Product Manager – Wealth Management recruitment
A Global software and technology services company has a brand new role for Product Manager (VP) – Wealth Management/Private Banking to support its fast growing team inSingapore. This role will assist in advisory and support function of Wealth Management Product for its Software Solution. This role will work closely with the Head of Marketing and Sales inAsiato support its Wealth Management and Private Banking Clients. The role will include but definitely not be limited to: Advise business requirements to the team of business analysts inShanghai Review specifications from the business analysts Create Read more […]
Project Manager – 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 role holder will assume the responsibility of representing APAC Investment Products Services (IPS) in the Global Cross-Border initiatives. Besides this primary responsibility, the new joiner may also assist in managing other regulatory related initiatives for IPS APAC (eg. FATCA).Key tasks and responsibilities include:Single Point of Entry for all Product related Cross Border Issues for IPS APAC Be the project Read more […]
Compliance Monitoring and Testing – Wealth Management recruitment
The purpose of the role is to participate in the monitoring and testing function by executing reviews, examinations, testing, and audits pursuant to Rule 3130 and Rule 206(4)-7 or the Advisers Act. The Compliance professional will test the policies, procedures and processes related to the brokerage and investment advisory businesses to ensure that the company and employees are adhering to all rules, regulations and guidelines.The role will be focused on the following:• Work to establish a risk based review plan to meet review cycle requirements.• Perform testing of compliance and regulatory Read more […]
Solution Architects – Wealth Management recruitment
The successfull candidates MUST come from a recent Wealth Management, Investment Management, Asset management, Investment Banking, Private banking Capital Markets background etc. The work wil involve formulating both business and technical solutions ranging from infrastructure through to applications to a Target Operating Model.
Head of Compliance – Wealth Management recruitment
Global financial institution is looking for a Head of Compliance for their Wealth Management division.Duties include:Senior Management . Provide appropriate management information on compliance and regulatory issues to Senior Management. . Ensure compliance attendance at relevant management, Committee / Sub-Committee meetings (including Board meetings and Audit Committee meetings). Interface With Regulatory Authorities and Other External Entities . Communication with Regulators, Exchanges, Trade Bodies, Internal/External Auditors, in respect of compliance issues. . Assist in investigations prompted Read more […]
Compliance Specialist needed – Wealth Management recruitment
With intense regulatory demands facing the banking sector, they are looking to bring on two subject matter experts in Compliance and conduct risk as it applies to wealth management and private banking services.This is an excellent opportunity for a developed compliance professional that has worked specifically in private client financial services and is familiar with the regulatory risks inherent that prevent fairer outcomes for customers. As an SME, you will have exposure to a broad range of products and services and through projects and assignments, interface and troubleshoot with a broad range Read more […]
Investment Products and Services – Wealth Management recruitment
Responsibilities:• Work with the team to rollout and distribute in-house and third party investment products (structured product, trust products etc) (30-50%)• Fixed income product research selection (fixed income fund, fixed income trust product) (20%-30%)• Provide fixed income outlook and investment strategy (including overall market and various fixed income instruments) and actively support CIO function and contribute to asset allocation strategy (20-30%)• Actively support CAs in client meetings and presentations (10%)Requirements:• Familiar with the Chinese fixed income markets Read more […]
Assistant Product Development Manager, Wealth Management recruitment
Job ResponsibilitiesAssist to conduct due diligence on issuers/fund houses and wealth management products (including funds, bonds, ILAS and structured products);Work closely with risk management departments, legal and compliance departments and support units in the product due diligence process;Assist to conduct annual/monthly/event-driven reviews on the risks of wealth management products;Develop training materials and provide wealth management products related trainings;Develop and conduct regular review on the product risk rating and customer risk profiling methodologies;Assist the selling Read more […]
CRM Solution Manager – Leading Global Bank – Wealth Management recruitment
This position is a senior role within the Wealth Management IT team and will hold responsibility for managing a portfolio of projects primarily focussed on the execution management system and client wealth portal. This role is a senior member of a global team and will partner with global solution managers to determine the roadmaps of the solutions. You will hold sole responsibility for the management of the wealth management CRM solution programmes and projects in order to deliver the roadmaps and adhere to the agreed strategy. This position may also become involved in managing strategic Read more […]
IT Project Manager – Wealth Management recruitment
A global market leader in private banking is looking to hire an experienced IT project manager for a new global project rollout in the APAC region. This is an exciting opportunity to work on a cutting edge inhouse client facing system (e-commerce client portal) for wealth management. Immediate hire, 6 month contract, role based in Singapore. Requirements: Significant IT project management experience in a large financial organization Excellent communication skills and attention to detail Experience managing teams of 15-20 Java development and SOA exposure would be highly desirable Minimum 10 years Read more […]