager – Institutional Corporate Salary: Circa £80k Location: Channel Islands Company: A leading global wealth and investment manager, providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across one of the principal financial services groups in the world. Role: As the Regulated Sales Manager Read more […]
Assistant Compliance Monitoring Manager / Private Banking recruitment
Our client, a Global Financial Institution is looking for a compliance risk reviews officer to help plan and execute the compliance monitoring plan which oversees the Private Banking business. The individual would support the Compliance function in identifying and mitigating risks across the Private Banking business and help promote a proactive compliance culture within the firm.Duties Include: • Prepare compliance risk assessments involving active participation from senior management. • Carry out preparation and fieldwork in respect of monitoring and review work. • Assist in executing Read more […]