Investment Advisor, Private Wealth Management Job at Randstad (Singapore)

Private Wealth Management / Personal Finance Advisor

Join our team as a Private Wealth Management / Personal Finance Advisor and offe...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

5+ years of hands-on experience and leadership in private wealth management or personal finance advisory at a leading financial institution (e.g., Schwab Private Client Services, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, Edward Jones, Fidelity Investments, Vanguard, and similar firms)
Proven track record designing and implementing investment personalized portfolios, expense management processes, and decision-making strategies tailored to client-specific risk profiles and income
Expertise in delivering high-touch client service to clients across varying levels of financial circumstance, from everyday retail to mass-affluent to HNW/UHNW. Experience will ideally include all forms of financial planning (retirement, mortgage, budgeting, investments) across different client segments
Strong analytical skills with the ability to synthesize complex financial data into actionable recommendations
Exceptional written and verbal communication skills, prioritizing clarity, empathy, and professionalism
Ability to thrive in a remote, collaborative, and fast-paced environment
Unwavering commitment to ethical standards and client confidentiality

Job Responsibility

Deliver expert personal finance guidance to individuals with varying risk profiles and income levels
Work closely with researchers to provide asynchronous feedback and expertise that enhance advisory solutions at scale
Design and manage strategies for portfolio construction, expense management, and financial decision-making that align with individual client risk profiles and goals, including complex scenarios
Leverage extensive experience from leading private wealth management and personal finance practices to drive best-in-class outcomes
Demonstrate exemplary written and verbal communication in all client and team interactions
Maintain the utmost discretion, professionalism, and a client-first approach throughout all advisory engagements

Fulltime

PWM Private Wealth Advisor

Responsible for retention and growth of medium to large size high net worth clie...

Location

United States , Charlotte

Salary:

165000.00 - 200000.00 USD / Year

U.S. Bank National Association

Expiration Date

July 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
10 or more years of experience in high and ultra-high net worth client wealth management activities

Job Responsibility

Responsible for retention and growth of medium to large size high net worth client relationships
Builds a team of Banking, Trust and Investment professionals around client that meets and exceeds client needs
Handle complex wealth and relationship management issues
Providing counsel and expert advice in all areas of Wealth Management

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Personal Financial Advisor (Private Wealth)

Join our team as a Personal Financial Advisor (Private Wealth) and help shape th...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

Several years of hands-on experience in personal financial advisory or private wealth management, preferably with mass affluent or high-net-worth clients
Proven track record at respected institutions such as Schwab Private Client, J.P. Morgan Private Bank, Morgan Stanley Wealth Management, Bank of America Merrill Lynch, or Chase Private Banking
Deep understanding of investment planning, retirement vehicles (401k, IRA), and tax-aware financial strategies
Exceptional judgment and decision-making skills in client advisory contexts
Outstanding written and verbal communication abilities
Certified Financial Planner (CFP) designation required
Expertise in client relationship management and regulatory compliance

Job Responsibility

Deliver tailored financial guidance on budgeting, investment strategies, retirement planning, and debt management for high-net-worth individuals
Evaluate client scenarios and provide expert feedback to support the development of advanced AI financial planning tools
Communicate complex financial concepts clearly and concisely to both clients and technical teams
Help clients build and execute practical, long-term financial plans aligned with both immediate needs and future goals
Uphold industry standards and regulatory compliance in all client interactions and recommendations
Build trust by offering high-quality, thoughtful, and client-centric advice that drives meaningful financial outcomes
Contribute insights and expertise to refine and advance AI-driven solutions for financial planning

Fulltime

PWM Private Wealth Advisor

U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve the...

Location

United States , Atlanta

Salary:

140000.00 - 175000.00 USD / Year

U.S. Bank National Association

Expiration Date

July 31, 2026

Requirements

Bachelor's degree, or equivalent work experience
Eight or more years of experience interacting with High and Ultra High Net Worth clients

Job Responsibility

Identifying, closing, and deepening client relationships
Using familiarity with client circumstances alongside a broad knowledge of investments, banking, wealth and estate planning, and trust services to frame, acquire, and retain relationships
Growth through internal and external sales and development of new client relationships within PWM
Acting as a conduit for Private Wealth Management's strategic partners in the region

What we offer

Healthcare (medical, dental, vision)
Basic term and optional term life insurance
Short-term and long-term disability
Pregnancy disability and parental leave
401(k) and employer-funded retirement plan
Paid vacation (from two to five weeks depending on salary grade and tenure)
Up to 11 paid holiday opportunities
Adoption assistance
Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law

Fulltime

Private Wealth Advisor

The main purpose of this job is to oversee and manage the investment team, manag...

Location

United States , Scottsdale

Salary:

Not provided

Commerce Bank

Expiration Date

Until further notice

Requirements

Strong knowledge of the investment field, including knowledge of best practices
Working knowledge of portfolio theory with understanding of fiduciary law
Exceptional relationship management skills and the ability to serve on various internal investment committees
Ability to lead round table discussions and investment seminars
Ability to maintain a valid driver's license and meet Commerce Bank's driving record criteria
Strong critical thinking skills with the ability to apply discretion and sound judgement to efficiently and effectively solve problems
Ability to drive results and balance management of organizational risk and meeting goals of the business
Strong leadership skills with ability to motivate team members and foster a positive team environment that gives way to collaboration and unified goals
Outstanding interpersonal and relationship building skills with the ability to effectively communicate with all levels of the company
Ability to remain adaptable and resilient to all situations with an optimistic outlook

Job Responsibility

Manage client portfolios and administer client accounts within prescribed investment and fiduciary guidelines
Manage client relationships with an emphasis on prudent fiduciary risk management, relationship growth and exceeding client expectations
Analyze clients' complete financial picture and work with clients to develop a comprehensive understanding of their unique investment goals and objectives
Work with clients to develop comprehensive wealth management strategies
Determine client's risk profile and educate the client about investment risks and the risk/reward tradeoff
Create an appropriate investment portfolio ensuring implementation and execution of investment strategies
Ensure accounts are structured to comply with client's investment policy statement and correspond with current investment strategy
Provide ongoing client communication, monitoring and rebalancing of portfolio
Confer with others on investment team to determine consequences of investment decisions
Continuously perform investment research, stays informed of developments in security markets

What we offer

employer sponsored health, dental, and vision insurance
401(k)
life insurance
paid vacation
paid personal time
career development
education assistance
voluntary supplemental benefits

Fulltime

Investment Advisor, Private Bank

This is an exciting opportunity to join Barclays as an Investment Advisor, Priva...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

In-depth and broad investment product knowledge as well as a strong understanding of broad asset allocation issues and can assimilate complex investment information
Technical skills and experience with respect to formulating investment strategies and solutions across asset classes including Equities, Fixed Income, FX and Alternatives as well as via Mandates, Funds and Structured products & Derivatives
Good Basic understanding of wealth and estate planning issues
Extensive experience working in investment advisory, portfolio management or sell-side global markets
Superior communication skills and a proven record for closing, with the ability to match clients’ investment needs to appropriate proposition and product set
An entrepreneurial mindset, with a pragmatic ‘can-do’ attitude and be proactive and flexible in accordance with the changing environment
Excellent verbal, written communication, and presentation skills

Job Responsibility

Provision of SME expertise on specific products and services to customers and colleagues, including features, functionalities, benefits, limitations, risks and compliance
Understanding of market trends, new features, regulatory requirements and potential risks, and analysis of data obtained from sales figures and, customer feedback, to support the product development process, and communicate key findings to relevant stakeholders to improve product offerings
Response to customer inquiries, attend client meetings and obtain a detailed understanding of complex personal / corporate financial circumstances in order to provide options for suitable product solutions
Support with resolution of issues, and provision of guidance on product usage
Presentation of the advantages and features of the product to potential customers, building trust and encouraging adoption
Assistance with the development and execution of marketing materials for the product, such as pitch materials and client presentations
Participation in training sessions and workshops to share product knowledge and expertise with colleagues and other stakeholders
Participation in events, conferences, and other networking opportunities to showcase the product and generate interest

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days

Fulltime

New

Financial Advisor & Planner - Private Wealth Specialist

In this role, you'll apply your expertise to help train next-generation AI syste...

Location

India , Noida

Salary:

Not provided

AquSag Technologies

Expiration Date

Until further notice

Requirements

3+ years of recent or ongoing hands-on experience serving individual and family clients in private wealth management or financial advisory roles
Strong expertise in client-facing personal finance, investment planning, and wealth strategy
Exceptional written and verbal communication skills, with an emphasis on clarity, professionalism, and empathy
U.S.-based, with current authorization to work as an independent contractor in the United States
Demonstrated attention to detail and a commitment to analytical rigor in advisory recommendations
Experience engaging in client discovery, goal-setting, and ongoing portfolio management

Job Responsibility

Participate in focus sessions to discuss real-world advisory scenarios, client needs, and best practices in financial planning
Provide clear, thoughtful, and detailed asynchronous written feedback on advisory content and financial planning workflows
Leverage your experience to share practical insights from high-touch private wealth management or financial advisory roles
Collaborate to enhance financial advisory frameworks and elevate the client experience for individuals and families
Communicate professionally, precisely, and on time, ensuring clarity in both written and verbal exchanges
Offer guidance on comprehensive planning topics such as investment strategy, retirement, estate, and tax considerations
Contribute real-world perspective to improve the depth and accuracy of financial advisory AI systems

Fulltime

New

Associate Private Wealth Portfolio Specialist

Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

July 30, 2026

Requirements

6+ months of Private Wealth Portfolio Management experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Provide client services to internal and external ultra-high net worth customers in account management, operations, documentation, issue resolution, and technical support
Review basic issues, policies, or procedures for which answers can be quickly obtained, and are related to low to medium risk tasks and deliverables with narrow impact within Private Wealth Portfolio Management functional area
Receive direction from supervisor and exercise judgement within defined parameters while developing understanding Private Wealth Portfolio Management functional area, policies, procedures, and compliance requirements
Provide information to Private Wealth Portfolio Management managers, colleagues, and stakeholders, including internal as well as external customers
Provide service to existing clients and perform tasks that are clerical and administrative in nature
Assists Portfolio/Investment Manager in business development and supports through sales/marketing while leveraging partnership opportunities throughout the firm
Supports Portfolio/Investment Manager in the development and delivery of advice, client acquisition, and relationship management of high-net worth (HNW) and ultra-high-net worth (UHNW) clients of Private Wealth Portfolio Management, exercising a strong risk management mindset and ensures that all appropriate measures are taken to mitigate risk
Supports the Portfolio/Investment Manager by interfacing with WIM Relationship Managers and/or their associates as facilitator/liaison for seamless delivery of investment services and solutions
Builds partnerships with other line of business associates to foster teamwork
Interacts with clients, prepares client correspondence and investment research reports, and schedules client reviews

Fulltime

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Investment Advisor, Private Wealth Management

Job Responsibility

Requirements

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