Assistant Client Account Manager recruitment
CLIENT SERVICEHandle routine communication with clients and their advisors via telephone, email and fax. Document written and verbal communication with clients and their advisors in CRM. Prepare charts and materials for client meeting presentation books using Pages, Excel, Word, PowerPoint and the intranet as needed and file in CRM and DMS. Prepare customized spreadsheets for clients. Complete financial paperwork from other institutions for clients.File correspondence and other documents in DMS. ACCOUNT ADMINISTRATION Work with Client Administration Team to open accounts and coordinate with outside Read more […]
Team Manager, Trust Administration recruitment
Job DescriptionTIAA-CREF is a Fortune 100 financial services company that is America’s leading retirement system for people who work in the academic, research, medical and cultural fields. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver and some 65 offices nationwide. The company has a workforce of approximately 7,000 employees. TIAA-CREF’s retirement plans provide participating individuals and institutions with a range of options to help meet their financial needs. They include variable annuities, mutual funds, tax-deferred and after-tax annuities, IRAs Read more […]
Wealth Management Relationship Associate recruitment
In BBH’s Wealth Management business line, the Relationship Management teams focus on providing Investment Advisory and Wealth Management advice to families and institutions with at least $5 million of investable assets. The Relationship Associate (RA) supports Sr. Relationship Associates (Sr. RA) and Relationship Managers (RM). The RA serves as a point of contact for high net worth clients and institutional contacts on behalf of the Sr. RA or RM. This position helps manage the day to day activities of the RM’s client base and ensures that client needs are met. The RA, with the Sr. RA and Read more […]
Sr. Relationship Associate- Wealth Management recruitment
At Brown Brothers Harriman our purpose is straightforward: to protect and grow our clients’ wealth. Our approach is what sets us apart. We start with a deeply held investment culture and combine that with insightful, integrated wealth planning and exemplary service to give our clients the most thoughtful and comprehensive long-term investment experience possible. Our clients’ experience with us is under pinned by a tradition of stability and longevity created by our partnership structure.We manage wealth according to a strong, disciplined investment philosophy that is focused on capital preservation Read more […]
Wealth Advisory Analyst Senior recruitment
We’re The Capital Group Companies, an 80-year-old investment management company that prides itself on creating an environment in which our associates feel they can succeed and be valued for their contributions. We’re the home of American Funds, one of the largest mutual fund families in the United States. The benefits of working at the Capital Group include interesting work, opportunities for development, exceptional colleagues, competitive salaries and bonuses, and health and life benefits from day one. POSITION DESCRIPTION: The individual in this role will be a member of the Wealth Advisory Read more […]
Relationship Manager Private Bankging: LATAM desk – Miami recruitment
My client, a Swiss based Private Bank, is a top player in the international Private Banking business. For their Miami branch I’m currently looking for a Relationship Manager covering affluent Latin American clients. In this opportunity you will have the opportunity to take over an existing book of clients (approx. $ 70 million), mainly based in Argentina, Uruguay and Paraguay.Thanks to your knowledge of the market, and your thorough understanding of the environment in the region, you will be able to generate significant value for the clients and your future employer. You will be supported in Read more […]
Business Finance Manager, Retirement & Individual Services recruitment
Supports Vice President Finance Retirement Individual Financial Services and collaborates with Finance Leadership Team on planning, reporting, financial analysis and organizational development of the function. Staff The position is a single contributor Job Description The Business Manager has core set of responsibilities which have the following focus • Sole execution of, or collaboration with Finance Leadership team, on ad hoc financial analysis and budget management • Lead on planning and reporting with business operating units and central Corporate Financial Planning Analysis Read more […]
Senior Trust Administrator recruitment
Monitor and Controls• Open and close accounts for clients, including preparation of checklists.• Coordinate and administer trust accounts for various clients in a support role.• Prepare annual administrative account review. • Monitor account transactions, including daily review and correction of overdrafts, automatic deposits and weekly review of standing remittances. • Maintain complete records, including supporting documentation for discretionary distribution and payments.• Maintain client contacts and work with Administrative Assistant to keep CRM up to date.• Prepare Read more […]
Financial Planning Analyst recruitment
Position/Title: Financial Planning Analyst Employee Type: Full-Time A growing, independent wealth management firm is seeking a Financial Planning Analyst to assist in providing financial planning and investment-related services to their client base of high net worth individuals. Responsibilities Prepare detailed wealth management plans for clients and prospective clients. The plan may include: cash flow analysis and projections, asset allocation, lifestyle analyses, investment management, risk management and estate planning; Prepare all investment account proposals and review Read more […]
Real Estate Research recruitment
The Real Estate Research role works on a team that delivers the highest level of service to maximize the value and return of investment for third party clients. The position focuses on originating, underwriting, structuring, and assisting with the syndication of North American real estate investment opportunities to meet the needs of a global client base. Investment vehicles include funds, club structures, and co-investments. The Real Estate Research position will participate in the entire real estate investment process including deal sourcing, initial investment underwriting/ due diligence, Read more […]