Prestigious banking group is seeking experienced Arabic speaking Private Banker to join their high performing front office Relationship team serving the UHNW Arabic speaking community and take on the responsibility of enhancing the relationships with the existing customers, building up new relationships with potential clients, marketing the Bank's services and products and promoting suitable real estate investments in line with the Bank's lending policy.
5 days per week onsite at Mayfair is required.
Accountabilities
To market the Bank's Private Banking services and products to existing and potential customers in accordance with the marketing strategies and plans agreed upon with the Head of Department.
Posted by Focus Search and Selection • £45K/yr to £60K/yr
The Day-to-ay
Evaluate prospective client objectives, portfolio holdings, time-horizon, cash flow needs, and financial situation to determine a suitable asset allocation recommendation.
The Opportunity
The Paraplanner under our clients New Business team analyses prospective client portfolios to provide regulated advice on areas such as pension transfers, bond surrenders, investment taxation and structure suitability.
Reporting to your Team Leader, in this role you will be expected to formulate asset allocation recommendations, and write suitability reports.
An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
Ideas People Trust; We're BDO.
We work with the companies that are Britain's economic engine - ambitious, entrepreneurially-spirited and high-growth businesses that fuel the economy - and directly advise the owners and management teams that lead them.
Posted by Premier Jobs UK Limited • £60K/yr to £100K/yr
As a Financial Adviser, you should actively look to build your client bank through usual methods of referrals, networking, introducers, marketing etc.
They provide all the services of a traditional IFA firm, plus as a fintech firm they offer an online digital platform to help individuals at the start of their financial planning journey alongside established investors.
This remote Financial Adviser job provides opportunity to join one of the fastest growing IFAs aimed at offering holistic wealth management to all.
Posted by FinCrime Consultants • £40K/yr to £60K/yr
What Our Client Is Looking For
Experienced KYC Professionals.
General
We are looking for skilled KYC Specialists to sign-up and be put forward for these roles.
We have launched our brand new financial crime recruitment platform 'FinCrimeConsultants' and are supporting our client find the best talent in the market.