Cross Assets IT Project Manager, Wealth Management recruitment
Working with a principal wealth management group, McGregor Boyall is looking for an experienced Project Manager to join their global Regulatory Reporting, technology team. Ensuring project management, throughout the entire project lifecycle the successful candidate will be responsible for the initial plan development, monitoring, reporting and testing phases. Providing continued monitoring the position will be responsible for identifying areas for new process and controls as well as risks, whilst ensuring effective communication to stakeholders, management and with team members. In addition by Read more […]
Data Analyst – Contract – Wealth Management recruitment
High profile project Multiple roles Potential to extend The client is a leading Wealth Management company who are currently embarking on a large compliance project. As part the project team they require a number of Data Analysts to provide business analysis and data analysis skills. Key responsibilities: Translate business requirements into working data model(s) in Excel; Source and integrate feed data into model/s; Identify any gaps in available data to meet regulatory requirements; Present results of data analysis to team members and business stakeholders Redesign / refine data analysis models Read more […]
Project Manager – Asset / Wealth Management recruitment
Project Manager – Wealth Management / Asset Management – a Tier 1 consultancy are currently growing their Wealth Management Practice. They are looking for a Project Manager to spearhead the delivery of some of the largest most exciting technology focused pieces of work within the Wealth Management arena.The successful Project Manager will have delivery experience in one or more of the following areas: bespoke software solutions, component systems integration, fixed price solutions or projects delivering solutions to compliance and regulatory requirements within fixed income, equities, or commodities.You Read more […]
Senior Manager-Marketing Manager, Wealth Management recruitment
The role is supporting the Private Wealth sales and relationship managers providing marketing materials to an audience of high net worth individuals. The role requires you to develop marketing strategy to promote the retail HNW business, write marketing collaterals, organize sales campaigns, events and brand building activities, manage distributers and implement client engagement initiatives. You will be managing and executing marketing campaigns. Candidates with Wealth Management /Retail fund marketing experience (current or previous) is a must. You should have 6 years work experience in Marketing, Read more […]
Relationship Manager – Wealth Management recruitment
Manage client relationships to achieve assigned sales revenue and customer acquisition revenue based on the individual’s potential and affinity towards those client segments.Develop and maintain strong relations with key WM clients at to maximize share of wallet and loyaltyIdentify and segment the target market for potential new business opportunities.Review select existing client portfolio to identify potential multi product sale opportunities for the team members.Major client s to be visited jointly with Unit Head on Quarterly basis.Ensure quality and consistent service delivery at all touch Read more […]
Account Opening Specialist – Wealth Management recruitment
Reporting directly to the Documentation Advisory Team Lead, your responsibilities will include:• Being the first Point of Reference for all complex account opening within UBS• Providing advice to Front Office Client Advisors and ultimately clients themselves on allaspects of Account Opening• Checking all client account opening documentation before final submission to ensure itcomplies with UBS guidelines• Working with the Docs Desk, Legal, Compliance and Operations Taxation to ensure anychanges are correctly implemented for all documentation processes and procedures• Taking ownership Read more […]
Application Support – Wealth Management recruitment
The Company Our Client, a leading Global Bank provide a comprehensive range of financial services: personal financial services; wealth management commercial banking; corporate, investment banking and markets; private banking; and other activities. Within this portfolio is a need for Application Support Analyst within their Wealth Management Run the Bank team. The Role Reporting to the Head of Wealth Management application Support, you will be a member of the Run The Bank (RTB) team to support systems used by Wealth Management Division. You will engage in helpdesk activities for Wealth Management Read more […]
Dealer, Wealth Management recruitment
Job Details: Dealer, Wealth Management Sector: Asset Management / Wealth ManagementDepartment: InvestmentSpecialisation: Index products, ETFs etc.Reporting to: Head of OperationsBasic Salary: CompetitiveBonus Structure: DiscretionaryBenefits: TBALocation: London, West EndOur Reference: 919290Summary Our client, an independent wealth management company, has an opportunity for a Dealer to be involved in all aspects of Execution, Trade Settlement and Client Administration. In keeping with our client’s investment philosophy there will be a focus on index and similar products (e.g. ETFs). Read more […]
Fixed Income Salesperson / Product Specialist, Wealth Management recruitment
Responsibilities Develop and manage a simple and comprehensive Fixed Income offering to increase penetration of the Fixed Income asset class in the portfolios of Wealth Management clients to achieve revenue and AUM targets. Providing sales support for Client Advisers to drive this penetration leveraging our Fixed Income execution capabilities in AUD and non-AUD. This role will include: • Defining the Fixed Income Offering including product shelf, pricing structures and client segmentation;• Educating Client Advisers on the Fixed Income securities universe, portfolio construction, execution Read more […]
Sales Manager GEM – Wealth Management recruitment
OverviewAn opportunity has arisen for a Sales Manager to work within the Global Emerging Markets London team.Sales Management is responsible for ensuring that the best offering and advice is available to the companies clients.This includes assisting in setting the product agenda, ensuring that they create the optimal solutions tailored to the prevailing market conditions and client needs. The team ensures that each solution is positioned in the context of the wider offering, priced appropriately and offered to the right clients. In addition,Sales Management works in close partnership with relationship Read more […]