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Wealth Manager Jobs (Hybrid work)

13 Job Offers

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Wealth Manager
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Join RBC's London charity team as a Wealth Manager. This pivotal role requires a Level 7 Chartered Wealth Manager or CFA qualification. You will manage client relationships, drive new business, and deliver tailored wealth solutions. Enjoy a competitive package and a dynamic, high-performing team ...
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United Kingdom , London
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Not provided
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Brewin Dolphin
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Until further notice
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Business Analyst – Wealth Management
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Join KeyBank's InvestNet program as a Business Analyst to modernize wealth management. You will analyze requirements, document processes, and support digital advisor experience enhancements. This role requires wealth management expertise and Agile experience, offering a comprehensive benefits pac...
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United States , Cleveland, OH; Albany, NY; Buffalo, NY; Brooklyn, OH
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65.00 - 69.00 USD / Hour
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Apex Systems
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Private Banking & Wealth Management Executive
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Join Barclays as a Private Banking & Wealth Management Executive in London. You will support senior bankers in client acquisition, servicing, and retention, becoming a key operational contact. The role requires strong banking knowledge, client relationship experience, and excellent organizational...
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United Kingdom , London
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Not provided
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Barclays
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Client Service Associate – Wealth Management
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Join a boutique wealth management firm in San Carlos as a Client Service Associate. Support high-net-worth clients and advisors in a collaborative RIA environment. Ideal candidates have 1-5 years of experience and proficiency with platforms like Fidelity or Schwab. Enjoy benefits including a 401(...
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United States , San Carlos
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75000.00 - 115000.00 USD / Year
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Robert Half
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Head of Wealth Management Operations
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United States , NYC
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Not provided
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Savvy Wealth
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Paraplanner or Wealth Manager
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Join a growing SEC-registered RIA in Mill Valley as a Paraplanner or Wealth Manager. Deliver comprehensive financial planning and investment management with a client-first approach. Requires a CFP®, Series 65 preferred, and 2-5+ years of advisory experience. Enjoy a rich benefits package and a su...
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United States , Mill Valley
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Not provided
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Robert Half
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Sales Surveillance Senior Analyst (Wealth Management)
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Join Citi's Asia Wealth Risk and Control Team in Kuala Lumpur as a Sales Surveillance Senior Analyst. You will establish a robust governance framework for investment, insurance, and FX sales surveillance. This role requires strong analytical skills, 2-3 years of relevant experience, and proficien...
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Malaysia , Kuala Lumpur
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Not provided
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Citi
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Wealth Management Associate
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Join a premier Wealth Management team in Chicago. This associate role offers a fast-track career path with a strong preference for internal promotion. You will handle client service, reporting, account management, and operational support using Orion and Redtail CRM. The position includes comprehe...
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United States , Chicago
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90000.00 - 100000.00 USD / Year
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Robert Half
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Vp audit manager - ia uspb wealth compliance fair lending privacy and legal
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Seeking an experienced VP Audit Manager in Mississauga to oversee Wealth Compliance, Fair Lending, Privacy, and Legal. This role requires 6-10 years' expertise, relevant certifications, and strong project management skills. You will lead audits, advise on risk controls, and collaborate with senio...
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Canada , Mississauga
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Not provided
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Citi
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Wealth Operations Change Manager
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Lead strategic change initiatives as a Wealth Operations Change Manager at Citi in Warsaw. You will drive process automation, leverage AI tools, and re-engineer client service platforms using your 6-10 years of financial industry experience. This role focuses on digitization, data-driven decision...
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Poland , Warsaw
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Not provided
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Citi
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Wealth Regulatory Reporting Operations Manager
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Lead regulatory reporting operations for a global wealth management leader in Zurich. This managerial role requires 9+ years of experience, including team leadership and deep expertise in regulatory submissions. You will ensure accuracy, drive process improvements, and collaborate with senior sta...
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Switzerland , Zurich
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Not provided
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Citi
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Wealth Management Summer Internship
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Launch your finance career with Citi's 10-week Wealth Management Summer Internship in Dubai. Designed for penultimate-year students, this program offers intensive training, a tailored project, and immersive mentorship. Develop key skills in global banking and client service while building a profe...
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United Arab Emirates , Dubai
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Not provided
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Citi
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Junior Consultant – Wealth and Asset Management Regulation
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Join Prometeia, a European leader in Wealth & Asset Management, as a Junior Consultant in Milan. You will monitor EU regulations, analyze industry trends, and support innovative solutions. This role requires a finance/economics master's, strong analytical skills, and English proficiency. Enjoy a ...
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Italy , Milano
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Not provided
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Prometeia
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Until further notice

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