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Global Banking & Markets, Private Investor Product Group, Associate, Tokyo at Goldman Sachs
Minato-ku, Tokyo, Japan - Full Time
Skills Needed
Team Player, Technical Skills, Communication Skills, Attention To Detail, Multi Tasking, Work Under Pressure, Spreadsheet Proficiency, Presentation Skills, Derivatives Knowledge, Client Interaction, Trade Ideas Presentation, Pricing Execution, Infrastructure Project Leadership, Vba Skills
Specialization
Candidates should have a relevant bachelor's degree and a strong interest in global financial markets and derivative instruments. Excellent communication skills in both Japanese and English, along with a solid work ethic and attention to detail, are essential.
Experience Required
Minimum 2 year(s)
Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ e at MUFG Investor Services
Dublin, Leinster, Ireland - Full Time
Skills Needed
Client Onboarding, Private Equity Funds, Fund Accounting, Nav Processes, Project Management, Client Relationship Management, Internal Systems Expertise, Due Diligence, Compliance, Customer Service, Stakeholder Management, Hedge Funds, Traditional Funds, Auditors Liaison, Custodians Liaison
Specialization
Candidates must possess a minimum of five years of experience within the funds industry, specifically with proven experience in the Private Equity space and project leadership roles, preferably in client onboarding. A third-level qualification or undergraduate degree is desirable, alongside a strong client focus and relationship management abilities.
Experience Required
Minimum 5 year(s)
Vice President / Director, Structured Finance, European Private Investments at Arena Investors I Quaestor Advisors
London, England, United Kingdom - Full Time
Skills Needed
Structured Finance, Asset Based Investments, Cashflow Modeling, Investment Memos, Legal Documentation, Market Trends, Business Development, Team Leadership, Mentorship, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Collaboration, Integrity, Work Ethic
Specialization
Candidates should have approximately 7 to 9 years of experience in structured finance loan originations, with a preference for expertise in underwriting consumer and/or commercial credit transactions. A Master's degree is preferred, but a Bachelor's degree with relevant experience is acceptable.
Experience Required
Minimum 5 year(s)
International Private Bank, Analyst - China Market, based in Singapore at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Interpersonal Skills, Communication, Analytical Skills, Problem Solving, Organizational Skills, Multitasking, Financial Markets Interest, Macro Level Economic Trends Interest, Relationship Building, Sales Capacity, Collaboration, Inquisitive, Pro Active, Judgment, Discretion, Mandarin Fluency
Specialization
Candidates must possess a Bachelor's degree in any discipline and a minimum of one year of experience in the banking industry, along with exceptional interpersonal, analytical, and problem-solving skills. A genuine interest in financial markets and a desire to work in a client-facing sales capacity are also required.
Relationship Manager - Ultra HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Ultra Hni
Specialization
The primary requirement for this role is to serve as a Relationship Manager specializing in the Ultra HNI segment. While specific qualifications are not detailed, the title implies significant experience in private banking and client relationship management.
Experience Required
Minimum 5 year(s)
Relationship Manager - Ultra HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Ultra Hni
Specialization
The primary requirement for this role is to serve as a Relationship Manager specifically targeting Ultra HNI clients. The job title and short description confirm this specialized focus within private banking.
Experience Required
Minimum 5 year(s)
Head - Private Credit Risk Asset Management - Mashreq Capital.Treasury and at Mashreq Careers
, , United Arab Emirates - Full Time
Skills Needed
Credit Risk Management, Asset Management, Direct Lending, Asset Based Finance, Mezzanine Finance, Distressed Finance, Specialty Finance, Financial Due Diligence, Accounting Due Diligence, Market Analysis, Debt Market Trends, Investment Committee Recommendation, Term Sheet Negotiation, Documentation Negotiation, Risk Assessment, Reits
Specialization
Candidates must conduct thorough financial, accounting, and market due diligence for prospective borrowers and issuers in the Private Credit space. A key requirement is close coordination with numerous internal and external stakeholders during term sheet and documentation negotiation, with potential exposure to assessing risks for new products like REITs.
Experience Required
Minimum 5 year(s)
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Nagpur, maharashtra, India - Full Time
Skills Needed
Client Relationship Management, Financial Markets, Investment Products, Wealth Management, Asset Growth, Financial Solutions, Portfolio Management
Specialization
The ideal candidate must possess a deep understanding of financial markets, investment products, and client relationship management. This role requires an entrepreneurial, self-driven individual passionate about wealth management.
Experience Required
Minimum 2 year(s)
International Private Bank- Select and Central Team Lead- Executive Directo at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Wealth Management, Team Leadership, Financial Planning, Investment Management, Credit And Banking, Sales Management, Risk Management, Business Coaching, Relationship Management, Strategic Planning, Cross Border Banking, Asset Allocation, Mentoring, Critical Thinking, Business Acumen
Specialization
Candidates must have over ten years of experience in private banking or financial services with a proven record of leadership and risk management. A bachelor's degree is required, and the candidate must hold or be able to obtain Series 7 and 66 licenses within 90 days.
Experience Required
Minimum 10 year(s)
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Client Relationship Management, Financial Markets, Investment Products, Wealth Management, Asset Growth, Client Service, Financial Solutions
Specialization
The ideal candidate must possess a deep understanding of financial markets, investment products, and client relationship management. This role requires an entrepreneurial, self-driven individual passionate about wealth management.
Experience Required
Minimum 2 year(s)
Consultant Obstetrics Gynecologist - Reputed Private Healthcare Group at SearchPlus HR
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Obstetrics, Gynecology, Clinical Care, Surgical Skills, Hysterectomy, Laparoscopy, Antenatal Care, Intranatal Care, Postnatal Care, High Risk Pregnancy Management, Patient Counseling, Reproductive Health, Evidence Based Practice, Multidisciplinary Collaboration, Diagnostic Procedures, Clinical Decision Making
Specialization
Candidates must be European-based doctors with proven experience as a Consultant Obstetrics Gynecologist in private healthcare settings. Strong clinical and surgical skills, along with expertise in high-risk pregnancy management, are essential.
Experience Required
Minimum 10 year(s)
International Private Bank -Hybrid Professional for China Market (Based in at JPMC Candidate Experience page
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Private Banking, Client Relationship Management, Investment Analysis, Trade Execution, Know Your Client, Account Administration, Risk Management, Mandarin, Financial Services, Asset Classes, Portfolio Support, Regulatory Compliance, Stakeholder Management, Problem Solving, Communication Skills, Organizational Skills
Specialization
Candidates must hold a Bachelor’s degree in Finance or Business and possess at least 5 years of experience in private banking, brokerage, or trading support. Fluency in written and spoken business Mandarin is essential, alongside strong organizational skills and the ability to work under tight deadlines.
Experience Required
Minimum 5 year(s)
International Private Bank - Investment Professional for Hong Kong Market at JPMC Candidate Experience page
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Client Service, Relationship Management, Account Administration, Trade Execution, Know Your Client, Suitability Assessment, Risk Management, Asset Classes, Financial Analysis, Communication Skills, Problem Solving, Organizational Skills, Attention To Detail, Stakeholder Management, Regulatory Compliance
Specialization
Candidates must hold a Bachelor’s degree in Finance or Business and possess at least 3 years of experience in Private Banking, brokerage, or trading. Strong interpersonal skills, attention to detail, and the ability to work under tight market deadlines are essential.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Infrastructure Investing, Private Equity Associa at Goldman Sachs
New York, New York, United States - Full Time
Skills Needed
Financial Analysis, Modeling, Investment Acumen, Communication, Writing Skills, Problem Solving, Relationship Building, Multi Tasking, Detail Orientation, Self Direction, Judgment Formation, Adaptability, Teamwork
Specialization
Candidates should have 2-4 years of experience in investment banking or private equity and a bachelor's degree. Strong financial analysis skills and the ability to adapt to various industries are essential.
Experience Required
Minimum 2 year(s)
International Private Bank, UHNW Wealth Advisor, South East Asia (based in at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Advisory, Estate Planning, Trusts, Fiduciary Services, Cross Border Planning, Taxation, Client Relationship Management, Interpersonal Skills, Risk Management, Team Collaboration, Regulatory Knowledge, Philanthropy, Asset Protection, Family Governance, Succession Planning, Documentation Coordination
Specialization
Candidates must have a bachelor's degree in law, tax, accounting, or a related discipline, with a minimum of 12 years of experience in taxation, estate planning, and trusts. Expertise in local laws and regulations, as well as the ability to evaluate wealth transfer goals, is essential.
Experience Required
Minimum 10 year(s)
Bilingual Private Client Group Services E-learning & Documentation Specia at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism (English/French), E Learning Design, Documentation Development, Technical Writing, Instructional Design, Articulate 360, Camtasia, Vyond, Storyboarding, Learning Management Systems (Lms), Video Content Creation, Process Documentation, Adult Learning Principles, Attention To Detail, Project Management, Ms Office Suite
Specialization
Candidates must possess a Bachelor's degree or equivalent in instructional design or a related field, along with 1-2 years of industry experience as a technical writer in Investment Brokerage or Financial Services, supported by a portfolio. Essential requirements include bilingual fluency in English and French, experience with e-learning tools (like Articulate 360, Camtasia), and proven ability to quickly learn complex topics and manage multiple projects.
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Client Acquisition, Communication, Team Orientation, Diversity And Inclusion, Regulatory Compliance, Problem Solving, Advisory Skills, Sales, Banking Knowledge, Self Service Options, Networking, Time Management, Attention To Detail
Specialization
Candidates must have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, along with compliance with various regulatory requirements.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Dallas, TX (Oak Cl at JPMC Candidate Experience page
Dallas, Texas, United States - Full Time
Skills Needed
Client Acquisition, Relationship Building, Relationship Management, Financial Planning, Investment Solutions, Financial Markets Understanding, Business Judgement, Integrity, Client Education, Digital Confidence, Goal Based Planning, Series 7 License, Series 66 License, Life Insurance License, Health Insurance License, Long Term Care Insurance License
Specialization
Candidates must have at least 2 years in a Financial Advisor role or equivalent financial services experience, demonstrating success in client acquisition and relationship maintenance. Required licenses include active Series 7, and obtaining Series 66 (63/65) and Life, Health, and Long Term Care Insurance licenses within 60 days of employment.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Private Wealth Management, Family Office Wealth at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Insurance Brokerage, Client Service, Communication Skills, Wealth Management, Life Insurance, Regulatory Compliance, Leadership, Financial Planning, Investment Management, Trusts, Client Presentations, Insurance Solutions, Team Management, Product Analysis, Market Knowledge, Attention To Detail
Specialization
Candidates must have a Technical Representative license for long-term insurance and a minimum of 5 years' experience in the life insurance industry, including 2 years in management. A bachelor's degree is required, with advanced degrees preferred.
Experience Required
Minimum 5 year(s)
Laundry Attendant and Housekeeping - Private Country Club - Part Time at West Shore Country Club
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Laundry Operations, Housekeeping, Sanitization, Chemical Handling, Industrial Machinery Operation, Linen Management, Inventory Monitoring, Detail Oriented, Multitasking, Discretion, Communication, Floor Maintenance, Trash Removal, Stain Treatment
Specialization
Candidates should be detail-oriented with the ability to follow safety precautions when handling cleaning chemicals. A high school diploma or GED equivalent is preferred, along with prior housekeeping or laundry experience.
Global Banking & Markets, Private Investor Product Group, Associate, Tokyo at Goldman Sachs
Minato-ku, Tokyo, Japan -
Full Time

Start Date

Immediate

Expiry Date

23 Apr, 26

Salary

0.0

Posted On

23 Jan, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Team Player, Technical Skills, Communication Skills, Attention to Detail, Multi-tasking, Work Under Pressure, Spreadsheet Proficiency, Presentation Skills, Derivatives Knowledge, Client Interaction, Trade Ideas Presentation, Pricing Execution, Infrastructure Project Leadership, VBA Skills

Industry

Financial Services

Description
TEAM DESCRIPTION This role will be part of Global Banking & Markets specializing in selling structured products to a variety of Third Party Distributors such as Securities firms and Private Banks. The successful applicant will be a member of the Sales team covering clients primarily in Japan. The Role is based out of Tokyo. The applicant must be a team player with strong technical and communication skills, with the ability to communicate with various teams, traders and structurers. Covering clients on derivatives’ transactions across asset classes. The Vice President in this role will lead direct client interactions in presenting trade ideas, pricing and executing innovative derivative transactions. He/she would also be involved in leading infrastructure projects by liaising with various teams internally (e.g. trading, structuring, compliance, operations, etc.) SKILLS & EXPERIENCE WE’RE LOOKING FOR Basic Qualifications: Relevant bachelor’s degree or equivalent qualification with an excellent academic record Strong interest in global financial markets & derivative instruments Excellent communication and interpersonal skills Native level of Japanese and business level of English Team orientated player Attention to detail Proficient in using spreadsheets and preparing presentation material/pitch books. VBA skill is an advantage Ability to multi-task & work under pressure Solid work ethic and high levels of motivation

How To Apply:

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Responsibilities
The role involves covering clients on derivatives transactions across asset classes and leading direct client interactions. The Vice President will present trade ideas, price, and execute innovative derivative transactions while liaising with various internal teams.
Global Banking & Markets, Private Investor Product Group, Associate, Tokyo at Goldman Sachs
Minato-ku, Tokyo, Japan - Full Time
Skills Needed
Team Player, Technical Skills, Communication Skills, Attention To Detail, Multi Tasking, Work Under Pressure, Spreadsheet Proficiency, Presentation Skills, Derivatives Knowledge, Client Interaction, Trade Ideas Presentation, Pricing Execution, Infrastructure Project Leadership, Vba Skills
Specialization
Candidates should have a relevant bachelor's degree and a strong interest in global financial markets and derivative instruments. Excellent communication skills in both Japanese and English, along with a solid work ethic and attention to detail, are essential.
Experience Required
Minimum 2 year(s)
Private Equity Fund - Client Onboarding Specialist (A minimum of 5 years’ e at MUFG Investor Services
Dublin, Leinster, Ireland - Full Time
Skills Needed
Client Onboarding, Private Equity Funds, Fund Accounting, Nav Processes, Project Management, Client Relationship Management, Internal Systems Expertise, Due Diligence, Compliance, Customer Service, Stakeholder Management, Hedge Funds, Traditional Funds, Auditors Liaison, Custodians Liaison
Specialization
Candidates must possess a minimum of five years of experience within the funds industry, specifically with proven experience in the Private Equity space and project leadership roles, preferably in client onboarding. A third-level qualification or undergraduate degree is desirable, alongside a strong client focus and relationship management abilities.
Experience Required
Minimum 5 year(s)
Vice President / Director, Structured Finance, European Private Investments at Arena Investors I Quaestor Advisors
London, England, United Kingdom - Full Time
Skills Needed
Structured Finance, Asset Based Investments, Cashflow Modeling, Investment Memos, Legal Documentation, Market Trends, Business Development, Team Leadership, Mentorship, Analytical Skills, Problem Solving, Communication Skills, Interpersonal Skills, Collaboration, Integrity, Work Ethic
Specialization
Candidates should have approximately 7 to 9 years of experience in structured finance loan originations, with a preference for expertise in underwriting consumer and/or commercial credit transactions. A Master's degree is preferred, but a Bachelor's degree with relevant experience is acceptable.
Experience Required
Minimum 5 year(s)
International Private Bank, Analyst - China Market, based in Singapore at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Interpersonal Skills, Communication, Analytical Skills, Problem Solving, Organizational Skills, Multitasking, Financial Markets Interest, Macro Level Economic Trends Interest, Relationship Building, Sales Capacity, Collaboration, Inquisitive, Pro Active, Judgment, Discretion, Mandarin Fluency
Specialization
Candidates must possess a Bachelor's degree in any discipline and a minimum of one year of experience in the banking industry, along with exceptional interpersonal, analytical, and problem-solving skills. A genuine interest in financial markets and a desire to work in a client-facing sales capacity are also required.
Relationship Manager - Ultra HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Ultra Hni
Specialization
The primary requirement for this role is to serve as a Relationship Manager specializing in the Ultra HNI segment. While specific qualifications are not detailed, the title implies significant experience in private banking and client relationship management.
Experience Required
Minimum 5 year(s)
Relationship Manager - Ultra HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Mumbai, maharashtra, India - Full Time
Skills Needed
Relationship Management, Ultra Hni
Specialization
The primary requirement for this role is to serve as a Relationship Manager specifically targeting Ultra HNI clients. The job title and short description confirm this specialized focus within private banking.
Experience Required
Minimum 5 year(s)
Head - Private Credit Risk Asset Management - Mashreq Capital.Treasury and at Mashreq Careers
, , United Arab Emirates - Full Time
Skills Needed
Credit Risk Management, Asset Management, Direct Lending, Asset Based Finance, Mezzanine Finance, Distressed Finance, Specialty Finance, Financial Due Diligence, Accounting Due Diligence, Market Analysis, Debt Market Trends, Investment Committee Recommendation, Term Sheet Negotiation, Documentation Negotiation, Risk Assessment, Reits
Specialization
Candidates must conduct thorough financial, accounting, and market due diligence for prospective borrowers and issuers in the Private Credit space. A key requirement is close coordination with numerous internal and external stakeholders during term sheet and documentation negotiation, with potential exposure to assessing risks for new products like REITs.
Experience Required
Minimum 5 year(s)
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
Nagpur, maharashtra, India - Full Time
Skills Needed
Client Relationship Management, Financial Markets, Investment Products, Wealth Management, Asset Growth, Financial Solutions, Portfolio Management
Specialization
The ideal candidate must possess a deep understanding of financial markets, investment products, and client relationship management. This role requires an entrepreneurial, self-driven individual passionate about wealth management.
Experience Required
Minimum 2 year(s)
International Private Bank- Select and Central Team Lead- Executive Directo at JPMC Candidate Experience page
New York, New York, United States - Full Time
Skills Needed
Wealth Management, Team Leadership, Financial Planning, Investment Management, Credit And Banking, Sales Management, Risk Management, Business Coaching, Relationship Management, Strategic Planning, Cross Border Banking, Asset Allocation, Mentoring, Critical Thinking, Business Acumen
Specialization
Candidates must have over ten years of experience in private banking or financial services with a proven record of leadership and risk management. A bachelor's degree is required, and the candidate must hold or be able to obtain Series 7 and 66 licenses within 90 days.
Experience Required
Minimum 10 year(s)
Relationship Manager - HNI-Kotak Private Banking-Relationship Manager at Kotak Mahindra Bank
New Delhi, delhi, India - Full Time
Skills Needed
Client Relationship Management, Financial Markets, Investment Products, Wealth Management, Asset Growth, Client Service, Financial Solutions
Specialization
The ideal candidate must possess a deep understanding of financial markets, investment products, and client relationship management. This role requires an entrepreneurial, self-driven individual passionate about wealth management.
Experience Required
Minimum 2 year(s)
Consultant Obstetrics Gynecologist - Reputed Private Healthcare Group at SearchPlus HR
Dubai, Dubai, United Arab Emirates - Full Time
Skills Needed
Obstetrics, Gynecology, Clinical Care, Surgical Skills, Hysterectomy, Laparoscopy, Antenatal Care, Intranatal Care, Postnatal Care, High Risk Pregnancy Management, Patient Counseling, Reproductive Health, Evidence Based Practice, Multidisciplinary Collaboration, Diagnostic Procedures, Clinical Decision Making
Specialization
Candidates must be European-based doctors with proven experience as a Consultant Obstetrics Gynecologist in private healthcare settings. Strong clinical and surgical skills, along with expertise in high-risk pregnancy management, are essential.
Experience Required
Minimum 10 year(s)
International Private Bank -Hybrid Professional for China Market (Based in at JPMC Candidate Experience page
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Private Banking, Client Relationship Management, Investment Analysis, Trade Execution, Know Your Client, Account Administration, Risk Management, Mandarin, Financial Services, Asset Classes, Portfolio Support, Regulatory Compliance, Stakeholder Management, Problem Solving, Communication Skills, Organizational Skills
Specialization
Candidates must hold a Bachelor’s degree in Finance or Business and possess at least 5 years of experience in private banking, brokerage, or trading support. Fluency in written and spoken business Mandarin is essential, alongside strong organizational skills and the ability to work under tight deadlines.
Experience Required
Minimum 5 year(s)
International Private Bank - Investment Professional for Hong Kong Market at JPMC Candidate Experience page
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Client Service, Relationship Management, Account Administration, Trade Execution, Know Your Client, Suitability Assessment, Risk Management, Asset Classes, Financial Analysis, Communication Skills, Problem Solving, Organizational Skills, Attention To Detail, Stakeholder Management, Regulatory Compliance
Specialization
Candidates must hold a Bachelor’s degree in Finance or Business and possess at least 3 years of experience in Private Banking, brokerage, or trading. Strong interpersonal skills, attention to detail, and the ability to work under tight market deadlines are essential.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Infrastructure Investing, Private Equity Associa at Goldman Sachs
New York, New York, United States - Full Time
Skills Needed
Financial Analysis, Modeling, Investment Acumen, Communication, Writing Skills, Problem Solving, Relationship Building, Multi Tasking, Detail Orientation, Self Direction, Judgment Formation, Adaptability, Teamwork
Specialization
Candidates should have 2-4 years of experience in investment banking or private equity and a bachelor's degree. Strong financial analysis skills and the ability to adapt to various industries are essential.
Experience Required
Minimum 2 year(s)
International Private Bank, UHNW Wealth Advisor, South East Asia (based in at JPMC Candidate Experience page
Singapore, , Singapore - Full Time
Skills Needed
Wealth Advisory, Estate Planning, Trusts, Fiduciary Services, Cross Border Planning, Taxation, Client Relationship Management, Interpersonal Skills, Risk Management, Team Collaboration, Regulatory Knowledge, Philanthropy, Asset Protection, Family Governance, Succession Planning, Documentation Coordination
Specialization
Candidates must have a bachelor's degree in law, tax, accounting, or a related discipline, with a minimum of 12 years of experience in taxation, estate planning, and trusts. Expertise in local laws and regulations, as well as the ability to evaluate wealth transfer goals, is essential.
Experience Required
Minimum 10 year(s)
Bilingual Private Client Group Services E-learning & Documentation Specia at Raymond James
Vancouver, British Columbia, Canada - Full Time
Skills Needed
Bilingualism (English/French), E Learning Design, Documentation Development, Technical Writing, Instructional Design, Articulate 360, Camtasia, Vyond, Storyboarding, Learning Management Systems (Lms), Video Content Creation, Process Documentation, Adult Learning Principles, Attention To Detail, Project Management, Ms Office Suite
Specialization
Candidates must possess a Bachelor's degree or equivalent in instructional design or a related field, along with 1-2 years of industry experience as a technical writer in Investment Brokerage or Financial Services, supported by a portfolio. Essential requirements include bilingual fluency in English and French, experience with e-learning tools (like Articulate 360, Camtasia), and proven ability to quickly learn complex topics and manage multiple projects.
Private Client Banker - Nevada and Southgate, Colorado Springs CO - Souther at JPMC Candidate Experience page
Colorado Springs, Colorado, United States - Full Time
Skills Needed
Customer Service, Relationship Management, Financial Services, Client Acquisition, Communication, Team Orientation, Diversity And Inclusion, Regulatory Compliance, Problem Solving, Advisory Skills, Sales, Banking Knowledge, Self Service Options, Networking, Time Management, Attention To Detail
Specialization
Candidates must have at least 1 year of experience in branch banking or equivalent financial services experience, with a focus on client acquisition and relationship management. A high school degree or equivalent is required, along with compliance with various regulatory requirements.
Experience Required
Minimum 2 year(s)
J.P. Morgan Wealth Management – Private Client Advisor - Dallas, TX (Oak Cl at JPMC Candidate Experience page
Dallas, Texas, United States - Full Time
Skills Needed
Client Acquisition, Relationship Building, Relationship Management, Financial Planning, Investment Solutions, Financial Markets Understanding, Business Judgement, Integrity, Client Education, Digital Confidence, Goal Based Planning, Series 7 License, Series 66 License, Life Insurance License, Health Insurance License, Long Term Care Insurance License
Specialization
Candidates must have at least 2 years in a Financial Advisor role or equivalent financial services experience, demonstrating success in client acquisition and relationship maintenance. Required licenses include active Series 7, and obtaining Series 66 (63/65) and Life, Health, and Long Term Care Insurance licenses within 60 days of employment.
Experience Required
Minimum 2 year(s)
Asset & Wealth Management, Private Wealth Management, Family Office Wealth at Goldman Sachs
Hong Kong, Hong Kong Island, Hong Kong S.A.R. - Full Time
Skills Needed
Insurance Brokerage, Client Service, Communication Skills, Wealth Management, Life Insurance, Regulatory Compliance, Leadership, Financial Planning, Investment Management, Trusts, Client Presentations, Insurance Solutions, Team Management, Product Analysis, Market Knowledge, Attention To Detail
Specialization
Candidates must have a Technical Representative license for long-term insurance and a minimum of 5 years' experience in the life insurance industry, including 2 years in management. A bachelor's degree is required, with advanced degrees preferred.
Experience Required
Minimum 5 year(s)
Laundry Attendant and Housekeeping - Private Country Club - Part Time at West Shore Country Club
Camp Hill, Pennsylvania, United States - Full Time
Skills Needed
Laundry Operations, Housekeeping, Sanitization, Chemical Handling, Industrial Machinery Operation, Linen Management, Inventory Monitoring, Detail Oriented, Multitasking, Discretion, Communication, Floor Maintenance, Trash Removal, Stain Treatment
Specialization
Candidates should be detail-oriented with the ability to follow safety precautions when handling cleaning chemicals. A high school diploma or GED equivalent is preferred, along with prior housekeeping or laundry experience.