Private Bank Resume Samples

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Guide the recruiter to the conclusion that you are the best candidate for the private bank job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

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M Leannon

Mittie

Leannon

8337 Pedro Dale

Chicago

+1 (555) 874 4317

8337 Pedro Dale

Chicago

Phone

p +1 (555) 874 4317

Experience Experience

Boston, MA

Private Bank

Boston, MA

Graham-Douglas

Boston, MA

Private Bank

Provide management support, including business planning, strategy sessions, coordinating senior management visits, presentations, management reporting etc
Provide leverage for client discussions – performance review, new opportunities and manager updates
Providing insight and assistance to the broader team related to trends and investment opportunities in alternative assets
Attending manager meetings, actively participating in the dialogue with managers, and taking detailed notes
Lead the function as the technical subject matter expert across core strategies, including strategic positioning, underlying managers, and performance
Manage ongoing work with technology during the build phase to ensure timely delivery and correct prioritization
Continue to develop superior risk and control frameworks around the business area

Detroit, MI

Regional Manager Private Bank

Detroit, MI

Bode-Volkman

Detroit, MI

Regional Manager Private Bank

Responsible to embrace and embed the following Sales processes as per business as usual activities, Power hours, utilisation of potential per banker, practise monitor and portfolio performance within the sales force
Responsible for management of the pipeline and cross sales of all existing transactions in driving the execution thereof in the shortest time possible and to manage the potential business outflow. Set specific sales and financial performance targets aligned to the Business Unit's financial targets
Working with people
Drive and measure the financial and sales targets of the sales team by utilising Value Added Performance Measurement (VAPM). Develop a culture where due dates are met continuously to ensure Operational Effectiveness
Ensure that the sales team operate and position Private Bank in a dynamic and highly competitive market place by interacting with the correct role players & driving key initiatives to secure the client retention and growth
Facilitate the execution of the One Absa Strategy by monitoring the lead fulfilment and referral process per Private Banker via the effective application of the Leads Referral System (LRS). On a weekly basis identify performance gaps and discuss corrective action plans with the relevant Sales Team members
Coach Sales Team on the approach of Private Bank relationship management on an ongoing basis and ensure a good working relationship exists with the assigned team

present

Boston, MA

Am-private Bank Transaction Processing Manager

Boston, MA

Heaney Group

present

Boston, MA

Am-private Bank Transaction Processing Manager

present

Assist with corrective action/performance management
Establish excellent working relationship with internal partners and external vendors
Monitor quantity and quality of work
Monitor adequacy in meeting established objectives
Coach and develop staff
Modify and provide justification for budget variances and changes
Provide input for annual budget

Education Education

Bachelor’s Degree in Finance

University of Oregon

Bachelor’s Degree in Finance

Skills Skills

Exceptional attention to detail
Ability to prioritise heavy workloads to meet internal client demands
Excellent analytical, verbal and written communications skills
Confident manager, able to demonstrate utmost discretion and professionalism at all times
A strong team player who is committed and enthusiastic in his/her approach and has a flexible attitude towards working hours and travel
Proficiency in Excel, Word & Power Point
Strong relationship management skills
Strong communication and time management skills
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment

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15 Private Bank resume templates

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Supervisory Manager, Private Bank, Paris Resume Examples & Samples

Provide 1st level control and oversight of the investment business for the French client base
Review and assess client trading activity and any potential suitability issues on a pre execution basis
Independent review and assessment of client suitability profiles based on data collected from clients and the front office
Review materials provided to clients to ensure they are appropriate and aligned to the clients investment objectives and needs
React to, manage and handle potential client situations e.g. trading errors or client complaints
Attend front office meetings to provide relevant feedback and stay apprised of their current priorities
Escalate issues to senior management in the Business and other control functionsPerform change management in respect of changes in policies / procedures / processes where these relate to investment activities e.g. implementation and training on enhanced suitability framework; new trading protocol; etc

Asset Management Latin Private Bank Resume Examples & Samples

Heavy telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
Coordinate breakfast/Lunch/dinner arrangements either in Restaurants or at the JPMorgan offices
Review expense reports, verify expense documentation and submit to accounting for payment
Coordinate PB Driver schedule and submit administrative paperwork associated with it
Assist with Client related special projects (i.e. occasional mail, Christmas cards and gifts, hotel and restaurant reservation)
Assist with day-to-day tasks
Assist with Client/Specialists’ Events in Mexico: coordinate ground transportation, prepare confirmation lists
Prepare PowerPoint presentations and organize marketing material for prospect meetings
Become familiar with all PB marketing material
Bilingual Spanish/English required
1-2 years of experience in financial services; prior wealth management experience a plusCollege degree required
Proficiency with Microsoft Office Suite (Word, Excel and PowerPoint), Lotus Notes, general comfort level with Internet/Intranet usage and ability to learn proprietary software

Private Bank-global Wealth Management Resume Examples & Samples

Plan and coordinate long range release planning
Work closely with the development teams to resolve all issues as they proceed through the install life cycle
Provide support to our customers through our call tracking tool
Organize and follow the testing and the user validation of the applications
Product accurate reporting to Senior management, raise, follow up and escalate critical issues
Communicate and work closely with End users testers in an appropriate and business oriented way
Create and apply the release packages on the test servers
Coordinate the release of applications into the production environment
Define and improve processes to bridge the gap between the current and desired quality levels by balancing short-term needs with long-term perspectives of success
Perform basic technical activities and command line on UNIX, Windows and SQL
SQL, UNIX, AS400 / Olympic, Citrix, Java, Websphere, Perl (expertise or good knowledge)
MS-Office suite, HP Quality Center (QC 10 or AML 11), MS Sharepoint
3 years in an application development or support role or Service delivery function
Awareness and exposure to change management methodologies and best practices (ITIL)
Awareness and exposure to systems development practices and methodologies (Agile) is a plus

KYC Project Team Leader VP-private Bank Resume Examples & Samples

Extensive experience in Private Banking, Asset Management or Investment Banking industry with a proven track record of managing and delivering change within a large, highly complex, cross-functional environment
Significant project and change management experience with a proven track record of delivering complex product and/or new business initiatives across a range of functions and regions. This should include the product offering, operating model, technology and business support infrastructure
Credibility and proven ability to engage with regional business heads to discuss implications of new regulatory requirements from a business perspective
A broad understanding of the regulatory landscape across Europe
Minimum Bachelor's degree or equivalent
Strong Leadership - Supports drives and influences the goals and strategies by taking initiative, engaging others, expressing ideas and challenging the status quo. Build and lead a high performance with a focus on excellence conducive of great team climate
Talent Management - The ability to drive excellence and buy-in among the teams through recruiting, motivating, developing and retaining the best talent in the market
Have an entrepreneurial mindset with the ability to think on your feet and be able to apply critical thinking (strategic, conceptual, and analytic) and logical/structured framework to situations such as business case development and issue resolution
Excellence in project management disciplines and an ability to instill structure, process, accountability, delivery and client-focus
Excellent strategic influencing and interpersonal skills, comfort in working with people at all levels across all functions
Ability to develop effective partnerships with key business partners, including the various Product and Asset Class owners, Business Management teams, Finance, Legal, Compliance, Tax, Risk and various operations groups globally
Strong knowledge of Microsoft Office including Excel, PowerPoint and Visio
Strong analytical and critical thinking skills are paramount
Proven track record of delivering key projects on time, within scope and within budget
Advancedinterpersonal skills (both written and verbal)and ability to work with people at all levels across all functions and establish trust from stakeholders and sponsors around decision making and execution capabilities
Be a team player who is easy to work with, shows commitment and dedication, and can maintain both a positive attitude and high level of performance on high demand/time-sensitive initiatives in a fast-paced and demanding environment
This position will be located in London, UK

Private Bank Solutions Asia Pacific Resume Examples & Samples

Candidate should be fluent in Cantonese and/or Mandarin in addition to English
1 to 2 years cash equity execution experience
Knowledge of Visual Basic and Access is a plus
Degree educated (preferably finance related discipline)
Knowledge of options and options theory is required
Ability to work under pressure, multi-task, maintain controls and act professionally in high stress situations

Citi Private Bank Resume Examples & Samples

Providing proactive and effective compliance advisory support to the discretionary managed account services, investment advisory services and fund distribution activities of CPB in Asia
Review and compliance approval of new products
Review of marketing materials
Providing compliance and fiduciary oversight through participation in global committees relating to the Managed Investments activities
Developing and implementing compliance programs to analyze, monitor and control regulatory risks in the Managed Investments platform

Private Bank Regional Manager Resume Examples & Samples

Continuously track sales performance
Streamline sales processes to meet client needs
Help bankers sell and add value to the sales process
10+ years experience managing teams
Series 7&63 licenses
Proven ability to manage against segmented (tiered) client base
Budget management skills
Excellent decision making skills

Senior Administrative Asst-private Bank HNW Resume Examples & Samples

Advanced ability to organize and manage own time
Tact and good judgment in confidential situations; demonstrate sound judgment and discretion in handling confidentiality and sensitive topics
The ability to interact with senior management in a proactive and polished manner
Enthusiastic, self-motivated, good common sense, effective under pressure, and flexible
Professional, refined profile with expertise in administrative or related functions
Minimum five years of experience working in an administrative capacity

Senior Administrative Asst-private Bank-downtown Dallas Resume Examples & Samples

Provide support for a senior banker
Provide direction and guidance to other team members as needed
Help manage the calendars of team members and work effectively with other administrators and meeting participants to efficiently and effectively schedule meetings. Adept at working around conflicts in a proactive and skilled manner and keeping manager aware of updates
Provide general support including photocopying, booking meeting rooms, , etc
Assist in preparing reports, spreadsheets and presentations, applying skills in Word, Excel, and PowerPoint
Demonstrated high degree of professionalism in executive interactions
Work cooperatively with other administrative assistants in group, in positive partnership to back up each other smoothly
Perform routine tasks such as those related to weekly staff meeting communications/dial-ins/room set up; weekly report collection/distribution
Strong time management, sound judgment, good prioritizing, team player
Highly proficient in general office procedures (e.g., filing, correspondence, arranging meetings)
Superior oral and written communication skills - able to generate high-quality emails and messages to individuals at all levels of the organization
Excellent telephone manner and coverage within the group
Self-starter with the ability to work in a high pressure environment
Excellent problem-solving and ability to think critically
Experience working for executives and proven ability to meet their expectations with accurate and efficient delivery
Strong ownership, positive attitude and self-motivated, coupled with strong accountability for tasks
Exceptional experience with calendar management, time and expense management support, meeting coordination, and meeting support planning
Knowledge of and adherence to all company policies and procedures
Expected work schedule 8am-5pm, M-F with flexibility for overtime depending on the work load
Knowledge of the following systems is a plus: EURC, Concur, , ePurchase, and Travel Express

Am-private Bank Return Mail Manager Resume Examples & Samples

Lead a team responsible for all aspects of Return Mail related functions
Administer performance appraisals and provide positive and constructive feedback on an ongoing basis
Work with various business groups to define Return Mail requirements based upon business/process changes
Act as the escalation point for issues, which involves working with the Front/Middle Office to resolve questions, investigate issues and develop a satisfactory response to the client’s concerns
Partner with the Business and product groups to capture and categorize client issues and proposed enhancements to the Return Mail process, define the technology requirements, and submit to the AD team
Coordination of testing and implementing any changes that impact the various systems used by the Return Mail team
Represent the Client Reporting space as SME on any projects with impact to Return Mail
Provide training/support to our business, product or technology partners
Investigate opportunities to reduce costs, provide automation, and analyze fluctuations in key metrics
Anticipate challenges and implement solutions in order to manage the expectations of the internal business partners for a positive client experience
Strong analysis, organizational and problem solving skills
Strong client focus
Highly motivated and ability to work independently
Excellent verbal and written communication
Commitment to quality and control
Ability to think creatively and recommend/implement process improvements
Project management experience a plus
Knowledge of Private Bank products/Services

Pb-administrative Assistant, Private Bank Resume Examples & Samples

Expense management, keep track of invoices and processing of expense claims and related record-keeping
Calendar management and related logistics such as booking conference rooms, audio visual equipment, documentation, meeting scheduling etc
Coordinate with logistics team on travel arrangements
Providing general support including photocopying, booking meeting rooms, stationery re-ordering, typing, filing, mail etc
Assisting in ad-hoc project administration support when required
Tertiary educated with a minimum of 5 years secretarial and administrative experience with demonstrated capability to work in an extremely fast paced and highly demanding environment
Excellent interpersonal & communication skills to work with a variety of cultures
Strong organizational skills, meticulous and self sufficient
Ability to perform under pressure and meet deadlines that may arise with little notice
Strong Microsoft Office (especially Excel & Word) and Outlook capabilities

Private Bank Graduate Resume Examples & Samples

Bachelor’s Degree with a GPA of 3.2 or higher (graduation date no later than June of 2015)
Either experience with, or a demonstrable understanding of, key facets of the Global Private Banking Business, including Relationship Management, working with High Net Worth clients, tax and advisory knowledge base, wealth planning, inheritance, and estate issues
Ability to demonstrate motivation/business focus/understanding of Global Private Banking industry
Strong verbal & written communication skills/client facing skills. Ability to collate thoughts/ideas/opinions & sell
English fluency, both written and verbal, required; additional language(s) a plus
Enthusiasm and willingness to gain international experience, should the opportunity arise

Private Bank Administrative Assistant Resume Examples & Samples

Intelligent, polished and confident
Travel, calendar and expense management experience
Strong PC skills (proficient knowledge of MS Word, Excel, and PowerPoint
College degree is required
Administrative assistant experience supporting a senior level manager
Previous experience with a top-tier asset manager or bank preferred
Fluency in oral and written French (preferred)

Am-private Bank Transaction Processing Manager Resume Examples & Samples

Manage activity for both Domestic and Global securities
Perform MIS reporting
Escalate root cause of errors immediately
Monitor quantity and quality of work
Monitor adequacy in meeting established objectives
Recommend more efficient method and procedural changes
Provide input for annual budget
Recommend cost-cutting strategies
Organize and determine contingency plan for unit
Provide guidance and timely feedback to staff
Represent the unit on project initiatives
Coach and develop staff
Assist with corrective action/performance management
Respond promptly and accurately to service request and inquiries
Establish excellent working relationship with internal partners and external vendors
Make non-routine decisions as an escalation point for the unit
Streamline processes
Recommend automation of processes
Modify and provide justification for budget variances and changes
Determine and implement new services
Present project status to senior management
Work with contacts outside of Operations
Ability to complete assigned tasks within a strict deadline
Flexibility
Time management
General ledger experience
Reconciliation skills
Accounting skills
Organization skills
Ability to work in high stress and pressure situations
Ability to make strategic decision and recommendation
Proficient in Excel, Word and PowerPoint
Bachelor’s degree or equivalent industry and management experience in an operations environment
Operations Supervisor Series 99 Certification required or must be obtained within 120 days of hire date
Securities knowledge – a plus
Experience with Microsoft Visio and Project
Previous risk management/control experience
Strong negotiation and influencing skills
System knowledge – Omnitrust, DTC, Titan
Prior brokerage experience a plus
3 to 5 years prior supervisory experience

AM Private Bank, Portfolio Management Group Resume Examples & Samples

Support all analysis for global PMG business, including but not limited to: portfolio performance and trade analytics, drift analysis, tactical flow monitoring
Maintain reporting and support for Investment Management Solutions (IMS) team in New York which focuses on single line equity and fixed income trading within PMG
Completed undergraduate degree in 2011, 2012, 2013, or 2014
Candidates will be extremely comfortable working with, analyzing, and manipulating large data sets in Excel; must have proven experience communicating complicated analysis with all levels of management
Strong Excel, modeling, and presentation-building skills
Excellent verbal and written communication skills with high level of attention to detail are required

AM Latin Private Bank, KYC Specialist, NY Resume Examples & Samples

Conduct due diligence reviews on individual and business accounts and update KYC profiles in accordance with KYC requirements
Populate required customer information into bank systems
Escalate any KYC findings and/or negative media to senior management as needed
2-5 years experience in KYC & Due Diligence for an International Bank
Private Banking experience is a plus

AM Latin Private Bank Resume Examples & Samples

Conduct accurate and timely due diligence reviews of accounts and transactions to ensure that all AML, US Patriot Act, Bank Secrecy Act and other compliance regulations and standards are adhered to
Coordinate with Banking Team to collect and organize Know Your Customer (KYC) information for new and existing accounts, and review supporting documentation to ensure accuracy
Populate required customer information into bank systems. · Escalate any KYC findings and/or negative media to senior management as needed
Must be fluent in Spanish, Portuguese is a plus
Excellent written, grammar and verbal communication skills
Ability to work collaboratively and independently in a fast-paced environment
Strong analytical and project management skills

Private Bank-global Wealth Management Resume Examples & Samples

Support Integration and UAT environments
Organize and follow up on root cause analysis and resolutions
Deployment activities of new code
Correct and maintain scripts (perl,ksh)
SQL, UNIX, Citrix, Java, Websphere, Perl (expertise or good knowledge)

Am-private Bank Statement Corrections Specialist Resume Examples & Samples

Act as the escalation point for client issues, which involves working with the Client Service teams to resolve questions, investigate issues and develop a satisfactory response to the client's concerns
Work with business partners to identify statement issues and provide guidance to the Operations Teams to make the appropriate account corrections in the core accounting system
Review statement out of balance conditions and drive resolution. This requires determining the cause of the out of balance condition and making the necessary corrections to generate a client statement and/or coordinating with Technology for bulk updates
Assist with additional rendering tasks including: E-prospectus distribution, Audit Confirmations, Special Handling Verification, etc
Participate in project initiatives including: establish business requirements, performing UAT and implementing changes within the team
Represent the Statements space as SME on any projects with impact to Statements
Ability to work in a deadline driven environment and prioritize tasks appropriately
Highly motivated and ability to work independently and in a team environment
Highly proficient in Microsoft Office products; experience with Excel macros and Access queries/forms strongly preferred
A.S/ B.S. degree or equivalent work experience
Knowledge of the accounting for financial instruments, including derivatives and multi-currency instruments
Knowledge of financial products with an understanding of the attributes of investment products, as well as related calculations

Am-private Bank Imaging Specialist Resume Examples & Samples

Accurately track and log all imaging requests for Private Banking accounts/clients
Sort, file and distribute work, including electronic files
Scan documents
Review incoming documentation/work files
Upload/download information to/from systems
Operate routine scanning equipment
Process/review transactions
Conduct Document/Statement research
Liaise with business partners to review/resolve imaging request issues
Provide training/support to remote scanning locations as needed
Perform Quality reviews for the various processes/procedures performed within the team
Outstanding time management and prioritization skills
Detail oriented with commitment to quality and control
Required PC skills include strong knowledge of Microsoft Excel and Word; experience with Access
Highly motivated with ability to work independently and in a team environment
Ability to think strategically and recommend / implement process improvements
May require ability to lift 50 lbs
Knowledge of Private Bank products / Services
Operations background / experience

Asset Management Latin Private Bank Resume Examples & Samples

Assist in Prospect Research
Independently identify prospects by looking for transition events in the financial statements/media/internet/Bloomberg/etc
Design and manage initiatives in order to constantly inform the ITM members about the most relevant events and news having place in the country
Write comprehensive one pagers regarding prospects profiles, assets, news and other relevant information / Help banker analysts with research. regarding clients, prospects and companies for them to complete DDRs
Help local prospectors to prioritize and constantly update their prospecting list
Tailor pitches/presentations and marketing letters
Work closely with marketers to create tailored client pitches and/or letters
Modify presentations from marketing database; order production of books and supervise completion of production requests
Generate regional strategy, revenue and AUM reports
Assist in strategic regional planning
Maintain network of contacts in other regions and product teams
Maintain contact with product analysts who can help tailor presentations to specific client needs without banker making the request
Strong initiative, energy and confidence completing projects with limited supervision

Head of Service Private Bank NAM Resume Examples & Samples

Oversee the Service team’s management of day-to-day servicing and processing activities to ensure the staff is delivering a high level of service and complying with Citibank's policies, procedures and government regulations
Coach and provide ongoing feedback to staff, identify training needs, and prepare developmental and training plans
Regularly review processes to ensure maximum efficiencies while delivering superior service quality and deploying high-quality controls
Establish an effective working relationship with front office and operations management to jointly identify and resolve on-going issues
Regularly review internal control and regulatory requirements and MCA self-test results to ensure that effective controls are in place
Work closely with the Global Market Managers, Regional Market Managers and Business Managers to ensure that Service appropriately supports business initiatives
Manage Service strategically to drive superior client experiences, business growth and identify sales opportunities for wider salesforce to capitalize on
Leadership skills: Takes ownership of a situation and makes decisions, able to motivate people toward a common goal, implement change and get results
People Management Skills: able to constructively coach and motivate staff, develops and fosters good working relationships between service, bankers, product specialist and operations
Control Development/Management: A demonstrated ability to assess processes, evaluate controls, engage with risk/audit/compliance to deliver control enhancements, and manage and oversee internal and regulatory audits
Process Management Skills: Able to develop and implement processes to ensure efficient workflow
Service Excellence Orientation: Through example, motivate service staff to take the extra step, demonstrate initiative, and take ownership of any situation to bring a satisfactory resolution for the client and the team
Service/Operations Experience: Extensive experience handling client service or client operational issues
Risk Assessment: Thorough understanding of Citigroup's policies and procedures as well as applicable consumer regulations. Ensure team members adhere to policies, procedures and regulations
Communication and Influencing skills: Strong communication / partnership skills and an ability to gain support and persuade others within the organization to work in the best interest of clients and the organization across Service and Sales organizations
Understanding of the competitive landscape for CPB
Bachelor’s degree and relevant financial services experience required
Licensing: 7/63 (or willing to obtain with 150 days of hire)
Minimum of 8-12 years of management and leadership skills
U.S. wide Travel required

AM Private Bank Resume Examples & Samples

Develop and maintain a high level of product knowledge relating to the private equity and real estate investment industries including the competitive landscape, market trends such as acquisition valuations, leverage statistics, IPO trends, etc
Participate in meetings with fund managers to help screen their potential for inclusion in the Private Bank's platform
Perform in-depth due diligence on private equity and real estate funds with an emphasis on quantitative analysis of manager track records, understanding the sources of value creation and comparing the manager's investment performance to industry benchmarks
Support senior members of the private equity team throughout the investment approval process, including preparation of Investment Review Committee memos and flipbooks
Assist transaction structuring group in developing marketing materials including flipbook presentation and executive summary that highlight key marketing points and investment considerations
Monitor investments post-placement including participating in regular update calls/meetings with fund managers and Private Bank clients
Prepare and maintain manager commentary and analytics relating to the performance of individual funds for broad use across on the Private Bank
Develop and maintain statistics relating to capital calls, distributions and other measure of the performance of funds on the Private Bank platform
Provide input and new ideas that contribute to the overall development and enhancement of AIG's business strategy
Superior multi-tasking and organizational skills
The ability to be a dynamic member of a team
Good judgment and discretion working with highly confidential information
Demonstrated ability to analyze and solve problems and to manage multiple tasks at once
Strong writing and presentation skills

Am-private Bank Class Action Proxy Internship Resume Examples & Samples

Documentation Validation
Extensive use of Microsoft Excel
Mailing and Archiving
MIS Reporting
Perform research on a variety of Bank systems
Participate in process re-engineering
Participate in project initiatives and testing
Transaction Processing
Response to service inquiries in an effective and timely manner
Acquiring College Degree in Finance or Business
Independent and self motivated
Strong relationship building
Resilient
Client focused
Solid aptitude with Microsoft Suite (Outlook)

Asset Managment Latin Private Bank Resume Examples & Samples

Prepare pitch books and meeting materials
A minimum overall undergraduate GPA of 3.2
Spanish fluency required

Private Bank Supervisory Manager Resume Examples & Samples

Provide 1st level control and oversight of the Client Servicing activity in the Singapore Private Bank
Review of the errors, complaints, and process failures as these impact the Service team
Interface with the Account Opening Team to resolve issues pertaining to client onboarding
Review and approve Reg 9 pre-acceptance forms as applicable
Provide oversight of the Gifts policy, ensuring that incoming and outgoing gifts are compliant
Conduct correspondence surveillance and ensure appropriate escalation and follow-up
Work with the SM Analyst to define appropriate Management Information and scorecards
Participate in governance committees, control fora and management committees as required
Perform change management in respect of changes in policies / procedures / processes where these relate to Service activities e.g. implementation and training on enhanced suitability framework; Money Transfer protocol; etc
Liaise with Internal and External Audit as required
Provide back-up to SM Team Leads as required in times of absence, high volume, unforeseen circumstances etc

Am Private Bank Statement Corrections Specialist Resume Examples & Samples

Perform market value and cost reconciliation on client statements
Perform regular control reviews to ensure compliance with auditing, risk and regulatory requirements and standards
Assist with all aspects of statement corrections process: Coding accounts in Omni to be held for correction, updating tracking database, reviewing corrected statements for accuracy, and releasing to client appropriately
Work with Technology and Operations partners to understand functionality of Omni and appropriate postings for securities; understand how this translates to the statement and client reporting
Assist with value and cost reconciliations on client statements
Ability to develop & maintain relationships with business partners
Strong background in use of computer systems (PC and Mainframe)
Knowledge of Private Bank products/services

Private Bank Resume Examples & Samples

Minimum experience of 10 years
Compliance / risk & control experience is an advantage
Strong understanding of risk and control framework within Wealth Management industry, Banking investments platform and private client needs
MS Excel expertise is a requirement

Private Bank Summer Intern Resume Examples & Samples

Undergraduates heading into their graduating, senior year with minimum 3.2 cumulative overall GPA
Appropriate eligibility and authorization to work in the United States during summer 2014
A willingness to commit to the full 10 week program (including social events) June – August
Candidates should have a desire to obtain full-time employment beginning in 2015

Private Bank-senior Supervisory Manager Resume Examples & Samples

Supervise and lead a team of 3 to 4 SMs in Singapore with accountability on BAU delivery, hiring, and performance management
Collaboration with global SM colleagues in the US and also the EMEA region to ensure consistency of standards and practices
Represent the SM function in the Singapore location governance committee and backup participation for Asia-wide governance committee
Provide first level control and oversight of the investment business
Independent review and assessment of client suitability profile based on data collected from client and client facing staff
Review and assess client trading activity and any potential suitability issues on a pre and post execution basis
Review and assess investment concentration issues in client accounts
Review Investor trade blotter for signs off unusual or unexpected investment activity
Perform change management in respect of changes in policies / procedures / processes where these relate to investment activities e.g. implementation and training on enhanced suitability framework; new trading protocol; etc
Respond to ad hoc requests and client issues

Asset Management Global Wealth Management Private Bank Market Supervisory Manager VP Resume Examples & Samples

Review all incoming and outgoing correspondence, incoming and outgoing faxes and designated emails
Review and approve gifts, outside business requests, opening of new accounts and employee personal trading requests
Review and update team email lists for surveillance as needed
Review and assist with registration updates and employee pre-hires
Review and work with Compliance on approval of Marketing Materials
Analyze and review trading activity, account holdings and client profile for suitability concerns and take action as required
Assist with the trading and processing of errors and approval of cancel/corrects. This includes identifying circumstances, taking market action when necessary to resolve the error and completing the error reporting. The Supervisory Manager will assign responsibility for errors as necessary
Approve updates to account information as needed
Approve suitability of accounts to participate in Private Equity, Hedge Funds and Structured Products
Assist and coordinate internal examinations conducted by Compliance and Internal Audit. Responsibilities include representing management in demonstrating adherence to internal policies and procedures, as well as providing all necessary documentation in accordance with internal examiners' requests
Assist in the preparation for regulatory audits
Analyze and approve accounts to transact in new issues
Assist in the review, response and escalation of client complaints
Respond to surveillance related inquiries from compliance
Strong interpersonal communication and listening skills are required. Candidate must be comfortable speaking in front of groups and on a "one-on-one" basis
Strong understanding around regulatory requirements and best practices for Brokerage and Private Bank environments
Strong organization and follow up skills. Ability to work well on an integrated team
Comfortable making decisions independently and dealing with conflict in high stress situations
Ability to effectively communicate with all levels of personnel, including senior managers within and outside of the Private Bank
Provide supervisory coverage across regional teams as needed
Requires 5 years experience as a Supervisory Manager or comparable job with a Brokerage or Wealth Management firm.BA/BS required
Requires the Series 7, 63, 8 (9&10), 24. Series 4 a plus
If hired, you will be required to pass the series 4 within 90days of start date

VP, Portfolio Management Group, Private Bank Resume Examples & Samples

Implementation of our Portfolio Construction and Investment Strategy team's views to ensure the bank's best investment thinking is reflected consistently in our client accounts
Maintain knowledge of the investment solutions utilized throughout the Private Bank, including, mutual funds, exchange traded funds, structured notes, hedge funds, and separately managed accounts
Maintain knowledge of each account's unique requirements/sensitivities and effectively translate into portfolio management decisions
Monitor accounts for model drift and strategy deviation across the fixed income, equity and alternatives asset classes and rebalance portfolios when required
Monitor investment vehicle selection and resulting exposures
Monitoring cash and security activity in client accounts
Develop and maintain strong working relationships with internal clients
Communicate PMG trading activity and initiatives to internal clients and partners
Market PMG effectively to all internal clients to continue to grow the team's footprint in Asia
Work directly with Strategy and Solutions teams to construct and implement investment ideas within the discretionary business
Work with various other internal partners to complete business initiatives
Maintain effective controls within the governance structure, to mitigate risks and ensure consistency
Minimum Bachelor's degree
Min 5 years of related Asset / Wealth Management experience
Ability to demonstrate a passion for and understanding of investment solutions
Detail orientated and process focused
Work effectively as part of a global team
Aptitude to identify and minimize investment/business risk
Strong communications skills
Completed the IMC and/or a CFA charterholder

Investor for the Swiss Market VP Private Bank Resume Examples & Samples

Work within a broad team of Global Investors and Bankers to manage discretionary and advisory client portfolios
Focus on active and transactional clients across client segments; strong markets and trading experience a prerequisite
Understand client's investment plan and objectives to advise on portfolio construction including overall asset allocation, tactical shifts and security selection
Market and implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc
Grow new assets by identifying and developing new business opportunities from existing client base
Convert non active assets into assets managed with an investment management mandate or on an advisory basis
Support and participate in new marketing initiatives, alongside Bankers, to help convert prospects to clients
Cross-sell other JPMorgan services, products and solutions

Private Bank-global Services Resume Examples & Samples

Assist, tend to, and anticipate guest's needs
Administrative and/or hospitality experience
PR, event planning, or hospitality experience highly recommended
Skills include familiarity with widely-used software packages e.g. Word, Excel, and PowerPoint
Basic experience such as maintaining files and records, typing, proofreading, answering telephone, coordinating conference room assignments, confirming appointments and/or maintaining calendars

Director Private Bank Consumer Credit Resume Examples & Samples

Develops and implements strategies, which result in effective consumer lending consistent with Bancorp policies, guidelines and standards
Directs loan center functions and collaborates with Affiliates to develop and achieve agreed service level standards
Collaborates with Bancorp and Affiliate business partners (Commercial, Investment Advisors, Mortgage/Retail/Affiliate Administration) to achieve Consumer Lending strategic objectives. Assist in the development of strategic and tactical planningandexecution
Provides feedback to Affiliate Bank senior management including Affiliate Presidents, I/A Heads and Private Banking Managers, when necessary, to ensure consistent application of Bancorp lending standards
Provides conduit for information to the Director of the Business Loan Center, Director of Credit, and President of Investment Advisors
Direct the dissemination of pertinent information related to Private Bank lending policies and procedures. Oversees practices from a Bancorp perspective
Lead Loan Center team to achieve continuous improvement and best in class performance
Maintains abreast of industry and other financial institution developments to remain informed of trends in consumer credit, private banking, and credit risk management. Builds relations through industry networking and professional associations
Administer and oversee Private Bank critical to quality client service initiatives
Resolve or facilitate resolution of escalated issues. Assure all Office of the President issues are handled timely and appropriately
Review and monitor high-risk lending decisions and portfolio performance to identify potential problems and develop proactive corrective actions
Maintain open dialog with Bancorp Risk Management and other key stakeholders to provide feedback and maintain acceptable credit and operational risk
Meet Credit quality goals for assigned areas of responsibility
Advise credit and Private Bank personnel on the company's overall policy, noting significant trends and policy changes, when app if necessary
Reviews credit structure and Loan proposals submitted by the Affiliate Bank's for new money requests to existing and prospective Private Banking clients
Reviews periodic Bancorp credit quality reports to assess assigned affiliates adherence to Bancorp goals and objectives
Consumer Lending credit authority is commensurate with consumer lending authority guidelines and business need
Bachelor's degree required. Related Master's degree and/or CPA, CFP, CFA preferred
10+ years of consumer credit experience required. Commercial credit experience preferred
Experience lending to high net worth individuals (knowledge of individual estate, trust and tax structures)
Excellent interpersonal communication skills, influencing and negotiation skills
Ability to access, analyze and recommend the best course of action in difficult credit situations
Excellent analytical and problem solving skills
Ability to interact with corporate senior management

Asset Management Global Wealth Management Private Bank Ehnw Group Houston Resume Examples & Samples

Build and maintain excellent working relationships with internal partners and teammates
Conduct operations within FINRA and other regulatory agency guidelines and requirements
Ability to communicate sophisticated investment strategies to all levels of clients and prospects

AM Private Bank Resume Examples & Samples

Support the PMG Macro Trading team in all business management presentations and analyses
Work with various internal and external partners, including Portfolio Construction and Manager Selection to complete global business initiatives
Having an awareness of financial planning issues related to managing wealth and implication for portfolios
Participate in the creation of operating asset allocation models and monitoring portfolios
A bachelor's degree with strong academic record, ideally in finance, accounting, business administration, economics or mathematics; programming experience is also a plus
Required 1-2 years of experience
Candidates will have highly exceptional analytic aptitude, an inquisitive mind, creativity and excellent interpersonal and communication skills
Demonstrated passion and understanding of investment solutions
Ability to operate in a fast-moving and demanding environment
The candidate must have the ability to manage time and prioritize activities to fulfill strict deadlines as well as manage additional projects and duties as they arise
Must possess a high degree of commitment to exceptional quality

Investor for the Multinational Team Private Bank Resume Examples & Samples

Implement investment solutions in accordance with clients' asset allocation. Such solutions will be delivered either on a discretionary or advisory basis and will include: mutual funds, structured products, hedge funds, private equity, as well as execution of more traditional brokerage transactions such as equities, bonds, foreign exchange, etc
Identify and develop business opportunities from existing client base
Deliver performance reviews to clients across traditional and non-traditional assets - JPM and third party
Cross-selling other JPMorgan services, products and solutions
Ensure proper documentation of the client accounts in relation to the investment dialogue and products

AM Private Bank Resume Examples & Samples

Help devise customized financial strategies for existing and prospective clients
Collaborate with integrated team members to analyze balance sheets and understand a clients’ investment objectives to produce customized recommendations that consider appropriate risk/return objectives
Research client inquiries and manage follow up communication and materials
Up to 2 years of experience in wealth management

Private Bank Regional Manager Northern California Region Resume Examples & Samples

Manage expenses of sales team
MBA degree or equivalent experience
Previously managed highly skilled sales force in Financial Services
Extensive knowledge of investment management & derivative products
Demonstrated sales / acquisition performance
Demonstrated coaching and people development experience
Excellent communication (written and verbal) and presentation skills
Demonstrated ability to motivate staff
Marketing planning skills
Sales plan development skills
Financial analysis skills (revenue, expenses, margin)

Private Bank Resume Examples & Samples

Manage ongoing work with technology during the build phase to ensure timely delivery and correct prioritization
Perform and /or coordinate User Acceptance Testing of new developments before their implementation
Train users on new applications & processes
Perform assessment of process and infrastructure requirements to support new products
Develop operating procedures further to new products & services launch
Extensive experience in the banking or investment industry, with a
Deep knowledge of operational processes/products
Strong knowledge in one or several of the following fields is a plus

Private Bank-new Markets Development Resume Examples & Samples

Project management and delivery of key tactical and strategic initiatives
Assist in maintaining scope and enhance structure of region-specific, cross-region and global programs
Partner to develop end to end operating models that work toward global consistency but incorporate regional specificities when required or beneficial
Act as a business representative for the front office teams coordinating across the wider support functions within Private Bank (Technology, Operations, Legal, Risk, Compliance, Etc.) to implement business solutions
1-3 years relevant working experience in project management environment
Experience in Private Banking or Asset Management industry
A broad understanding of financial products a plus
Strong knowledge of Microsoft Office including Excel, Power Point, Word and Visio
Flexibility to adjust to changes in priorities and work on multiple projects simultaneously
Ability to develop effective partnerships across functions, including the various product and Asset class owners, Business management teams, finance, legal, compliance, tax, risk and various operations groups globally
Language skills beneficial

Private Bank-client Centre Manager Resume Examples & Samples

Act as the main advocate on behalf of the Private Bank and to sensitively implement service models according to Client needs, with an eye for detail and for current hospitality trends
Effectively manage all Client reservations and requirements for successful meetings, with some prior experience of reservations systems being advantageous
To be a figure head for all of the Client Centers’ daily activities, including events
Assist on implementing, developing and following JP Morgan Client Center Standard Operating Procedures for all Client meetings
Through partnership, oversee the food and beverage offering, ensuring impeccable service is always available, and making sure that the facilities reflect the extremely high standards and expectations
Receive, gather and react to feedback
Compile weekly, monthly, quarterly and yearly usage reports and analyze data with regards to usage of the Client Centers
Bachelor’s degree in hospitality preferred or equivalent
Excellent attention to detail with the ability to perform multiple tasks in a fast-paced, rapidly changing, high-profile environment
Ability to exercise sound judgment and solve problems while interacting with individuals at all levels
The aptitude to use both judgment and experience in order to successfully accomplish tasks independently
A self-starter with proven experience in luxury hospitality or events settings
Excellent interpersonal skills with the ability to work independently as well as in a team setting
Strong communication skills and the ability to demonstrate sensitivity and tact
Experience with Microsoft Office software (Word, Excel, PowerPoint, etc)

Private Bank-fx Resume Examples & Samples

Knowledge of options and options execution is required
Understanding of market risks from a pricing and execution perspective. Efficiency and accuracy in pricing various trade strategies
Daily client interaction (over the phone or in person) to discuss our trading platform, markets, and to offer solutions
Develop and present on investment ideas (generally via powerpoint)
Must have at least 4-5 years experience in FX and/or commodities markets. Other asset class experience may be considered

Key Private Bank Liaison Resume Examples & Samples

Bachelor’s degree – business or finance major preferred
Basic understanding of fiduciary, financial services and investment products
Demonstrated sales and sales coaching skills
Ability to interact effectively and collaboratively in a team environment
Ability to use independent judgment given limited supervision
Ability to exercise discretion due to accessing and handling highly sensitive client information
Understanding of the branch sales and coaching model

Asset Managment Latin Private Bank Resume Examples & Samples

No more than two years of work experience following completion of undergraduate program
Candidate must hold a Bachelor’s degree with a minimum overall GPA of 3.2
Fluent in Spanish

Private Bank Emerging Markets Resume Examples & Samples

PA to Managing Director Investor Team Lead
Diary management and arranging meetings
Monitoring and assisting phone calls within the team and making sure there is coverage at all times
Invoicing and processing of expense claims and related record-keeping. Ensuring that expense statements are within the 30 days requirements and also billing back various expenses back to fund billing
General day-to-day office functions and knowledge of general office procedures (e.g., filing, correspondence, scheduling)
Assisting in ad hoc project administration support when required
Help organizing marketing trips or road shows for the latest investment ideas
Positive demeanor and a ‘can-do’ attitude
Tact and good judgment in confidential situations and proven experience interacting with senior management
Able to work with minimal supervision – works well individually and in teams; shares information, and supports colleagues
Ability to network in the organization and find the answer

Private Bank Market Leader Resume Examples & Samples

Master's/Advanced Degree in Business Administration or Finance preferred
FINRA Series 7, 65 or 66 and Life Insurance certifications
8+ years of specialized wealth management experience, such as in the fields of private client advisory, trust administration and investment management
2+ years Private Banking lending, sales and services, and portfolio management experience
Previous supervisory or managerial experience. Open Minded, client centric, team player, consensus builder, proven ability to build partnerships in a banking environment, consultative selling in advisory role, and a successful track record in managed money sales
Registered as a MLO in accordance to S.A.F.E. Act requirements

Private Bank Resume Examples & Samples

A minimum of two years’ prior experience in data management with legal background; ideally in the corporate financial sector
Must think strategically and creatively; identifies problems and offer creative solutions
Must be able to multi-task and work under tight deadlines within a fast-paced environment
Exceptional attention to detail
Ability to prioritise heavy workloads to meet internal client demands
Excellent analytical, verbal and written communications skills
Confident manager, able to demonstrate utmost discretion and professionalism at all times
A strong team player who is committed and enthusiastic in his/her approach and has a flexible attitude towards working hours and travel
Proficiency in Excel, Word & Power Point
Languages preferred
Good knowledge of Swiss legal requirements and ability to keep up to date on legal changes and their changes

Private Bank Resume Examples & Samples

Acts as a primary contact with external clients for day to day account administration and servicing
Provides proactive personalized service including transaction processing/execution of cash products, assist client on cash flow management, inquiries, investigation handling, and account monitoring
Opens new accounts as instructed by clients, ensuring all necessary documentation is requested, received and approved for operations
Assists Bankers in arranging credit facility for client
Assists Bankers in preparation for client meetings and marketing trips and preparation of marketing materials to new clients, and post-meeting follow-up including execution of client instructions, preparation of product proposals and account opening
Language Requirements - English and Chinese are essential, to be capable to deal with clients independently and able to understand client inquiries and problems; possess judgment and discretion in working with highly confidential information
At least 5 years of solid Client Service / Relationship Manager support experience from Private Bank
Understanding of all control standards, particularly those related to money transfers, securities settlement, hold mail, credit and other transactional services
Adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused

Private Bank Credit Portfolio Mgr Resume Examples & Samples

Supports the Department Manager, Team Leader, and/or Relationship Managers in their sales and credit underwriting efforts including industry and company research, Blue memo preparation and assisting in the sales proposal process, including accompanyingthe Relationship Managers on customer and prospect calls, and various other sales/customer oriented projects
Completes all requirements of loan bookings, to include all preparation, review, documentation and filing
Develops a working knowledge of all customers, businesses, and prospect opportunities
Supports the Relationship Manager in monitoring on n on-going basis information concerning customer performance, abilities, and industry to determine that loan is an acceptable risk. This will consist of but not be limited to statement, covenant andinsurance tracking, Dual Risk Rating updates, and Admin Loan Status Report updated and other private bank scorecard items

Private Bank Lo Resume Examples & Samples

Proven ability to effectively manage high net worth client relationships
A working knowledge of FNMA, FHLMC, FHA, VA, TIL regulations, Equal Credit Opportunity Act, RESPA regulations, local and state real estate and finance laws
Excellent verbal and written communication skills and ability to work in a team environment
Strong financial acumen
Five (5) years experience as a loan officer in 1st mortgage production

Private Bank Resume Examples & Samples

Create high-touch events consistent with J.P. Morgan Private Bank brand standards
Maintain budgets and event calendar with strong emphasis on data management, list keeping, and operational efficiencies
Well versed in New York area venues and ability to keep a finger on the pulse of what is new in the area
Liaise with other J.P. Morgan lines of business, in order to leverage and consolidate ideas, shared resources and cross sell event opportunities
Participate in weekly regional team meetings, budget calls, and multiple banker meetings providing event updates
Facilitate the completion and approval of Event Request Forms inclusive of key event information (i.e., event description, attendee information, compliance details and contacts) and work with finance and banker champion to secure ROI information
Must think strategically and problem solve with the ability to offer creative solutions
Must be able to multi-task and work under tight deadlines
Must be able to manage budgets and negotiate with vendors
Ability to liaise with senior leadership
Ability to be work late hours and travel
A minimum of 6-8 years prior experience in event management related activities

Private Bank Senior Administrative Assistant Resume Examples & Samples

Telephone coverage; screen calls; take messages and distribute in a timely and appropriate manner
Calendar management; schedule internal/external meetings and appointments; and coordinate conference meetings/calls
Coordinate travel arrangements (air, hotel accommodations and ground transportation) with travel agency; prepare detailed itineraries and assure accuracy and timely delivery of plans/tickets to travelers
Review managers' expense reports, verify expense documentation and submit to accounting for payment
Maintain department equipment (fax machines, copiers, printers, etc.)
Deliver various materials to clients/bankers
Coordinate group coverage, i.e., lunch hours, vacations, training and temporary assistance
Assist with overflow, special projects and day-to-day task
Invoice processing for various vendors
Event Planning Support (point of contact for outside vendors, venues, internal event team etc)
Maintaining documentation for group (contact lists, vacation files etc.)
Experience creating presentations, creating complex spreadsheets, etc

Private Bank-centralized Lending Team Resume Examples & Samples

Analyze collateral pool and grade appropriately per internal credit policy, including ability to compare each transaction to credit policy in order to flag any credit exceptions or non-standard terms for review
Prepare underwriting proposals for credit approval by Lenders and Credit Executives
Prepare client credit documentation including facility agreements, authority forms, registration documents etc
Assist Lender in pipeline management and other sales management and administration activities
Thorough understanding of derivatives & traditional credit products is a must
Experience in structuring and underwriting credit transactions is preferred
Teamwork ethic and focus; ability to work under pressure and meet deadlines
Degree in finance or related field

Private Bank-managed Solutions Resume Examples & Samples

Strong interest in markets and portfolio management
Strong interpersonal skills and proactive mindset are critical
Undergraduate degree is required
Advanced experience with Excel required
Intermediate to advanced experience with Word and Power Point
Bloomberg experience preferred

Jpmorgan Private Bank Resume Examples & Samples

Supporting the investment teams and resolving all trading issues that occur
Project management, requirement review and prioritization, operating model definition, testing and production release of any technical changes to applications used by investment teams
Manage the implementation of technical changes through investor training and expedient resolution of any post release issues
Centralized management of entitlements, which can be modified resulting from business changes, or require access gatekeeping for audit and control reasons
Business analytics function to support investment teams with data analytics
Leadership skills and strategic thinking
Develop and maintain strong relationships
Approach problems in an innovative and creative way
Must be highly disciplined, a self starter, and have the ability to execute on assignments independently
Adaptability to learn new tasks and demonstrate a willingness to understand the details of a process
Strong capacity for operating in a flexible, dynamic environment where creative and strategic thinking is required
Ability to multi-task and work well under pressure to meet deadlines

Jpmorgan Private Bank Resume Examples & Samples

Positioning and establishing the value proposition of the expanded product offering internally and externally, based on the competitive landscape, our clients’ needs and the complementary products offered at the Private Bank
Building industry-leading “standard” product experience by developing and integrating strategic positioning with effective marketing solutions and sophisticated publishing and digital delivery to launch new solutions and support existing portfolios
Collaborating with the business management, digital and creative services, client analytics and acquisition and regional marketing teams (in the US, Latin America, EMEA and Asia) to develop and execute cross-platform marketing campaigns designed to increase awareness and drive business development aligned with our core marketing strategies across lines of business
Helping to build strong senior level relationships across the organization to support and standardize channel-specific initiatives, including Creative Services, Legal, Compliance and Risk
Ability to develop strategic initiatives to support business and sales goals
Solid knowledge of capital markets, with prior experience in multi-asset portfolios (funds and separately managed accounts) investing in equities, fixed income and/or alternative assets
Prior experience liaising with related functions, including regulatory and compliance, publishing, and digital marketing
Ability to build relationships with strong communication skills to influence stakeholders across a large, matrixed organization
Experience in managing and leading a team of marketing professionals
Strong project management and good editorial skills - able to manage multiple priorities, communicate progress and effectively track deliverables to completion
Demonstrated ability to work both independently and as part of a collaborative team
BA or BS degree required, MBA preferred
Minimum of 15 years of marketing experience and a demonstrated track record of success and increased responsibilities
Facility with Adobe, PowerPoint and Excel

Private Bank-uhnw China Investor, VP Resume Examples & Samples

University degree holder and / or with 8+ years of professional experience in a similar capacity
Fluency in English required with Mandarin and / or Cantonese a definite plus
Thorough knowledge of the full range of solutions and investment products and strong knowledge of relevant financial markets and instruments

Private Bank-supervisory Manager Resume Examples & Samples

The ability to deal effectively with the trading desk and oversee daily operations
The ideal candidate will have proven ability to evaluate desk procedures and client communication for appropriateness
Able to identify potential risk areas along with daily monitoring of trading and business processes
Experience in supervising fixed income and foreign exchange trading preferred
Review of correspondence (including marketing materials - Review of incoming and outgoing correspondence (print, fax, e-mail)
Review and approval of daily trade activity blotter as well as perform Best Execution review for Structures products
Errors- responsible for resolving order errors. This includes identifying circumstances, taking market action when necessary to resolve the error and completing the error reporting. The Supervisory Manager will assign responsibility for errors as necessary
Personal Trading and outside business activities — Coordinate that written consent of the Office of the Secretary is obtained before employees engage in outside Speaking activities: approve lectures or interviews prior to activity and maintain a log of the activity. Approve personal securities transactions for regional employees as required by firm policy. Review and resolve personal trading policy violations with Compliance and Regional Manager as required
Client issues -Review client inquiries, issues and complaints. Complete a thorough investigation and follow up letter to client when necessary. The Supervisory Manager involves Compliance, Legal, IM Risk Management & Control along with Senior Management in the process of reaching an appropriate resolution. Discusses with sales person and provides follow up memo or e-mail when necessary. Records resolution of problem
Education and training - Responsible for providing policy and procedural training to new employees, assist with continuing education requirements and provide special training as warranted on specific topics. Disseminate information relating to changes in policy and regulatory rules. Discuss compliance and new product lines with sales personnel. Coordinate annual Compliance training for regional team with Private Banking Compliance
Audits -The Supervisory Manager is the point contact for internal examinations conducted by Compliance and Internal Audit. Responsibilities include representing management in demonstrating adherence to internal policies and procedures, as well as providing all necessary documentation in accordance with internal examiners' requests

Junior Hrbp-canadian Private Bank Resume Examples & Samples

Degree qualified, you will have at least 6 years HR generalist experience within Financial Institutions
Strong business partnering skills are essential with a proactive approach to manage relationships at senior level
Independent and hands on, you will be able to execute the day to day HR operations flawlessly
You will have excellent interpersonal and communication skills with the ability to deal with all levels of staff
Proficiency in Microsoft office
Fluency in verbal and written English is a must

Private Bank Resume Examples & Samples

Provide high quality service to Private Banking clients via the phone or emails
Manage daily client transactions and inquiries accurately, within established deadlines, and in accordance with existing policies and procedures. A CSS transaction approval levels/limits will vary based on seniority
Research, follow-up and resolve client inquiries and problems through effective interaction with clients, bankers, investors, product specialists, operations areas, and other staff in a timely and professional manner
Research potential (or actual) fraud situations, errors, and losses to ensure prompt and accurate resolution
Identify cross-sell opportunities, and escalate to bankers and product partners in order to close or provide advice to the client
Open and close accounts, and ensure necessary documentation is complete
Verify and maintain data quality as it relates to internal and external client hierarchy and account alignment
Participate in special projects as assigned by Team Manager
Coordinate and follow through on client requests for products and services
Strong communication and time management skills
Ability to adapt to a rapidly changing business and technology environment, and to utilize all available tools and resources to service clients as efficiently as possible
Solid comprehension of deposit, banking, brokerage, custody, investment management, mutual funds and credit products as each applies to their specific region's business segment
Must understand and comply with the regulations, policies and procedures applicable to these products and services, and grasp the potential financial liabilities of the transactions associated with these products and services if they are not executed properly
Effective communication, judgement, problem-solving and client relationship skills
Minimum of Bachelor's degree or equivalent financial qualifications
Previous experience in a similar role within the Financial services and/or Banking industry
Fluency in English AND Italian, French or Russian is essential

Private Bank Resume Examples & Samples

Educate clients (Ultra-High Net Worth, High Net Worth and Endowment & Foundation, Level) and Global Wealth Management advisors on the strategic and tactical positioning within core managed portfolio
Articulate the investment philosophy and portfolio manager strategy to a range of audiences
Participate proactively in Global Wealth Management market-level team meetings and Investor huddles, increasing the depth, scope, and frequency of communications
Drive the creation of new ideas in collaboration with peers and business groups
Provide leverage for client discussions – performance review, new opportunities and manager updates
Continue to develop superior risk and control frameworks around the business area
Previous experience of direct investing or portfolio management experience at an Asset Management or Wealth Management firm, sovereign wealth fund, endowment or major institution
Proven ability to communicate investments, capital markets movements, and portfolio construction to all types of investors
Experience in the structure of separately managed accounts, mutual funds, derivatives, index funds and individual securities
Business level Chinese language fluency preferred (Mandarin/Cantonese)
MBA and/or CFA preferred

Am-latam Private Bank Resume Examples & Samples

Collaborate with Market Managers, Investment Team Leads, Business Managers, advisors and colleagues to develop and implement marketing strategies and tactics to grow the business, drive client acquisition/flows/deepening and improve the client experience
Manage and execute key components of the 2016 Strategic Latin America Marketing Plan, including
10-15 years marketing experience, preferably in a financial services environment (private banking or wealth management, a plus)
Knowledge/familiarity with the Latin America region
Fluency in Spanish or Portuguese preferred
Strong management and leadership skills
Self-motivated; action oriented; speed to market
Excellent project management and problem-solving
Superior interpersonal and verbal/written communications
High emphasis on attention to detail
Sound decision making and leadership presence
Ability to perform well in a deadline-driven, fast-paced environment
Independent, proactive learner who is not afraid to ask questions
Always a team-player and collaborator with a positive, can-do attitude
Facility with Microsoft Office, namely Excel, Powerpoint, Outlook and Word
Bachelors degree from an accredited university required; MBA a plus

Private Bank Resume Examples & Samples

Provide high quality service to Private Banking clients
Strong relationship management skills, experienced in dealing with HNW and UHNW clients
Solid comprehension of Private Banking products and services
Minimum of Bachelor's degree and/or equivalent financial qualifications - IMC, CFA, FINRA etc
Previous experience in a similar role within the Private Banking industry

Key Private Bank Intern Resume Examples & Samples

Coursework in Buiness field preferred
A minimum of 3.3 GPA (preferred)
Relevant work or internship experience
Demonstrated teamwork and leadership through extracurricular activities

Administrative Assistant, Private Bank Resume Examples & Samples

Administers recognition program materials and processes in support of recognizing staff contributions
Coordinates training requirements for staff (research, booking, cancellations, confirmations, etc). Produces monthly/quarterly reports and monitors that funds are allocated within budget
Maintains and tracks staff vacations and absences in accordance with divisional guidelines to ensure consistency in entitlement and to determine staff availability. Participates in resolution of issues
May process and track overtime and on-call claims in adherence to bank and/or divisional policy to ensure timely payroll processing and performs budget tracking and reconciliation
A minimum of 7 years progressively responsible experience in an administrative/ professional support function in a fast paced environment, dealing with moderately to very complex issues and managing conflicting priorities
Post-Secondary education in a related field and/or other professional related training and development to keep skills current, including office productivity software
Solid knowledge of bank financial processing standards, human resources policies, and key business processes, and good working knowledge of basic financial analysis methodologies. Some understanding of project management methodologies
Very good business knowledge and deep understanding of the organizational unit, its functions and products, and customer groups
Ability to organize a significant volume of varied business information and develop it into cohesive, professional reports and presentations, with little guidance and ability to recognize and respond to business related issues within the scope of the material
Ability to analyze relevant alternatives and create a rational recommendation to support business decision-making. Ability to plan and coordinate implementation of the selected alternative
Detail oriented, extremely well organized, and able to manage time and multi-task to accomplish a multitude of tasks, with conflicting priorities and timelines
Demonstrated ability to perform moderate to complex administrative activities and to assign work, coach and mentor more junior staff
Advanced level PC skills (Word Processing, Spreadsheet, Presentation Software, E-mail applications and web browsers)
Demonstrated organizational and project management abilities to coordinate and lead a variety of initiatives
Advanced communication skills, both written and verbal
Ability to deal with clients in a professional and courteous manner, and to develop and leverage professional working relationships
Ability to leverage knowledge of the organization and the supported business unit’s uniqueness, to carry out accountabilities
Ability to maintain confidentiality and a high level of integrity

Head of Aml-expanding Private Bank Resume Examples & Samples

At least 6-7 years experience in AML / KYC Compliance, or Regulatory function gained from the banking or private banking/PWM sector
Solid knowledge in AML/ CTF, Sanctions and ABC laws, regulations and reporting standards applicable to the banking industry in Hong Kong and Internationally
Experience in a MLRO leadership role would be highly advantageous
Experience in managing a team and partnership with compliance colleagues
Strong presentation and communication skills in fluent English and Chinese language

Senior Assistant, Private Bank Resume Examples & Samples

Ability to gain a strong command of new systems (T&E, P2P, VR's, etc
At least 5 years prior administrative experience required
Expert in multi-tasking, organizing, and prioritizing a must
Proven team player who desires to expand skills beyond traditional executive administrative functions
Demonstrates a high level of integrity and professionalism
Energetic, responsive team player with the interest to take initiative and work in a fast-paced environment
Ability to work 8:30am-5:30pm and be flexible for overtime as needed

Private Bank Resume Examples & Samples

1 to 2 years alternative investments working background (preferred)
Bachelor’s degree from an accredited, high quality institution is required
Genuine interest in the financial markets
Understanding of Private Banking investments platform and private client needs
Language skills: Native English speaker and Mandarin or Cantonese – highly beneficial
A demonstrated ability to write effectively
Team player—ability to multitask and assist team in fast paced environment
Excellent analytical and problem solving skills; high attention to detail
Composure and poise in high pressure environments

Regional Manager Private Bank Resume Examples & Samples

Responsible for management of the pipeline and cross sales of all existing transactions in driving the execution thereof in the shortest time possible and to manage the potential business outflow. Set specific sales and financial performance targets aligned to the Business Unit's financial targets
Develop a business plan that will bring about sustainable balance sheet growth
Manage and monitor the Client Contact Plans per portfolio according to the CARE Strategy
Drive and measure the financial and sales targets of the sales team by utilising Value Added Performance Measurement (VAPM). Develop a culture where due dates are met continuously to ensure Operational Effectiveness
Ensure that the sales team operate and position Private Bank in a dynamic and highly competitive market place by interacting with the correct role players & driving key initiatives to secure the client retention and growth
Facilitate the execution of the One Absa Strategy by monitoring the lead fulfilment and referral process per Private Banker via the effective application of the Leads Referral System (LRS). On a weekly basis identify performance gaps and discuss corrective action plans with the relevant Sales Team members
Identify training needs and facilitate training interventions where required for the Sales Team
Coach Sales Team on the approach of Private Bank relationship management on an ongoing basis and ensure a good working relationship exists with the assigned team
Monitor and distribute leads on the selected LRS and conduct weekly Sales and Client Strategy Meetings to drive holistic solutions for the Private Bank client base
Include the Specialist Sales functionality, i.e. Wealth Planners, Estate planning consultant, Property Finance specialists, Short-Term Brokers in Sales meetings to measure and report on targeted outcomes
Identify pro-active sales opportunities in line with strategic themes by retrieving daily reports from the internal in house Value Aligned Performance Measures (VAPM) System (for example: Product Utilisation Reports)
Consolidate information received from Private Bankers and compile a profitability report on a weekly basis enabling to focus on initiatives to close identified gaps
Track and interpret trends on both sales and service intelligence at Private Banker level to promote full take up of the Private Bank offering
Receive and overview the actions taken by the Sales Team, i.e. Private Bankers and Consultant Direct Sales, on the daily and monthly listings in order to manage and drive the retention of maturities, large deposit listings and leakage reports
Agree the targets and take accountability for the overall achievement of the suite performance objectives in terms of operating income, operating expenditure an total balance sheet performance
Participate in client facing activities when required as a support to the Private Banker, e.g. accompanying the Private Banker to see a client and/or assisting in solutioning client needs
Build and develop a high-performing team within the suite through embedding performance development and coaching. Ensure that team members receive coaching and feedback in order to develop and achieve their maximum potential to meet and exceed sales, service and compliance targets
Accountability: Business implementation and change management (10%) Manage the levels of performance and service standards that need to be achieved by translating the Business Unit’s strategy into achievable objectives and contracting these through the Performance Development process for the team
Promote and continually support the quest for business excellence within the Business Unit by demonstrating a commitment to continuous improvement, innovation and implementing best practices by being keeping abreast of changing industry standards and their impact upon the business and the client
Facilitate the improvement of the customer experience by ensuring the sales team provides a world class service to all its customers and utilise Customer satisfaction analysis to ensure that trends are identified and actions plans are formulated to optimise client service
Monitor and manage the adherence to SLA’s in order to maintain and improve on turnaround times to clients. Influence the development, implementation and embedding of tactical and strategic business change initiatives on an ongoing basis
Engage Sales staff during team talks and staff meetings to instil a culture of adherence in the way they perform their role, specifically focussing on effective service delivery
Through regular interaction follow up with Private Bankers to drive the execution of the Client Contact Plan (CCP) on the strategic sales initiatives. Build and maintain relationships with internal Business Partners (Business Bank; Retail; Wealth; Commercial Property Finance etc.) and Group Support Functions (Credit Lending, Absa Services Cluster, Human Resources etc.) that enable the team to operate and ensure that they have an understanding of the services offered by Private Bank
Act as a subject matter expert on the product offering and be a key facilitator in the Sales and Service process by giving advice and guidance to the Private Bankers as required
Create and lead an effective Sales team in order to realise the required financial upliftment and sales culture
Instil and manage a High Performance team by embedding formal performance development plans, mentoring, coaching and training in line with the HR performance policies and calendar
Implement an effective talent management framework within area of responsibility by identifying and nurturing talent. Ensure effective Human Capital management from an attraction, development, management and retention perspective
Adopt a holistic approach to ways of working within your team by embedding the "One Absa" strategy. Create an effective workforce and recruitment demand plans to ensure current and future sustainability
Manage the local HR staff files to ensure that there is compliance to HR policy and affect the necessary updates on MDT
Motivate and inspire team members to perform by ensuring that their efforts are recognised within the available reward and recognition framework
Participate in the creation and implementation of Employee Opinion Survey (EOS) actions for the team. Manage staff availability on a daily basis and provide for business continuity
Encourage frequent knowledge sharing between team members and adjacent functional areas. Initiate disciplinary procedures and address poor performance of team members in line with the Group Policy when required
Resolve grievances raised by team members. Initiate and drive performance improvement interventions with those staff members where continuous poor performance is in line with the Performance Accelerator Programme (PAP)
Take accountability for the effective resolution of customer complaints by dealing directly with clients where there is an escalation of a client query or complaint
Review the monthly complaints and queries trend analysis report as provided by the Customer Care Programme Resolution Centre to identify and implement action plans to prevent recurring issues
Analyse the weekly and/or monthly rework reports of common errors received from the Sales Support, Banking Administration, Generic Banking Products and Credit Lending areas to identify opportunities for the up skilling of Private Bankers
Entrench the Private Bank Customer Experience Proposition by engaging with top clients as identified from the Private Banker's portfolio
Drive regulatory compliance of the Sales Team by maintaining a view of the end-to-end process fulfilment within the Private Bank environment in collaboration with adjacent business areas within the value chain
Check that the identification and verification of client documentation comply with relevant Absa and Private Bank policy and procedural guidelines through spot checks and by stressing the importance of identifying and verifying account documentation to the Private Bankers in order to meet minimum quality standards and to expedite the opening and/or maintenance of accounts process
Check that staff completes compulsory compliance training to minimise the risks by verifying completed training statistics and through the creation of an environment of continuous learning
Discuss with staff and ensure that the risk framework of all policies, procedures and standard guidelines are understood within the business process
Discuss and share the Business Continuity Plan with Sales staff and participate with business partners in Business Continuity Management (BCM) testing at required intervals and document the results
Take responsibility for the implementation of corrective actions where audit findings are reported in own area
During management assurance or audit reviews ensure that all relevant information is supplied in a timely and appropriate manner as requested by the auditors
Manage a Risk Control Assessment (RCA) plan for the area of responsibility and complete attestations as required to testify to the adequacy of the controls on request
Ensure that all Sales Team members understand and apply prudent information security principles and logical
Apply consequence management where applicable in support of business rules, policies and procedures

Private Bank Resume Examples & Samples

Identifies, assesses, and records near-term business needs, recommending business priorities, and advising businesses on options, risks, and costs versus benefits
Researches to determine if solutions to business needs currently exist within or outside the business unit, and if not, whether new solutions are feasible
Consults with businesses to effectively drive business strategies forward through the optimal use of technology
Establishes strong working relationships with team members; all functions within Private Bank Technology team locally and internationally; and across the business as appropriate
Documents business requirements, and communicates these requirements to the development team for the design and implementation of business solutions
Documents test cases in conjunction with business requirements and ensure that clear validation criteria are established across the project life cycle
Manages project progress, monitoring milestones and critical dates to identify potential jeopardy of schedule and identify / mitigate risk
Produce detailed status reports, track actions, and manage progress meetings
Project deliverables that are aligned with business and technology strategies

Jpmorgan Private Bank Resume Examples & Samples

Partner with the Senior Marketing Manager in executing marketing programs to launch new portfolios and reposition existing ones to Private Bank prospects and clients
Establish strategy / framework to provide end-to-end product marketing support, from launch to run rate, in partnership with portfolio management, investor relations, compliance and technology
Develop tools to support client conversations on Managed Solutions & Strategy capabilities, including direct-to-client digital programs, product launch materials such as launch emails, profiles, and PowerPoint presentations, as well other sales tools
Collaborate with partners across the organization including Creative Services, Digital Marketing, MSS IR, Legal and Compliance to ensure messaging and tools are consistent and deliver results
Strong writing, editing and presentation design skills
Excellent project management, problem-solving and relationship management skills
Strong interpersonal and communication skills, with an emphasis on attention to detail
Must have a minimum of 5 years of work experience in investments marketing or relevant investments-related business
Interest in marketing, communications or other business discipline

Private Bank Resume Examples & Samples

Undertake quality review of clients’ KYC records
Manage and facilitate client due diligence, including coordinating the participation of JPMorgan stakeholders who have KYC responsibilities
Act as a KYC and AML subject matter resource for KYC due diligence teams
Act as a subject matter resource on the KYC/AML policies and procedures
Participate in annual AML discussions with clients
BS/BA Degree - Accounting, Finance, or Business preferred or equivalent military experience
Minimum 10 years of experience with in a financial services, operational or compliance fields
Client Onboarding and/or documentation analysis experience preferred
Ability to get up to speed quickly with new or unfamiliar subject matter
Ability to directly address conflicts and escalate issues where appropriate

Key Private Bank Trust Team Lead Resume Examples & Samples

Effectively guide and influence the administration of fiduciary accounts. - Ensure the retention of fiduciary business, oversee and/or provide professional service through timely satisfaction of client needs and the fulfillment of the company's fiduciary responsibilities
Analyze and interpret legal instruments to determine duties and responsibilities of the bank. Identify and resolve issues arising in the course of administration of any accounts within team's assigned accounts. Collaborate with the Law Group, the TCS Fiduciary Manager and TCS Management to prevent and resolve fiduciary issues
Exert managerial control to ensure compliance with all internal policies and procedures, as well as regulatory and legal requirements on individual book of business and assigned team. Assume responsibility for the timely completion and approval review of Compliance issues and reviews on team-assigned fiduciary accounts
Participate in the closing of new business as needed. Coach team members to a level of outstanding for collaboration to support the referral of new business
Manage and promote consistent integration of critical fiduciary processes and systems into the team to maximize resource utilization, efficiency and return on investment
Coordinate, promote and enhance working relationships with Portfolio Management, Legal, Relationship Managers and Operations for effective delivery of client services within team
Pro-actively communicate with client, prospective clients, attorneys, accountants, consultants, and co-fiduciaries, fostering business relationships to develop new business referrals and to enhance Key Private Bank LOB's image
Create an atmosphere of communication and collaboration, which includes the ability to inspire and coach employees to deliver on their objectives, and contribute to the success of Key Private Bank
Foster a performance culture by assessing the strengths and development needs of employees and initiating appropriate action based upon the assessment. Conducting timely performance appraisals of assigned direct reports
Ensure that team is staffed with highly qualified and motivated employees
Drive effective resolution of all Human Resources issues within team
Promote a professional atmosphere that encourages the open expression of ideas and opinions leading to a successful environment
Provide guidance to staff on complex issues
Maintain deep expertise in fiduciary, investment, tax and other related areas.Required Qualifications- Minimums of seven years personal trust administration experience or equivalent
Undergraduate degree or equivalent experience
Managerial experience within a team structure relevant to Trust
Excellent interpersonal and communications skills
Proven leadership, resource management and problem resolution skills
Strong team focus
Working knowledge of investments/securities
CFP or CTFA preferred
Completion of Cannon Trust School I, II and III or equivalent knowledge from other training or experience
Office equipmentKeyCorp is an Equal Opportunity Employer M/F/D/V

Senior Assistant, Private Bank Resume Examples & Samples

Handle incoming calls, respond to inquiries, clarify company policies and procedures
Coordinate all aspects of executive level appointments, meetings, receptions and conference calls
Prepares and reviews materials and correspondence for meetings
Assist with creation/modification of presentations, spreadsheets, and other various documents
Coordinate frequent travel arrangements - both international and domestic
Prepare, reconcile and track expense reports through T&E system
Participate in the structuring and execution of internal and external events
Manage charitable contributions on behalf of the business and create related advertising for publication
Order supplies and process invoices through P2P system
Ability to gain a strong command of new systems (P2P, Citi Travel & Expense)
Prior experience preferred
Ability to work 8:30 a.m. to 5:30 p.m. and be flexible for overtime as needed

Director, Private Bank Resume Examples & Samples

Banking industry experience and ideally within private banking
Extensive sales exposure and strong customer focus
Sound understanding of credit, advisory, and operational risks

Private Bank, Uhnw Investor, VP / ED Resume Examples & Samples

Fluency in English required with Cantonese and / or Mandarin a definite plus
Proven track record on investment sales and / or relationship management performance
Detail-oriented and results-focused

Private Bank Resume Examples & Samples

Review Investor trade blotter for signs of unusual or unexpected investment activity
React to, investigate and resolve potential client situations such as trading errors or client complaints
Audit coordination and liaison as required

Senior Assistant, Private Bank, Latam Resume Examples & Samples

Highly Proficient in MS Office (Word, Excel, Outlook and PowerPoint)
Ability to gain strong command of new systems (Citi Travel & Expense)
Minimum 3 -5 years administrative assistance experience
Excellent written/oral communication skills in English and Spanish, Portuguese a plus
Detail Oriented and Expert in Multi-Tasking, Organization and Prioritizing with ability to work independently with minimal direction and supervision
High Level of Integrity and Professionalism
Energetic, Strong Team Player with Excellent Interpersonal Skills with interest to take initiative and work in a fast –paced environment
Work Experience in Financial Industry a Plus
BA/BS or Equivalent a Plus

Senior VP-private Bank Resume Examples & Samples

8+ years of relevant experience in financial services
Excellent PC skills
Ability to design and maintain complex financial models
Proven leadership abilities
Ability to drive high quality financial presentations
Strong budgeting and forecasting skills

Private Bank Junior Specialist Resume Examples & Samples

Very good command of English (other languages an asset)
PC literacy, mainly MS Excel
Ability to effectively work on telephone/email with various parties
Good knowledge of securities administration and clearing for International Markets
Sense of urgency, quick in action
Exact, accurate
Flexible, able to spot irregularity and react promptly and adequately
Persistent, ready to actively follow up and escalate if needed
Well organized, working to tight deadlines
Sense for independent work and good team player
Reliable
Looking for enhancement/re-engineering opportunities

GS Private Bank Resume Examples & Samples

Minimum Bachelor?s degree (US or equivalent); Advance degree preferred
Minimum 3 years of relevant work experience in private banking and/or commercial banking roles with experience in desk client support/service and business development
Completion of a formal bank credit training program is strongly preferred
Knowledge of credit products, specifically securities based loans, and structured and commercial credit facilities
Experience in understanding the financial and borrowing needs of a wide range of clients and as part of a comprehensive wealth management strategy
Ability to work in a fast-paced environment while delivering exemplary client service
Client-centric with an inherent sense of urgency
Exceptional consulting skills; ability to probe and listen to help clarify inquiries, and gather and present data to advance transactions
Strong leadership and influencing skills; ability to generate support and build consensus
Strong verbal and written communication skills, as well as strong organizational and interpersonal skills
Collaborative, energetic, enthusiastic, and a self-starter
Travel Requirement: Approximately 10% as occasional travel to attend corporate functions, meetings and planning sessions, and regional market visits

Am-private Bank System Developer Resume Examples & Samples

Software development
Documentation
Students of Computer Science, Math or Engineering
Graduation in July/2018 or later
Knowledge of following development languages – SQL, Java and VB.Net

Am-gwm-private Bank Trust Administrator Resume Examples & Samples

Execution and risk management; interpret and apply terms of trust to administration of account taking into consideration legal, tax, administrative and investment issues, as well as applicable policies and procedures. Understanding of internal practices and procedures. Coordinate delivery of services
Build relationships with grantors, beneficiaries, remaindermen, co-trustees, attorneys and other professional advisors to provide superior service and advice
Participation in educational and administrative activities
A minimum of 1-3 years experience in the trust and estates industry
Experience in the administration and support of trusts including general understanding of fiduciary products and concepts, including legal, tax and investments knowledge
Problem Solving/Risk Management – takes initiative, decisive, accountable, exhibits critical analysis and judgment
Client Servicing – client knowledge, client relationships, proactive communication
Teamwork/Personal Effectiveness – clear and concise communication, time management, adaptability to delegate, coaching and training
Cross Selling and Retention skills
Strong computer skills including proficiency with trust accounting systems

Private Bank Resume Examples & Samples

Communicate as well as monitoring and positioning of JPMorgan Private Bank 3rd Party and proprietary products on a regular basis
Help identify key industry and market trend and their impact on the JP Morgan PB & product set
Serving as a liaison with the Mutual Fund Due Diligence team to gather relevant Manager information
Supporting regional teams in preparing client proposals, presentations and marketing materials
Responding to Banker and Investor inquiries on proprietary & 3rd Party products
Gaining a solid understanding of the portfolio construction, investment offerings and implementation process
Effectively communicate and present product positioning on PB morning calls
Answer questions about Managers including their process, philosophy, performance, and risk characteristics
Help Investors construct client portfolios with Manager recommendations
Update the sales-force in large forums about our Managers
Understand and communicate the impact of including a particular Manager or strategy in a multiple asset or multiple Manager structure
Articulate how the Manager selection process functions and how a combination of JPMorgan and 3rd Party strategies fits the Private Bank strategy for internal and external audiences
7+ years of practical, hands-on investment experience gained within Asset Management or Investment Banking, Mutual Funds, Funds of Funds
Candidate must possess strong quantitative, analytical and technical skills
Fluency in written and spoken English is a must; Mandarin and Cantonese beneficial
Advanced PowerPoint and Excel skills including presentation
Must be adaptable and able to work in a demanding and unpredictable environment, detail-oriented and results-focused
Strong teamwork, communication, presentation and interpersonal skills
High-energy personality with goal-oriented approach to projects

Private Bank Resume Examples & Samples

Assist the Heads of Asia Client Service and the Client Service management team in the effective management of the business as required, development of business plans and delivery on resulting strategic and tactical initiatives to address priorities
Act as strategic partner to Senior Management (including Asia Business Management and Asia CFO team), offering insights, challenges and views of how to best integrate and align with trends and initiatives of the rest of the Client Service practice and the Private Bank
Serve as a subject matter expert and point of contact for the Asia Client Service organization with Service leadership, Operations, Legal, Risk, Compliance, Audit and Business Partners
Partner with senior leaders to develop messaging and implementation across Asia Client Service
Utilize qualitative and quantitative tools to analyze, synthesize and interpret large amounts of data and information, drawing conclusions and making recommendations for senior management
Support daily inquiries, integrate content and manage internal communications, including management of weekly management meetings, data reporting, and other day to day business administrative activities
Provide management support, including business planning, strategy sessions, coordinating senior management visits, presentations, management reporting etc
Advance the Client Service agenda by highlighting relevant initiatives across various internal forums, conveying relevant actions and updates for different audiences
Coordination of internal/external audit and regulatory engagements
Proactively identify risks, gaps and opportunities for improvement and take action to mitigate accordingly, including adjusting business processes and procedures
Coordinate evaluation and substantiation of controls within the RCSA (risk control self-assessment) and manage resulting action plans for Asia Client Service
Address regulatory and compliance issues, ensuring the Service organization maintains effective and compliant control practices
Provide broad management support for the Asia Client Service team including liaising with HR, Finance and other partners on matters relating to headcount, capacity projections, business resiliency, employee development, real estate/floor plans, moves, etc
3-5 years financial services experience, preferably in wealth management, risk management or project management
Bachelor’s degree or equivalent from an accredited institution
Fluency in English is a must
Proficient to advanced experience with Excel, PowerPoint and Word
Experience in effectively messaging priorities, initiatives and updates to senior management

Regional Manager Private Bank Resume Examples & Samples

Responsible for management of the pipeline and cross sales of all existing transactions in driving the execution thereof in the shortest time possible and to manage the potential business outflow. Set specific sales and financial performance. Targets aligned to the Business Unit's financial targets
Develop a business plan that will bring about sustainable balance sheet growth. Manage and monitor the Client Contact Plans per portfolio according to the CARE Strategy
Monitor and distribute leads on the selected LRS and conduct weekly Sales and Client Strategy Meetings to drive holistic solutions for the Private Bank client base.Include the Specialist Sales functionality, i.e. Wealth Planners, Estate planning consultant, Property Finance specialists, Short-Term Brokers in Sales meetings to measure and report on targeted outcomes
Receive and overview the actions taken by the Sales Team, i.e Private Bankers and Consultant Direct Sales, on the daily and monthly listings in order to manage and drive the retention of maturities, large deposit listings and leakage reports
Agree the targets and take accountability for the overall achievement of the suite performance objectives in terms of operating income, operating expenditure and total balance sheet performance
Participate in client facing activities when required as a support to the Private Banker, e.g. accompanying the Private Banker to see a client and/or assisting in solutioning client needs. Build and develop a high-performing team within the suite through embedding performance development and coaching. Ensure that team members receive coaching and feedback in order to develop and achieve their maximum potential to meet and exceed sales, service and compliance targets
Manage the levels of performance and service standards that need to be achieved by translating the Business Unit’s strategy into achievable objectives and contracting these through the Performance Development process for the team
Facilitate the improvement of the customer experience by ensuring the sales team provides a world class service to all its customers and utilise Customer satisfaction analysis to ensure that trends are identified and actions plans are formulated to Optimize client service
Engage Sales staff during team talks and staff meetings to instil a culture of adherence in the way they perform their role, specifically focussing on effective service delivery. Through regular interaction follow up with Private Bankers to drive the execution of the Client Contact Plan (CCP) on the strategic sales initiatives. Build and maintain relationships with internal Business Partners (Business Bank; Retail; Wealth; Commercial Property Finance etc) and Group Support Functions (Credit Lending, Absa Services Cluster, Human Resources etc) that enable the team to operate and ensure that they have an understanding of the services offered by Private Bank
Position Private Bank internally through networking with internal stakeholders in the region by attending Regional Leadership Forums (when rolled out again)
Create regular opportunities to promote Private Bank brand awareness and identify marketing opportunities by attending client engagement functions and client forums

Regional Manager Private Bank-northern Cape Resume Examples & Samples

Manage and assist the sales team with acquisition, retention and expansion on new and existing clients, offering complex client solutions through tailor made offerings and products to suit the client’s needs
Responsible to embrace and embed the following Sales processes as per business as usual activities, Power hours, utilisation of potential per banker, practise monitor and portfolio performance within the sales force
Responsible for management of the pipeline and cross sales of all existing

Senior Assistant, Private Bank-miami Resume Examples & Samples

Provide general administrative support
Responsibilities include but will not be limited to the following: Full secretarial and administrative responsibilities - Arrange travel plans; Manage calendar; Coordinate/schedule appointments; Verbal and email reminders of key meetings/events in advance; Telephone and email communications as well as significant interaction with senior management and their assistants; Incoming/outgoing mail/ filing system set-up and maintenance; prepare and review expense reports for compliance with corporate guidelines
Process invoices and order supplies and equipment
Periodic drafting of correspondence (letters, memos, reports, presentations)
Minimum 3-5 years administrative assistant experience
Strong proficiency in Microsoft in Microsoft Office (Outlook, Word, Excel, and PowerPoint)
Fluency in Portuguese required
Strong team player. Excellent interpersonal skills
Ability to interact with senior management
BA/BS or equivalent a plus

Private Bank Resume Examples & Samples

Demonstrated interest in financial markets and understanding of risk measures
Strong listening & analytical skills
Ability to adapt in a fast paced, dynamic and changing team environment is essential
Influence the business to transform/change current state

Senior Assistant, Private Bank-latam Miami Resume Examples & Samples

Prepare charts/presentations using PowerPoint, Excel, Word, etc
Excellent written/oral communication skills in English and Spanish
Portuguese Preferred
Attention to detail and ability to work independently with minimal direction and supervision
Work experience in Financial Services a plus

Citi Private Bank Asia Investments Resume Examples & Samples

Supports the Regional Investment Head in execution of the broader business strategy which includes product management, technology initiatives, revenue and expense management, and platform and process enhancements
Responsible for the overall Risk & Control for Citi Private Bank’s Asia Investments Business. Ensures regional and global regulatory requirements are met, as well as business compliance with policies and procedures
Represents Asia Investments in all Global Investments and Regional CPB Committees, as well as liaison with other Citi business entities (ICG Markets, CIRA)
Manages projects in technology and operations to ensure development is aligned to business needs as well as implemented on a timely and cost effective basis
Manages a team of professionals, providing strategic direction and oversight; Works closely with Asia product partners, Global Investments COO teams as well as CPB Asia COO to ensure Regional and Global Investments priorities are met
Strong organizational skills with the ability to conceptualize and execute on business strategies
Individual should have the ability to navigate through a complex global organization and engage and work with Citi partners, particularly ICG Markets and CIRA
Experience with Investments with knowledge of both Capital Markets and Managed Investments
Strong people management skills; Ability to develop and retain talent with a strong commitment to coaching and developing junior team members
Ability to manage large scale projects, work under pressure and meet deadlines whilst maintaining a positive, professional attitude
Experience of effectively managing risk and controls

AM Private Bank Latam Resume Examples & Samples

Work with Risk, Legal and Compliance in maintaining procedures to comply with Corporate Control policies and regulations
Ability to communicate with all levels of management
Solid understanding of Private Banking is a plus

Wealth Management Private Bank Latam Resume Examples & Samples

Investigate and resolve client activity queries from various sources
3-5 years of financial services, compliance &/or risk experience
Effective oral and written communications skills, and good presentation skills
Ability to plan and prioritize tasks and recognize issues requiring escalation
Strong problem solving and decision making skills
Bilingual fluency strongly preferred

Private Bank Group Resume Examples & Samples

Assist in the production & analysis of monthly financial reporting for MSPBNA including Product Profitability Reporting and peer analysis
Prepare & coordinate the quarterly and multi-year forecasting and planning process including working on the Strategic Plan
Utilize multiple data sources to create metrics reporting, including Balance and Revenue analysis, Expense analysis & Key Risk Indicators
Expand & improve the quality of data in the Analytical Environment - a core Finance deliverable. Leverage this functionality to create new insightful tools and optimize existing reporting and controls
Work with Finance Management on various ad hoc reporting/analysis including MSPBNA profitability, financial modeling, etc
Assist with the review of the monthly close and in preparing for meetings with Regulators
Work on remediation of Internal Audit or Regulatory matters requiring attention
Assist with the annual DFAST filing as well as meeting Firm CCAR deliverables
Assist with preparation of materials for Board of Directors and Regulators
Bachelors degree required
10-15 years of experience in financial planning & reporting, analytical and financial modeling
Must be able to work with large data sets
A great aptitude for numbers and quick grasp of new reporting applications
Must be extremely proficient with Microsoft Excel and PowerPoint
Must have strong project management skills
Highly organized with excellent attention to detail
A desire to work in a team based environment and contribute as a team player
Ability to handle multiple projects, competing priorities/deadlines with high degree of flexibility
Financial Services industry experience is a plus
Knowledge of Essbase is a plus

Private Bank Relational Mgr Resume Examples & Samples

Provides feedback to corporate partners regarding new product development
Certified Financial Planner
Three to five years of commercial lending experience

Key Private Bank Intern Resume Examples & Samples

Shadowing and supporting the Insurance Advisors and Sales Associates within the Insurance Advisory Team including preparation of policy delivery documents, ordering in force illustrations, case management support, internal communications and information retention
Auditing the team’s in force policies working with the insurance carriers and other institutional partners to verify policy information including: product, due dates, premiums, cash values, ownership, insured's, beneficiaries, status, etc
Auditing, organizing and updating client and department electronic and hard copy information as part of a data normalization initiative fundamental to future strategic initiatives
Management of insurance information within our new client facing Wealth Direction system as part of a Key Private Bank Strategic initiative implemented this year
Assisting in the creation, updating and posting of Marketing Material as part of team business development initiatives
Compliance support including client folder and email retention processing and assistance with project initiatives
Coursework in Business field preferred
Demonstrated ability to work in a time sensitive environment with strong focus and attention to detail

Private Bank Oversight & Control Resume Examples & Samples

Must be a self starter
Likes to solve problems, inquisitive, asks questions
Ability to recommend decisions
Strong communications skills – oral and written
Knowledge of Excel and PowerPoint
Organized with attention to detail

100

Director, Private Bank Resume Examples & Samples

Excellent understanding of compliance
Good understanding of Private Bank products and services
Strong lending capabilities

101

Citi Private Bank-global Head of Investments Resume Examples & Samples

Managed Investments, our global discretionary asset management business (Citi Investment Management) and the distribution of global offerings in Private Equity & Real Estate, Traditional Funds and Hedge Funds
Investment Counselors client coverage, which is delivered through a team of Investments professionals who work with relationship managers (Bankers) and focus exclusively on meeting the clients’ investments needs and provide investment advice; and
Investment Strategy and Client, Product & Business analytics (delivered through the Investments Lab)
Exceptional leadership and interpersonal skills as there is a high degree of internal and external client contact
Solid technical investment qualification and experience, specifically proven ability in managing sales and trading platforms, with the execution, trading, and advisory of the main asset classes; ability to understand, transact and dissect structured products as well as familiarity with the distribution of managed investment products
Senior risk management experience associated with the oversight of asset management businesses including proprietary and non-proprietary investment management, private equity, real estate and hedge funds
Strong track record and experience in taking on global roles in the private banking sector
Demonstrated industry leadership advising family offices and ultra high net worth individuals on issues associated with their investment management and capital markets activities, as well as family business matters
Experience running large team(s) and proven to function well within a large matrix
In depth experience with Markets products across all asset classes, specifically for retail clients
In depth experience in the structured management business across traditional and alternative asset classes, specifically for UHNW clients
In depth experience with Hedging and Monetization strategies and solutions
Successful understanding and leadership of a multi-product business
Strong intellectual grasp of the industry; the ability to anticipate and lead the organizational response to future changes
Ability to translate vision into executable plans
Credibility and gravitas to build, lead, and motivate across products and matrix reporting lines
Superior problem solving skills; pragmatic approach to ensure limited resources are directed appropriately
Series 7 and 24 licenses required; Series 3 and 4 highly preferred
Bachelor’s degree in business, finance, economics, engineering or a related field required

102

Private Bank VP Resume Examples & Samples

Working on their own volition to achieve personal objectives and assist in achieving team targets for
New clients
Assets
Become a key person and subject matter expert within the team for banking products, credit advice, investment knowledge and more complex client queries
Become a go to person within the team and key interface between the client and other parts of the Barclays group, including
Wealth Advisory
Investment Advisory
Engage with digital technologies, products and solutions that are relevant to the Wealth business, and have the ability to use them to enhance the service provided to clients
The ideal candidate will maintain a full, up to date understanding of the general financial markets dynamics and current financial concepts
The ideal candidate will have excellent market exposure and multi-disciplined private banking expertise
The ideal candidate will have a high aptitude and understanding of the digital landscape, with the ability to effectively manage Clients’ changing needs in this area
Where appropriate, a detailed and up to date knowledge of the relevant International market
Educated to degree level
The successful candidate will be fluent in English. Local language skills may be required for International coverage Bankers

103

Private Bank Visualization Resume Examples & Samples

Ability to face off with various business stakeholders from junior to senior
Assist in identifying areas and opportunities where automation can replace
2-3 years experience in an analytics role
2-3 years experience with Tableau Desktop, Tableau Server,
2-3 years experience in a Digital Product, Experience or Marketing role
Computer science professional with experience in different visualization/
Strong attention to detail, care and concern for the analysis and data that is represented in the final product

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