Salary - 45-65K (depending on experience) The Company Our client is a UK Private Bank with International exposure in varied activities in banking, financial planning and investment management. The Role This is a great opportunity for a PrivateBanking Assistant/Client Support in PrivateBanking or Wealth Management. The successful candidate will support and assist the Client Relationship Manager with banking, investment management and client related administration. The PrivateBanking Assistant will liaise with internal stakeholders to for purposes of client account opening, client instructions (execution of identification, call … back, payments, deposits, loans, FX deals, transfers and securities transactions), credit applications , client reviews and account monitoring. The PrivateBanking Assistant will support Client Relationship Manager in acquiring new and developing existing client relationships and contribute ideas to strengthen ongoing business. The PrivateBanking Assistant will more »
are Monday-Friday, 9am-5pm with a 1-hour lunch. Key Responsibilities: Providing , monitoring and analysing all data for the Consumer Duty dashboard for PrivateBanking and Business Development. Elicits, analyses, specifies, and validates the business needs of PrivateBanking in relation to Consumer Duty Collaborates … Experience: Experience with the FCA's Consumer Duty Regulations preferred. 3- 5 years’ experience in a similar financial services business analyst type role, ideally PrivateBanking Proven experience with business and technical requirements analysis, modelling, and methodology development Demonstrated project management skills, including planning, organizing, and managing resources … to investigate client issues In return we offer a fantastic benefits package including: Up to 10% employer pension contribution Life Assurance Cover Income protection Private Medical Insurance plan (upon successful completion of probation period) Contribution to glasses/contacts and eye testing Gym subsidy (up to £50 per month more »
K Salary (dependent on experience) THIS ROLE IS A 12 MONTH FTC - MATERNITY COVER The Company Our client is a UK Private Bank with International exposure in varied activities in banking, financial planning and investment management. The Role This is a great opportunity for a Client Services Executive … in PrivateBanking or Wealth Management in a supporting role to the Client Relationship Manager and their client book of UK & International clients. The successful candidate will support and assist the Client Relationship Manager with Client Account Opening – KYC documentation, general banking, investment management and all client … for Client Relationship Manager meetings and general business trips. The Candidate + 2 years’ minimum experience in a similar client supporting role in a PrivateBanking or Wealth Management environment CeMap or IAD - beneficial but not essential Takes ownership for tasks and challenges and seek continuous improvement more »
are Monday-Friday, 9am-5pm with a 1-hour lunch. Key Responsibilities: Providing , monitoring and analysing all data for the Consumer Duty dashboard for PrivateBanking and Business Development. Elicits, analyses, specifies, and validates the business needs of PrivateBanking in relation to Consumer Duty Collaborates … the business requirements to ensure that requirement specifications are correctly interpreted. Key Skills/Experience: Experience with FCA's Consumer Duty, preferably in a Banking environment 3- 5 years’ experience in a similar financial services business analyst type role Proven experience with business and technical requirements analysis, modelling, and … to investigate client issues In return we offer a fantastic benefits package including: Up to 10% employer pension contribution Life Assurance Cover Income protection Private Medical Insurance plan (upon successful completion of probation period) Contribution to glasses/contacts and eye testing Gym subsidy (up to £50 per month more »
Our Banking client is looking for Deputy Branch Manager to join their team on a full-time permanent basis. Ideal candidate must have 10 years + experience in a similar role gained either PrivateBanking or Retail Banking background. Responsibilities include but are not limited to … activities and liquidity interest rates and foreign exchange business and ensure FCA, Bank of England and Head Office requirements are respected. To ensure Operations Banking Business Compliance and Accountancy is in compliance with the Banks Procedures and Standing instructions issued by Management and Head Office Internal Audits - to ensure … and appropriate action is taken. Skills and knowledge: The ideal candidate must have 10 years + experience in a similar role gained either from Private or Retail Banking background. Proven experience dealing with HNW customers is essential. Fluent in Arabic language skills essential. more »
SALARY 40-60K (depending on experience) The Company: Our client is a Private Bank specialising in investment, institutional asset management & private wealth management. The Role: This is a fantastic opportunity to support a top performing relationship management team who run an impressive book with the administration of … UHNW private client portfolios, predominantly investment focused with some lending. This role requires a Fluent Swedish Speaker. The Assistant Relationship Manager for the Private Bank will build and maintain strong relationships with the private clients whilst handling day-to-day correspondence with them and their representatives. Handling … data requests from UHNW private clients and stakeholders within the Global Private Bank The Assistant Relationship Manager will keep the Private Banks Relationship Managers up to date with all private client rated information and delegating tasks accordingly. The Assistant Relationship Manager will assist with cash management more »
We are working with a growing FinTech firm in London who deliver institutional solutions to highly sophisticated private investors. They are looking to hire at analyst and associate level into their growing client facing financial planning and investment solutions team. This is one of the most exciting and impressive … are looking to grow their team substantially as part of their structured growth plan. They are a highly entrepreneurial firm who have disrupted the Private Wealth space by utilising technology and data in innovative ways, allowing them to take a transparent and client focused approach. In the last couple … who can demonstrate an experience of applied financial modelling, along with strong communication and commercial skills, will be considered. Candidates with experience within the Private Wealth space e.g. as a Junior Financial Planner or Paraplanner, looking to move into a more sophisticated team with greater career opportunities could be more »
We are seeking a versatile Project Manager/Business Analyst (hybrid) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & qualifications: Required: 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and PrivateBanking) and related back-office functions. 5+ years as a Business Analyst and Project more »
We are seeking a versatile Project Manager/Business Analyst (hybrid) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & qualifications: Required: 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and PrivateBanking) and related back-office functions. 5+ years as a Business Analyst and Project more »
Greater London, England, United Kingdom Hybrid / WFH Options
Europe Arab Bank
Manager/Business Analyst (BA/PM) ( hybrid - FTC 12 month) with a strong background in both business and technology projects, specifically in the banking and financial services sector. The ideal candidate will possess an in-depth knowledge of digital platforms, front and back-office processes and technologies, and … in modelling techniques like BPMN and UML. Strong organisational skills with a proactive mind-set. Experience & Qualifications : Essential : 5+ years in Financial Services/Banking, with exposure to front-office (Corporate and PrivateBanking) and related back-office functions. 5+ years as a Business Analyst and Project more »
Head of Products – UK Banking Hybrid Role – 1 day a week in London Role purpose The Head of Products within this growing Shariah-compliant challenger bank will be responsible for leading on the Bank’s product strategy and ensuring the Banks offering achieves its financial targets, responsible banking … managers are also expected to adhere to all policies and procedures and ensure their team function effectively. Skills required Extensive knowledge of the UK banking market and across a range of privatebanking products, experience of developing products and managing the full end to end lifecycle across more »
successful hire will most likely have: A background in asset management (institutional or retail investment management) or an adjacent industry such as wealth management, privatebanking, or investment banking. Front office experience is key and an understanding of trends in asset management business is desirable. Breadth of technology more »
for their outstanding culture, great opportunities for progression, and dedication to its employees' development. As a key consulting partner to leading wealth managers and private banks, they actively contribute to the modernisation and transformation of the industry. Role Overview: The role is an opportunity to be part of a … client service proposition design, regulatory change, process improvement, digital transformation, and technology platform implementation. Requirements: Operational or change experience in wealth, asset management, or privatebanking Ability to deliver change from strategy through solution implementation Understanding of how these businesses deliver value, control costs, and grow their business more »
are on the lookout for an iSeries Developer to come in on a contract basis. Key Skills/Requirements: Experience in Financial Services (ideally privatebanking) Knowledge of Paladign update module Experience of developing on the IBM i (IBM iSeries, System i, i5, AS400) using RPG and CL more »