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[full-time] Senior Portfolio Advisor – Swiss Job – Offshore Banking at FOR

2010-03-04 07:14:46

Location: Zurich, Switzerland
URL: http://www.foroffshore.com

Description:

This international banking group are looking for an exceptional Portfolio Advisor, to be based in their Zurich office.

The Senior Portfolio Advisor is asked to proactively service HNW and UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level to institutional and/or high-net worth clients of the Bank. Reporting to the Head of Tailored Portfolio Management Service, you will be expected to provide leadership, advice and guidance in order to assist Private Bankers and Investment Consultants in the sale of the Tailored Portfolio Management Service. To support this you will provide high quality portfolio management and investment advice. As Senior Portfolio Advisor you can expect to be asked to develop existing client relationships
And work with Private Bankers and Investment Consultants to develop new client relationships. Finally in this well paid Swiss job you will have to ensure compliance with all local regulatory policies and to ensure client documentation is complete and investment objectives are clear.

To be considered for the Senior Portfolio Advisor position you will be university education, plus ideally professional qualification i.e. CFA, CFPI, and CIIA etc. You will be able to demonstrate at least five years experience in portfolio management and an excellent knowledge about financial markets, different asset classes and products. To be selected for this offshore banking job you will need a good understanding of financial markets and portfolio management with the technical expertise and ability to discuss a broad spectrum of asset classes in a credible manner. Lastly you will need to show a proven understanding of the needs of clients and Private Bankers.

Needless to say the Senior Portfolio Advisor vacancy is a well paid Swiss job offering an outstanding salary and bonus. For more information on the Senior Portfolio Advisor opportunity or other Swiss jobs or offshore banking jobs please contact our recruitment consultant team.

http://www.foroffshore.com/jobs/bankingjobs/SeniorPortfolioAdvisorSwissJob.html

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[full-time] Head of Fund Operations – Switzerland – Offshore Fund Job at FOR Offshore

2009-12-17 04:53:21

Location: Switzerland
URL: http://www.foroffshore.com/jobs/fundjobs/HeadOfFundOperationsJobSwitzerland.html

Description:

“This international Fund Manager and subsidiary of a global private bank is looking to recruit an exceptional Head of Fund Operations.

The Head of Fund Operations does exactly that – the management and Organisation of Fund. The role can be split down in certain areas. The actual Fund Operations Management includes the definition, documentation, implementation, optimisation and controlling of all processes. You must ensure identification, management and documentation of all risks relating to fund operations. As Head of Fund Operation you also manage the entire operations team and as such will be involved in staff management and coaching, the setting of objectives and the monitoring of performance and achievements. You will support new strategic moves in the fund business by ensuring flexibility, quality and service offering. You will also act as an senior executive and be charged with the review and implementation of changes due to regulatory changes, be a key component of meeting present and future Corporate Governance requirements and ensure compliance with FINMA, ESTV, SFA directives. You can also expect to have a role in new product development – where operational input is required. Finally you will act as first point of contact for all operational matter with external partners and stake holders, like external auditors.

To be considered for the Head of Fund Operations position you will have at least five funds experience, preferably in Switzerland. You will be able to demonstrate a expertise in fund administration, fund accounting, transfer agent and custody. Essentially you will have sufficient professional experience to be qualified by FINMA as executive in a fund
management company. You will have superb German & English – both spoken and written.

The Head of Fund Operations is an extremely well paid offshore fund job. For more information on the Head of Fund Operations opportunity or other offshore fund jobs please visit www.foroffshore.com”

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[full-time] Counter-party Risk / Quantitative Analyst – Switzerland – Offshore Fund Job at FOR Offshore

2009-12-17 04:52:59

Location: Switzerland
URL: http://www.foroffshore.com/jobs/fundjobs/RiskQuantitativeAnalystJobSwitzerland.html

Description:

“This Swiss based Private bank and wealth management practice is urgently seeking a talented Counter-party Risk / Quantitative Analyst to join its Zurich based risk department.

The Counter-party Risk / Quantitative Analyst is tasked with evaluating the risks within a range of structured products, exotic derivatives and special transactions. Coupled with that they can expect to have to create assessment tools for credit scoring, figure the credit risk from products / transactions in high-risk reports and undertake the due diligence, credit analysis of third party banks / brokers. There is key element to this role in the analysis and approval of new product types.

To considered for the Counter-party Risk / Quantitative Analyst you must have at least two years experience in modelling & assessment of credit risks of commercial products (exotic derivatives / structured products) and several years experience as a quantitative analyst for Counter-party Credit Risk. You will have excellent IT skills (Excel / Access / SQL) and be fluent in both English and German.

The Counter-party Risk / Quantitative Analyst is a well paid offshore fund job offering a good salary and bonus package. For more information on the Counter-party Risk / Quantitative Analyst opportunity or other offshore fund jobs please visit www.foroffshore.com”

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[full-time] Portfolio Advisor – Switzerland – Offshore Banking Job at FOR Offshore

2009-12-17 04:51:59

Location: Switzerland
URL: http://www.foroffshore.com/jobs/bankingjobs/PortfolioAdvisorJobSwitzerland.html

Description:

“This rapidly expanding private bank is looking to add an experienced Portfolio Advisor to Zurich based wealth management practice.

Reporting to the Head of Tailored Portfolio Management Service, as Portfolio Manager, you will be expected to provide leadership, advice and guidance in order to assist Private Bankers and Investment Consultants in the sale of our Tailored Portfolio Management Service. The main duty of the Portfolio Advisor is to provide high quality portfolio management and investment advice. You will also be expected to service and develop existing client relationships, work with Private Bankers and Investment Consultants to develop new client relationships and to help identify new channels outside of the Bank to develop business.

The successful applicant for the Portfolio Advisor role will be a university educated individual with a professional qualification i.e. CFA, CFPI, CIIA etc. They should have at least five experience in pro-actively servicing HNW and UHNW clients by providing first class investment advice and portfolio management services on an advisory or discretionary level. You will be able to display excellent knowledge about financial markets, different asset classes and products. Lastly you will have fluent English with other languages highly desirable. (e.g. Russian, German, Ukrainian).

The Portfolio Advisor position is a well paid offshore banking job offering a great salary and full participation in the Bonus scheme. For more information on the Portfolio Advisor opportunity or other offshore banking jobs please visit www.foroffshore.com”

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[full-time] Head of Compliance – Luxembourg – Offshore Compliance Job at FOR Offshore

2009-12-17 04:50:56

Location: Luxembourg
URL: http://www.foroffshore.com/jobs/bankingjobs/HeadofComplianceJobLuxembourg.html

Description:

“This International custody house and banking services provider is urgently seeking a Head of Compliance to cover their main European and Middle Eastern offices.

The Head of Compliance acts as as Compliance Officer, MLRO and Privacy Officer for the mainland Europe offices (currently in Sweden, Netherlands and Luxembourg) and the Abu Dhabi office in UAE. Based in Luxembourg they are a key member of the Senior European Middle East and Africa (“EMEA”) Compliance Management Team. The main duty of the Head of Compliance is to provide consultation and advice on compliance matters and develop strategies to minimise regulatory risk with in locations. You will provide direction and guidance to all members of the risk and compliance function who report to you and regularly engage with local and regional management, Boards of Directors and regulators.

On a daily basis as Head of Compliance you can expect to have to review, disseminate, and interpret relevant laws and regulations and works to pro-actively establish and document related policies, procedures and standards. You will verify that the banks activities meet local legal and regulatory requirements and regulations and monitors outcomes/risk levels for the organization or assigned area. You will identify situations which pose significant compliance risk and guides management in developing policies and/or procedures that minimize that risk. Finally besides managing your team you will interact with regulators, internal and external auditors on regulatory topics.

To be considered for the Head of Compliance vacancy you will have at least eight years experience (at a senior level) with a custody/asset servicing or asset manager function. You will be totally familiar with Luxembourg regulation (including AML and Privacy requirements) and have knowledge of regulation in one or more of the other locations. It would be beneficial if you understand US regulation. It is expected you will also possess experience of the asset servicing businesses (principally fund administration and custody). Finally fluent French and English is essential and Arabic, Dutch or Swedish would be advantageous.

The Head of Compliance is an extremely well paid offshore compliance job offering a great re-numeration package with stunning career prospects. For more information on the Head of Compliance opportunity or other offshore compliance jobs please visit www.foroffshore.com”

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[full-time] Compliance Officer (Private Banking) – Luxembourg – Offshore Compliance Job at FOR Offshore

2009-12-17 04:50:32

Location: Luxembourg
Description:

\“This international private bank is seeking an experienced Compliance Officer for its private banking and wealth management practice.

The Compliance Officer (Private Banking) has a range of responsibilities all geared to the ultimate aim of helping preserve the Private Banking arm reputation. To achieve this you will be asked to ensure compliance with business regulations, regulatory requirements and to implement risk processes to reduce exposure to money laundering, terrorist financing, as well as market abuse. All these must be successfully completed whilst guaranteeing full respect for the confidentiality of client interests and market integrity.

As Compliance Officer (Private Banking) you can expect to participate in compliance, participate in the drafting and implementation of compliance procedures. You can also expect to participate in reporting and risk assessment of all compliance functions. Another facet of the Compliance Officer (Private Banking) role is the monitoring plan controls and its implementation (control transactional behaviour, control flows related to embargoes, terrorist lists, etc.) You will also contribute towards the banks overall performance against specific controls, particularly those related to the regulation MiFID and transaction behaviour accounts. Finally you will flag any abuse of market regulations within the private banking department and assist your colleagues with ensuring the wealth management team is fully aware of all matters relating to compliance.

For consideration for the Compliance Officer (Private Banking) vacancy you must hold a numerate degree and have at least three years experience in a senior compliance role. It is expected you will also have some experience of supervisory management and be able to demonstrate a knowledge of markets and financial products. Finally you have to be fluent in both English and French.

The Compliance Officer (Private Banking) is a well paid offshore compliance job offering an excellent package of re-numeration and benefits. For more information on the Compliance Officer (Private Banking) opportunity or other offshore compliance jobs please visit www.foroffshore.com\”

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[full-time] Manager of Fund Analytic s – Luxembourg – Offshore Fund Job at FOR Offshore

2009-12-17 04:49:37

Location: Luxembourg
Description:

“One of the fastest growing fund providers in the German speaking world is urgently seeking a Manager of Fund Analytic s for its head quarters team.

The Manager of Fund Analytic s heads up the analyst team and represents a business critical intermediary between the fund managers and the operations department. The main responsibilities are the establishment of clear institutional fund reporting and ensuring all the due diligence process for external partners are completed. As Manager of Fund Analytic s you will regularly review of the structure of various funds, prepare valuation models on illiquid structures, coordinate the documentation for the auditor, collaborate in the development of new innovative structures and undertake all the general Risk Management processes and due diligence.

The successful applicant for the Manager of Fund Analytic s vacancy will have at least four years analytic s or risk management experience at a Funds company. They will have an excellent knowledge of risk and valuation models and an understanding of how to construct quality financial reporting. It would be beneficial if you have an understanding of fund domicile issues and a good general understanding of a wide spread of asset types. Lastly strong IT skills are expected and you must be fluent in English and German.

The Manager of Fund Analytic s is a challenging well paid offshore fund job which would suit someone with the right background and a truly analytical mind. For more information on the Manager of Fund Analytic s opportunity or other offshore fund jobs please visit www.foroffshore.com”

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[full-time] Client Advisory Director – Luxembourg – Offshore Fund Job at FOR Offshore

2009-12-17 04:49:02

Location: Luxembourg
URL: http://www.foroffshore.com/jobs/fundjobs/ClientAdvisoryDirectorJobLuxembourg.html

Description:

“This Luxembourg based rapidly growing private-label fund company is looking to add an experienced C to implement new business strategies.

The core business of this organisation is the management of funds and the provision of fund advisory services to family offices, banks and savings funds, institutional investors, asset managers and high net worth individuals. The Client Advisory Director helps each client in their designated portfolio make the correct decisions regarding fund structures. Core duties will include the acquisition of new business / introducers from the banking and savings banks, independent asset managers, insurance companies and family offices. You will take responsibility for the all round round support of this channel. As Client Advisory Director you will head up the development of strategies for external presentation of the company (trade fairs, internet, media, etc.) and its representation at exhibitions, road shows and other events.

For consideration for the Client Advisory Director position you will have at least five years experience in the sale of fund products, consulting and support for private-label fund providers. It is expected you will be familiar with Luxembourg funds law and have a good existing network in the Funds industry. Finally you must be fluent in German and English.

Needless to say the Client Advisory Director is an extremely well paid offshore fund job – combining a top of the line salary package with real life changing bonus options. For more information on the Client Advisory Director opportunity or other offshore fund jobs please visit www.foroffshore.com”

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[full-time] Junior Compliance Officer – Isle of Man – Offshore Trust Job at FOR Offshore

2009-10-14 07:33:13

Location: Isle of Man
URL: http://www.foroffshore.com/jobs/trustjobs/JuniorComplianceOfficerJobIoM.html

Description:

“The fiduciary services arm of this wealth management organisation is urgently seeking a Junior Compliance Officer for its Isle of Man office.

The Junior Compliance Officer assists the firms Compliance Manager and Money Laundering Reporting Officer in all compliance matters. Working across the legal, fiduciary and asset management divisions your main duties will be to apply the Anti Money Laundering policy and procedure to ensure compliance with applicable legislation, regulations, insurance requirements and group risk management policies. You will also identify cases of non-compliance and recommend and implement remedial measures. It will also be your task to ensure that client files are compliant with applicable legislation, regulations and group policies aimed at the prevention of money laundering and terrorist financing. Finally as Junior Compliance Officer you will work to ensure that staff are trained in relevant compliance and anti-money laundering procedures.

The successful applicant for the Junior Compliance Officer vacancy will have at least two years prior experience working in a Compliance or Regulatory enforcement position. The Junior Compliance Officer is a well paid job with real career development potential. For more information on the Junior Compliance Officer opportunity or other offshore compliance jobs please visit www.foroffshore.com”

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[full-time] Head of Client Segment Development - Zurich - Offshore Banking Job at FOR Offshore

2009-10-14 07:32:43

Location: Zurich
URL: http://www.foroffshore.com/jobs/bankingjobs/Head%20ofClientSegmentDevelopmentJobZurich.html

Description:

“The Zurich office of this Swiss Private bank and wealth management enterprise are seeking a Head of Client Segment Development to help achieve challenging growth targets in their Private client business.

Working in a dedicated team as Head of Client Segment Development your main duties will be exactly that – to develop and support the definition and formulation of bank-wide segment strategy and targets. Coupled with that you will also

Main tasks
-Segment Development Private Clients / Business Support
-Support definition and formulation of bank-wide segment strategy and targets
-Initiate and co-ordinate with front and product units product and service offering for Private Client segment
-Develop in co-ordination with Finance Division specific Private Client segment MIS, run performance reviews and monitor progress
-Conduct management controls/risk monitoring
-Maintain interface between RMs and corporate functions (issue handling and resolution)
-Support Business Area Head
Sales Management
-Identify sales and profitability improvement opportunities
-Support front in identification of high-potential clients
-Prepare and co-ordinate segment campaigns
-Develop sales material
-Develop and conduct RM trainings / sales coaching
-Support RMs in sales activities on request
Project Management
-Lead/participate in segment specific projects
-Support implementation of overarching projects in segment
Experience
-University degree or equivalent, further finance-specific education
-Minimum of 7 years of experience in similar function (PB background, proven track-record in project management, sales management, segment development)
-Independent, self-starter, pro-active, entrepreneurial, analytical, strong interpersonal skills
-Languages: Fluency in German and English”

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