Finance Manager – Wealth Management recruitment
Wealth Management Experience EssentialStand out brand within the marketStrategic role a with hands on elementQualified accountant with a strong track record within funds/wealth management required to join a leading brand. You will be responsible for providing financial control, decision support and management reporting across all divisional activities.You will provide ongoing financial management and decision support to a range of internal customers. You will ensure all revenue and expense items are duly accounted for and enhance the reporting within the division in order to drive the delivery Read more […]
Sales – Wealth Management recruitment
This position is a senior sales management position and will require someone to have excellent new business and relationship management skills preferably with an exposure of selling to Wealth Management or an understanding of the wealth management space.We are looking for motivated and energetic individuals who can work to targets with minimal direction, you will develop business through creating new relationships within the client base as well as actively seeking out new business and expanding existing accounts.You must have excellent communication skills and be good at articulating complex Read more […]
Sales – Wealth Management recruitment
This position is a senior sales management position and will require someone to have excellent new business and relationship management skills preferably with an exposure of selling to Wealth Management or an understanding of the wealth management space. We are looking for motivated and energetic individuals who can work to targets with minimal direction, you will develop business through creating new relationships within the client base as well as actively seeking out new business and expanding existing accounts.You must have excellent communication skills and be good at articulating complex 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 […]
CRM Solutions 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 […]
PRIVATE BANKING / WEALTH MANAGEMENT recruitment
Role:- Acquire Ultra HNWI customers through own network and database – Saudi client base preferred- Transfer, build liability and AUM portfolio through own network and database.- Cross sell banking and wealth management solutions. – Single point contact and dedicated account manager for Private Banking customers. Financials:- Achieve targets/goals as set by the business at start of each quarter and collectively for the full year. – Maintain consistent and sustainable performance. – Increase customers total relationship balance (TRB) across liabilities and wealth management products.Business Read more […]
Senior Compliance Manager, Wealth Management recruitment
Key Responsibilities- Liaise with Front office and the business to provide real-time trade approvals and position information including extensive liaison with senior management, regulators, internal auditors and major stakeholders- Provide Compliance advice to the Business and Support functions on applicable internal policies, law and regulations- Assist in licensing applications including preparation of necessary documentations- Develop training materials and provide input on Compliance topics- Participate in ad-hoc projects as the Compliance representative e.g. compiling feedback from other Read more […]
New Product Approval Risk Specialist, Wealth Management recruitment
Purpose of roleThe 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 developa strong risk partnership with senior management and provide both constructive challenge and leadership in the identificationand mitigation of risk issues. The role holder will also be expected to play a significant role enhancing the new products approval processCore AccountabilitiesIndependent oversight and assessment of risk issues Read more […]
Consultant – Wealth Management recruitment
The successful candidate will join the Client Services team with the aim of contributing to the success of its established and successful wealth management business. As one of our professionals, he/she will be charged with high-level and growing responsibilities.The role is highly analytical and the key duties will be focused around the production of sophisticated studies for our clients.Working closely with the Client Service Managers and having continuous interaction with the Financial Research team, he/she will be required to provide a wide range of complex financial analysis supported by innovative Read more […]
Credit Risk Officer – Wealth Management recruitment
As a Credit Officer within Wealth Management, your chief function is to assess credit requests generated from the Bank’s UK and Jersey booking centres, working as part of a team of six within a dynamic environment. Your chief responsibilities are to identify and quantify credit risks, to implement measures aimed at minimising risks as well as to make recommendations and credit decisions. As there is no formal credit committee structure, the ability to make decisions, weighing up both the risks and opportunities involved, is vitally important. Similar, the successful candidate will possess sound Read more […]