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Job Specification - Trainee Foreign Exchange Consultant The purpose of the role is to acquire new corporate customers (within a defined target market) to use... offered by this Private Bank. 1. Acquire New... for a prestigious private bank. * You will be trained in the financial markets as well as receiving extensive sales training Candidate Requirements: Recent graduate or school leaver Some...
We are looking for polished , professional, competitive, target driven candidates who have some experience in a cold calling telesales / telemarketing role and are... Markets with a Private Bank. Our Client provides... Exchange Dealer Company Private Bank based in London Role * Making cold calls to key decision makers in corporate businesses * Setting up leads for Senior Consultants * Using...
Are you embarking upon a career in accounting? Are you committed to further study in this area? City based Private Bank is seeking to recruit an Accounts Assistant to their Finance Team. The ideal candidate will be educated to A-Level / graduate level (or equivalent) with a desire to develop a career in accounting and undertake further professional studies. The role...
The Company: Our client is an independent, high quality and personalised banking and wealth management service. This entrepreneurial company currently deals with the financial affairs of c.2500 HNW individuals. The Role: Providing a re-active service and support to Private Banking clients/teams, processing all client requests and transactions with minimal errors and within deadlines set. Deal with Client payment requests both over...
Investment Services business based in the City are looking to recruit an Operations Administrator. This role is very varied and will cover all aspects of... Management, Wealth Management, Private Banking or Global Custody background, have extensive ISA administration experience, you will have a good knowledge of ISA, SIPPs and other Investment products and you will have a good overview of Corporate...
Maldon Partners are assisting an established Private Bank on a search for a Management Information Analyst They are looking for someone to assist in the production of management information for senior management, the board of directors and their parent company adhering to a pre-defined schedules and on an ad-hoc basis when requested. Essential Job Functions: * Assisting with the production of...
Job Description * Assist the development of Sales/Business Development Strategy * Assess and acquire market share * Implement a successful sales strategy for designated business... within an International Private Bank * Ideally a portable book of High Net Worth clients and an extensive network of contacts * University degree (or equivalent) in Economics or other relevant field * Demonstrated ability to...
City based International Bank is seeking an experienced fluent Product Development Greek speaker to join their team. The role is to lead the investment products... experience in a Private Banking background, fluent in Greek and worked in a similar role previously.
Maldon Partners are assisting an established Private Bank based in the City of London with a search for an Accounts Assistant Key Responsibilities: * Sales and Purchase ledger * Credit Control * Bank reconciliations * Assisting with management accounts * Assisting with regulatory reporting * VAT Return Analysis The role would ideally suit a recent Accounting, Economics or Mathematics graduate. The...
A WELL REGARDED INTERNATIONAL BANK SEEKS A CANDIDATE WITH SPECIFIC BANKING AND CREDIT EXPERIENCE TO JOIN ITS BUSY PRIVATE BANKING CREDIT DEPARTMENT.DUTIES WILL INCLUDE THE REVIEW OF EXISTING CREDIT FACILITIES, THE CHECKING OF NEW APPLICATIONS(FROM A COMPLIANCE AND CREDIT PERSPECTIVE), THE REVIEW OF SECURITY DOCUMENTATION, CHECKING OF LIMITS AND EXCESSES AND AD HOC COMPLIANCE ISSUES .GOOD PC AND REPORTING SKILLS ARE REQUIRED
Experienced product manager with significant experience of working within the alternative funds arena, and particular knowledge of real estate and/or private equity sought by the private banking arm of this prestigious financial institution. Working closely with Legal, Operations, Compliance and Marketing/Distribution areas of the firm, and operating at a senior level, the role carries responsibility for the ownership of the banks...
Capco are looking for Wealth Management Consultants to join the Wealth Practice. Applicants will have experience of project work within wealth management, private banking or Investment management.... knowledge of key Private Banking packages such as Avaloq, Olympic, T24, Odyssey AAA, Quasar/Rhymesight * Implementation of Wrap platforms, or functional knowledge of Wrap platform * Image and workflow with Wealth Management organisations * prior...
The client is an International Private Bank and Asset Manager and they are looking for an Investment Ad visor to join its expanding team to support the Relationship Managers with the Client Relationship Management. The role is focused on high net worth individuals, corporate clients and the needs of related companies. You will upkeep clients contact with market updates and servicing, ...
PEP/ISA/Unit Trust Client Services Team Leader/Manager Leading Investment Wrap Platform City of London £36,000 £39,000 + Excellent Package including Bonus This is an excellent opportunity... with Financial Advisors, Private Banks, Investment Managers and... from either the Private Banking, Investment Management, Fund Management, Financial Advisory or Fund Supermarket industries. Excellent communication skills are a must as is a strong educational background. Above all, ...
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, sales, private bank, wealth management, premier, ... for progressing into private banking. The role holder will be a non-regulated relationship manager. The ideal professional will: - be degree qualified or equivalent - Importantly the ideal person will have...