Bilingual Manager- Wealth Management
About the role
• 5–7 years of experience in Wealth Management or Banking, including leadership of a branch or advisory team
• Proven track record of coaching advisors to meet and exceed business goals
• Experience in designing or improving business processes in Wealth Management
• Deep understanding of banking and investments business, client acquisition, onboarding and advisors’ development is required.
• Bilingual proficiency in English and Spanish (mandatory)
About Finance Professionals Inc.
WHO WE ARE
We are a specialist FinTech and Financial Services recruitment consultancy. We have been helping clients attract, hire and retain staff across all areas from technology to finance. By being specialists in our sectors, we are able to use our deep and active network of professionals to quickly match the best people with great permanent and contract job opportunities.
WHAT WE DO:
We deliberately work on a small number of assignments allowing us the time to deeply search for talent for your business. By partnering with an excellent client base including Banks, Financial Services Firms, FinTech companies at various stages and established multinationals, we are able to present compelling career opportunities to industry professionals.
SECTORS WE WORK IN: -FinTech -Infrastructure -Financial Systems -Banking & Securities -Wealth Management & Advisory -Fund Management -Fund Services -Payment Services -Financial Services -Insurance -Real Estate Investment Trusts -Real Estate Development -Construction Finance and Private Equity
SKILLS WE PLACE: -Accounting & Finance -Banking Operations & Middle Office -Risk & Compliance -Fund Accounting -PMO -Business Analysts -IT Manager -Cloud Professionals -DBA -Data Specialists -Design -QA & Testing -Developers
Bilingual Manager- Wealth Management
About the role
• 5–7 years of experience in Wealth Management or Banking, including leadership of a branch or advisory team
• Proven track record of coaching advisors to meet and exceed business goals
• Experience in designing or improving business processes in Wealth Management
• Deep understanding of banking and investments business, client acquisition, onboarding and advisors’ development is required.
• Bilingual proficiency in English and Spanish (mandatory)
About Finance Professionals Inc.
WHO WE ARE
We are a specialist FinTech and Financial Services recruitment consultancy. We have been helping clients attract, hire and retain staff across all areas from technology to finance. By being specialists in our sectors, we are able to use our deep and active network of professionals to quickly match the best people with great permanent and contract job opportunities.
WHAT WE DO:
We deliberately work on a small number of assignments allowing us the time to deeply search for talent for your business. By partnering with an excellent client base including Banks, Financial Services Firms, FinTech companies at various stages and established multinationals, we are able to present compelling career opportunities to industry professionals.
SECTORS WE WORK IN: -FinTech -Infrastructure -Financial Systems -Banking & Securities -Wealth Management & Advisory -Fund Management -Fund Services -Payment Services -Financial Services -Insurance -Real Estate Investment Trusts -Real Estate Development -Construction Finance and Private Equity
SKILLS WE PLACE: -Accounting & Finance -Banking Operations & Middle Office -Risk & Compliance -Fund Accounting -PMO -Business Analysts -IT Manager -Cloud Professionals -DBA -Data Specialists -Design -QA & Testing -Developers