Current Vacancies

We are currently working on behalf of a number of clients looking to bolster their Fund Sales & Distribution Divisions with the appointment of a number of Senior Market Professionals with experience in the institutional market, covering Continental Europe, Scandinavia and the Middle East.

The ideal candidates:

• Strong product knowledge is crucial and existing client contacts will be looked upon favourably
• The ability to develop and expand the current client base, and maintain relationships with both investors and shareholders
• Develop a structured sale methodology for performing sales of funds across targeted regions

The candidates will require:

• Previous relevant experience with a successful investment or asset management house
• In-depth knowledge on all funds and products, and be able to communicate confidently to the relevant investors and shareholders
• Strong interpersonal skills with the ability to build and maintain valuable relationships
• English and a fluency in another EU Language will be beneficial as will FSA registration and the IMC or CFA qualification

Act as lead consultant for allocated clients, providing day-to-day management of relationship and service provision in respect of all investment  matters.  To provide leadership and accountability for the pension fund client consulting team, ensuring oversight and quality control.

My client is looking for a candidate to lead the team responsible for pension fund investment consulting relationships. The provision of investment strategy advice, including the development of liability-driven investment strategies, will form a key element of the role. He or she will be encouraged to develop ideas and drive innovation, as well as continuously seek to improve internal processes and anticipate client needs. It will be expected that the candidate will also play an important role in attracting new pension fund business.

• Managing client investment matters, such as new manager appointments, investment manager agreements, new funds, asset restructurings, manager referrals, fees, client queries, investment constraints, etc.
• Provision and implementation of investment strategy advice, including the development of liability-driven investment strategies, working closely with client's actuarial provider.
• Schedule manager attendees for client meetings, to include preparation of agendas and review of draft presentations.
• Preparation of Investment Update reports and meeting packs in respect of client meetings.
• Attendance at client meetings; leading investment discussion, highlighting key issues and review of minutes.
• Take responsibility for ensuring the timely and accurate production of monthly, quarterly and annual client reports; support preparation, review and sign off process.
• Participate in trustee training programmes where  necessary; to include the preparation of materials and presentation thereof. Support the induction of new trustees.
• Oversight of periodic client asset rebalancing.
• Ongoing advice in relation to Statement of Investment Principles and pension fund governance issues.
• Undertake ad-hoc consulting responsibilities, as necessary.
• Lead the organisation of the pension fund client  reporting team, ensuring it has an efficient operational framework with which to provide quality investment deliverables to clients.
• Preparation of marketing presentations and Request For Proposals.
• Attendance at new business presentations.

The ideal candidate will have excellent academic credentials and a comprehensive understanding of fundamental investment theory, portfolio construction and investment strategies across all asset classes. In addition, he/she will be able to demonstrate extensive knowledge of the UK pension fund market and the asset management challenges. The successful candidate is likely to be currently working either as an investment professional for an institutional asset management firm or at a pension fund, investment consulting firm or in
the fund advisory group of investment banks.

• Five to ten years experience in a similar role.
• A high level of self-confidence and conviction to be able to advise, educate, influence and challenge investment committees and/or client trustees with respect to its particular investment recommendations.
• Demonstrate team leadership ability.
• Ability to manage multiple priorities and produce work to a high standard of quality and timeliness.

Personal Qualities

• Impeccable character with high ethical and quality standards.
• Hard working and driven to succeed.
• Outstanding verbal, written and interpersonal skills - the ability to articulate investment ideas and nuances.
• Supportive and collegiate team player.
• The confidence to be persuasive and the humility to be open to new learning.
• Self-motivated with excellent time management skills.
• Able to work with only limited supervision and use own initiative.
• Eligible to work in the UK

Education

University degree and ideally CFA / Member of Institute or Faculty of Actuaries

Our client an International Bank based in city is looking to engage 2 Master Agreement Negotiators for their Documentation team. Their main functionality is to negotiate framework agreements for Derivatives and Capital Markets together with Prime Brokerage agreements, Repos and International Foreign Exchange Master Agreements. They are also responsible for confidentiality agreements, novations and guarantees. To be considered for this role, applicants must have experience in ISDA negotiations and have worked on a portfolio of negotiations including but not limited to: Hedge Funds, Pension Funds, Asset Managers, Trusts and Structured finance. Negotiators are also required to coordinate with credit risk, marketing, trading and legal and business segments. Most probably you will have a law degree and possess sound legal drafting skills. German, Spanish or French language skills would be advantageous but you must also have sound provisions in English. This position would suit someone who already has good knowledge of documentation but looking to expand on this and be part of a team but also be responsible for their own negotiations

Our client, a niche international bank, are looking to appoint a knowledgeable Corporate Actions candidate who has covered not only UK/Irish markets but also International markets with a particular emphasis on Emerging Markets. It is essential to have a strong depth of experience within International Equity Corporate events and have the appetite to be able to demonstrate new markets they have been involved with. Emerging markets include but not be limited to UK/Irish, Eastern Europe, Sub Sahara,Americas and Australia. Good knowledge of Corp Accs events, settlements processes such as CREST,Euroclear, DTC. If you have knowledge of Fidessa and Calypso, that would be beneficial. To be considered for this role, you must be able to demonstrate and quantify all of the above and display a flexible and pro-active approach similar to a start up mind-set!

A London based boutique investment firm is seeking an additional Sales Executive to augment the drive to raise new assets.

The main responsibilities will include:

• Proactively identify, target and raise assets from potential investors.
• Contribute to developing an efficient and successful sales strategy.
• Client types include fund of funds, HNWIs, IFAs, family offices, wealth managers and pension funds.

Candidates should have the following attributes:

• A dynamic, motivated self-starter.
• The initiative to identify new sales opportunities.
• A disciplined sales process.
• Persistent: the ability to understand and overcome objections.
• The gravitas and intellectual capacity for direct contact with a wide range of potential clients.
• The ability to understand and convey the benefits of a managed futures program to investors.
• A successful sales track record in a similar role, or a demonstrable ability to apply their sales talent to this environment.

A competitive base salary and attractive commission scheme is on offer.

A London based boutique investment firm is seeking a Head of Sales and Marketing to lead the drive to raise new assets.

The main responsibilities will include:

• Prioritise target markets and client segments.
• Develop and implement an appropriate sales process.
• Actively manage the sales process.
• Lead the sales team in identifying, targeting and raising assets from potential investors.
• Drive the continual improvement of and updating of marketing literature and other materials.
• Manage any other marketing efforts that are required.
• Provide clear and meaningful reporting to the Board and management team.

The ideal candidate will have previous experience selling managed futures/CTA strategies and a knowledge of key target clients in that asset class.

In addition candidates should have the following attributes:

• Proven success in developing and managing a sales team.
• A dynamic, motivated self-starter.
• The initiative to identify new sales opportunities.
• Experience of managing a sales team.
• The gravitas and intellectual capacity for direct contact with a wide range of potential clients.
• The ability to articulate the benefits of a managed futures program to investors.
• A successful sales track record, either in a similar role, or with a demonstrable ability to transfer their sales talent to this environment.
• Series 3 qualification would be an advantage.

An attractive base salary and commission scheme is on offer.

An established and growing asset management firm is looking for an ISA & CSD Supervisor.

Key Objectives and Role

• Completing all ISA returns.
• Ensuring BM fulfils its obligations as an ISA plan manager.
• Completing annual S18 & ESD returns.
• Liaising with custodians on QI returns.
• Ensuring all new client accounts are set up accurately and within SLA.
• Ensuring all ISA subscriptions are posted accurately and in a timely manner.
• Ensuring all client data amendments are completed accurately and in a timely manner.
• Compiling and analysing MI and assessing against teams KPI's.
• Monitoring CRM, diary and inbox.
• Staff appraisals with assistance of Operations Manager, encouraging CPD and skill set growth.
• Assisting Operations Manager with team recruitment.
• Escalating issues to Operations Manager where appropriate

Experience

• Detailed ISA experience essential.
• QI experience preferred.
• IAQ qualified.
• Good communication skills.
• Familiar with MS Office (With good level of Excel experience).
• Focus on delivering internal and external customer satisfaction.

Job Purpose

• To play a major role in all activities related to asset allocation.

Responsibilities

• Contribute fully in formulating investment views across a range of asset classes and produce relevant research on a wide variety of investment issues for internal discussion and debate.
• Champion the firm's asset allocation capability.
• Support clients and consultants on all asset allocation matters.

 Person Specification

• At least five years experience within investment management 
• It is essential that you have in-depth top down knowledge of investment markets and economics
• Significant client facing experience
• CFA qualified or equivalent
• Analytical and logical, able to think independently
• Good team player
• Commercially astute

Strong written and verbal communication skills

We have several clients within the Asset Management industry looking for Equity Analysts to cover various sectors and geographic regions.

You will be responsible for formulating investment views and generating ideas for a range of portfolios.

You must have at least 3 years experience in a similar role and possess the CFA level 1 qualification as a minimum. You must also be highly analytical and demonstrate advanced numerical skills.

These opportunities offer excellent career development in successful teams and organisations

What will the role involve?

We are seeking a Product Manager responsible for management of our Letters of Credit product set, within our highly successful Trade Finance division. 

What will be expected from you?

• L/C Product set is defined as a comprehensive range of standby-letters of credit for both financial and performance purposes.
• Responsible for strategic management and development of this important and growing product range.
• End-to-end management of all activities that concern the L/C product set, in particular working with Trade Operations to ensure customer service levels are maintained/improved
• Enhancing existing products, & influencing the development of new products working with a wide range of stakeholders across the Bank; specifically those in operations, IT, sales, legal, credit risk and other delivery areas.
• Understanding and driving income potential and Return on RWA through price management and by working closely with sales teams
• Provide knowledge fact base and understanding of the marketplace in terms of customer trends and competitor analysis for defined segments of the market
• Responsible for procedures and re-engineering processes, ensuring all legal and regulatory criteria are addressed.
• Own / Support as necessary product fact sheets and marketing materials.

What will you need?

• Detailed technical knowledge and expertise of the product set and extensive knowledge of the Trade Finance field
• Detailed knowledge of competitor product sets in terms of capabilities, pricing, brand and reputation would be an advantage.
• The jobholder will be entirely comfortable operating in a fast-changing environment in which success is determined by the ability to gain the buy-in of key stakeholders
• Must be customer orientated, commercial and driven by result.

What will you get in return?

This is your chance to make a career with a business that matches your aspirations to highly focused training and development opportunities. Competitive salaries and pension packages are standard, and we also offer private healthcare and above average holiday entitlements, so what are you waiting for? 

What will the role involve?

This is a Senior Leadership Role within the Banks Product Delivery & Control Function, accountable for ensuring the ongoing development of Trade Product capabilities across all the Banks Markets. The role has primary responsibility for the realisation of a medium and long-term Product roadmap (3yr - 5yr), through the delivery of a portfolio of new product development, development of new delivery models and embedding a culture to promote continuous improvement in the way in which the Bank manages Product Change. The role should be viewed as a catalyst for moving the Banks Transactions Product business to a model whereby continuous product innovation is part of The Bank's core market offering & commercial proposition.

What will be expected from you?

You will be accountable for realisation of the Trade Product development roadmap across all The Bank'sMarkets, in support of the business's 3 - 5yr Product strategy. You will need to interpret this commercial strategy and translate it into a customer centric blue-print for new product development across all The Banks markets. You will lead, own and manage new product development across all Markets; and own the commercials underpinning the transformation, inc., delivery of capability to facilitate P&L impact, costs and the ability for the business to access the benefits. You will be expected to bring best practice from both within and outside of financial services and develop a model by which product change and infrastructure development can be delivered effectively and efficiently. You will working alongside Business Solutions and Technology to design a new way of approaching Product-related change to deliver commercial requirements. You will bring a wealth of experience of Product Delivery within the Financial Services environment, being able to demonstrate success in driving sustainable Product-related change across multiple geographies in a fast moving and complex environment.

What will you need?

You will need to be a highly credible and visionary leader with experience of managing and motivating multidisciplinary teams. You will have a strong track record of creating and driving a performance-led culture, coaching to develop individuals and delivering transformational outcomes. You will have experience of strategy definition, organization, concept generation, product & marketing plan creation, product introduction and commercialisation. You will need product expertise across the breadth of corporate Banking, including Trade (primary focus), Liquidity Management, Transactions, Debt, FX, Derivatives, Money Market Instruments and other Treasuryrelated products. You will be an expert in business needs analysis, business & process architecture definition and requirements engineering, with expertise in problem definition through qualitative & quantitative analysis, rootcause identification, solution option definition, impact assessment, prioritisation, delivery approach definition and implementation. You will be highly commercial and dynamic product delivery & change management capabilities within both technologically rich & politically sensitive environments, including solution selection, product development, deployment, testing and implementation, and associated operational and business transformation activity. You will need multi-country & multi-culture exposure advantageous, gained through working within a global business.

What will you get in return?

This is your chance to make a career with a business that matches your aspirations to highly focused training and development opportunities. Competitive salaries and pension packages are standard, and we also offer private healthcare and above average holiday entitlements.

An excellent opportunity has arisen in the Commercial division to be part of the Strategy Team in what is a critical time for the SME market.

In developing Commercial's strategic approach, the successful candidate will:

•           Focus Commercial to achieve stretching financial and regulatory targets

•           Keep our customers, and stakeholders, at the heart of what we do

•           Excel at written communication, making the complex simple.

•           Delivery of insightful and accessible executive support.

•           Have a background in strategic analysis and presentation

•           Use business knowledge, analysis and stakeholder input to identify areas for deep dive analysis and ongoing Strategy development

•           Be able to apply common frameworks to a wide range of topics

•           Lead and coach a small team in strategic analysis and presentation

•           Plan and conduct strategy development projects from generation of     hypotheses to executive decision

•           Engage in topics across the Strategy definition, planning and execution lifecycle

•           Advise and support the MD and Commercial Executive on regular basis

•           Support business delivery teams in the early translation of Strategy and policy, into initiatives and targets. 

This is a high profile role with leadership development expectations, and will appeal to an individual who is self motivated and thrives in an intellectually challenging environment

Responsible for providing world class client service and seamless delivery of the banks products and solutions to financial institutions. Be the primary escalation contact person for service.

To be the Service Partner, working together with RMs, Product Sales, Operations and other key internal stakeholders to develop clients' pre-origination service solutions, manage post origination needs, identify opportunities and deliver the Bank's services. 

Builds strong service focused relationships and rapport with key clients to increase wallet shares & revenue retention for TB.

Key Roles & Responsibilities 

Client Service

- Responsible for end to end servicing and ownership of client issues

- Provide the highest standard of client service in response to client enquiries and complaints, to create improved, lasting relationships with our clients

- Monitor daily interactions with the client, leverage on CRM, and be the escalation go to point, internally and externally

- Responsible for client satisfaction with service arrangements and delivery at regional and country levels through regional and country CSG CSMs, Central R&I

- Take ownership & Resolve local clients' enquiries and issues related to TB outbound business

- Making a concerted effort in building trusted partnership with clients at the daily transactional / operational level through

- Regular phone/email contacts with client contacts

- Proactive updates on outstanding issues

- Understanding client expectations and needs for quality client services

Service Management 

- review service performance with our clients and generate ways to continuously improve service level standards as well as client efficiency

- Conduct service reviews (global / regional / country) to identify and close gaps between clients needs and service delivery

- Analytics - review client data on an ongoing basis to improve volumes and facility utilization - transaction volumes, channel utilization, referrals (or TAT), queries, complaints, etc

- Conduct client visits - introduction, relationship building initiated by TB Sales to resolve issues and service relationship with Client's Operations and Treasury counterparts

- Conduct proactive visits on facilities utilization, transaction volumes, issues raised, etc

- Communicate client feedbacks to TB Sales on client needs and products

- Work in partnership with TB Sales by

- Maintaining a coordinated approach to the clients in the portfolio

- Keeping TB Sales regularly updated of key issues and trends

- Involve TB Sales in issues as and when appropriate 

Team Leadership

- Provide guidance and monitor performance of the team in consultation with direct manager.

- Establish team operating standards (e.g. frequency of follow-up, frequency of reverts to clients etc), monitor adherence and monitor client feedback. Share and discuss this with stakeholders.

- To ensure information from the central team is communicated effectively to the rest of the team. Implement process, procedures and service model

 Risk & Control

 - Assist clients in compliance related matter

- Comply with applicable Money Laundering Prevention Procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and Line Manager.

- Adhere to policies including escalation and compliance requirements, and follow any other relevant internal controls and procedures as they relate to process, products, policies and regulations.

Operational Excellence 

- Root cause analysis; Drive process and assist in implementation of service and efficiency improvement initiatives and facilitate transfer of best practice

- Assist in implementation of service and efficiency improvement initiatives with all relevant stakeholders

- Lead and enhance client support by driving co-ordination within our global TBSM and CSG network to build solutions for our clients'  needs

- Manage end-to-end service support with internal stakeholders on escalation of service gaps

Key Client Service Planning / Reviews

- Lead and agree account service plan for the client with the RM and TB Sales

- Deliver the service plan, including:

- Lead in Service Reviews with Key clients, reviewing service performance with the clients and generate ways to continuously improve service level standards

- On a selective basis, accompanying TB Sales on sales calls to sell our service capabilities and/or to resolve clients' operational and service issues 

Qualifications & Skills

- Organized and detail orientated

- Comprehensive product/processes knowledge

- Good leadership skills

- German language skills

- Knowledge of global clients' cross-border operations and needs as well as related local business environment

- Basic WB banking operations experience

- Sound knowledge of WB channels

- Sound knowledge and experience in relationship management with senior management personnel of banks clients.

- Client focused and willing to go beyond expectations

- Ability to articulate well with all people at different levels

- Action-oriented

- Good analytical skills

- Ability to inspire trust and confidence in clients creating credibility

- Effective interpersonal and communication (including questioning) skills

- Track record of competence in service and relationship management

- Ability to exert influence over others to achieve objectives and enjoys challenging status quo

Division / Department:            Global Transactional Services

Reporting Line:                        Product Head: Payments

Location:                                 Johannesburg - South Africa

About Global Transactional Services (GTS):

GTS is a Global Transactional Banking Product house comprising of Trade, Cash Management, (includes; Payments Receipting, Liquidity Management and Account Management) and Custody products and services.  Whilst the primary targeted client segments are Corporate and Financial Institutions, GTS seeks to further leverage its capabilities across the Mid Corporate and Public Sector segments, GTS also has to serve the cross border trade and payment needs of all identified segments.  As a global product house GTS has the responsibility of ensuring that all the banks Africa subsidiaries including the UK and India are enabled to offer transactional banking products and services to the banks customers. 

Role Definition:

Optimise GTS's client's local and cross-border payment capabilities through the provision and integration of product lines, such as electronic funds transfers (EFTs), cheques, drafts, banker's notes, cash, cards and payrolls.  Core to the role is the investigation and proposal of GTS payment product domain across all currencies for all electronic and cheques/bills /drafts, in and out payment products.for GTS. 

Focus will be on developing innovative product solutions for all identified segments and ensuring that existing products and solutions are effectively being delivered and providing organisation and client value. The role assumes the management and facilitation of the product development process from concept thought to product launch, maintaining a focus on identifying and meeting market requirements and achieving corporate business and product objectives.

Responsibilities:

1.         Product Research:  Acquisition of data, information, knowledge and business intelligence in the payments domain.  As well as the assessment of internal end-to-end product processes effectiveness, regulatory, economic, political and social drivers across multiple jurisdictions related to the payment product scope.

2.         Interpretation:  Utilizing the intelligence gained through product and environmental research for value creation i.e. understanding the impact of the environment on the current and future product competitiveness and identifying new opportunities. 

3.         Product Development: The development of new payment products and/or services and/or enhancements to existing payment products and or services. This responsibility will include selecting appropriate channels through which payment products will be delivered and scoping the high level product requirements for those channels.

4.         Product Management:  The deployment and management of a proactive and disciplined product management approach in the payments domain, including: identifying new product offerings; gathering market requirements; determining business-case and feasibility; scoping and defining new products at high level; evangelizing new products within the company; building product roadmaps, working to a critical path and ensuring all products are produced on schedule; ensuring products are within price margins and up to spec; product lifecycle considerations; product differentiation; and detailed product planning.

5.         Product Sourcing:  Sourcing product lines from other business units within the bank or from third parties to include these in GTS's  value proposition to clients, and where required influencing the product development and product management processes of these product providers, for example via service level agreements.

6.         Product Pricing:  The establishment and maintenance of product pricing frameworks. Collaboration with governance & compliance departments, with due consideration of market trends.  Pricing will be done in collaboration with the relevant segments or coverage teams.

7.         Product Profitability:  The ongoing evaluation of payment product cost structures and market penetration versus the cost of payment product delivery, i.e. continuous assessment of overall payment product profitability and related drivers.

8.         Product Marketing Strategies: Initiate and develop marketing strategies in close collaboration with a centralized marketing function (where those exist), the GTS sales team, the relevant segments and CIB Coverage.

Knowledge Requirements:

1.         Product: An in depth knowledge of in scope payment products offered and transacted within GTS, i.e. product drivers, features and benefits, their applicability to solve a client's need, their limitations and associated risks.

2.         Policy & procedures:  Is aware of and understands policies, processes and procedures which govern payment product work practices within GTS. These guidelines could vary from one jurisdiction to the next.

3.         Industry:  Has an in-depth knowledge and understanding of the payments industry and related business spheres. This includes risks associated with the industry, key micro and macro drivers that impact on or influence the payments domain. Understands the industry opportunities, current and future trends, market supply and demand patterns, price cycles, profit drivers, main competitors and enabling suppliers.

4.         Risk & risk assessment:  Knowledge and understanding of risk and risk-mitigants in respect of commercial, financial, sovereign, statutory, legal, credit, market, country, operational and other risk issues. 

5.         Banking Principles:  Understands the dynamics and principles of the banking industry, i.e. products and services, banking law, business accounting, international trade and finance knowledge.

6.         Client:  Understands and has knowledge of how clients operate and what their payment product needs are.

7.         Competitor:  Knowledge and understanding of competitors in the payments space i.e. their strengths, weaknesses, competitive advantages and disadvantages, formal and informal structures

Skills:

1.         Business acumen:  Linking an insightful assessment of the external business landscape with the keen awareness of how money can be made - and then executing the strategy to deliver the desired results.

2.         Leadership:  Inspires a team of highly-skilled individuals towards a future desired state and motivating them to perform at full potential.

3.         Decision-making:  Making effective decisions based on sound judgment.

4.         Analytical Thinking:  Ability to analyse and understand challenges/opportunities and to propose thoroughly researched solutions to overcome these challenges or exploit the opportunities.

5.         Verbal and Written Communication:  Effectively communicating verbally, in written form and/or via presentations in order to maximise  understanding and buy-in.

6.         Negotiation Skills:  Co-creating solutions, facilitating agreements and ensuring favourable outcomes.

7.         Opportunity Identification: Identifying opportunities for the purpose of generating profit.

Attributes:

1.         Flexibility:  Willingness to adapt own ideas, habits and work practices when the environment changes.

2.         Independence:  Able to work effectively without constant supervision.

3.         Technology Orientation: Understands the value of appropriate technology use.

4.         Integrity:  Reinforces GTS values in the pursuit of GTS organizational goals.

5.         Teamwork:  Can work effectively as a member of a bigger interdependent team in a process driven organisation.

6.         Lateral Thinker: Ability to solve problems through an indirect and creative approach across business functions

Qualifications

•           Matric

•           Relevant Business qualifications could be advantageous.

Experience

•           Extensive product knowledge and expertise regarding Payment Products.

•           5 to 10 years banking experience and a proven track record

Job Role

The candidate will report to the Head of Card Sales within Transaction Banking. The candidate should have a track record in selling Commercial Card products to mid-market customers, who have a turnover between £15m - £500m. The candidate will be responsible for selling Commercial Card Issuance products which compete in chosen markets, ensuring they meet customer needs and deliver financial and operational benefits to both the Customer and the bank. The candidate will promote our Commercial Card Issuance products both internally and externally as the recognised centre of business excellence, contributing to a team delivering complete, profitable, solutions and business growth.

Job Responsibilities & Requirements

• Achieve targeted levels of income and customer sales across the Commercial Card Issuance product suite in the mid-market sector.

• Manage and maintain a pipeline of potential business opportunities, in a central reporting system, that are ultimately converted delivering income and profitability to the Business.

• Demonstrate pro-activity in the approach to obtaining customer leads either through the Relationship Management team or through self generated means.

• Ability to take customer requirements, analyse their supplier data before delivering them with a suitable Commercial Card solution including both financial & operational benefits.

• To manage potential key relationships marketing the full range of solutions available including the development and maintenance of a key customer calling programme and individual customer action plans.

• Ability to develop customer deepening retention strategies through additional product penetration including cross sale opportunities within Transaction Banking.

• To formulate and manage an effective working partnerships with all relevant internal and external stakeholders ensuring effective change management processes are synchronised with Wholesale Banking & Markets and Group strategy.

• Evaluate industry, market, customer, competitor and regulatory trends to ensure that identifiable risks and opportunities are defined and developed in order to deliver an appropriate response that protects and develops business benefits for the Group.

• Ensure customer treatment and other regulatory requirements are met and are compliant with the Bank and Regulatory policies in order to protect and enhance the Bank's reputation

• To provide customer specific input in to formal Card tender responses. Present to the client in a professional manner, using a detailed PowerPoint presentation, explaining the benefits of our products and services explaining how they will achieve the customer's objectives 

Key Capabilities/Knowledge

• Expert knowledge of the Commercial Card Issuance environment

• Proven ability to work in frontline sales for the successful delivery of its performance targets

• Proven experience in identifying improvements in customer experience and using findings to deliver business improvements

• Proven experience and success in "Sales" roles within the mid-market sector

• Ability to demonstrate understanding of technical aspects of the Card environment

• Strong communication and stakeholder management skills

• Proven ability to work successfully and influence key stakeholders

• Strong verbal and written skills including presentational skills

• Proven ability to quickly analyse and assess opportunities delivering recommendations to the relationship team and/or the customer

• Proven experience as working part of a committed team

Job Role:

Reporting to the Head of Card Implementation within Transactional Banking. The Implementation team is responsible for the implementation of Commercial Card programmes of large, covering products such as purchasing, travel, lodge and single-use cards. They will be required to work closely with the client to determine how best to design and project manage a commercial card programme which best meets their needs. Key Responsibilities Act as lead Implementation Consultant and Project manager for new and incremental Commercial Card clients. 

Responsibilities to include but not limited to:

•           Project Manage on-boarding of key Commercial Card clients within agreed timelines.

•           Work closely with the cards product team to support the implementation of new cards products and their supporting data solutions

•           Act as a central point of contact for client, coordinating key partners (i.e., Sales, Product, Legal, Risk and Technology etc.) to ensure timely delivery of products and services.

•           Assist client to navigate through the Implementation process and bank environment, managing scope changes and sharing best practices etc.

•           Build, manage and update project documentation and tools for duration of implementations, identifying areas for improvement and development.

•           Coordinate  ongoing and regular project meetings, ensure all key parties involved and communicate  meeting agendas, follow-up and action items as required.

•           Ensure correct issuance and completion of supporting legal documentation i.e. contracts, card applications and associated forms.

•           Maintenance of project data on Implementation databases and for recording project status and progress.

•           Work with Technical resources to establish OnLine interface set-ups and file mapping.

•           Work with vendors when applicable for third party services

•           Represent Card team both internally and externally, assisting Sales in client presentations and internal RFP reviews

•           Transition client relationship to the cards optimisation manager at completion of successful implementation.

•           Identify and communicate process improvement opportunities

Required Skill Set:

•           Detailed commercial card or consumer card experience essential

•           Experience of card programme implementation within Financial service organisations

•           Demonstrable experience of multi product commercial card programme implementations

•           Knowledge of Smart Data On Line Gen 2 (MasterCard) and or similar preferable

•           Knowledge of Card operating platforms e.g TS2

•           Self starter and proven ability to adapt to a changing / start-up environment

•           Strong presentation and communication skills , written and verbal

•           Strong  project management and time management skills , preferably Prince 2 qualified

•           Well-developed administrative & organisational capabilities

•           Strong sense of ownership and accountability

•           Strong problem solving and organisational skills

•           Strong client management skills

•           Proficient in Microsoft Project, Excel, Word and PowerPoint, as well as various web-based interfaces

•           Operations, customer service and/ or sales experience a benefit

Description:

To assist in the development of the Structured Trade & Commodity Finance business (STCF).

Focus on providing client/deal origination, structuring expertise and relationship management for the full range of commodity clients within the STCF portfolio.

Manage and grow a balanced commodity portfolio.

Identifying new structures and securing agreement to their provision.

Managing existing clients

Assisting in the identification of new clients.

Proactively identify external risks and keep stakeholders informed.

Proactively mitigate risk - e.g. acceptability and enforceability of security.

Work closely with the rest of STCF, Network Sales, Credit, Middle and Back Office, Legal and Compliance locally and globally.

Ensure appropriate analysis and clarity in respect of required/requested facilities.

Maintain high working standards in relation to due diligence on trade transactions.

Provide input for the improvement of the written processes and procedures that STCF will write and maintain

Proactively research and create target customer lists for new business in conjunction with the head of STCF.

Identify priority customers to assess their present and potential contribution. 

What will you need?

Organisational skills

Technical Trade Product and Structuring skills

Credit risk skills - ability to write and present complete credit applications.

Excellent Operational Risk skills

Excellent communication skills at all levels

Presentation skills to help gain acceptance to solutions, both internally and externally

Ability to think creatively and identify innovative solutions

Ability to react positively under pressure and identify appropriate solutions

Ability to identify new risks and propose solutions to remove or mitigate the same

Sound knowledge of Transactional & Structured Trade Commodity Finance.

Sound knowledge of Commodity Finance including the Futures and Terminal markets

Detailed knowledge of Trade and International payments

Knowledge of UK Law as it applies to Trade Finance

Knowledge of European, US Law and other jurisdictions as they apply to Trade Finance

Understanding of KYC / AML

Knowledge of Credit analysis and controls

Understanding of Operational Risk and rigour processes, procedures, tools and practices within UK Banking

What you will get in return?

As a member of the team you will enjoy a highly competitive salary and an attractive benefits package including a private pension scheme, medical cover, territorial allowance and numerous lifestyle benefits.  Your will be based in a state of the art building in the heart of Canary Wharf where you will enjoy an onsite health, beauty and fitness salon, subsidised restaurant and coffee lounges and impressive break out atriums for meetings.  The bank is dedicated to your learning and development needs to complement your career aspirations

Overall Job Purpose

As a Relationship Director in the Bank you have responsibility for:

•           Providing excellent customer service and building deep customer relationships

•           Managing a portfolio of mid-to-large sized customers, to maximise sustainable income

•           Developing your portfolio through increasing wallet share and winning new  business

•           Ensuring effective risk management of existing customers and new opportunities 

Key Accountabilities & approximate time split (%)

Customer Sales & Service- 60%

Delivering against financial and customer objectives, by:

•          Focusing on our existing customers to provide excellent service and be recognised as a trusted advisor.

•           Building and developing KBI networks

•           Targeting prospective customers to develop new relationships and win new business

•           Working with Marketing to raise profile in the external market

•           Working with industry specialists as appropriate for solution delivery

•           Working with product partners and the wider Group to increase wallet share

•           Working with credit colleagues to structure solutions

•           Adherence to pricing policies for debt, credit balances & money transmission

•           Using prioritisation model to ensure regular contact with customers, including strategic annual review, service meetings, complaint resolution, etc.

Using Sales Playbook to follow customer centric and professional sales process, including:

o          Meeting preparation

o          Developing deep understanding of customer

o          Effective negotiation, pricing and due diligence

o          Becoming your customer's trusted partner

o          Accurate and timely pipeline completion

o          Complete call reports for all meetings

o          Wallet Share Plan and Customer Account Strategy Plan for all customer 

Risk Management & Control - 30%

Delivering against risk objectives, by:

•           Ensuring effective risk management of portfolio

•           Operating in accordance with BCB risk appetite and lending procedures

•           Taking ownership of high quality objective credit applications, ensure robust ongoing monitoring and control and that sound judgement is exercised at all times.

•           Ensure high standards of data quality are maintained at all times

•           Working to continuously improve credit knowledge and expertise

•           Building an effective working partnership with credit colleagues

•           Ensure compliance with mandatory Risk policies and procedures relating to credit conformance and regulatory, operational, legal risk and Financial Crime.

•           Managing 'Early warning list' customers to reduce risk, ensuring proactive and timely referral to Credit and Business Support colleagues. 

Team Working - 10%

•           Support, coach  and develop team members

•           Seek, share and embed best practice both regionally and nationally

•           Participate fully in your Performance Development, continue to proactively develop yourself and undertake relevant training (including sales process, product, industry, etc).

•           Contribute fully to the team EOS plan

•           Make an active contribution to BCB at a local, regional and national level

•           Support and further BCB's position in the local community

Person Specification      

Competencies 

•           Commercial Effectiveness: Including Client /Customer Focus and Commerciality

•           Control Environment: Including Risk Management

•           Business Skills: Including Deliver Solutions and Decision Making

•           Management & Leadership: Including People Development

•           Personal & Interpersonal Skills: Including Communication & Influence and Collaboration

•           Technical Knowledge

Technical Skills:

•           Sales

•           Networking

•           Communication (including presentation skills)

•           Negotiation

•           IT

•           Credit

Knowledge and Expertise

Knowledge of the Bank's products, services and policies required to undertake the role:

•           Detailed knowledge of income drivers

•           Knowledge of BCB products and propositions

•           Credit risk management expertise - expected to complete risk accreditation to completed within 12 months of being in role and any other targeted learning or annual accreditation and apply the skills to a high level on a daily basis

•           An understanding of policies and procedures across the Group relevant to BCB market.

•           Up to date knowledge of BCB's competition

•           Comprehensive understanding of the impact of economic environment on customer's needs and business.

•           Comprehensive knowledge of mandatory Risk policies and procedures relating to credit conformance and regulatory, operational and legal risk.

Other requirements specific to the role:

•           The job holder will be required to undertake a significant number of visits to customers at their own premises, requiring a high degree of mobility around the designated "patch".

•           Undertaking or having completed Credit Skills Development or ifs School of Finance examinations, or equivalent, would be an advantage as the jobholder will be expected to completed CSD and risk accreditation within 12 months of being in the role

Allemby Hunt is working with a global insurance broker to find an experienced compliance officer to become part of their industry leading marine division. This is an excellent opportunity for a candidate with a regulatory body/consultancy/accountancy/or legal background to be responsible for all compliance matters within the marine division.

A key responsibility of this role is to monitor the unit against the relevant guidelines and policies and where necessary implement structural changes to procedures. In an advisory role the ideal candidate will produce and communicate key guidelines and training to the business unit ensuring that it is in a suitable format for the target audience. On a regular basis a requirement of this role will be to liaise with senior management, as well as other relevant business functions, to report on the progress and performance of the business unit's compliance performance. Such a position will require a team player with a strong legal background and demonstrable experience dealing with sanctions across multiple regions.

This is a rare opportunity to take ownership of the compliance function for a division of a global insurance broker and has an attractive salary in the range of £60k plus benefits

A City based bank is currently recruiting for a Senior Credit Manager with in depth knowledge of emerging markets business, specifically CIS and Eastern Europe.  You will be jointly responsible for monitoring and managing the credit quality of the portfolio and continually monitoring and assessing individual projects and counterparties.  Due to the diverse nature of this opportunity you will ideally have experience of corporate and financial institution credit risk analysis, have previous experience of credit workout/corporate recovery and previous transactional banking experience. 

You will be required to have direct impact on current and future internal credit policy and methodology and assist in preparing relevant documentation used for reporting to the Board.  You will be a strong communicator and have previous experience presenting to senior stakeholders and clients. 

Please submit your CV for further details

Allemby Hunt is working with a Global Brokerage firm in the City who are currently recruiting for a Senior Credit Risk Analyst who has significant experience analysing Hedge Fund counterparties.  You will be responsible for a portfolio of 100+ funds, primarily comprising of unregulated Hedge Funds, regulated Asset Managers and Trading Advisors.

You will be responsible for  reviewing new and existing client files and approving credit limits by performing detailed credit analysis across the client's full product range which includes OTC cash FX, SWAPS, fixed income securities, equities, securities financing and cash management products. You will support the credit manager and team to manage workflows and credit priorities as they arise, be able to conduct client due diligence at client premises and manage high risk situations to the company.

You will ideally be degree educated and have 3 years minimum experience within similar organisations, with a detailed understanding of identifying and managing credit risk created by swaps, options, repos, and OTC transactions. Please submit your CV for consideration. 

My client is a leading full-service Global Bank who are currently recruiting for experienced Investment Banking Auditors to work within Internal Audit.

You will be joining a small team focused on performing reviews of a wide range of front office products including Fixed Income, FX, Equities, Derivatives, Commodities, and Swaps. As well as all key Capital Markets related business processes, internal control system, and associated products and portfolios.

You will have the opportunity to work across all product types and business processes including Front Office (sales, trading and structuring), Middle and Back office (trade processing - settlement)

There is little to no travel involved in this role and you will be based from their City of London offices.

This role will give you the opportunity to work at a bank diverse and complex business processes and it represents an ideal role for ambitious candidates who are looking to build a profile and credibility in Capital Markets.  Especially if you have come from a Big 4 firm and looking for your first move into Investment Banking.

Candidates will be expected to have practical knowledge of Capital Market products and their associated risks.
In depth product knowledge of equity, derivative and fixed income trading, and the practical front office usage of the related trading systems, would be expected.
Successful applicants will also hold an accounting qualification such as ACA, CPA, CA, ACCA, CIMA or equivalent and will be performing a similar role within a bank or Big 4 firm.

My client is currently interviewing for this role and please contact me to learn more details

Allemby Hunt is currently engaged by their client, a European banking group, to find an Application Auditor for their Investment Banking arm.

Joining a team in London, you will be responsible for conducting hands on audits of trading and treasury systems as well as

You will be working closely with senior stakeholders in the business, typically at Head of Technology level as well as increasing your knowledge of investment banking business processes.

The successful candidate will have experience of auditing the following systems and application within Financial Services:

SAP

Credit/Market/Operational Risk Systems

Trading, Middle Office, Back Office or Settlement Systems

SWIFT, BACS, CHAPS

Mortgage / Current Account / Savings

Additionally, you will have had experience of auditing the following business processes

Finance

HR

Risk Management

Trading and Treasury

Payments

And Retail Banking

Candidates will hold an IT Audit or IT Security qualification such as CISA or CISSP and have gained experience within investment banking or financial services.

To apply for this role please forward a CV and a covering letter detailing your relevance for the job

Allemby Hunt is currently engaged by their client, a major global broker dealer firm, to assist in the search for a new Head of Market Risk & Portfolio Analysis.

The role holder will be responsible for the oversight of the day to day running of a team of analysts, providing a robust governance culture for market and financial risk monitoring (counterparty, market and liquidity risk monitoring). In addition to this responsibility, the role holder will be tasked with ensuring all policies, procedures and methodologies are not only implemented, but also fit for purpose.

The role will involve significant interaction with Senior Management, with reporting lines to the UK CRO, the Global Head of Market Risk and the Global Head of Counterparty Risk, as well as sitting on the UK Risk Committee as well as the Global Market Risk Committee.

The ideal person for the role will have had experience from a Risk background preferably from an interdealer or prime brokerage team or institution. This will be in addition to good knowledge of Investment Banking products and processes, Market Risk Methodology (mathematical and statistical valuation, pricing methods etc.).

This role offers a generous base salary and package into 6 figures for the right candidate.

To apply for this role please forward a CV and a covering letter detailing your relevance for the job

Are you currently working within Internal Audit, IT Audit or External Audit and looking for a new role in 2012?

As a result of internal auditors moving out into the business, my clients are looking to bring on board the next intake of talented auditors.

These clients consist of leading investment, corporate and retail banks, asset management and insurance companies, which will be recruiting throughout 2012.

There will be a number of opportunities within the Internal Audit and IT Audit teams of these global organisations.

Ideally candidates will hold an accounting qualification such as ACA, CPA, CA, ACCA, CIMA or equivalent.

And for IT Auditors, you will hold a CISA qualification.

Experience of working with, or at a Financial Services firm is highly beneficial as well as the ability to travel.

Feel free to contact me on how you can progress your career in audit in 2012

Allemby Hunt have been engaged by their client, a leading player in global banking and markets (with particular focus on emerging markets), in the search for a Quantitative Analyst. The role sits within their Quantitative Model Risk team, which has responsibility for the banks internal models.

The responsibilities of the role will include the review and validation of the banks' internal models as mandated by policy, working closely with the model developers. This role is vital in ensuring compliance with policies and methodologies, utilising knowledge of local and global regulatory requirements.

The ideal candidate will be educated to at least MSc level in a quantitative subject (Mathematics, Statistics, Sciences), with strong analytical skills and knowledge around topics to include stochastic calculus, Monte Carlo simulations and PDE modelling. Experience of developing and validating derivatives pricing models would be key to securing the role, as well as strong software programming skills using C++ in particular.

To express interest in this role please send your CV with a covering email stating your relevant experience to nicholas.obileye@allembyhunt.co.uk

My client is an International banking group and they are currently recruiting a MI reporting and Financial Planning Manager for their London office.

Your primary responsibility will be the production of Management Information, enhance forecasting and improve transparency of the bank.

Working within a close knit team, you will work closely with senior stakeholders in Treasury, Corporate Banking and Private Banking and will provide challenge and support to these business units.

The successful candidate will ideally hold an accounting qualification e.g. CPA, ACCA, ACA,CIMA

You must also have banking environment within revenue and cost side, (inc. budgeting & forecasting) and proven experience in adding value to existing reporting.

Additionally, you will be required to have a strong knowledge of Hyperion, Essbase and Smartview.

This is an urgent position and interested candidates are recommended to contact me for more details and possible interviews

A leading banking institution is currently recruiting for an experienced Quantitative Analyst to join itsLondonbased Counterparty Credit Risk Analytics team.  You will be responsible developing and enhancing exposure models and related tools i.e. a RAROC calculator and responding to questions/queries on reported exposures.  You should have diverse experience dealing with credit exposure models for a range of capital markets products, specifically credit derivatives and/or interested rate derivatives.

Due to the highly quantitative nature of this role a strong academic profile is sought after, ideally a PhD or MSc in a mathematically related discipline.  You will have detailed knowledge o broad range of financial products and be able to explain the effects and nuances of complex mathematical models to non technical users.  You will have strong communication skills and solid technical capabilities (Excel & VBA to macro level).

If you are interested in learning more about this opportunity, please submit your CV for consideration

A leading global banking group is currently looking for a Counterparty Credit Risk and Basel II/III specialist to join a newly established team based inLondon.  The team is responsible for effective management of economic and regulatory capital across the group and assisting in the implementation of associated initiatives. 

You will have detailed regulatory knowledge and experience developing and implementing polices and procedures at group level.  You should possess exceptional communication and influencing skills and have recent experience dealing with senior stakeholders and regulatory officials.  You should be highly analytical and have previous experience preparing written reports for executive and board level individuals. 

For more information please submit your CV

Allemby Hunt have been engaged by their client, a leading Wealth Management brand, to assist in finding a Programme Manager to join their Change Management team, specifically covering their Products & Services workstream. This team covers a large portfolio of complex projects geared toward a whole scale transformation of the offerings in this area.

The role requires a candidate who can leverage previous experience within the Change Management field, with a particular preference for exposure to clients within Wealth Management, however experience within any financial services area would be applicable. Additional experience with various investment banking products and asset classes would be ideal. The role will require the holder to support and lead the end to end programme delivery lifecycle, leading the activity of a large resource base in multiple projects.

There are additional positions available on this transformation/change programme for Senior Project Managers and Project Managers who have similar exposure to that detailed above.

To be considered for these roles please send a current copy of your CV with a covering letter giving clear details of your suitability for the role to nicholas.obileye@allembyhunt.co.uk

The client has one of the largest financial services networks in the world and this high visibility role within its Global Transaction Services business offers an outstanding opportunity to work in a genuinely dynamic environment.

The successful candidate will have the operational lead across a major valuations department, producing prices and NAVs for UK clients.  The department sits within the centre of operations and services to UK funds industry clients, which has major outsourcing clients and an expanding book of clients in receipt of administration and accounting services. 

To take on this considerable challenge, you will require significant managerial experience gained within a large valuations department and strong leadership and operations skills complemented by knowledge of/exposure to the UK/European funds industry.  This experience is likely to have been acquired in a third party provider, asset manager or insurer.

This Director-level position will be responsible for the Product Management function, which comprises UK TA and Fund Accounting.  Candidates will be senior business managers either with a background in the provision of fund accounting and transfer agency services to the UK insurance and investment funds industries or relevant experience gained in banking and/or insurance.  Additionally, the capacity to manage multiple P/Ls for UK investor clients, experience of operating effectively in a complex matrix environment spanning multiple jurisdictions and within this, managing a large number of direct and indirect staff, as well as the personal credibility and high-level communication skills to lead senior-level interaction with internal/external stakeholders are absolute prerequisites.

This is a very high-profile and hands-on role (as opposed to strategic), which will provide the appointee with a daunting challenge and a very exciting opportunity to establish his/her reputation in this dynamic business.

Potential candidates must have an established track record of managing very significant teams to meet key deadlines and achieve objectives within a financial services operations environment, such as a successful background in large-scale, complex project delivery.  Specific experience of the UK funds or insurance industries would be highly-relevant and WRAP expertise/knowledge is essential, but it is unlikely that anyone with less than 15 years' broad-based, sharp-end experience in financial services will have the depth of knowledge and understanding required or will have developed the personal credibility to carry both customers and stakeholders with them. 

This is a new, Glasgow-based position within the Transfer Agency  department in Funds Operations for a global financial services business.  It is a managerial role, reporting to the Operations Manager for the UK Transfer Agency business; responsibility is for for the day-to-day management of 10 - strong  team, which is likely to grow quickly,  encompassing the management of client relationships and people management.  The team provides shareholder servicing to a number of key Transfer Agency clients, including handling all incoming/outgoing correspondence with shareholders and the good order review of all shareholder instructions.  It also acts  as a primary contact for Transfer Agency clients for queries and initiatives and is responsible for all agent set-up, commissions, retrocession and distribution management.

Candidates for this demanding position will  require a minimum of 7 years' experience in a customer-facing role in either Transfer Agency or another appropriate background, but direct experience within a UK Transfer Agency environment, providing clear understanding of UK Transfer Agency process and the systems used - candidates ideally should be familiar with UK & Offshore European/US trading and clearing platforms (e.g. Fundsettle, Euroclear, Vestima, EMX, Calastone and the NSCC) - will be key .  A successful 5-year track record managing people directly is also a prerequisite.

The appointment will be made at AVP/VP level depending on experience and will be rewarded with the type of package associated with a major global institution.  A Supervisory position in the same department is also available.

Credit Administration Officer

£20 - £25 per hour

My Client, an Investment Bank based in the heart of the City, has an urgent opportunity for a Credit Administration Officer to join the team, initially as a contractor, with a view to going permanent.

The successful candidate will already have previous Credit Administration experience with exposure to Limit Management, Covenant Tracking/Management, Facility and Security Documentation, facility agency and loan administration with knowledge in Treasury, Capital Markets and Trade.

The Credit Administration Officer is responsible for:

-        the management of the Bank's counterparty risk exposure databases including limits management, collateral management, covenant diary, financial information due diary and the identification, analysis and reporting of associated anomalies on timely basis

-        the role of Facility Agent where the Bank is so appointed, ensuring all duties and responsibilities are undertaken in accordance with the facility agreement for the management & control

Qualifications/Experience Required:

-        4-5 years' experience in general credit administration with core strengths in limit management, covenant tracking/management, facility and security documentation, facility agency and loan administration

-        Strong product knowledge in Treasury, Capital Markets and Trade

-        Strong Excel skills - formulas, pivot tables, LookUps

-        Strong database management experience (Hyperion/Business Objects/SQL)

This role is to start ASAP as a contractor with a view to going permanent soon afterwards.  If you have the above skills and experience, please apply today or call Dee Savjani on 020 3206 1916.

£30 - £35 per hour

My Client, an Investment Bank based in the heart of the City, has an urgent opportunity for a Senior Credit Analyst to join the team in London as a contractor.

The Senior Credit Analyst prepares written Credit Analysis reports on new lending proposals and annual reviews, to evaluate the credit risk involved in extending facilities to individuals, corporations, financial institutions and public organisations. 

The Credit Analyst also has the role of observing quality and service levels set for the department.

The ideal candidate will be helping with a recently increased workload in the London Analyst Team, and may also be able to assist the Frankfurt office with some work on the current German Portfolio.

To be considered for this role, you will have experience in classic Corporate Banking transactions, most of the transactions are Vanilla and the typical client base includes corporate clients (mid-size to blue chip). 

You must have prior experience in similar transactions.  German language skills would be advantageous but not essential.

This assignment is to start ASAP and will be for a minimum of 3 months, possibly longer.

Key duties:

• Preparing analytical reports assessing the level of risk in the extension of new credit facilities
• Review/renewal of existing facilities in accordance with the bank's Standards and procedures. 
• Spreading the financial statements, analysing the risk, and writing of the credit recommendations, for complex credits.
• Preparing analytical reports assessing the level of risk involved in new and existing credit.
• Conducting political and economic analysis of assigned countries.
• Review MIS reports to ensure robust exception controls.
• Contact banks, trade and credit agencies and others to obtain credit information.
• Visit existing clients of the bank to improve understandings of their operations and finances.
  Maintaining and updating files with information on borrowers.
• Observe the departmental quality standards on service level agreements and participate in enhancing these standards.
• Assist in carrying out any special project as assigned by Head of department.

Salary: £300 per day

FATCA is US legislation designed to discourage Tax Evasion. Compliance with this legislation requires Banks to implement Group-Wide changes and policies. This City Bank is looking for a PMO support to work alongside the Tax & Accounting Specialists on multiple workstreams.

JOB DESCRIPTION:

Programme Office Manager for the US Tax Evasion Programme.
(The Foreign Account Tax Compliance Act is US legislation intended to discourage tax evasion from assets held overseas by US persons. It is high profile within the US government's agenda and requires banks to identify US customers and provide information periodically to the US authorities. This will require a complex, Group-wide programme of work with technical, legal and logistical challenges. Non-compliance will attract financial sanctions and reputational risks).

KEY RESPONSIBILITIES:

* Provide the Programme Manager and team with support on planning and monitoring of progress, risks and issues.
* Set up and manage the administration of the Programme - plans, library, communications etc. - and prepare management reports.
* Provide project management support to impact assessment and other analyst tasks.
* Contribute to the development of key strategies for the Programme, including country engagement, assurance and transition to BAU operations.
* Be the Programme's Finance Officer, liaising with Group Finance and managing costs (internal and from suppliers), PARs and business cases across the Programme.

SKILLS REQUIRED:

* Disciplined and organised with good communication skills.
* Experienced in coordinating multiple parties across the Bank on projects or complex tasks
* Experience using Sharepoint
* Preferably some awareness of regulatory, legal and compliance matters.
* Preferably experienced on project methodologies and tools.
* Numerate and aware of financial control methods.
* Flexible and responsive to handle an evolving scope of work and priorities

This is a great role for an experienced PMO support who is happy supporting various project streams, but also wants to engage with Stakeholders and internal teams. You will be required to use Sharepoint on a regular basis.

The role is based in a dedicated PMO team, but this project will be sitting with the Accounts, Finance and Tax specialists.

If you fit the bill and are immediately available, please apply today or contact Dee Savjani on 020 3206 1916.

My Client, an Investment Bank based in the heart of the City, has an exciting opportunity for a Credit Risk and MI Analyst to join the team, for an initial 6 month project.

The successful candidate will be responsible for supporting the Senior Credit Risk Manager in the independent oversight and challenge of Credit Risk.  You will be improving quality and timeliness of data and management information, including automation of reporting.

Key Accountabilities:

• Replace the current manual and Excel-based processes with processes that depend on data extracts from the data warehouse and require little or no manipulation after extraction.
• Automate the production of required reports / schedules in order to substantially reduce the time required to produce these.
• Agree common reporting formats with other stakeholders in order to reduce time spent on manual tasks
• Automate the distribution of Risk Department Credit Risk reporting to other stakeholders within the Bank
• Support Senior Credit Risk Manager in the production of risk limits, and alignment to Risk Appetite
• Assist in the development of key performance / risk indicators and targets, limits and thresholds.
• Support the development of tools for Credit Risk stress testing and scenario analysis, executes the tests and analyses results.
• Coordinate Risk Dashboard pack, which summarises key Credit Risk data, for presentation to Executive and Senior Management Committees. 
• Prepares high-level Credit Risk reporting and MI, e.g. dashboards and enhances Market and Liquidity Risk MI, though also continually looks to move reporting into Line One.

Skills required:

• Understanding of Credit Risk
• Ability to organise, understand and interpret large volumes of complex data
• Highly numerate
• Strong spreadsheet and presentation (Powerpoint) skills
• Understanding of Credit Risk stress testing approaches
• Experience with the following specific software packages would be seen as an advantage:
• Hyperion
• Essbase
• Oracle Web Reporting
• SQL databases
• OpenLink Findur
• Misys Equation / Kapiti

This assignment is to start ASAP and will be for a minimum of 6 months 

If you have experience in the above, please apply today, or call Dee Savjani on 020 3206 1916

Location: Surrey

£9 ph Temp

Job Description:

This is a fantastic opportunity to begin work with a leading Global Investment Manager within Client Services.

The role is to work in Phones environment, taking inbound calls and advising private clients and Independent Financial Advisors on current funds and products.

You will be given extensive training on Products when you start, followed by a series of workshops as you progress.

You will require excellent communication and organisational skills, together with strong attention to detail. You will be expected to work under your own initiative and also be comfortable representing the Contact Centre throughout the Business.

Requirements:

• Previous financial services and customer service experience is beneficial.
• Confident manner on the phone.
• Excellent planning, prioritisation and organisational skills.
• Analytical, excellent attention to detail and accuracy.
• Ability to communicate effectively.
• A positive attitude at all times, approachable and professional.
• A-Level (or equivalent) standard educated, advantageous.
• Willing to undertake overtime when needed, including participation in weekend rota.

This role is based in Surrey, about 35 minutes from London Bridge by Train.  It is a temp role of 3 - 6 months initially

My client is a long-standing Private Bank, based in Mayfair, looking for a Credit and Counterparty Risk Manager to join their team for an initial 3 month contract.

Objective:

To provide independent credit and counterparty risk management and control within the defined risk appetite.

 Key Responsibilities:

• Maintaining and developing an effective credit & counterparty risk management framework to enable articulation of a meaningful risk appetite and management of risks.
• Prepare, process and analyse all daily, weekly, monthly and ad-hoc management reports for management review including escalation.
• Oversee the credit & counterparty risk arising in the Treasury unit including positions and unwanted concentrations,
• Review and approve credit & counterparty limits at counterparty, sector and country level.
• Ensure fit-for-purpose analytics for credit & counterparty risk including exposure, VaR, sensitivity and stress testing capabilities are in place either internally or via third-party suppliers and working effectively.
• Oversight of the lending books including the mortgage loan portfolio.
• Assist in development of specific analytics for the mortgage loan portfolio (rating, default probability, expected loss).
• Develop an oversight program for independent oversight of adherence to credit & counterparty risk targets in the investment management activity.
• Provide clear, effective and timely analysis and advice to colleagues and the CRO enabling clear risk-based assessment and decision-making.
• Provide decisions on credit and counterparty issues within signing authority of this role.
• Provide general assistance for the development of the Risk Function including on-going projects, streamlined procedures, data quality and reporting.

Additional Responsibilities:

• Direct reports based in Jersey  and part of a senior three-person team reporting to the CRO.
• Responsibility for the whole of group counterparty and credit risk globally.  
• Can take operational decisions - would need to refer strategic decisions to the CRO.
• Secretary and key contributor to the Treasury Management Committee.
• Establishing, monitoring and managing  counterparty limits across the group (all businesses, all locations 

Skills required:

• Counterparty risk analysis
• Credit methodology
• Presentation skills
• Capital requirements
• Credit Risk experience ideally including counterparty credit risk analysis and approval. 

Interviews are to be held next week so please apply immediately or call Dee Savjani on 020 3206 1916 

London City

£700 per day

A European Financial House, based in the heart of the City, is looking for an experienced Project Manager to work on a Revenue Project across all Asset Classes.

Working within the Sales Facilitation Group, the Project Manager will cover the following topics:

- Coordinate workshops (Fixed income, FX, Equities, Listed derivatives - clearing and execution -, Metals) with various participants;
- Draft minutes and collect all needed information related to P&L production;
- Identify data mapping and reconciliation with Finance data;
- Draft functional specifications
- Identify leverage with other PMO in AMERICAS.

KEY RESPONSIBILITIES:

- Liaise with various players to gather and rationalise revenues generated in the zone.
- Draft documents related to data flow: identification of connection constraints, potential mapping issues, accuracy and completeness of data.
- Prepare, review and analyse data flows.
- Discuss with participants potential allocation rules: elaborate and draft a proposal in order to allocate revenues at a client level.
- Prepare work papers supporting all reportable information.
- Organize and animate various forums: project local steering committee, workshops, etc.
- Participate to global steering committees.
- Ad hoc requests for information.
- Draft all functional specifications, supervise drafting of technical specifications (in liaison with Finance department), and size the needs for developments in the system.

SKILLS AND EXPERIENCE NEEDED:

- Seasoned Professional with 5 years' experience minimum in Banking / financial industry and Project management
- Strong financial instruments knowledge
- Skilled at handling tight deadlines with ability to juggle multiple priorities
- Strong problem solving skills
- Fluent in English
- Proficiency in the use of Microsoft Office

The level of autonomy in this role is strong. The position reports directly to the Client Portfolio Management Head and requires the individual to work independently as well as receive instruction on goals and objectives.

If you have the above experience and would like to play a major part in a new Revenue Rationalisation project at this bank, please apply today or call Dee Savjani on 020 3206 1916 for a confidential discussion

London City

£250 - £300 Per Day 

A European Financial House, based in the heart of the City, is looking for an experienced Credit Risk Analyst with experience of working with non-complex Hedge Funds.

Key Responsibilities:

• Review existing and new client files and make credit approval decisions within the scope of responsibility.
• Evaluating credit and transaction risk profile by performing detailed credit analysis.
• Assessing counterpart risk and establishing credit lines (trading limits) and accomplishing financial analysis of various types of counterparties.
• Manage own portfolio of clients, which can be up to 120 Funds.
• Deliver recommendations to the Credit Committee for requests that fall outside of guidelines according to credit policy.
• Develop and maintain strong client relationships that are approved for credit.
• Exposure Management: Collaborate with reporting analysts and the Market Risk team to manage high-risk situations to protect the company.
• Enhance and standardise reporting tools as markets and products evolve globally.

Experience Required:

• Industry experience, with a concentration in credit analysis covering futures and options, OTC cash FX, SWAPS, fixed income securities, equities, securities financing and cash management products.
• Detailed understanding of identifying and managing credit risk created by swaps, options, repos, and OTC transactions.
• Experience in dealing with trading entities as credit counterparts, legal structures, risk etc, due diligence, credit rating, etc.
• Strong analytical and quantitative skills.
• Understanding of credit management principles, concepts, practices, and standards and the ability to apply them to business requests and situations.

Technical/Systems Knowledge:

• MS Excel (VB/macro, pivot table skills)
• MS Word
• MS Access
• Value at Risk Calculation (preferred but not necessary)
• Open Bloomberg (preferred but not necessary)
• Hedge Fund trading strategies

If you have relevant experience focusing on Credit Analysis of Hedge Funds, please apply today or call Dee Savjani on 020 3206 1916 for a confidential discussion

£450 - £650

My client is a highly regarded Global Consultancy which is recruiting for 2 Project Managers with strong backgrounds in Retail Banking, Operations, Payments or Cards/Cash.

You will be working for an international Investment Bank on a fantastic Outsourcing/Migration project with a lifecycle of 2-3 years.

Skills required:

• Strong background in Operations, Payments or Cards/Cash.
• Strong Project Management skills, with experience in similar Transformations/Change projects.
• Confidence and experience to speak to Senior Heads.
• Be able to demonstrate previous working within a program and provide assurance of delivery.

The initial contract will be 6 months and the start date is ASAP.

If you have the above skills and experience and can start a new role in January, please apply today or call Dee Savjani on 020 3206 1916.

My client is an Alternative Investments Manager based in London. They are currently looking for consultant, or an experienced Fund Administrator to join as a consultant for a project to streamline Fund Admin processes and systems.

You will ideally have good experience from a leading External Fund Administrator, and will have developed to a senior manager level in your career. 

Key responsibilities will be:

• Review current procedures and practices and recommend changes consistent with best industry practice.
• Review valuation spread sheets for errors and investigate causes.
• Research and recommend new software to streamline fund admin.
• Implement and onboard any new fund administration software.

This role is to start ASAP so you will be immediately available and able to commit to a 2-3 month project at least.

If you fit the criteria above, please apply today or call Dee Savjani on 020 3206 1916.

• City Of London, London
• £250.00 - £340.00 per day

This is a fantastic role for an experienced PMO Assistant to work for the Risk team within a Global Insurance company.

The successful candidate will be acting as PMO Support within a Group-wide Solvency II Programme, reporting to the programme Manager, but also supporting the work stream leads.

You must have General Insurance experience as the role requires knowledge and experience of technical Insurance terms.

Key Duties:

• Support the Programme Manager and the workstream leads in relation to the Programme Management Processes
• Maintain the overall Programme Issue and Risk Register
• Maintain action logs for the Programme Management Committee
• Support plans by helping to prepare programme and workstream milestone plans in Excel and workstream plans in MS Project
• Drafting papers for the Solvency II Programme Board
• Producing copies of papers for the Programme Management Committee
• The role will also have responsibilities for arranging and supporting ad hoc workshops
• Specifying, designing and then supporting the implementation of improved risk reporting to internal stakeholders, in particular, to meet the ORSA requirements
• Working with Insurance and Operational Risk Management heads to understand, document and agree updated processes, policies and procedures.

Essential Experience:

• Programme Management Office Support with experience of working on an interim or contract basis
• Maintenance of Programme risk and issues registers
• Experience of working within General Insurance
• Awareness of Solvency II.

Please apply today or call Dee Savjani on 020 3206 1916

Major global wealth manager seeks highly sophisticated client relationship manager with extensive experience in the UK market, to be based in Geneva.

You will be responsible for the development and maintenance of long term client relationships in the Wealth Management segment and have an existing network of contacts and clients either res dom in the UK, or UK expats living internationally. You will have a large, self-built portfolio, from which you will be able to transfer a number of key client relationships.

Thanks to your in-depth knowledge of the market, your experience in coordinating and working in teams with colleagues from different businesses such as Investment Banking and Asset Management, and your thorough understanding of the local regulatory environment, you will be able to generate significant value for both your clients and the institution. You will be supported in your task by a first-class infrastructure and innovative products and services.

You will have a good chance of success if you are a client and service oriented person with the following key attributes:

• Proven track record in acquisition and development of Wealth Management client groups
• Experience in dealing with wealthy individuals
• In-depth knowledge of the UK market and its regulatory framework
• Knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management
• Familiarity with processes and procedures in a financial institution
• Stamina and determination to produce results
• Team player
• Well structured/organised and diligent approach to work

Our client can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Our client is an international private bank with offices in key financial centres around the world, driven by a commitment to excellence.  Expansion in the UK has created an opportunity for a senior relationship manager covering res non dom clients.

There are few institutions left which have not felt in a real sense the turmoil of the past few years, or seen it adversely affect their business and balance sheet. This is one of those few. An institution which has weathered the storm extremely well, coupled with an entrepreneurial and highly commercial business head in the UK and a need to grow presents a unique opportunity. 

The bank serves high net worth and niche corporate and institutional clients worldwide, has a broad and compelling product platform, good cross-selling and a very significant trust business.

You will have:

• Strong client relationships and a good track record of client acquisition and retention
• Focus will be exclusively on resident non domiciled clients
• A comprehensive understanding of the specialist needs of that client base
• A high level of credit and investment expertise
• An understanding of what sets relationship managers apart in the eyes of the sophisticated client.

The right individual knows what it takes to be successful in this market - if you're considering your options and would like insight into what else might be out there at the moment, please do get in touch for a confidential discussion.

Our client can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual.

Major private bank undergoing significant global expansion seeks highly sophisticated client relationship manager with extensive experience in the Middle East market, to be based in London.

Ideally you will have focussed on the GCC or UAE, and will be responsible for the development and maintenance of long term client relationships.  You will need to bring an existing network of contacts and be able to attract client assets in line with a three-year business plan.  You will currently be managing a large (£200mn+), self-built portfolio, from which you will be able to transfer a number of key client relationships.

Thanks to your in-depth knowledge of the market, your experience in coordinating and working in teams with colleagues from different businesses such as Investment Banking and Asset Management, and your thorough understanding of the local markets, you will be able to generate significant value for both your clients and the institution. You will be supported in your task by a first-class infrastructure and innovative products and services.

You will have a good chance of success if you are a client and service oriented person with the following key attributes:

• Proven track record in acquisition and development of Wealth Management client groups
• Experience in dealing with wealthy individuals
• In-depth knowledge of your regional market
• Knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management
• Familiarity with processes and procedures in a financial institution
• Stamina and determination to produce results
• Team player
• Well structured/organised and diligent approach to work

Our client can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual

Major private bank undergoing significant global expansion seeks highly sophisticated client relationship manager covering European clients, with particular interest in UK res non dom.

You will be responsible for the development and maintenance of long term client relationships.  You will need to bring an existing network of contacts and be able to attract client assets in line with a three-year business plan.  You will currently be managing a large (£200mn+), self-built portfolio, from which you will be able to transfer a number of key client relationships.

Thanks to your in-depth knowledge of the market, your experience in coordinating and working in teams with colleagues from different businesses such as Investment Banking and Asset Management, and your thorough understanding of the local markets, you will be able to generate significant value for both your clients and the institution. You will be supported in your task by a first-class infrastructure and innovative products and services.

You will have a good chance of success if you are a client and service oriented person with the following key attributes:

• Proven track record in acquisition and development of Wealth Management client groups
• Experience in dealing with wealthy individuals
• In-depth knowledge of your regional market
• Knowledge of banking products and services, particularly in the area of Wealth Management, but also in Investment Banking and Asset Management
• Familiarity with processes and procedures in a financial institution
• Stamina and determination to produce results
• Team player
• Well structured/organised and diligent approach to work

Our client can offer you an environment geared towards performance, attractive career opportunities, and an open corporate culture that values and rewards the contribution of every individual