Lead Business Analyst, Technology, Wealth/Investment Management, London recruitment

The successful applicant will play a pivotal role in defining business processes and data structures for their front office systems as well as managing a technical BA team.Essential skills• Proven track record working in a Lead BA capacity delivering order management solutions• Excellent data modelling skills of current/future state data models• Manage business process reengineering changes end-to-end• Ensure functional changes are tested before being implemented• Strong UML skills• Carry out functional impact analysis – working closely with the development and architecture teams• Excellent Read more […]

May 24, 2012 • Tags: , , , , , • Posted in: Financial • Comments Off on Lead Business Analyst, Technology, Wealth/Investment Management, London recruitment

Risk and Controls Manager, Wealth / Private Banking recruitment

Risk and Controls Manager, Wealth / Private Banking, £80,000 – £95,000A world leading Wealth Manager based in the heart of London is seeking a Risk and Control Manager to take responsibility for risk related issues around investment products.  This leading firm have a strong presence globally and is the forefront in offering leading products to a strong customer base. This role has come about through growth and as such it gives the successful Risk and Control Manager the implement their previous skills with Risk and Wealth Management to this successful organisation.Responsibilities:Assess and Read more […]

May 22, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Risk and Controls Manager, Wealth / Private Banking recruitment

Relationship Manager – Wealth/Private Bank division recruitment

Relationship Manager – Wealth/Private Bank division (relationship management, sales, private bank, wealth management, premier, retail bank, sales, sales manager, client services, sales, relationship manager, HNW, sales performance, discretionary, advisory) London Opportunity: An International Wealth Management firm is seeking a successful Premier banking relationship manager or sales manager to join their relationship management team. The role holder will build internal and external business relationships to grow and develop their portfolio of investment advisory and discretionary clients. As Read more […]

May 13, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Relationship Manager – Wealth/Private Bank division recruitment

Product, Technical Specialist, Life, Bonds, Wealth, IFA, Trusts recruitment

 To provide technical support relating to Investment Bonds, tax and Trusts both generically with awareness of the UK market, and specifically relating to products, to various internal areas and externally to IFAs and compliance teams where necessary.Dimensions of Position:The successful candidate will be an integral part of the Technical Services team and report directly to the Head of Technical Services and Training for the UK Wealth Management business. Other members of the technical services team provide technical services in respect of pensions, investment and individual protection, though Read more […]

May 8, 2012 • Tags: , , , , , , , • Posted in: Financial • Comments Off on Product, Technical Specialist, Life, Bonds, Wealth, IFA, Trusts recruitment

Finance Manager, Wealth – ANZ Wealth – Sydney, NSW recruitment

ANZ Wealth provides a full range of financial products and services to help customers invest, grow and protect their wealth. Our specialist divisions; OnePath, E*TRADE, ANZ Private Bank, Investment Lending, Financial, Planning and Trustees are award winning industry leaders. As part of then ANZ Wealth Finance restructure we currently have an opportunity for an impressive technical accounting manager with a chartered background and preferably exposure to the Financial Services Sector to take up the pivotal role of Finance Manager, Wealth. The Finance Manager, Wealth is responsible for managing a Read more […]

April 10, 2012 • Tags: , , , , , • Posted in: Financial • Comments Off on Finance Manager, Wealth – ANZ Wealth – Sydney, NSW recruitment

Internal Audit, Senior Associate, Wealth/Asset Management recruitment

A leading Investment Bank is looking for a first class Internal Auditor to join the regional audit team. The team is responsible for carrying out risk based audits as well as advising senior management across the business. This role will focus on the Wealth and Asset Management division. Responsibilities: Perform risk assessments and assist in developing audit plans Provide subject matter expertise for Wealth Asset Management business audits Carry out business audits, working closely with IT auditors on integrated audits Identify emerging business risks and report audit findings promptly Read more […]

February 4, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Internal Audit, Senior Associate, Wealth/Asset Management recruitment

Wealth/Relationship manager – Global clients recruitment

Our client is a leading light in the discretionary wealth management field. With a global remit, we are interested in speaking to experienced professionals from the HNW/UHNW (relationship managers/Wealth managers/Family office trustees, representatives) who are looking to offer their client base more than a small array of products. We can offer access to a wide range of innovative features, coupled with about the best return profile around (ie: Equity fund in 2011 returned well over 10% – not even many Hedge funds could math this).  With Fixed Income, Equity, FX, Special sits, Real estate Read more […]

February 2, 2012 • Tags: , , , , • Posted in: Financial • Comments Off on Wealth/Relationship manager – Global clients recruitment

Wealth/Relationship manager/Private banker – Modern platform, 2bn plus Independently minded Wealth management platform recruitment

Our client is a leading multi-billion Wealth management plaform, offering superior service and in house and 3rd party products. We are interested in speaking to current wealth/relationship/investment managers who are managing private or institutional money, who would like to move to a larger platform giving increased asset gathering capability, full back office support, access to Equity, Fixed income, Real Estate and commodity teams in house. Many current Wealth managers are not able to offer the service and back office support needed to move from running 50mm to the higher AUM, our client can Read more […]

August 26, 2010 • Tags: , , , , , • Posted in: Financial • Comments Off on Wealth/Relationship manager/Private banker – Modern platform, 2bn plus Independently minded Wealth management platform recruitment

Senior Project Manager – Wealth / Private Banking recruitment

Senior Project Manager – Private Banking Private Banking with a core focus on Front Office aligned project work Permanent role with opportunities to progress into areas such as Strategy, Business Development and other Front office aligned disciplines HK$1,200,000 + Are you in a role that lacks Front Office interaction? Does your role have little or no effect on change within the Private Banking space? Are you interested in bonus amounts like 6 – 12 months pay? Your role and requirements: Development of APAC strategy focusing on client segmentation and the banks proposition Built and rolled Read more […]

January 10, 2010 • Tags: , , , , • Posted in: Financial • Comments Off on Senior Project Manager – Wealth / Private Banking recruitment

***Wealth/Relationship Manager*** recruitment

The successful candidate will: Build internal and external relationships to grow and develop a portfolio of International Relationship clients. This role will build highly proactive, long-term relationships with clients and key business introducers to generate sustained revenue growth and new client acquisition. Use their extensive experience and knowledge to help clients manage their banking and wealth management needs. Appropriate referrals will be made to Investment Advisors, Mortgage Specialists and capital market teams by gaining a deep understanding of a client’s financial, investment, Read more […]

December 11, 2008 • Tags: , , , • Posted in: Financial • Comments Off on ***Wealth/Relationship Manager*** recruitment