Personal Banking Advisor Job at Randstad (Melbourne)

Commercial Banking Advisor

A positive future for all – that’s what we at Sopra Steria work towards. With ov...

Location

Belgium , Brussels

Salary:

Not provided

Sopra Steria

Expiration Date

Until further notice

Requirements

Bachelor’s degree or a relevant equivalent
entry level to 3 years relevant experience
experience with Microsoft Office tools
Dutch & French (required), English desirable

Job Responsibility

Managing communication between banks and their clients
providing personalized and relevant advice on a wide range of banking products
handling complex tasks
promoting digital banking services
building portfolios of satisfied accounts
supporting business processes such as customer service and KYC analysis

What we offer

Mobility options including a company car
insurance coverage
meal vouchers
eco-cheques
continuous learning opportunities through the Sopra Steria Academy
various team events

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

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

New

Metrics Production & Management-Vice President

The Metrics Lead is accountable for the execution of complex and critical metric...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Overall, 10-13 years of experience, Banking or Finance industry preferred
Prior experience in defining KPIs and associate measurements in a large financial institution
Must have a broad understanding of the business technology landscape and strong analytical skills
Advanced experience using MS Excel and its data integration tools
Experience using various Business Intelligence tools (Power BI, Tableau, and MicroStrategy)
Expert knowledge of key reporting and analytics capabilities and tools like Tableau, etc.
Expertise in data query, data analytics, and data visualization
Possesses a comprehensive understanding of how one's own area and others collectively integrate to contribute towards achieving business objectives
Adaptable, creative, resourceful, well organized team player with strong work ethics
Communicates effectively, develops, and delivers multi-mode communications that convey a clear understanding of the unique needs of different audiences

Job Responsibility

Define the vision and end state for operationalizing metrics reporting by building a highly qualified team of experts in the areas of reporting and analytics capabilities
Collaborate closely with senior stakeholders across businesses and functions to understand their processes and help them to define tangible KPI’s, reporting metrics and measurements
Ensure adherence with established policies and timelines for data gathering, data quality (DQ) checks, metrics development, assembly of reporting dashboards, and QA to produce EDO reporting deliverables within responsibility on time
Partner with technology to perform current state assessment of existing reporting tools and complete tool selection for each use case as required
Partner with technology to build out capabilities required to enable the reporting and analytics toolkit including required automated data feeds
Ensure design of reporting and analytical capabilities adhere to all Citi Risk and Control requirements
Co-ordinate data availability from applicable suppliers in various areas of the organization
escalating where needed
Oversee/perform metrics calculation through defined procedures specifying appropriate data sources and data fields
Build and enhance existing data quality processes to ensure accuracy, timeliness and completeness of various dashboards and reports

Fulltime

New

Foreign Exchange (FX) Applications Support Analyst

The Apps Support Sr Analyst is a seasoned professional role. Applies in-depth di...

Location

India , Pune

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years experience in an Application Support role
Experience installing, configuring or supporting business applications
Experience with some programming languages and willingness/ability to learn
Advanced execution capabilities and ability to adjust quickly to changes and re-prioritization
Effective written and verbal communications including ability to explain technical issues in simple terms that non-IT staff can understand
Demonstrated analytical skills
Issue tracking and reporting using tools
Knowledge/ experience of problem Management Tools
Good all-round technical skills
Effectively share information with other support team members and with other technology teams

Job Responsibility

Provides technical and business support for users of Citi Applications
Provides quick resolutions to app issues, driving stability, efficiency and effectiveness improvements
Maintains application systems that have completed the development stage and are running in the daily operations of the firm
Manages, maintains and supports applications and their operating environments, focusing on stability, quality and functionality against service level expectations
Start of day checks, continuous monitoring, and regional handover
Perform same day risk reconciliations
Develop and maintain technical support documentation
Identifies ways to maximize the potential of the applications used
Assess risk and impact of production issues and escalate to business and technology management in a timely manner
Ensures that storage and archiving procedures are in place and functioning correctly

Fulltime

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Alliance, Ohio; North Canton, Ohio; Canton, Ohio

Salary:

83000.00 - 104000.00 USD / Year

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire
Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

Comprehensive medical, dental and vision coverage
Retirement benefits
Maternity/paternity leave
Flexible work arrangements
Education reimbursement
Wellness programs

Fulltime

New

Private Client Relationship Manager

At Citizens, our mission is to help clients, colleagues and communities reach th...

Location

United States , Royal Oak; Southfield; Birmingham

Salary:

Not provided

Citizens Bank

Expiration Date

Until further notice

Requirements

Bachelor’s degree (preferred)
3 - 5 years of banking, wealth management or other relevant equivalent experience
Experience working with affluent and high net worth clients
Required Licenses: SIE, Series 6 (or 7) and Series 63 (or 66) licenses are required at the time of hire. Life, Health, and Accident Insurance licenses can be obtained within a specified timeline after hire
Demonstrated success in a client-centric, initiative-taking sales environment
Experience establishing and maintaining relationships with clients and internal partners
Knowledge of industry regulatory requirements to ensure a sound control environment
Excellent written and verbal communication skills

Job Responsibility

Acquire and onboard new affluent and high-net-worth clients into a Book of Business through outbound calling and in-branch or partner introductions
Grow net deposits, investments, and lending balances by executing comprehensive discovery and financial planning conversations, understanding a client’s financial goals, and presenting personalized strategies aligned with each client’s objectives
Deepen and retain client relationships through proactive outbound engagements based on life events, financial triggers, and other insights
Provide exceptional, high-touch client experiences
Engage Wealth Advisors and Certified Financial Planners to help clients reach their financial goals
Partner with colleagues in other lines of business including Retail, Business Banking, Mortgage and Wealth to provide clients a seamless experience across Citizens
Leverage Salesforce CRM to track activity

What we offer

competitive pay
comprehensive medical, dental and vision coverage
retirement benefits
maternity/paternity leave
flexible work arrangements
education reimbursement
wellness programs

Fulltime

New

Lending Advisor - Director

The Lending Advisor Generalist is a strategic professional who closely follows l...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Extensive experience working in a similar role
Strong and proven analytical, financial structuring and execution skills
Strong marketing and sales skills
Strong knowledge of Citibank’s Credit Policies, Product Programs and Citi Policies
Good knowledge of financial markets, investments, banking and loan products
Financial and cash flow modelling
Excellent communication (written and verbal) and interpersonal skills
Ability to work under pressure to tight deadlines
Good negotiation skills
Strong initiative and interactive approach to problem solving

Job Responsibility

The candidate is an experienced lending product specialist and credit officer within the Lending Advisory business, with direct client coverage responsibility
The candidate is required to have strong structuring skills, origination/marketing capabilities and sound credit judgment and has the responsibility to work with Private Bankers for completing the due diligence, underwriting, obtaining approval and reviewing/closing documentation for new Facilities to clients
Marketing and sale of the full Product range, including client calling and account planning in partnership with Private Bankers
Understand and anticipate clients' needs, following up with effective products and financial solutions
Maximize revenue generation whilst achieving at least minimum return targets ensuring responsible lending growth
Responsible for appropriate transaction structuring and execution (within product programs) with appropriate risk and return characteristics, ensuring appropriate Credit Policy and Risk Acceptance standard compliance
Define, coordinate and oversee the analytical activities of the deal team
Define and negotiate the transaction and credit framework (including covenant definition)
Oversee preparation of credit and capital allocation memos
Oversee the Credit Approval write up, for both new deals and annual reviews

Fulltime

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Personal Banking Advisor

Job Description

Job Responsibility

Requirements

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What we offer

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