Funds Management – Internal Client Advisor, Wealth Management – (NYC) recruitment
Funds Management – Internal Client Advisor -Wealth Management ChannelLocations – New York, NYBusiness Overview:JPMorgan Asset Management (“JPMAM”) provides investment management products and services to institutional and individual investors worldwide. It offers the full spectrum of investment strategies – from equity, cash management, fixed income, currency and asset allocation to alternative asset classes such as private equity, real estate and hedge funds.Role Description:The Funds Management Business is looking to enhance its client advisory teams in theWirehouse channelThe primary role of Read more […]
Private Banking Marketing Associate recruitment
Responsibilities:Support marketing strategy: help define global marketing positioning and develop integrated marketing plan.Analysis of research, industry monitoring and competitive analysis.Assist in local application and consistency via the Marketing Team NetworkSupport Global brand/communication strategy jointly with LOB and global brand and communications teams.Help exploit global assets such as: content, sponsorships, brand ambassadors and its business activation. Event activation, hospitality.Digital Marketing understanding and social media, mobile and emerging media experience.Share best Read more […]
Business Development Officer, Inside Sales recruitment
Midland American Capital is a factor and purchase order funding lender located in East Meadow on Long Island. We generate prospects through advertising. We seek an experienced banker to serve as an “inside” business development officer, who converts our advertising generated prospects into active customers. The job entails discussing the finances and particularly the working capital needs of small and middle market businesses with their owners or Presidents, and meeting those needs with Midland American products. Skills for success include a general familiarity of how businesses operate in Read more […]
JNR Private Bankers – LATAM Clients | Private Banking – NYC/Miami/Houston Offices of Global Private Bank recruitment
JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked bank globally, with established and growing reputation with the Latin American private banking sector has delivered a mandate to hire 3 new junior private bankers relationship managers to enhance their Miami Office. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Supporting Read more […]
Boutique Wealth Manager: Private Banking Relationship Manager -FL-Miami recruitment
They are a rapidly expanding firm and therefore is an exciting opportunity for the successful candidate to grow with the company and expand it to different markets.They will pay a competitive salary and are looking for potential in a candidate primarily as well as experience in the LATAM market and an existing portfolio of HNW individuals.If interested, please send a copy of your CV to wealth@selbyjennings.com KEY WORDS: PRIVATE BANK; PRIVATE BANKER; PWM; WEALTH MANAGEMENT; MIAMI; USA; LATAM; LATIN AMERICA; HNWI; UHNW; HIGH NET WORTH; ADVISORY; RELATIONSHIP MANAGER / MANAGEMENT; INVESTMENT ADVISOR; Read more […]
Residential Mortgage Closer – NEW YORK recruitment
• Manage closings.• Assist in managing the closing schedule for all residential mortgage loans.• Negotiate issues which arise at closing and which require judgment as to whether to proceed with loan funding.• Provide feedback to management about loan files and regulatory processes which affect all the steps leading up to the closing.• Receive legal documents, HUD-1 Settlement Statement, credit file complete with Credit Approval Memo and KYC, Escrow Agreement or Closing Attorney letter, hazard and flood insurance binders, screenshots of securities accounts (if side collateral is required).• Review Read more […]
Senior Sales Director – Wealth Mgmt recruitment
You should possess 8+ years of related experience, preferably in financial services. Emphasis is given to experience in relationship sales.Successful candidates must be able to deal with high net worth individuals, clients with investable assets of $1 million or more and/or large foundations and endowments, family offices or institutions with charitable planning giving needs. The sales process entails detailed analysis of complex financial situations in order to propose the appropriate services to the prospect and the prospect’s advisors. Undergraduate degree or equivalent experience is preferred.Strongly Read more […]
Communications Director recruitment
The incumbent directs and executes the thought leadership communications strategy for Wealth Management with the goal of consistently demonstrating and articulating the organization’s expertise and insights in the areas of investment management, wealth planning and private banking. He or she will be in charge of creating an annual editorial calendar and will design and manage a communications program that includes newsletters, articles, white papers, presentational modules and other communications in support of the thought leadership program. He or she will conduct independent research, consult Read more […]
LATAM Specialist Private Bankers – UHNW Clients – Tier One International Bank – Miami/New York Offices recruitment
JOB DESCRIPTION – PRIVATE BANKERS/RELATIONSHIP MANAGERS:Our client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 4 new private bankers relationship managers to enhance their Miami Office. Having enjoyed a record period of dynamic growth across the business, especially within wealth management, our client wishes to expand their network within the Latin American segment, catering to an increasingly widespread and diverse clientele.RESPONSIBILITIES FOR PRIVATE BANKERS/RELATIONSHIP MANAGERS:• Client generation/retention• Read more […]
Registered Sales Assistant recruitment
TO QUALIFY, YOU MUST POSSESS: QUALIFICATIONS To perform this job successfully an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Incumbents will be evaluated, in part, based on performance of each essential function. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions. EDUCATION and/or EXPERIENCE Bachelors Degree or equivalent work experience, Series 7 63 required. 2-3 years industry experience. Business Competencies Read more […]