Sales and Relationship Management Associate Director/Director, Wealth Management

Global Investment Bank, City of London
  • Providing wealth management service for HNW and UHNW clients across Business Owners & Entrepreneurs, Multi Family Office and Corporate executives
  • Developing new business opportunities from existing clients and self-originating new client relationships
  • Requires CeMAP level 3 and either previous wealth management experience or readily transferable skills and a strong network based on industry expertise

More opportunities

This is just a selection of the opportunities which we currently have available. Please contact us to find out what we can do for you.

Global Investment Manager, Mayfair

Portfolio Manager – 12 months FTC

  • Management of the treasury function for the primary infrastructure funds.
  • Prepare fund quarterly reports, annual accounts and semi-annual valuations and investor returns.
  • Work with fund manager, origination and execution teams globally on several divestments.
  • Assist investment directors with setting up holding structures and raising letters of credit.
  • Would suit a qualified accountant with project finance experience.

This is a maternity leave cover role on a full time basis. Working hours are typically 9am to 6pm. This investment management firm is growing, hence the role might lead to other opportunities.

Global Investment Manager, Mayfair

Investment Strategist

  • Analyse investment opportunities independently, alongside originators and asset managers in real estate.
  • Provide strategic reviews, assessments of certain markets and support business plan creation for investments.
  • Undertake and present investment reviews.
  • Be aware of key technological trends and their business implications.
  • Must have experience in analysing the operational aspects of businesses within competitive markets.
  • Experienced gained within Real Estate or Private Equity analysis.
Global Consultancy Firm, Canary Wharf

Bank Governance, Risk and Control – Senior Manager, Risk Consulting

  • Acting as a “go-to” person for Banking and FI related Governance Risk and Control topics.  To advise clients on current industry practice, keep abreast of new regulations and lead delivery of engagements such as Enterprise wide Risk Governance reviews, setting of risk appetite and risk and control optimisation across Operational/Non-Financial risk.  Also advise and lead engagements on target operating models for first and second lines of defence, risk and control assessments, scenario analysis and key risk indicators.
  • Requires deep understanding of governance, risk and control and knowledge of regulatory developments.  Must be able to communicate effectively, lead by example with client relationships, technical quality and service delivery.
  • Previous experience of working for a top tier consultancy firm or financial institution required.  Also experience in a governance, risk and control or risk management role in banking; developing and implementing Enterprise Wide Risk/Operational Risk Frameworks.  Higher qualification such as ACA or CFA advantageous.
  • Flexible working options offered, depending on the candidate.
Global Consultancy Firm, Canary Wharf

Regulatory Senior Manager, Risk Consulting

  • Leading large engagements and advising clients on impact of the changing regulatory landscape on their business models and supporting them through change, active role in business development, running workshops and client sessions on a range of regulatory issues including conduct risk, remediation activity, SMCR, Governance Risk and Control and management of regulatory relationships. Delivering section 166 reviews and reporting to the FCA.
  • Requires knowledge of Supervisory framework including SMCR, knowledge of FCA’s approach to conduct risk and related issues, ability to credibly engage and influence senior stakeholders at financial services firms.
  • Have been or is studying towards an industry recognised qualification e.g. CISA, FPC, IMC, CFA,  regulatory/operational experience of COBS (including MCOB, ICOB, BCOB)
  • Requires strong project management skills with evidence of regulatory project delivery, understand role of regulatory and advise clients on managing their relationship with the regulatory.
  • Flexible working options offered, depending on the candidate.
Global Consultancy Firm, Canary Wharf

Senior Manager (Governance, Operations and Controls), Risk Consulting

  • Lead delivery of advisory engagements to wealth and asset management clients. Focused on best practice in governance, investment operations and control environments to ensure effective governance structures, policies, procedures and controls.
  • Engagements could include asset manager risk and control reviews, operational due diligence, policies and procedures reviews and governance reviews.  Also involves significant business development component on asset management campaigns.
  • Requires extensive knowledge and experience in asset and wealth management sector with significant experience of conducting governance and controls reviews, operational due diligence reviews or investment operations reviews with a large consultancy firm or in-house.  Also requires good knowledge of key policies,  processes and control environments, understanding various asset classes and previous experience assisting in developing robust control environments.
  • Flexible working options offered, depending on the candidate.
Global Consultancy Firm, Canary Wharf

Senior Manager, Capital Markets, Risk Consulting

  • Deliver engagements and deliver individual sales revenue targets within the Capital Markets Operations Transformation Practice.
  • Requires project management skills with ability to act as Engagement Manager on sold projects alongside consulting sales expertise.  Requires a consulting background with a successful track record of business development for Capital Markets.
  • Also requires in-depth experience of shaping and delivering significant programmes of Operational Change.  Key areas of interest include regulatory driven change operating model analysis and design to support Operations consolidation and integration, business divestment and sourcing, new product/market strategies. In-depth understanding of key industry, market and regulatory drivers shaping the industry, especially in key areas of OTC derivatives, Fixed Income and Equities, Cash and Collateral Management, Clearing and Settlement, Operations Risk and associated risk mitigation.
  • Flexible working options offered, depending on the candidate.
Global Consultancy Firm, Canary Wharf

Senior Manager, Financial Crime Financial Services, Risk Consulting

  • Delivering a range of financial crime projects for financial services clients.
  • Projects can be in AML, Sanctions and Fraud Risk Management including Internal Audit reviews, devising and implementing target operating models, policies and procedures and AML, Sanctions and Fraud technology solutions.
  • Ideal candidates will have held a senior role in Financial Services such as Deputy Head of Financial Crime, Head of AML, Head of ABC or MLRO or obtained equivalent industry experience through leading consulting projects
  • Requires technical knowledge of financial crime and ABC regulatory requirements and market practices of AML, Transaction Monitoring, Fraud Risk Management and/or ABC.
  • Full or part time considered, flexible working options available.  Financial crime and/or relevant professional qualification desirable.
Global Investment Bank, City of London

Front Office Supervisory

  • A newly created role in the Commodity and Global Markets’ first line of defence.  Working in the Business Supervisory Controls Team within the Business Operational Risk Team.
  • Ensuring an appropriate and up to date Supervisory framework and developing/implementing Supervisory reports.  Ensuring appropriate governance around the development of the Supervisory Controls Portal, and delivering supervisory training to new and current supervisors.
  • You will be credible on the trading floor, highly visible and will need to provide transparency of process to clients and team.
  • Would be keen to hear from ex-traders in FX or Commodities that are looking for a new career in Conduct Risk, previous experience managing a team preferred.
Professional Services Company – Canary Wharf

Experienced Tax Professionals and Auditors

Looking for Experienced Tax Professionals and Auditors with a professional qualification for this global consultancy firm with a culture of diversity and flexibility.

  • A background working in professional services / consultancy is required;
  • For a range of roles and at varying levels of seniority;
  • Demonstrate a desire to learn: A training program will be provided;
  • Flexible work options are available for certain roles, including work-free periods around school holidays.
Fintech Firm, West End

Fintech Sales

  • Senior Sales role selling digital rule-based investing solutions to institutional clients, primarily asset managers, wealth managers and product managers at sell side firms/index providers as well as pension funds and asset owners.
  • To expand business in UK, German and Scandinavian markets for this exciting new fintech firm.
  • Looking for high calibre, results-oriented, resourceful, solution minded sales people.  The ideal candidate will have B2B SaaS sales experience alongside experience with quant strategies, asset allocation and fund management.
Global Asset Manager, W1 London

Associate Director – Client Portfolio Management Real Estate

  • Real Estate expert to help grow the non-institutional business in UK and Europe.
  • Requires strong interpersonal skills and an excellent understanding of the Real Estate Investment Industry, its products and key drivers.
  • Would suit candidates with a background in either product strategy, investor relations or client portfolio management.
  • Spanish and/or Italian language skills an advantage.
Global Investment Bank, Canary Wharf

Client Manager, Client Operations

  • Client facing role, coordinating onboarding for top tier clients covering legal, credit, KYC renewals, regulatory and tax issues, account opening and data maintenance.
  • Requires strong stakeholder/client management skills in a highly visible role within the Bank.
  • An understanding of asset management and hedge fund clients an advantage, can come from accountancy, legal or banking background.
  • Full time with ad hoc flexibility
Global Investment Bank, City of London

Investment Counsellor, Wealth Management

  • Providing proactive investment advice (discretionary, advisory and transactional) and communicating the house view to existing clients and prospects with a focus on HNW and UHNW clients, this is a client facing role but does not require an existing client network.
  • Joint accountability with sales and relationship managers for generating and retaining investment solutions/services revenue, supporting client acquisition, acting as a technical expert.
  • Candidate needs to hold minimum level 6 CISI qualification, or CFA registered with some added gap fills.  Previous investments experience within the wealth sector required. Awareness of different asset classes and products including equities, bonds, hedge funds, FX, structured products.  An ability to uncover and reveal private client requirements and create tailored solutions is essential.
  • Flexible working options available.
Family Office, Central London

Private Equity Manager – Part Time

  • Selecting and managing a portfolio of unquoted investments in private companies in a variety of sectors.
  • Assessing opportunities and risk for a medium to long term investment horizon.
  • Part of a small team defining future investment policy and risk parameters.
  • Requires proven ability to structure investments and negotiate terms.
  • Experience in private equity investments or mezzanine lending essential.
Global Consultancy Firm, City of London

Analyst – Data Visualisation

  • As part of the Banking Data team help clients improve their use of data delivery insights to create competitive advantage and transform organizations.
  • Transform and Integrate data, depending on business requirements.
  • Build out data visualisation applications and look at future integrationpoints and next generation capabilities.
  • Understand business drivers and regulations (Solvency II, IFRS, AML, Dodd Frank etc).
  • Experienced in various visualisation tools such as Qliksense, Qlikview, PowerBI, Tableau, Spotfire, SAS.
Global Investment Bank, City of London

Infrastructure M&A / Infrastructure Debt Advisory

  • A role in the capital advisory team raising acquisition debt and advising on re-financings as well as lending balance sheet.  The team has advised on debt transactions of more than £5bn in the last year, from senior debt to preferred equity in a range of landmark European M&A and Project Finance deals,
  • Involved in advisory and occasionally principal transactions from the outset, build and oversee financial models, prepare draft term sheets and information memoranda, liaise with banks, assess appropriate debt levels/structure for acquisition.
  • Requires previous relevant experience, knowledge of debt products across the capital structure, knowledge of finance documentation, preferred experience in project finance, infrastructure, and acquisition finance, financial modelling skills including cash flow and financial ratio analysis.
Global Investment Bank, City of London

Infrastructure Principal and Projects Team

  • A combination of typical project finance investment banking tasks with direct principal investing from the balance sheet, as well as being involved in project finance advisory, infrastructure development and client interaction with in a team that is noted as a market leader working on high profile complex transactions.
  • Preparing tenders, greenfield transaction documentation, risk allocation as well as reviewing project documentation and due diligence materials, engaging with 3rd Investing balance sheet in infrastructure projects
  • Requires ability to originate and underwrite debt, equity and hybrid products, supervise complex project finance models, use VBA macros.  Ideally experience of leading and closing both equity and debt into greenfield projects, PPPs, and brownfield infrastructure transactions.
  • Ideally has expertise in project finance modelling, experience negotiating full project finance suite of documentation with 4-6 years experience working on similar transactions.
Global Investment Bank, City of London

Technology Strategy Manager

  • A newly created position, working within the Business Management function of the Commodities and Global Markets technology division.
  • To assist the COO and CIO with formulating and articulating the Technology strategy to a range of internal clients, assimilating large quantities of information and condensing to easily digestible themes, performing reviews to formulate updates for global stakeholders and governance forums.
  • Ideally you will have a consultancy background and be an excellent communicator with the ability to adapt in a rapidly changing environment with a strong understanding of technology/infrastructure and ability to contribute ideas to the team.
  • Requires hands-on experience of writing strategy documents and presentations for senior management. Ideally you will also have worked outside consultancy to give a deeper understanding of technology pn a business preferably in a management/COO capacity.
Wealth Management Firm

Head of Portfolios

  • Develop and manage model portfolio selection and manage launch of new unitised portfolios
  • Communicate portfolio performance to internal and external stakeholders
  • Day to day management and coaching of team of supporting analysts
  • Experienced investment professional with record of managing fund of funds with multi-asset background and preferably qualifications to perform CF30 ( customer dealing function) role
Global Investment Bank, Canary Wharf, London

Equity Research

Looking for experienced Equity Analysts in the following areas

  • UK midcaps
  • Insurance
  • Diversified Financials
  • Leisure
  • Real Estate
  • Mining
  • Capital Goods

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