Asset Management Private Bank Job Description

Asset Management Private Bank Job Description

4.7
193 votes for Asset Management Private Bank
Asset management private bank provides tax compliance and advisory services for Hedge Funds and Private Equity Funds and their management companies.

Asset Management Private Bank Duties & Responsibilities

To write an effective asset management private bank job description, begin by listing detailed duties, responsibilities and expectations. We have included asset management private bank job description templates that you can modify and use.

Sample responsibilities for this position include:

Coordinate group coverage, , lunch hours, vacations, training and temporary assistance
Develop and enhance sales tools and marketing materials
Liaison with international counterparts for best practices, ideas
Monitor monthly administrative metrics, completion of compliance initiatives and risk management projects
Directing project activities to ensure high quality results within defined time and budget schedules
Develop training materials (if necessary), coordinate/conduct pilot training sessions
Managing entitlement requests and maintaining master user list
Communicate system updates to user groups
Generate weekly metrics report and presentations for management reporting
Possible travel to client sites

Asset Management Private Bank Qualifications

Qualifications for a job description may include education, certification, and experience.

Licensing or Certifications for Asset Management Private Bank

List any licenses or certifications required by the position: UKRND, W-8, SME, KYC, AML, CFA, MBA

Education for Asset Management Private Bank

Typically a job would require a certain level of education.

Employers hiring for the asset management private bank job most commonly would prefer for their future employee to have a relevant degree such as Bachelor's and Collage Degree in MBA, Management, Financial Services, Finance, Accounting, Business/Management, Law, Business, Legal, Marketing

Skills for Asset Management Private Bank

Desired skills for asset management private bank include:

Fixed income
Structured notes
Equities and alternatives
Microsoft Office
Alternatives
Equities
Hedge funds
Private equity and alternative investments
Credit administration and compliance procedures
Specific geographic market

Desired experience for asset management private bank includes:

Heavy telephone coverage
Assist with Client related special projects
Seven plus years experience in Wealth Management or Financial Servicesindustry
Seven plus years experience in Private Banking or Financial Services industry
Strong knowledge of U.S. and local transfer tax law and local substantive trust law, with the ability to apply that knowledge to client-specific planning situations
Seven years’ complex-estate-planning experience

Asset Management Private Bank Examples

1

Asset Management Private Bank Job Description

Job Description Example
Our company is hiring for an asset management private bank. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset management private bank
  • Oversee/coordinate courier and other vendor access
  • Order office, kitchen, and event supplies
  • Restocking kitchen and supply room
  • Track and complete invoicing
  • Coordinate offsite document preservation
  • Maintain check log for audit purposes
  • To prepare presentations and other marketing materials for Wealth Advisors, including presentations in English and Spanish
  • To obtain and implement the Bank’s document/policies posted to the intranet site
  • To help follow up with clients and internal colleagues for the Wealth Advisory team
  • Prepare client presentations and other marketing materials for Wealth Advisors, including presentations in English, Spanish and Portuguese
Qualifications for asset management private bank
  • Recognized expertise in managing the estate planning needs of high-net-worth individuals
  • Strong ability to work independently and with appropriate urgency
  • Sales/origination capabilities
  • Perform additional oversight related activities as defined by manager
  • Effective communicator (both orally and in writing) who can positively engage and influence clients internal stakeholders at all levels
  • Spanish and/or Portuguese fluency both oral and written
2

Asset Management Private Bank Job Description

Job Description Example
Our company is growing rapidly and is hiring for an asset management private bank. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset management private bank
  • Update performance metrics and pipeline reports
  • Update the work on hand list and new and covered client lists for Wealth Advisors
  • Assist Wealth Advisors to prepare and maintain their performance metrics
  • Maintain files relating to client matters
  • Provide comprehensive professional support to Latin America Private Banking Service team, including, conference call and meeting arrangements, travel booking, expense reporting
  • Identify and escalate gaps in existing processes or record keeping practices
  • Coordinate timely and thorough responses to Service projects
  • Coordinate mailings to clients via DHL
  • Track firm-element training activities
  • Partner with Training Officers to schedule training sessions for technology rollouts, process changes Track and report attendance
Qualifications for asset management private bank
  • Experience creating presentations, creating complex spreadsheets
  • Credit training required
  • Required PC skills include strong knowledge of Microsoft Project, Excel, Word, and PowerPoint
  • Technical understanding of the derivatives market, OTC and Structured Product documentation
  • Ability to lead projects, work independently and manage a team
  • Execute investment solutions in client accounts in accordance with client plans
3

Asset Management Private Bank Job Description

Job Description Example
Our innovative and growing company is hiring for an asset management private bank. If you are looking for an exciting place to work, please take a look at the list of qualifications below.
Responsibilities for asset management private bank
  • Cash Equity – Pan European/UK agency trading
  • Listed Options - Listed Option agency execution/ communicate orders to the Futures & Options Desk, coordination of option strategies in conjunction with the underlying equity execution, confirmation to PB investors and middle office to ensure timely booking
  • Support developing the client service data mart towards an integrated client 360 data concept, the ultimate analytics foundation for executive reporting, advanced and predicative analytics
  • Oversee underwriting process, collateral, financial and cash flow analysis
  • Submit approvals to Credit Executive, work with documentation team and operational support to execute mortgage loans
  • Liaise with Mortgage Support team to facilitate contact with external legal council and other internal parties to get a mortgage in place
  • Partner with Mortgage Support team to oversee portfolio maintenance (covenants, insurance certificates, renewals, etc…)
  • Complete annual mortgage portfolio reviews where applicable
  • Work with bankers, investors, and other front office partners internal control and risk functions on every aspect of the mortgage process
  • Responsible for research and sourcing of Experience Hire candidates
Qualifications for asset management private bank
  • Ability to identify and analyse credit opportunities and risks
  • Connections within the High Net Worth core client space and professional centers of influence
  • Strong knowledge of trust law
  • Seven plus years complex financial planning experience
  • Recognized expertise in managing the financial needs of high net worth clients
  • Must have significant experience in FX and/or Commodities in a sales or trading role
4

Asset Management Private Bank Job Description

Job Description Example
Our innovative and growing company is hiring for an asset management private bank. Thank you in advance for taking a look at the list of responsibilities and qualifications. We look forward to reviewing your resume.
Responsibilities for asset management private bank
  • Effectively manage the interview and offer processes with guidance from recruiting team lead
  • Develop procedures and user reference material using a variety of sources, including written policy documentation, partnership with subject matter experts, job shadowing and technical requirements documentation
  • Manage on-going maintenance and change control to ensure that procedures remain accurate and current
  • Ensure consistent vetting and communication of process and control
  • Review and Report Process Exceptions and Errors and provide standardized reporting to managment
  • Monitor system entitlements
  • Produce all UK Mortgage related credit documentation in liaison with the solicitors
  • Manage the credit documentation process end to end, in partnership with other locations
  • Regularly partner with and provide support for colleagues in other locations (London, Singapore, Hong Kong)
  • Documents include, among others, the acceptance letter, the mortgage offer, the annual mortgage statement
Qualifications for asset management private bank
  • Fluency in English is essential plus either Spanish, Portuguese or French
  • Spanish/English fluency, both oral and written, are required for this position
  • 7+ years experience with credit and deposit products
  • Prior business development experience with an emphasis on structuring complex credit solutions
  • Loan portfolio management experience
  • Seven plus years experience in Private Banking working with High Net Worth and/or Ultra High Net Worth individuals and families or related fields within financial services
5

Asset Management Private Bank Job Description

Job Description Example
Our company is looking for an asset management private bank. To join our growing team, please review the list of responsibilities and qualifications.
Responsibilities for asset management private bank
  • Lead/participate in special projects within Client Service and represent Client Service in broader initiatives within the Private Bank
  • Responsibility for budget planning and the compensation process for the market
  • Responsibility for the oversight of the regulatory framework for the Swiss platform
  • Provide support for meetings through content preparation and note taking
  • Work collaboratively with team members on projects and/or initiatives related to strategic events for the Client Service Group
  • Maintain and further develop an existing book of business consisting of Ultra High Net Worth clients focused on the Middle East region
  • Responsible for sales and implementation of investment, banking and trust/estate products to core clients as appropriate
  • Complete strategic business reviews and present to senior management and key stakeholders
  • Perform end-to-end process reviews from Business analysis, formulating recommendations to actual implementation including but not limited to standard operating procedures, workflows, training materials
  • Coordinate compliance and regulatory reviews in the mortgage space and subsequent process re-engineering, including standard operating procedure development and internal policy review and adjustment
Qualifications for asset management private bank
  • Needs to be compliant with and meet related regulations for the S.A.F.E
  • Bachelor’s degree required with minimum undergraduate GPA of 3.2
  • Seven plus years experience in Private Banking working with High Net individuals and families or related fields within financial services
  • Portuguese/English fluency both oral and written
  • 10 or more years experience in financial services including, but not limited to, financial planning, goals based investing, Private Banking, Affluent/High Net Worth solutions, and retirement strategies
  • Bachelor's degree required Certified Financial Planner (CFP) and/or Chartered Financial Analyst (CFA) professional designations strongly preferred

Related Job Descriptions

Resume Builder

Create a Resume in Minutes with Professional Resume Templates