Personal Financial Advisor (Private Wealth) Job at AquSag Technologies (Noida)

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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

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

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

Private Client Relationship Manager

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

Location

United States , Franklin, Massachusetts; Milford, Massachusetts

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

Private Client Relationship Manager

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

Location

United States , Boston

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

Private Banker Senior - AVP

The Private Banker Sr. is a seasoned professional role. Applies in-depth discipl...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Extensive and proven experience in Private Banking having covered the UHNW market / Extensive experience in working with and/or leading client teams and transactions / Demonstrated track record in relationship selling
Creative and innovative
Able to priorities
Able to work as part of a team
Thrives in a business development environment
Strong communication skills
Ability to influence
Bachelor's/University degree or equivalent experience

Job Responsibility

Actively identify prospects and establish contact with them/convert prospects into clients
Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation
Anticipate events in a client’s life and business which have significant financial implications
Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters
Build relationships with client families that cross generations to establish long-term connections to the Citi Private Bank
Effectively manage client expectations regarding what can and cannot be executed on their behalf
Maintain full understanding of client goals and risk tolerance to ensure that financial strategies are appropriate
Uncover needs that are not articulated or clearly expressed by the client
Bring together the product experts to develop long-term solutions to strengthen relationships with the firm
Help clients achieve broad financial/investment goals related to the creation and management of wealth

Fulltime

Private Client Relationship Manager

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

Location

United States , Exton; Phoenixville

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

Private Client Relationship Manager

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

Location

United States , Southampton; Levittown; Bensalem

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

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Personal Financial Advisor (Private Wealth)

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