Teil von Phaidon International
Teil von Phaidon International
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Our client is a fast-developing international private bank with a growing presence across Asia. As part of its continued expansion, the bank is looking to hire an experienced Cross-asset Dealer to join its Private Banking platform and support the execution and delivery of wealth management investment solutions for high-net-worth clients.Key Respons...
Key ResponsibilitiesAct as the day-to-day relationship contact for a designated group of clients, ensuring timely communication and exceptional service.Collaborate with advisors to prepare for client reviews, strategy discussions, and planning engagements.Analyze financial data and assist in developing personalized recommendations aligned with clie...
Our client, a prestige Swiss private bank, is seeking an Assistant Relationship Manager to support Relationship Managers in delivering high-quality service to High Net Worth and Ultra High Net Worth clients. Key ResponsibilitiesSupport Relationship Managers in managing and servicing private banking clients across multiple markets.Handle client en...
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Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
Integration & Operations SpecialistLocation: NYC, onsiteSalary: $160,000-190,000 plus bonus and equity Client/Job Summary:Our client is building a financial services platform and is seeking an Integration & Operations Specialist to oversee their operations, technology, and M&A integration functions. This role will focus on bringing together systems...
We are partnering with a leading international private banking platform to identify an experienced product specialist to join its Funds & Alternatives team. This individual will play a key role in shaping the managed investments offering for private banking clients across the region, with a particular focus on alternative investments, private marke...