Financial Adviser – London recruitment
Our client is a well-known prestigious West End Financial Planning firm. They operate an entirely independent fee-based model advising HNW city professionals on all matters of their personal financial affairs. They are currently looking for experienced Financial Planners to further develop their business and work with their professional introducers to increase the inflow of quality clients. The ideal candidate will be Diploma Qualified and have experience in working with HNW clients and professional introducers. They offer very competitive salaries with a structured bonus and benefits Read more […]
Credit Risk Officer – Property recruitment
The role holder will have leadership of a small team of credit sanctioners with responsibility for credit risk analysis, structuring of transactions and sanctioning, with a focus on large/unusual transactions including residential and commercial property. The role holder will ensure the optimal quality of the credit portfolio by applying best practice in decision making, subject to a maximum personal lending discretion that will be linked to experience, counterparty rating and collateral typeCore accountabilities:The role holder will be responsible for leadership, coaching and development of a Read more […]
Private Banker – Lending Specialist recruitment
The role is to generate new business by working with your KBI network, as well as developing relationships with existing HNW clients. Through your connections you will develop the Lending book and help drive liquidity. You will have extensive knowledge of Mortgage Lending and in particular high value mortgages (in excess of £1m), and together with your attention to detail and professionalism you will ensure that you are able to prepare thorough credit applications, loan and mortgage agreements and provide exceptional client service. Role Requirements Experience of working with HNW clients Identify Read more […]
Wealth Planner for New firm backed by European Private Bank recruitment
My client is a young IFA / Investment manager whose considerable and rapid UK expansion has the financial backing of a European Private Bank. They offer one of the most generous remuneration structures in the market for experienced financial advisors with a proven track record who are able to bring clients and generate revenues. They are interested in hiring individuals across the South of the UK and are also very keen to acquire existing businesses. For more information, please contact Raff on 020 7763 6030
Brokers – High Net Worth recruitment
Brokerage / Asset Management House West End BasedOur client is looking to engage Financial Private Client Sales Brokers with a Transferable client base to support the growth of client book for Mayfair based Asset Management organisation. Transferable client base essential from day 1 within the Retail HNW Individual arena into Execution Only and multi-asset class discretionary portfolios including Equity/Equity Derivative/Fixed Income and Forex classes.Ongoing functions include the active generation of new business utilising a wide range of methodologies from social media, Read more […]
FTE Product Manager – London recruitment
Overview :The Wealth Planning (WP) team provides clients with holistic wealth structuring strategies and solutions along their entire life cycle catering to their needs for financial, retirement, succession and tax planning.The PDM function is responsible for the development and lifecycle management of tax efficient vehicles thereby ensuring a closely integrated, front-to-back value chain for the delivery and support of Wealth Planning products and services. The WP product shelf comprises life insurance products, group and individual pension vehicles, estate planning solutions, venture capital Read more […]
Risk BA Contractor wanted by FTSE Investment Manager – London recruitment
You will be coming in to look at the Risk Framework and putting together an operating manual for communications purposes and to create greater more transparency across the business. The successful incumbent will be putting together documents that will be outlining Risk Management for their Products Team. Essentially it will be putting together a manual outlining what the Products Business Risk function does and how they do it. You will be looking at the processes within the division and have this for training purposes and this will be a risk framework toolkit. It can also be uploaded onto the Read more […]
International Private Bank — Business Change Programme Management Office – Analyst/Junior Associate – J.P. Morgan Private Bank, London recruitment
JPMorgan Chase Co. is a leading global financial services firm with assets of more than $2 trillion, over 200,000 employees and operations in over 60 countries. It operates across six business segments including Investment Banking, Commercial Banking, Treasury Securities Services, Asset Wealth Management, Retail Financial Services and Card Services. J.P. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, and capabilities to ultra high net worth individuals and families in 36 countries around the world.Investment management products and Read more […]
Senior Private Bankers – Middle East/Russian recruitment
The Role:The successful candidate will be a a sophisticated Private Banker offering a service that caters to the unique needs of High Net Worth (HNW) Clients in either Middle East or Russia.Develop and enhance relationships with a cross-section of HNW Clients to create strategic partnerships founded on a comprehensive, knowledgeable and collaborative partnership.Successfully represent the Bank externally and internally.Managing performance of yourself to exceed demanding business targets and ensure unwavering commitment to service excellence.Developing a relationship as your Clients strategic Read more […]
Senior Private Banker ((London)) recruitment
Responsibilities:Assist Bank Senior Management achieve “Bigger Picture”Existing Clients or Track Record – Will be sensibly rewardedExcellent Understanding of Banking/Financial Services/InvestmentsMust be FSA Registered RDR CompliantRequirements:RDR CompliantMin 5-6 years Private Banking experienceIf less, then must have been in an Intermediary Sales role or SimilarBenefits:Excellent base salaryClear bonus structureIntellectual and Experienced Peer GroupGood Working Environment – Team Based/Collegiate ApproachAll CV and Enquiries should be directed to privatebanking@carltonseniorappointments.com Read more […]