Global Head of Private Wealth Job at Ogier (London)

Summer Analyst

Citi's Global Wealth is looking for Summer Analysts to join our Citi Global Weal...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

You are in your penultimate/final year of university
expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
you have an interest in Wealth Management and Private Banking
you are fluent in a 2nd language (this is desirable but not essential)
strong interpersonal and relationship-building skills
high level of personal integrity, commitment to excellence and a strong desire to learn
resiliency to work in a challenging and changing high-volume, fast-paced environment
sense of urgency and ability to execute quickly and efficiently

Job Responsibility

Collaborate with the wider Global Wealth division to carry out transactional services
assist in building a sustainable client pipeline and shortening deal closures
analyze customer needs and deliver structured end to end global solutions
support the team leaders and department heads on specific projects and tasks

Fulltime

Global Head of Private Wealth – Ogier Global

We are seeking a highly motivated and experienced individual. Reporting into the...

Location

United Kingdom , London; Jersey; Guernsey; Dublin; Luxembourg

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Create and implement the Private Wealth income growth strategy
Drive sustainable revenue growth through proactive business development
Leading the service line team across all locations
Financial performance including full P&L responsibility
Driving innovation in the service line
Ensuring consistently high levels of client satisfaction
Ensuring operational efficiency, effectiveness and consistency
Managing operational, financial, and business risks

Fulltime

New

Global Head of Private Wealth

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Ireland

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A proven track record of generating income growth through existing network
A proven track record of setting and implementing Private Wealth products, income growth and operational strategy
Extensive experience in the Private Wealth market
Experienced leader of a multi-jurisdictional team

Job Responsibility

Income Growth: Create and implement the Private Wealth income growth strategy in consultation with key stakeholders. Drive sustainable revenue growth through proactive business development, maintaining and expanding relationships with new and existing clients. This includes working closely with Legal SLHs, Ogier Global SLHs, jurisdictional MDs and the Client Development Team to ensure effective identification of opportunities and coordination of BD and marketing activities
Leadership: Leading the service line team across all locations. This includes setting strategic direction, managing team performance, and ensuring the delivery of consistent, high-quality client services. Attracting, developing, retaining and improving the talent pool and developing succession plans where necessary. This includes fostering a positive work environment, promoting professional development, managing performance and supporting the Ogier culture
Financial Management: Financial performance including full P&L responsibility of the service line. This includes budgeting, forecasting, financial reporting and meeting financial targets
Product and Operational Innovation: Driving innovation in the service line. This includes identifying and supporting the implementation of new products and the effective use of technology and design of processes to enhance service delivery with interaction with key stakeholders such as Business Services
Client Service: Ensuring consistently high levels of client satisfaction. This includes managing client relationships, resolving client issues, and ensuring the delivery of high-quality services. Undertake client work and mandates, such as Directorships as required
Operational Excellence: Ensuring operational efficiency, effectiveness and consistency. This includes overseeing the consistent implementation of best practices, process improvements, and technology solutions to enhance service delivery and client satisfaction and maintain operational KPIs in line with agreed targets
Risk Management and Governance: Managing operational, financial, and business risks. This includes ensuring compliance with regulatory requirements, implementing risk management strategies, and maintaining a strong control environment. Hold positions such as directorships on internal board and committees as required

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Director - Private Wealth Services

At Ogier, we are committed to creating an open and supportive environment where ...

Location

Jersey

Salary:

Not provided

Ogier

Expiration Date

Until further notice

Requirements

A strong background with a minimum of 10 years in private wealth services
Considerable practical experience, supported by a relevant professional qualification such as STEP, CGI, ACCA
Hands on experience in managing private wealth engagements, including growing existing and new client relationships as part of relevant BD activity
Experience in acting as a director on the board of private wealth clients
Demonstrated ability to build and lead a strong motivated team by providing guidance, feedback and day to day direction
Strong client service mentality, with extensive technical skills in the relevant service delivery
Self-driven and willing to take on responsibility with the ability to keep resilient under pressure
In-depth knowledge of Fiduciary administration operations
Knowledge of regulatory environments, with experience of liaising with the relevant regulators
Excellent collaboration skills through strong stakeholder management

Job Responsibility

Continue the client development strategy in coordination with the law firm
Undertake business development activity to deliver the client development strategy and income growth targets, within a known jurisdiction where you will ideally have an existing network
Support and demonstrate excellent client service, leading and motivating the OGL Private Wealth team, providing coaching and development support as required
Work closely with peers in other jurisdictions, sharing best practice, coordinate activity and resources
Continuous review of changing market requirements and service improvement opportunities
Maintain a strong relationship with the law firm resulting in seamless client service, product development and service enhancements
Contribute to marketing activity including client briefings, internal product training, evaluation of trends and support the social media strategy
Reinforce the Group Vision and the use of lean management/continuous improvement tools to support sustainable, incremental business improvements
Act as a Director on Ogier Global (Jersey) Limited, and subsidiaries
Act as Director or other formal position on client structures where opportunities present

Fulltime

Product Manager

This role will lead the agenda for new payments initiatives, compliance and indu...

Location

Hong Kong SAR , Kowloon

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Experience managing across multi-function and/or global business
comprehensive knowledge of payments products, digital payment channels and regulation
keen interest in the Future of Payments technology and open banking infrastructure
experience in process & control design, project management of global project
prior experience in Wealth Management or Private Banking preferred
fluency in written and spoken English is mandatory

Job Responsibility

Lead and shape the Payment product strategy across diverse client segments including Citigold, Citi Private Client and Citi Private Bank
own day-to-day product management for core Payment products such as product delivery, client experience, and client communication strategies as well as help the team prioritize, negotiate, and remove obstacles to achieve business results
support product head to define, develop, and implement product strategies through analyzing customer behavior and preferences, competitive best practices, and product economics
serve as subject matter expert and has oversight over the client experience, product features and servicing processes
initiate, plan and manages initiatives throughout the entire project lifecycle working with cross-functional project teams within Citi and external partners
manage product approvals, define product requirements, create user stories, define acceptance criteria, oversee testing status, and post implementation activities
make recommendations based on regulatory changes, competition, consumer trends and market research
conduct competitive analysis to identify key opportunities that drive innovation, increase revenue and enhance the client experience
maintain effective risk management and controls, perform review of control procedures, work with control and risk partners to ensure adequate controls in place
promote risk and compliance awareness within Payment product team

What we offer

Equal employment opportunity
professional growth
work-life balance

Fulltime

Vp - us fundraiser

Arrow Global is seeking a Client Coverage Professional to support and expand the...

Location

United States , New York

Salary:

Not provided

Arrow Global Group

Expiration Date

Until further notice

Requirements

3 to 7 years’ experience in institutional sales, capital raising, or business development, ideally within private markets or alternative investments
Good understanding of the US institutional investor ecosystem, including pension funds, insurance companies, endowments, foundations, and wealth management platforms
Excellent verbal and written communication skills
High degree of professionalism, judgment, integrity, and client-service orientation
Ability to manage multiple priorities and collaborate effectively with cross-functional teams
Analytical, detail-oriented with experience working collaboratively in a fast-paced, dynamic environment
A bias for action, ability to work under pressure, effectively multi-task and adhere to many concurrent deadlines

Job Responsibility

Identify and research prospective U.S.-based investors, including institutional investors, family offices, RIAs, and other professional capital allocators
Draw on market research, investor databases, and internal resources to source and qualify new business opportunities
Identify and attend key conferences to build Arrow’s Brand
Support Senior Relationship Managers in setting investor coverage strategies, planning roadshows, sharing market intelligence, coordinating touchpoints, and ensuring a unified approach to institutional engagement across key accounts
Together with the Global Head of Consultant Relations, proactively develop and maintain relationships with existing and prospective consultants globally, with a goal to raise capital directly and indirectly across Arrow’s product offerings
Build and maintain a structured pipeline of investor relationships
Support ongoing communication with existing investors by responding to investor requests and delivering regular updates and ongoing communication post-investment
Assist with presentations and meeting preparation
Partner with Client & Product Solutions team in leading: (i) servicing efforts linked to consultants and underlying clients (ii) presentation and meeting prep and (iii) ongoing communications post-investment
Track investor & consultant interactions, follow-ups, distribution lists and relationship history in CRM systems

Fulltime

New

Pa To Head Teacher

We are looking for a professional who is well organised, positive and efficient ...

Location

United Kingdom , St Albans

Salary:

29400.00 GBP / Year

Scholars' Education Trust

Expiration Date

Until further notice

Requirements

Experience as a PA or secretary at a senior level
Excellent secretarial and organisational skills
Used to working in a busy and sensitive environment
Highly competent in Microsoft Office
Good general education
Excellent communications and interpersonal skills
Able to use initiative and work without supervision
Able to work under pressure
Flexible attitude and ability to adapt to change

Job Responsibility

Provide confidential and personal support to the Headteacher of Samuel Ryder Academy

Fulltime

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Global Head of Private Wealth

Job Description

Job Responsibility

Requirements

Looking for more opportunities?

Global Head of Private Wealth

Summer Analyst

Global Head of Private Wealth – Ogier Global

Global Head of Private Wealth

European Head of Investment Counsellors

Director - Private Wealth Services

Product Manager

Vp - us fundraiser

Pa To Head Teacher

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