Private Banking Relationship Expert recruitment
BNY Mellon ranks among the nation’s leading wealth managers. We have experience in providing investment management, wealth and estate planning, private banking, global custody and information reporting services. Our clients benefit from the wisdom and strength of our organization, as well as from our broad and sophisticated range of wealth management capabilities. When you join us with a job in Wealth Management, you’ll help provide thoughtful, customized wealth management strategies for individuals and families, their family offices and business enterprises, charitable giving programs, and endowments Read more […]
Sales Director – Wealth Management recruitment
The incumbent should possess 7+ 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 largefoundations 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 Read more […]
Private Banking Relationship Expert-Wealth Management recruitment
BNY Mellon ranks among the nation’s leading wealth managers. We have experience in providing investment management, wealth and estate planning, private banking, global custody and information reporting services. Our clients benefit from the wisdom and strength of our organization, as well as from our broad and sophisticated range of wealth management capabilities. When you join us with a job in Wealth Management, you’ll help provide thoughtful, customized wealth management strategies for individuals and families, their family offices and business enterprises, charitable giving programs, and endowments Read more […]
Senior Private Banker – LatAM Clients based in NYC or Miami Offices – USA recruitment
JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERSOur client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/relationship managers to enhance their growing New York and Miami Offices. 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, those covering other regions Read more […]
VP, Administrative Manager recruitment
Key responsibilities will include:• Ensuring adherence to internal policies and regulatory requirements• Accountable to understand and fulfill all responsibilities but not limited to responsibilities identified on Administrative matrix• Develop, implement and modify as needed Sales Practice programs for entire branch office• Communicate compliance, sales practice and legal issues of importance to senior management• Coordinate and manage audits conducted by regulatory agencies and internal audit department• Conduct yearly book reviews with brokers in conjunction with the Regional Manager• Read more […]
Relationship Manager – Private Bank – Miami/NYC recruitment
JOB DESCRIPTION – JUNIOR PRIVATE BANKERS/RELATIONSHIP MANAGERSOur client, a top ranked bank within the US, with established and growing reputation with the private banking sector has delivered a mandate to hire 8 new junior private bankers/wealth managers/relationship managers to enhance their growing New York and Miami Offices. 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, those covering other regions Read more […]
Private Banker – Law Firm Group – San Francisco recruitment
The Law Firm Group (LFG), which has been a significant contributor to The Citigroup Private Bank for over 30 years, provides a broad array of financial services to over 650 law firms and 32,000 individual lawyers. LFG’s client solutions are tailored specifically for the legal industry and include these product categories: Investment Management, Capital Markets, Banking and Lending, Mortgages, Trust and Estate, and Custody. With client relationships in the American Lawyer Top 100 law firms, LFG has established Citigroup as a dominant market leader in the legal industry. LFG has nearly 200 dedicated Read more […]
VP Private Banking Credit Risk recruitment
Responsibilities: • Pre-screen appropriate transactions and communicate with Origination team, Sales coverage and/or Financial Advisor. • Responsible for conducting all due diligence on new credit requests including credit analysis, financial statement analysis, client calls and visits. • Develop and negotiate structuring recommendations within context of firm’s credit policy and philosophy. Produce high quality credit memoranda clearly outlining transaction, purpose, strengths, risks and mitigates. • Make approval or decline recommendations to Credit Approval authorities Read more […]
Senior Private Banker – Miami/New York – UHNW or HNW 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 growing New York and Miami Offices. 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:• Read more […]
Senior Sales Director recruitment
The incumbent will focus on selling Bank of New York Mellon Wealth Management’s investment services to high net worth individuals primarily through face-to-face meetings and networking with various sources. S/he will achieve revenue goals, will be responsible for generating their own leads and will manage the sales process through closure. Once close, the incumbent will be responsible for transition of day-to-day management of the client to designated Portfolio Officer. In addition, incumbent will manage and enable development of junior associates, including Sales Officers and Sales Assistants.The Read more […]