Technical Business Analyst – Wealth Management recruitment
Wealth Management Banking platforms Technical Business Analyst / Implementation Consultant Leading provider of banking technologies and platform is looking to expand their presence here in Australia. Client facing Business Consultants are required to meet new demands for their award winning platform. This role would ideally suit a hands-on Project Manager or Business Analyst with a background in implementing core banking or Wealth Management platforms. Strong growth is forecasted for this young and successful company, so joining now will provide you with many future possibilities. In this role Read more […]
Senior Advisor, Wealth Management recruitment
The successful candidate will help the head of WMD develop the necessary resources and capabilities to provide high net worth clients with professional, rewarding and high quality investment advisory services.They will also help to build the foundation of a robust Wealth Management advisory capabilities which will entail development of measures, processes, procedures and policies to provide such investment advisory services at the highest standard possible.The ideal candidate is likely to be a senior level expat with significant experience in private banking/ wealth management and especially with Read more […]
Head Finance – Wealth Management recruitment
*****Wealth Management arm of a leading International Investment Bank looking for a Head of Hong Kong Finance to be responsible for all head office and regulatory reporting*****Responsibilities:Responsible for the planning, organization, and controls over the day to day financial control activities of the branchDevelops, reviews, updates, and implements operational procedures and workflows in order to maintain a high level of efficiency.Responsible for ensuring that head office and regulatory reports are submitted in an accurate and timely mannerEnsure financial reporting adheres to bank’s accounting Read more […]
Head Products,Wealth Management recruitment
UBS can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.The Head of Products at UBS Wealth Management India (IPS Head) is a key position holder and a member of the senior management team. His/her primary role will be to develop a comprehensive and highly sophisticated wealth management product shelf to meet the requirements of ultra-high-net worth clients. Strategic and tactical planning, as well as management of complex projects are key requirements. At the same time Read more […]
Compliance & Risk Manager – Wealth Management recruitment
Activities will include understanding and briefing the business on its statutory responsibilities, oversee the process to ensure wealth advisors become threshold competent and maintain the skills. Communicate to and train staff on the firm’s regulatory requirements/guidelines and prepare the business for any changes to them e.g. Retail Distribution Review (RDR) Enforce and monitor the training and testing requirements to make sure all wealth advisors are correctly classified Oversee and record the sign off for threshold competent wealth advisors Assess the training needs of supervisors and sales Read more […]
Paraplanner – Wealth Management recruitment
Primary tasks:* Assist the Financial Planners in preparing and administering advice proposals or suitability letters.* Prepare case files and illustrations for client meetings/annual reviews.* Act as the point of liaison between the Financial Planner and the Financial Planning Support team.* Preparation of Pension Consolidation Schedule including analysis.* Potentially attend or review client meetings with the Financial Planner to allow for follow up research based on agreed actions with the client. Drafting of meeting notes and call reports.* Provide the Financial Planner with pre-populated new Read more […]
PMO Portfolio Consultant – Contract – Wealth Management recruitment
Our client’s PMO is in a state of transition to a portfolio-driven model and needs a strong PMO all-rounder who will bring a portfolio level view of how projects and programmes fit together in a project office with a budget in the 100’s of millions. Working with a talented team of Portfolio Analysts you will help the team solve bigger picture problems and own the communication channels with the senior business and project stakeholders. Essential experience for this role includes: Broad understanding of the role of the PMO in delivering enterprise projects. Great consulting skills, able to communicate Read more […]
Senior Business Analyst – Wealth Management recruitment
The Senior Business Analyst will be utilizing their strong understanding of wealth management products and complex matrix environments to ensure the wealth management platform meets user requirements. Our client is a leading global financial institution and has a large team of business analysts and projects managers delivering the global wealth management platform, but require additional contract resource to delivery of phases 1 and 2 over the next 12 months. Responsibilities of the role: – Gathering requirements of business development heads, relationship managers and product managers whilst liaising Read more […]
Reporting & Administration Manager, Wealth Management recruitment
Some careers have more impact than others. If you’re looking for a career where you can make a real impression, join HSBC and discover how valued you’ll be. HSBC Wealth Management leads the Asia-Pacific implementation of our global strategy to deliver world-class solutions to retail and private clients seeking to grow, protect, preserve or transfer their wealth. This involves the development and management of foreign exchange, deposit, investment, insurance and financing products, as well as the provision of suitable research, financial planning and advisory services. Our team comprises professionals Read more […]
Sales Director – Wealth Management recruitment
Title: Regulated Sales Manager – Institutional Corporate Salary: Circa £80k Location: Channel Islands Company: A leading global wealth and investment manager, providing international and private banking, wealth planning, trust and fiduciary services, investment management, brokerage services and research to private and intermediary clients. Additionally our clients benefit from access to the breadth of personal, corporate and investment banking expertise across one of the principal financial services groups in the world. Role: As the Regulated Sales Manager Read more […]