Portfolio Manager recruitment
Our Client, a single Family Office located in New York City is seeking an experienced VP – Portfolio Manager. In this position, the VP will be responsible for performance analyses and asset allocation on a diverse group of asset classes including Fixed Income ( a must) Equities ( U.S. International), Futures and Derivatives, currencies, and alternative investments. They will present reports and analyses to senior executives and Board members and then make recommendations to the President/SVP based on these verbal and written reports. Lastly, the PM will conduct Fund manager meetings Read more […]
VP – High Net Worth Credit Risk Analyst recruitment
Position Category: Risk ManagementPosition Title: VP – High Net Worth Credit Risk AnalystJob Level: Vice PresidentLocation: USA – NY – New YorkEducation Required: Bachelors DegreePosition Description:Morgan Stanley is seeking a strong Vice President for its Credit Risk Department. The successful hire will assist with managing the credit, market and legal jurisdictional risks associated with the extension of credit for various counterparty types (high net worth retail investors, PICs, Trusts, LLCs,Corporations) in U.S. PWM Americas and Latam. Knowledge of Latin American jurisdictional Issues and Read more […]
Miami; Brazilian Junior Relationship Manager – Bahamas Office of International Bank| Portuguese & Spanish Required. recruitment
Our client has a growing reputation in Latin America and is looking to increase its market presence. As their market share grows they require to bring on a junior relationship manager to assist one of their senior Brazilian private bankers. Therefore previous experience in supporting a senior banker, Brazilian market experience and the required language skills.The requirements are non flexible and are as follows:* Relationship Manager to join a well known LATAM Desk* Must have 5 years experience as a Junior Private Banker* Potential candidate must speak Native/Fluent Portuguese AND Fluent Spanish* Read more […]
Private Banker – Wealth Management Job recruitment
Private Banker – Wealth Management (Job Number: 1202453) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation. Read more […]
Senior Sales Director – Wealth Management Job recruitment
Senior Sales Director – Wealth Management (Job Number: 1204162) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Read more […]
Family Wealth Advisor Team Leader- Wealth Management Job recruitment
Family Wealth Advisor Team Leader- Wealth Management (Job Number: 1109209) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New Read more […]
Portfolio Administrator – Wealth Management Job recruitment
Portfolio Administrator – Wealth Management (Job Number: 1204409) BNY Mellon is a global financial services company focused on helping clients manage and service their financial assets, operating in 36 countries and serving more than 100 markets. BNY Mellon is a leading provider of financial services for institutions, corporations and high-net-worth individuals, providing superior asset management and wealth management, asset servicing, issuer services, clearing services and treasury services through a worldwide client-focused team. BNY Mellon is the corporate brand of The Bank of New York Mellon Read more […]
Wealth Management Advisor – Fairfax, VA 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. The company manages $451 billion in combined assets under management on behalf of 3.6 million people and more than 15,000 institutions. TIAA-CREF is headquartered in New York City, with major operations in Charlotte and Denver, Colorado, and some 65 offices nationwide. The company has a workforce of 7,000 employees.Serve as TIAA-CREF’s primary point of contact for High Net Worth and affluent clientsManage and Read more […]
Head of Legal & Compliance recruitment
My firm is conducting a search for a Head of Legal and Compliance for a NY based Wealth Management Company. The role requires deep expertise in the legal structure, sales, and marketing of investment services through an RIA network. The role will provide legal and compliance counsel internally regarding operations, vendor and client relationships, securities law and regulation; as well as broader business issues. The role also requires strategic review, design and implementation of operational enterprise risk and compliance programs. Experience managing the legal and compliance function for a RIA Read more […]
Trading Support Representative recruitment
Trading Support Representative The Thomson Reuters BETA System Client Services group serves as the first point of contact to provide quality support to all internal and external customers that require assistance with a variety of issues surrounding front and back office securities processing. The group is responsible for overall system health monitoring and escalation, trading system health, front office product support and back office functional applications. Trading Support Representatives will receive incoming inquiries from numerous sources at all levels of customer organizations. These issues Read more […]