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Associate Private Client Financial Advisor at Wells Fargo
Hunt Valley, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Investment Profiles, Risk Assessment, Financial Goals, Coaching, Needs Assessment, Regulatory Compliance, Financial Responsibility, Background Screening, Securities Industry Essentials, Finra Registration, Client Relationship Management
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and a bachelor's degree.
Private Markets Product Manager, Associate at BlackRock
London, England, United Kingdom - Full Time
Skills Needed
Product Management, Client Engagement, Analytical Skills, Problem Solving, Communication, Collaboration, Technical Expertise, Strategic Planning, User Experience, Data Integration, Stakeholder Management, Agile Methodologies, Portfolio Management, Innovation, Governance, Roadmap Development
Specialization
Candidates should have 3-5 years of relevant experience in product management or related fields, along with strong communication and analytical skills. A bachelor's degree is required, and the ability to work independently and collaboratively is essential.
Experience Required
Minimum 2 year(s)
Senior Auditor Compliance - Private Banking at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Compliance, Kyc, Aml, Fraud, Cross Border, Investment Suitability, Internal Audit, Project Management, Data Science, It Skills, Ms Office, Negotiation Skills, Risk Monitoring, Audit Standards, Soft Skills, Relationship Management
Specialization
Candidates should have a Bachelor or Master degree, with certifications like CIA or CPA being advantageous. Experience in internal audit within an international bank or related fields is required, along with strong skills in compliance and risk management.
Experience Required
Minimum 5 year(s)
Minijob private Nachhilfe (Remote möglich) at GoStudent
Nuremberg, Bavaria, Germany - Full Time
Skills Needed
Teaching, Mathematics, Biology, Chemistry, Physics, Languages, Computer Skills, Technical Skills, Self Management, Communication, Online Tutoring, Workshop Facilitation, Structured Work, Flexibility, Subject Knowledge, Student Engagement
Specialization
No prior teaching experience is required. Candidates should have a self-directed and structured work approach.
VP, Client Service Manager, Private Banking at DBS Bank
Hong Kong Island, Hong Kong, China - Full Time
Skills Needed
Wealth Management, Private Banking, Customer Relationships, Investment Regulated Activities, People Management, Stakeholder Management, Communication Skills, Interpersonal Skills, English, Chinese, Putonghua, Process Improvement, Team Collaboration, Risk Awareness, Leadership, Mentoring
Specialization
Degree holder in Business, Finance or related disciplines with a minimum of 8 years of experience in Wealth Management or Private Banking. Strong people management and stakeholder management skills are essential, along with excellent communication and interpersonal skills.
Experience Required
Minimum 10 year(s)
Senior Design Manager — AI Private Banker at Nubank
São Paulo, São Paulo, United States - Full Time
Skills Needed
Design Leadership, Ai Experiences, Team Coaching, Cross Functional Alignment, Design Systems, User Experience, Human Values In Ai, Strategic Thinking, Detail Orientation, Empathy, Trust, Usability, Emotion, Value Perception, Experimentation, Communication
Specialization
Experience in building or leading design teams focused on AI or data-powered experiences is essential. Candidates should demonstrate a balance of strategic thinking and attention to detail.
Experience Required
Minimum 5 year(s)
U.S. Private Bank - AWM Program Associate at JPMC Candidate Experience page
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Relationship Management, Sales Success, Business Acumen, Wealth Planning, Investment Management, Credit Concepts, Banking Needs, Interdisciplinary Expertise, Problem Solving, Communication Skills, Presentation Skills, Organizational Skills, Equity Markets, Fixed Income Markets, Alternative Investments, Networking
Specialization
Candidates must have at least three years of experience in Private Banking or Financial Services and a Bachelor's Degree. Licenses such as Series 7, 66, and Insurance are required, with unlicensed candidates needing to obtain them within 90 days of starting.
Experience Required
Minimum 2 year(s)
Director, Fund Accounting (Private Equity) at MUFG Investor Services
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Fund Accounting, Private Equity, Real Estate, Investor Servicing, Financial Reporting, Accounting Principles, Client Relations, Process Improvement, Microsoft Office, Ifrs, Us Gaap, Yardi, Geneva, Audit, Team Management, Operational Efficiency
Specialization
Candidates should hold a university degree in a relevant field and have a minimum of 12 years of progressive fund administration experience. Strong knowledge of accounting principles and proficiency in Microsoft Excel are essential.
Experience Required
Minimum 10 year(s)
U.S. Private Bank - AWM Program Associate at JPMC Candidate Experience page
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Relationship Management, Sales Success, Business Acumen, Investment Management, Wealth Planning, Credit Concepts, Banking Needs, Interdisciplinary Expertise, Holistic Planning, Proactive Problem Solving, Presentation Skills, Organizational Skills, Equity Markets, Fixed Income Markets, Alternative Investments, Networking
Specialization
Candidates must have at least three years of experience in Private Banking or Financial Services and a Bachelor's Degree. Licenses such as Series 7, 66, and Insurance are required, with unlicensed candidates needing to obtain them within 90 days of starting.
Experience Required
Minimum 2 year(s)
Private Jets Business Development Executive at Mountfitchet Group
, , Singapore - Full Time
Skills Needed
Customer Service, Client Focused, Communication Skills, Fluency In English, Fluency In Mandarin, Relationship Building, Sales Skills, Goal Oriented, Phone Etiquette, Ambitious, Motivated, Organized, Multi Tasking, Kpi Management, Flexibility, Travel Availability
Specialization
Candidates must have experience in customer-facing roles within luxury products and services. Strong communication skills in English and Mandarin are essential, along with the ability to build relationships and work towards sales targets.
Content Associate (Private Markets Analyst) at Third Bridge
Mumbai, maharashtra, India - Full Time
Skills Needed
Researching, Summarising Content, Interpersonal Skills, Communication Skills, Telephone Conversations, Time Management, Positive Attitude, Content Development, Industry Knowledge, Team Collaboration, Professional Interaction, Results Driven, Hybrid Work Adaptability, Commercial Due Diligence, Investment Banking, Consulting, Business Journalism
Specialization
Candidates should have a bachelor's degree and experience in the financial services industry, with a preference for those with a background in commercial due diligence. Strong communication skills and the ability to engage with senior industry executives are essential.
Experience Required
Minimum 2 year(s)
Junior Fund Administrator- Private Credit at Aztec Group
, , Luxembourg - Full Time
Skills Needed
Law, Economics, Business Administration, English, German, Technical Knowledge, Computer Literacy, Interpersonal Skills
Specialization
A relevant degree in Law, Economics, or Business Administration is required, along with 0-2 years of experience. English proficiency is necessary, and German is considered a strong asset.
Private Wealth, Australia, Senior Associate at Blue Owl Capital
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Development, Relationship Management, Communication, Presentation, Interpersonal Skills, Investment Strategies, Client Service, Marketing, Team Collaboration, Alternative Investments, Credit Products, Private Debt, Private Equity, Training, Client Outreach, Market Trends
Specialization
Candidates must have a minimum of 5 years of relevant industry experience and a bachelor's degree or equivalent education. Experience in alternative investment management, particularly with credit products, is preferred.
Experience Required
Minimum 5 year(s)
Client Relationship Support Private Markets at Yakoubi Associates
Zug, Zug, Switzerland - Full Time
Skills Needed
Client Relationship Management, Private Markets, Project Management, Analytical Skills, Customer Focus, Detail Orientation, Ms Office, Private Equity, Private Debt, Private Infrastructure, Investment Strategies, Operational Processes, Performance Measurement, Strategic Initiatives, Governance, Initiative, Solution Orientation
Specialization
A university degree and at least 4 years of relevant experience in asset management, preferably in Private Markets, are required. Strong project management skills, analytical abilities, and a customer-focused approach are essential.
Experience Required
Minimum 5 year(s)
KYC Specialist (Checker) | Private Banking at Capco Singapore
, Hong Kong, China - Full Time
Skills Needed
Kyc, Aml, Attention To Detail, Research Skills, Communication Skills, Client Experience, Compliance, Documentation Review, Risk Assessment, Process Improvement, Team Leadership, Stakeholder Collaboration, Policy Implementation, Client Lifecycle Management, Private Banking Experience, Narrative Drafting
Specialization
Candidates should have 5-8 years of experience in KYC/AML roles, preferably within banking and financial services. Strong attention to detail, research, and communication skills are essential, along with the ability to collaborate with various stakeholders.
Experience Required
Minimum 5 year(s)
Principal Product Manager, Customer Data Platform at mParticle Limited
New York, New York, United States - Full Time
Skills Needed
Product Management, Data Analysis, Cross Functional Team Leadership, Technical Architecture Collaboration, Adtech, Cloud Data Warehouse, Identity Resolution, Data Science, Ai, Problem Solving, Market Competition Analysis, Customer Needs Understanding, Resource Allocation Management, Strategic Thinking, Mentoring
Specialization
8+ years of experience in technical roles within high technology companies and 5+ years in product management are required. Deep experience with complex data applications and the ability to lead cross-functional teams is essential.
Experience Required
Minimum 5 year(s)
Senior Claims Consultant - Retail Income Protection Claims at TAL Life Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Claims Management, Customer Service, Analytical Skills, Problem Solving, Time Management, Attention To Detail, Communication, Compliance, Process Improvement, Life Insurance, Empathy, Team Collaboration, Governance, Quality Assurance, Change Management
Specialization
Candidates should have 1-2 years of experience in Life Insurance claims management, particularly in Retail Income Protection Claims. Relevant qualifications in Business, Commerce, Health, or a Diploma in Life Insurance are desirable.
SLC Management Investment Grade Private Fixed Income Analyst - MBA Intern - at Sun Life
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Financial Analysis, Investment Analysis, Financial Modeling, Credit Analysis, Research Skills, Interpersonal Skills, Problem Solving, Time Management, Leadership Skills, Microsoft Applications, Bloomberg, Capital Iq, Communication Skills, Organizational Skills, Team Collaboration, Investment Memorandum Preparation
Specialization
Candidates should have a bachelor's degree and a minimum of two years of post-undergraduate work experience. Progress toward an MBA and proficiency in investment and accounting principles are also required.
Experience Required
Minimum 2 year(s)
St Vincent’s Private Hospital Brisbane (SVPHB) Graduate Enrolled Nurse Prog at St Vincents Health Network Sydney Public Hospital
Kangaroo Point, Queensland, Australia - Full Time
Skills Needed
Compassionate Care, Patient Centred Care, Multidisciplinary Teamwork, Clinical Expertise, Flexibility, Communication Skills
Specialization
Candidates must have current registration with AHPRA as a Registered Nurse and recent clinical placement experience in an acute hospital setting. Flexibility to work rostered shifts across a 7-day week, including night shifts after the first 3 months of the program, is also required.
St Vincent’s Private Hospital Brisbane (SVPHB) Graduate Registered Nurse Pr at St Vincents Health Network Sydney Public Hospital
Kangaroo Point, Queensland, Australia - Full Time
Skills Needed
Compassionate Care, Patient Centered Care, Multidisciplinary Teamwork, Clinical Expertise, Flexibility, Communication Skills
Specialization
Candidates must have current registration with AHPRA as a Registered Nurse and recent clinical placement experience in an acute hospital setting. Flexibility to work rostered shifts across a 7-day week is also required.
Associate Private Client Financial Advisor at Wells Fargo
Hunt Valley, Maryland, United States -
Full Time

Start Date

Immediate

Expiry Date

07 Mar, 26

Salary

0.0

Posted On

07 Dec, 25

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Customer Service, Sales, Relationship Building, Client Services, Financial Services, Investment Profiles, Risk Assessment, Financial Goals, Coaching, Needs Assessment, Regulatory Compliance, Financial Responsibility, Background Screening, Securities Industry Essentials, FINRA Registration, Client Relationship Management

Industry

Financial Services

Description
About this role: Wells Fargo is seeking an Associate Private Client Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the career areas and business divisions at wellsfargojobs.com. In this role, you will: Participate in Wells Fargo Advisors training program for meeting personal, professional, and organizational client service and financial goals within the Financial Advisory - Private Client function Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and deliverables with narrower impact Receive direction from more experienced financial advisors and exercise judgment within the defined parameters of the program while developing understanding of tools, resources, and coaching to provide enhanced service Provide financial information, investment profiles, and client financial needs to more experienced financial advisors This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. This position includes assisting customers without taking an application and without offering or negotiating terms of a dwelling secured transaction. Individuals in a LO position also must meet the Loan Originator requirements under Regulation Z (LO) outlined in the job expectations below Required Qualifications: 6+ months of Customer Service, Sales, Relationship Building experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Successfully completed Securities Industry Essentials (SIE) exam or equivalent Desired Qualifications: FINRA registration including Series 7 and 66 (or FINRA recognized equivalents) Financial services experience Client services experience 6 + months of client or sales services experience Experience developing and managing client relationships Sales or sales support experience A BS/BA degree or higher Job Expectations: Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies. The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards. A current credit report will be used to assess your financial responsibility and credit fitness, however, a credit score is not included as part of the evaluation. Successful candidates must also meet ongoing regulatory requirements including additional screening, if necessary US only: Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license(s) is required for ongoing employment in this position. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire. FINRA recognized equivalents will be accepted. This will be communicated at time of offer acceptance. Compliance with state law registration and licensing requirements is mandatory. In addition to state registration and licensing requirements, specific product licenses or SAFE licensing may apply. Additional requirements include meeting enhanced financial fitness and criminal background standards. Wells Fargo will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams obtained after 9/30/2018, the Securities Industry Essentials (SIE) exam co-requisite is required This position is subject to FINRA background screening requirements. Candidates must successfully complete and pass a background check prior to hire. In accordance with FINRA rules, individuals who are subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Successful candidates must also meet and comply with ongoing regulatory obligations, which include periodic screening and mandatory reporting of certain incidents. Specific compliance policies may apply regarding outside activities and/or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and abide by applicable policy requirements if hired. Information will be shared about expectations during the recruitment process. This position is not eligible for Visa sponsorship. Posting location: 230 Schilling Cir Ste 300 HUNT VALLEY, MD 21031 Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $0.00 - $0.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 9 Dec 2025 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit’s risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process. Wells Fargo & Company (NYSE: WFC) is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of banking, investment and mortgage products and services, as well as consumer and commercial finance, through our four reportable operating segments: Consumer Banking and Lending, Commercial Banking, Corporate and Investment Banking, and Wealth & Investment Management. Wells Fargo ranked No. 34 on Fortune’s 2024 rankings of America’s largest corporations. In the communities we serve, the company focuses its social impact on building a sustainable, inclusive future for all by supporting housing affordability, small business growth, financial health, and a low-carbon economy. News, insights, and perspectives from Wells Fargo are also available at Wells Fargo Stories. Additional information may be found at www.wellsfargo.com LinkedIn: https://www.linkedin.com/company/wellsfargo For questions on how to search and apply, visit our frequently asked questions.

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Responsibilities
The Associate Private Client Financial Advisor will participate in a training program to meet client service and financial goals, assess client needs, and provide information to more experienced advisors. The role includes customer contact and assisting clients without taking applications or negotiating terms.
Associate Private Client Financial Advisor at Wells Fargo
Hunt Valley, Maryland, United States - Full Time
Skills Needed
Customer Service, Sales, Relationship Building, Client Services, Financial Services, Investment Profiles, Risk Assessment, Financial Goals, Coaching, Needs Assessment, Regulatory Compliance, Financial Responsibility, Background Screening, Securities Industry Essentials, Finra Registration, Client Relationship Management
Specialization
Candidates must have at least 6 months of customer service or sales experience and have completed the Securities Industry Essentials exam. Desired qualifications include FINRA registration and a bachelor's degree.
Private Markets Product Manager, Associate at BlackRock
London, England, United Kingdom - Full Time
Skills Needed
Product Management, Client Engagement, Analytical Skills, Problem Solving, Communication, Collaboration, Technical Expertise, Strategic Planning, User Experience, Data Integration, Stakeholder Management, Agile Methodologies, Portfolio Management, Innovation, Governance, Roadmap Development
Specialization
Candidates should have 3-5 years of relevant experience in product management or related fields, along with strong communication and analytical skills. A bachelor's degree is required, and the ability to work independently and collaboratively is essential.
Experience Required
Minimum 2 year(s)
Senior Auditor Compliance - Private Banking at coni+partner AG
Zurich, Zurich, Switzerland - Full Time
Skills Needed
Compliance, Kyc, Aml, Fraud, Cross Border, Investment Suitability, Internal Audit, Project Management, Data Science, It Skills, Ms Office, Negotiation Skills, Risk Monitoring, Audit Standards, Soft Skills, Relationship Management
Specialization
Candidates should have a Bachelor or Master degree, with certifications like CIA or CPA being advantageous. Experience in internal audit within an international bank or related fields is required, along with strong skills in compliance and risk management.
Experience Required
Minimum 5 year(s)
Minijob private Nachhilfe (Remote möglich) at GoStudent
Nuremberg, Bavaria, Germany - Full Time
Skills Needed
Teaching, Mathematics, Biology, Chemistry, Physics, Languages, Computer Skills, Technical Skills, Self Management, Communication, Online Tutoring, Workshop Facilitation, Structured Work, Flexibility, Subject Knowledge, Student Engagement
Specialization
No prior teaching experience is required. Candidates should have a self-directed and structured work approach.
VP, Client Service Manager, Private Banking at DBS Bank
Hong Kong Island, Hong Kong, China - Full Time
Skills Needed
Wealth Management, Private Banking, Customer Relationships, Investment Regulated Activities, People Management, Stakeholder Management, Communication Skills, Interpersonal Skills, English, Chinese, Putonghua, Process Improvement, Team Collaboration, Risk Awareness, Leadership, Mentoring
Specialization
Degree holder in Business, Finance or related disciplines with a minimum of 8 years of experience in Wealth Management or Private Banking. Strong people management and stakeholder management skills are essential, along with excellent communication and interpersonal skills.
Experience Required
Minimum 10 year(s)
Senior Design Manager — AI Private Banker at Nubank
São Paulo, São Paulo, United States - Full Time
Skills Needed
Design Leadership, Ai Experiences, Team Coaching, Cross Functional Alignment, Design Systems, User Experience, Human Values In Ai, Strategic Thinking, Detail Orientation, Empathy, Trust, Usability, Emotion, Value Perception, Experimentation, Communication
Specialization
Experience in building or leading design teams focused on AI or data-powered experiences is essential. Candidates should demonstrate a balance of strategic thinking and attention to detail.
Experience Required
Minimum 5 year(s)
U.S. Private Bank - AWM Program Associate at JPMC Candidate Experience page
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Relationship Management, Sales Success, Business Acumen, Wealth Planning, Investment Management, Credit Concepts, Banking Needs, Interdisciplinary Expertise, Problem Solving, Communication Skills, Presentation Skills, Organizational Skills, Equity Markets, Fixed Income Markets, Alternative Investments, Networking
Specialization
Candidates must have at least three years of experience in Private Banking or Financial Services and a Bachelor's Degree. Licenses such as Series 7, 66, and Insurance are required, with unlicensed candidates needing to obtain them within 90 days of starting.
Experience Required
Minimum 2 year(s)
Director, Fund Accounting (Private Equity) at MUFG Investor Services
Kuala Lumpur, Kuala Lumpur, Malaysia - Full Time
Skills Needed
Fund Accounting, Private Equity, Real Estate, Investor Servicing, Financial Reporting, Accounting Principles, Client Relations, Process Improvement, Microsoft Office, Ifrs, Us Gaap, Yardi, Geneva, Audit, Team Management, Operational Efficiency
Specialization
Candidates should hold a university degree in a relevant field and have a minimum of 12 years of progressive fund administration experience. Strong knowledge of accounting principles and proficiency in Microsoft Excel are essential.
Experience Required
Minimum 10 year(s)
U.S. Private Bank - AWM Program Associate at JPMC Candidate Experience page
Philadelphia, Pennsylvania, United States - Full Time
Skills Needed
Client Relationship Management, Sales Success, Business Acumen, Investment Management, Wealth Planning, Credit Concepts, Banking Needs, Interdisciplinary Expertise, Holistic Planning, Proactive Problem Solving, Presentation Skills, Organizational Skills, Equity Markets, Fixed Income Markets, Alternative Investments, Networking
Specialization
Candidates must have at least three years of experience in Private Banking or Financial Services and a Bachelor's Degree. Licenses such as Series 7, 66, and Insurance are required, with unlicensed candidates needing to obtain them within 90 days of starting.
Experience Required
Minimum 2 year(s)
Private Jets Business Development Executive at Mountfitchet Group
, , Singapore - Full Time
Skills Needed
Customer Service, Client Focused, Communication Skills, Fluency In English, Fluency In Mandarin, Relationship Building, Sales Skills, Goal Oriented, Phone Etiquette, Ambitious, Motivated, Organized, Multi Tasking, Kpi Management, Flexibility, Travel Availability
Specialization
Candidates must have experience in customer-facing roles within luxury products and services. Strong communication skills in English and Mandarin are essential, along with the ability to build relationships and work towards sales targets.
Content Associate (Private Markets Analyst) at Third Bridge
Mumbai, maharashtra, India - Full Time
Skills Needed
Researching, Summarising Content, Interpersonal Skills, Communication Skills, Telephone Conversations, Time Management, Positive Attitude, Content Development, Industry Knowledge, Team Collaboration, Professional Interaction, Results Driven, Hybrid Work Adaptability, Commercial Due Diligence, Investment Banking, Consulting, Business Journalism
Specialization
Candidates should have a bachelor's degree and experience in the financial services industry, with a preference for those with a background in commercial due diligence. Strong communication skills and the ability to engage with senior industry executives are essential.
Experience Required
Minimum 2 year(s)
Junior Fund Administrator- Private Credit at Aztec Group
, , Luxembourg - Full Time
Skills Needed
Law, Economics, Business Administration, English, German, Technical Knowledge, Computer Literacy, Interpersonal Skills
Specialization
A relevant degree in Law, Economics, or Business Administration is required, along with 0-2 years of experience. English proficiency is necessary, and German is considered a strong asset.
Private Wealth, Australia, Senior Associate at Blue Owl Capital
Sydney, New South Wales, Australia - Full Time
Skills Needed
Business Development, Relationship Management, Communication, Presentation, Interpersonal Skills, Investment Strategies, Client Service, Marketing, Team Collaboration, Alternative Investments, Credit Products, Private Debt, Private Equity, Training, Client Outreach, Market Trends
Specialization
Candidates must have a minimum of 5 years of relevant industry experience and a bachelor's degree or equivalent education. Experience in alternative investment management, particularly with credit products, is preferred.
Experience Required
Minimum 5 year(s)
Client Relationship Support Private Markets at Yakoubi Associates
Zug, Zug, Switzerland - Full Time
Skills Needed
Client Relationship Management, Private Markets, Project Management, Analytical Skills, Customer Focus, Detail Orientation, Ms Office, Private Equity, Private Debt, Private Infrastructure, Investment Strategies, Operational Processes, Performance Measurement, Strategic Initiatives, Governance, Initiative, Solution Orientation
Specialization
A university degree and at least 4 years of relevant experience in asset management, preferably in Private Markets, are required. Strong project management skills, analytical abilities, and a customer-focused approach are essential.
Experience Required
Minimum 5 year(s)
KYC Specialist (Checker) | Private Banking at Capco Singapore
, Hong Kong, China - Full Time
Skills Needed
Kyc, Aml, Attention To Detail, Research Skills, Communication Skills, Client Experience, Compliance, Documentation Review, Risk Assessment, Process Improvement, Team Leadership, Stakeholder Collaboration, Policy Implementation, Client Lifecycle Management, Private Banking Experience, Narrative Drafting
Specialization
Candidates should have 5-8 years of experience in KYC/AML roles, preferably within banking and financial services. Strong attention to detail, research, and communication skills are essential, along with the ability to collaborate with various stakeholders.
Experience Required
Minimum 5 year(s)
Principal Product Manager, Customer Data Platform at mParticle Limited
New York, New York, United States - Full Time
Skills Needed
Product Management, Data Analysis, Cross Functional Team Leadership, Technical Architecture Collaboration, Adtech, Cloud Data Warehouse, Identity Resolution, Data Science, Ai, Problem Solving, Market Competition Analysis, Customer Needs Understanding, Resource Allocation Management, Strategic Thinking, Mentoring
Specialization
8+ years of experience in technical roles within high technology companies and 5+ years in product management are required. Deep experience with complex data applications and the ability to lead cross-functional teams is essential.
Experience Required
Minimum 5 year(s)
Senior Claims Consultant - Retail Income Protection Claims at TAL Life Limited
Sydney, New South Wales, Australia - Full Time
Skills Needed
Claims Management, Customer Service, Analytical Skills, Problem Solving, Time Management, Attention To Detail, Communication, Compliance, Process Improvement, Life Insurance, Empathy, Team Collaboration, Governance, Quality Assurance, Change Management
Specialization
Candidates should have 1-2 years of experience in Life Insurance claims management, particularly in Retail Income Protection Claims. Relevant qualifications in Business, Commerce, Health, or a Diploma in Life Insurance are desirable.
SLC Management Investment Grade Private Fixed Income Analyst - MBA Intern - at Sun Life
Wellesley, Massachusetts, United States - Full Time
Skills Needed
Financial Analysis, Investment Analysis, Financial Modeling, Credit Analysis, Research Skills, Interpersonal Skills, Problem Solving, Time Management, Leadership Skills, Microsoft Applications, Bloomberg, Capital Iq, Communication Skills, Organizational Skills, Team Collaboration, Investment Memorandum Preparation
Specialization
Candidates should have a bachelor's degree and a minimum of two years of post-undergraduate work experience. Progress toward an MBA and proficiency in investment and accounting principles are also required.
Experience Required
Minimum 2 year(s)
St Vincent’s Private Hospital Brisbane (SVPHB) Graduate Enrolled Nurse Prog at St Vincents Health Network Sydney Public Hospital
Kangaroo Point, Queensland, Australia - Full Time
Skills Needed
Compassionate Care, Patient Centred Care, Multidisciplinary Teamwork, Clinical Expertise, Flexibility, Communication Skills
Specialization
Candidates must have current registration with AHPRA as a Registered Nurse and recent clinical placement experience in an acute hospital setting. Flexibility to work rostered shifts across a 7-day week, including night shifts after the first 3 months of the program, is also required.
St Vincent’s Private Hospital Brisbane (SVPHB) Graduate Registered Nurse Pr at St Vincents Health Network Sydney Public Hospital
Kangaroo Point, Queensland, Australia - Full Time
Skills Needed
Compassionate Care, Patient Centered Care, Multidisciplinary Teamwork, Clinical Expertise, Flexibility, Communication Skills
Specialization
Candidates must have current registration with AHPRA as a Registered Nurse and recent clinical placement experience in an acute hospital setting. Flexibility to work rostered shifts across a 7-day week is also required.