Integrated Wealth Manager Jobs

Vp audit manager - ia uspb wealth compliance fair lending privacy and legal

The Audit Manager is an intermediate level role responsible for performing moder...

Location

Canada , Mississauga

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
Effective comprehension of business side of audit function and subject matter expertise regarding technology application
Effective verbal, written and negotiation skills
Effective project management skills
Effective influencing and relationship management skills
Demonstrated ability to remain unbiased in a diverse working environment

Job Responsibility

Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards
Review and approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews
Collaborate with teams across the business and determine impact on overall control environment and audit approach
Manage audit activities for a component of a product line, function, or legal entity at the regional or country level
Leverage a comprehensive expertise to manage a team
Advise the business on change initiatives, while advancing integrated auditing concepts and technology adoption
Recommend interventions to issues, propose solutions for risk and control problems, partner with Directors and Managing Directors to develop approaches for broader corporate issues
Apply in-depth understanding of Internal Audit standards, policies and regulations to a specific product or function area

What we offer

Global Benefits
We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well

Fulltime

New

Senior Analyst

Step into the role of Senior Analyst, where you’ll take responsibility for clien...

Location

India , Chennai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Trade settlements, day-to-day initiatives including processing, reviewing, reporting, trading, and issue resolution
Managing complete Trade lifecycle with execution, clearance, settlement and resolution
Execute work requirements as identified in processes and procedures, collaborating with and impacting on the work of closely related teams
Check work of colleagues within team to meet internal and stakeholder requirements
Provide specialist advice and support pertaining to own work area
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders

Job Responsibility

Support with day-to-day Private Bank and Wealth Management initiatives including processing, reviewing, reporting, and issue resolution with regards to accounts, products and services
Support the management of the banks client relations to clearly identify their needs and provide a service that meets expectations
Collaboration with teams across the bank to align and integrate Private Bank and Wealth Management processes
Identification of areas for improvement and providing recommendations for change in Private Bank and Wealth Management processes
Development and implementation of Private Bank and Wealth Management procedures and controls to mitigate risks and maintain operational efficiency
Development of reports and presentations on Private Bank and Wealth Management performance and communicate findings to internal senior stakeholders
Identification of industry trends and developments to implement best practice in Private Bank and Wealth Management Services
Participation in projects and initiatives to improve Private Bank and Wealth Management efficiency and effectiveness
To meet the needs of stakeholders/ customers through specialist advice and support
Perform prescribed activities in a timely manner and to a high standard which will impact both the role itself and surrounding roles

What we offer

Working flexibly
Hybrid working
A workplace of the future
Your wellbeing
More than just a workplace
Be you. Be valued. Belong
We celebrate the unique perspectives and experiences each individual brings, believing our differences make us stronger and drive success

Fulltime

Licensed Client Services Associate

As a Licensed Client Services Associate, you will be integral to our team, handl...

Location

United States , Houston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Minimum of 3 years of relevant experience in the field
Proficiency in Wealth Management
Experience in Private Wealth Management
Possession of Series 63 Licenses
Series 65 qualification
Must hold a Series 6 license
Ability to provide excellent client service
Strong communication and interpersonal skills
Must demonstrate a high level of professionalism and integrity
Proven ability to work effectively in a team-oriented environment

Job Responsibility

Efficiently manage client transactions and money movement requests
Regularly communicate with clients regarding new business and existing issues
Execute client-specific projects as needed
Handle outbound calls and emails to service clients professionally
Review and prepare comprehensive investment reports
Accurately update client information for review meetings
Confirm transactions with clients to ensure accuracy
Responsibly manage calendars and CRM to record client interactions
Resolve client queries via phone and email promptly and effectively
Summarize meeting notes, emails, and financial data for client meetings

What we offer

medical
vision
dental
life and disability insurance
eligibility to enroll in company 401(k) plan

Fulltime

Premier Elite Relationship Manager, International

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up ...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Bachelor’s degree or equivalent experience, preferably in finance, business or a related discipline
Proven track record in client portfolio management
Expert knowledge in financial planning and wealth products as well as external regulatory framework relevant to wealth management
Strong clients focus and ability to develop long term partnerships with clients
Ability to deliver needs-based solutions through effective communication, influencing, and sales skills
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
Proficient in both English and Chinese. Mandarin, Cantonese and English-speaking skills are advantageous

Job Responsibility

Acquire, develop and retain new Non-Resident Premier Elite Clients via outreach activities & referral sources as well as help clients to articulate their needs, and deliver to exceed client expectations on a personal and professional level
Achieve agreed key performance indicator objectives and profit growth through the development of HSBC Premier Elite client relationships
Increase client loyalty by meeting their needs either directly or through effective and proactive collaboration with other internal business partners
Mobilise the resource to provide best in class service to HSBC Premier Elite clients
Understand and adhere to local and global compliance
Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC

What we offer

Continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment

Fulltime

!

New

North Asia Team Lead

Join Relationship Management, to build and maintain relationships with customers...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance
Management of relationship management initiatives, including oversight of colleagues and their performance
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment
Design of customised solutions that address the client's specific needs and objectives
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support
Assessment of financial, legal, and operational risks associated with client relationships
Documentation of all client interactions, transactions, and agreements
Monitoring of client satisfaction, revenue generated, and other relevant metrics
To manage a large, complex or diverse function and take accountability for the strategic direction of the function

Job Responsibility

Build and maintain relationships with customers, clients, stakeholders, and strategic partners
Driving business growth through effective relationship-building and delivering tailored solutions to meet client needs
Manage relationship management initiatives and set the strategic direction
Provide support to the bank's senior management team

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Explore flexible working arrangements
International scale with geographic reach, wide variety of functions, businesses, roles and locations
Chance to learn from a globally diverse mix of colleagues
Encouragement to embrace mobility

Fulltime

Assistant Manager, HSBC Premier

Wealth and Personal Banking (WPB) helps deliver on HSBC’s purpose of opening up ...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University level education, preferably in finance, business or a related discipline
Proven frontline experience in customer serving at a financial institution
Excellent customer service skill and mindset, with strong attention to detail
Good knowledge of retail banking and wealth management products
Team player with commercial orientation
Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
Fluency in both English and Cantonese, with knowledge of Mandarin is preferred
The relevant rights to work in Hong Kong is required

Job Responsibility

Collaborate with Premier Relationship Manager to develop and nurture relationships with Premier clients
Provide efficient, high quality professional services and ensure a consistent delivery of the Global Premier core service standards and proposition
Support Premier Relationship Managers to conduct customer needs activity planning and portfolio management to improve customer satisfaction
Promote HSBC Premier proposition for deposits and portfolio growth
Initiate and maintain effective communication with paired Premier Relationship Managers
Assist Premier Relationship Manager on managing, developing and retaining quality client relationship
Identify opportunities for wealth and credit reviews to optimize portfolio performance and meet the needs of the customers
Understand and adhere to local and global compliance
Maintain the levels of operational integrity required by HSBC and adhere to the Business Principles and Values of HSBC

What we offer

Continuous professional development
Flexible working opportunities
Inclusive and diverse environment

Fulltime

!

New

Private Wealth Advisor - Director

As the Private Wealth Director, you will hold the P&L responsibility for your te...

Location

Hong Kong , Hong Kong

Salary:

Not provided

Randstad

Expiration Date

January 02, 2026

Requirements

Bachelor’s degree or above
Essential SFC and/or HKMA license holder
Significant, quantifiable experience in retail/personal finance or private wealth management
Documented history of managing and leading teams to achieve challenging sales and growth targets
A self-motivated, results-driven professional with exceptional leadership qualities, integrity, and a deep, practical understanding of wealth management products and strategies
Client-obsessed, with an ability to apply an excellent learning ability to grasp complex market dynamics and product offerings quickly
Superior communication, negotiation, and influencing skills
Fluency or high-level proficiency in Mandarin, Cantonese, and English is highly preferred

Job Responsibility

P&L & Target Ownership: Formulating and rigorously executing a high-impact business strategy to ensure the team consistently hits or surpasses aggressive annual sales, AUM, and client acquisition KPIs
Market Penetration: Leading proactive business expansion, establishing high-value distribution channels, and elevating brand to dominate the regional private wealth landscape
Building a Championship Team: Recruiting, developing, and mentoring Private Wealth Advisors into a top-performing unit. Implementing clear performance metrics and accountability standards to maximize individual and collective output
Operational Integrity: Maintaining absolute adherence to compliance standards while actively mitigating operational risks to secure sustainable, high-integrity growth

!

New

Lead Wealth Architect

We are seeking an experienced and credentialed Wealth Architect to join our team...

Location

United States , Bloomington; Arden Hills

Salary:

150000.00 - 300000.00 USD / Year

Boyum Barenscheer

Expiration Date

Until further notice

Requirements

10+ years of experience in Wealth Management or Financial Advisory roles preferred
Active CFP® certification preferred
Series 65 license preferred
Active and Valid Life and Health insurance license in Minnesota preferred
Proven experience working with high-net-worth individuals and business owners
Strong interpersonal and communication skills
Tech-savvy and comfortable in a fast-paced, collaborative environment

Job Responsibility

Leads relationships with new and existing high-net-worth clients, typically with $5M+ in net worth, providing strategic guidance and proactive support
Converts warm referrals from CPA partners, existing clients, and centers of influence into long-term advisory relationships
Delivers comprehensive financial planning across retirement, estate, tax, and investment disciplines, ensuring recommendations align with client objectives
Partners with Integrated Wealth Managers (CFP® professionals) to build, refine, and present financial plans
Coordinates with the CIO to implement investment strategies, ensuring portfolios reflect client goals and firm standards
Works closely with Client Service Representatives to ensure seamless onboarding and consistent, high-quality service
Builds and deepens internal referral relationships through intentional networking with CPA partners and team members
Upholds exceptional standards of execution, responsiveness, and client care across all interactions

What we offer

Competitive base salary with year-end “true-up” based on production
Equity opportunity as part of the compensation package
Access to high-quality referrals and internal marketing support
Long-term career path with leadership potential

Fulltime

Integrated Wealth Manager

Boyum Barenscheer

Location:
United States , Bloomington ▼
Arden Hills

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
December 28, 2025

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