WEALTH MANAGEMENT ADVISER
As a Wealth Management Advisor you will be responsible for providing holistic financial planning to existing and new affluent clients rather than providing a pure transactional selling role. As a Wealth Management Advisor you will operate as a is a front line Adviser, reporting to a Senior Manager and working in close partnership with the introducers and peers in your team.You will be a pro-active professional who understands the need to deliver quality advice. You will thrive on a challenge, enjoy exceeding targets and meeting business objectives and will be a natural relationship builder.Core Read more […]
Real Estate Specialist
The responsibilities of the Real Estate Specialist will be to:Provide real estate advice to UK-domiciled and international UHNW clients who want to sell or invest in UK assets; focus on commercial real estate in the UK, primarily central London:o Advise clients and prospects on their real estate holdingso Pitch and execute real estate MA transactions (focus on sell side)o Connect with UK real estate community (e.g. brokers, financing providers)Build a solid client base and deal pipelineo Build and actively manage relationships with UBS client advisors, clients and prospectso Develop a strong pipeline Read more […]
Mortgage Specialist
Key Roles and Responsibilities:To assist London-based RMs with all their needs related to mortgage loans byDetermining client needs and the feasibility of the mortgage transactionTo structure the transaction to make it acceptable from both commercial and risk standpointsFormalising detailed credit reports (eBCA)Obtain correct approvals from risk teamEnsure all relevant documentation is compliant and signed, in liaison with legalEnsure there is a targeted increase in loan book and credit revenuesMaintain a level of satisfaction with RMs and key partners (Risk, Operations, Legal, Compliance), Read more […]
Top UK Team seeks Four Relationship Managers- Russian Language Essential- London UK
The company are building out their private bank and wish to add appropriately experienced relationship to their team.Candidate will have experience/knowledge in:Relationship ManagementPrivate Banking Products ServicesClient ServicingSales experienceThe candidate must be able to:Work as part of a teamConvert non-active assets into managed assetsLearn quicklyBe committedGood communicatorRequired:DegreeSales experience – preferably financial services.Russian FluencyThe candidate must already be based in the UK have a permit to remain.Please send a CV to privatebanking@carltonseniorappointments.com Read more […]
Multi-Programme Change Delivery – Wealth Management, Private Banking
Our client, the wealth management and private banking arm of a leading financial services organisation, is looking to hire multiple change delivery specialists. The incoming project and programme managers will join a centralised change function responsible for the delivery of a multi-programme change agenda to meet a range of new strategic objectives.Driven from the UK the change programmes will have a global reach and incorporate a variety of key functions across the organisation including:-Front office – client interface, technology enablement and process changeNext generation digital client Read more […]
Telephone Account Manager
The fastest growing life company are looking to expand their team of Telephone Account Managers in London. The objective is to sell the companies range of products in to IFAs and would suit an individual looking to get in to financial services or an existing FS professional. Interested applicants should contact Edward Woodall at edward.woodall@hanoversearch.com
New Product Approval Specialist
The purpose of role is to lead the team’s agenda in the region primarily to consider and address key risks associated with the introduction of new products or services and/or adaptations to existing products. This will require the role holder to develop a strong risk partnership with senior management and provide both constructive challenge and leadership in the identification and mitigation of risk issues. The role holder will also be expected to play a significant role enhancing the new products approval process.Core Accountabilities:• Independent oversight and assessment of risk issues Read more […]
Business Development Manager
The role is working within their Private Banking division and my client is looking to hire a Business Development professionally specifically with a view of targeting cash deposits through developing relationships with, IFA’s, Intermediaries and utilising WRAP platforms. You will have a proven track record of Business Development, preferably in a Private Banking or Wealth Management environment, however, candidates with a strong Banking background will also be considered. Working with a team of 5 individuals this role is predominantlyLondonbased however, some travel will be expected. Whilst the Read more […]