Private Wealth Associate Job at Douglas Scott (London)

Private Wealth, Client Associate

The Wealth Manager Client Service Associate (CSA) is responsible for providing d...

Location

United States of America , New York; Pittsburgh; Johnston; Stamford

Salary:

35.00 - 44.00 USD / Hour

Citizens Bank

Expiration Date

June 30, 2026

Requirements

Candidates may be required to hold Series 7 & 66 or 63/65
Undergraduate degree a plus
Foundational knowledge of investment and banking products
Detail oriented and customer focused
Professional verbal and written communication
Prior brokerage or RIA experience

Job Responsibility

Provide day-to-day support to Wealth Managers
Lead onboarding and service for new and existing clients
Client relationship management, including developing and maintaining strong relationships with high net worth clients
Client communication and education, including communication of investment updates, market insights, and performance reports

What we offer

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

Fulltime

Associate Portfolio Specialist (Private Wealth Portfolio Management)

Wells Fargo is seeking an Associate Private Wealth Portfolio Specialist. In this...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

June 29, 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

Kyc/compliance Associate, Private Bank

Our Client is a renowned Private Bank with global presence.

Location

Singapore , Singapore River

Salary:

Not provided

Randstad

Expiration Date

July 19, 2026

Requirements

>2 years of prior experience in Wealth/Private banking KYC reviews
Experience in reading and interpretation of financial documents
Knowledge of MAS regulatory requirements
Strong analytical skills
Team player

Job Responsibility

Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements
Corroborate Source of Wealth documentation and liaise/advise Front Office
Review client transactions for alignment with risk profiles and flag suspicious activities
Address true matches for sanctions and other AML/CFT risks from screening
Ensure timely and high-quality completion of your assigned caseload
Offer valuable guidance to front-line employees on KYC/CDD-related inquiries

Fulltime

Kyc/compliance Associate, Private Bank

Our Client is a renowned Private Bank with global presence.

Location

Singapore , Singapore River

Salary:

Not provided

Randstad

Expiration Date

July 19, 2026

Requirements

>2 years of prior experience in Wealth/Private banking KYC reviews
Experience in reading and interpretation of financial documents
Knowledge of MAS regulatory requirements
Strong analytical skills
Team player

Job Responsibility

Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements
Corroborate Source of Wealth documentation and liaise/advise Front Office
Review client transactions for alignment with risk profiles and flag suspicious activities
Address true matches for sanctions and other AML/CFT risks from screening
Ensure timely and high-quality completion of your assigned caseload
Offer valuable guidance to front-line employees on KYC/CDD-related inquiries

Fulltime

Associate Wealth Advisor

We are looking for an Associate Wealth Advisor to join a high-performing team in...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Bachelor’s degree required
4–8 years of relevant experience in private wealth management, wealth management, or a closely related advisory environment
A credential such as CFP, CFA, CPA, JD, or a similar designation is required
Strong understanding of financial planning principles, investment concepts, wealth accumulation, and wealth preservation strategies
Excellent verbal and written communication skills with the ability to interact effectively in client-facing settings
Well-developed organizational skills and attention to detail in managing multiple priorities and follow-up items
Demonstrated commitment to client service and the ability to work effectively with advisors, colleagues, and external partners

Job Responsibility

Partner with senior advisors to develop financial planning analyses and support tailored wealth strategies for clients
Contribute to investment recommendation preparation by gathering data, organizing insights, and helping ensure materials are ready for review
Participate in client meetings, document key takeaways, and coordinate timely follow-up on action items and service needs
Assist with new client onboarding, account setup, and ongoing administrative activities to maintain accurate and efficient account management
Work closely with internal teams and external partners to help deliver a seamless and responsive client experience
Help manage day-to-day client relationship needs by addressing requests, tracking priorities, and supporting service delivery
Prepare clear, organized planning and meeting materials that help advisors present recommendations effectively
Gradually assume greater responsibility for selected client relationships as experience, judgment, and advisory capability grow

What we offer

medical
vision
dental
life and disability insurance
401(k) plan

Fulltime

Associate Wealth Banking Specialist (SAFE)

Wells Fargo is seeking an Associate Wealth Banking Specialist (SAFE) in Banking,...

Location

United States , Deerfield

Salary:

66000.00 - 100000.00 USD / Year

Wells Fargo

Expiration Date

June 16, 2026

Requirements

6+ months of affluent banking, commercial banking, consumer banking, mortgage banking, or private banking experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Manage and service a routine and low complexity affluent client relationship portfolio in lending, credit, and deposit products and services
Review and analyze client financial goals and changing needs, presenting recommendations within defined parameters to best fit the needs of the client
Develop a working knowledge of changing market conditions delivered by the business division across various digital platforms
Assist in providing service to Affluent Banking client relationships
Interact with clients to help identify client retention issues as well as potential new business opportunities across product lines
Develop solid product knowledge and basic client relationship management skills to meet the financial needs of customers and may have accountability over accounts
Prepare preliminary client correspondence and customized professional client presentation materials to support sales and marketing efforts
Research and resolve operational issues related to complex accounts
Receive direction from leaders and exercise independent judgment while developing the knowledge to understand function, interpret policies, procedures, and compliance requirements
Provide information and coordinate with the broader banking and internal teams (Financial Advisors, etc.) to ensure clients are in the correct banking product based on their financial activity

What we offer

Health benefits
401(k) Plan
Paid time off
Disability benefits
Life insurance, critical illness insurance, and accident insurance
Parental leave
Critical caregiving leave
Discounts and savings
Commuter benefits
Tuition reimbursement

Fulltime

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Kyc/compliance associate, private bank

Our Client is a renowned Private Bank with global presence.

Location

Singapore , Singapore River

Salary:

Not provided

Randstad

Expiration Date

July 27, 2026

Requirements

>2 years of prior experience in Wealth/Private banking KYC reviews
Experience in reading and interpretation of financial documents
Knowledge of MAS regulatory requirements
Strong analytical skills
Team player

Job Responsibility

Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements
Corroborate Source of Wealth documentation and liaise/advise Front Office
Review client transactions for alignment with risk profiles and flag suspicious activities
Address true matches for sanctions and other AML/CFT risks from screening
Ensure timely and high-quality completion of your assigned caseload
Offer valuable guidance to front-line employees on KYC/CDD-related inquiries

Fulltime

Kyc/Compliance Associate, Private Bank

Our Client is a renowned Private Bank with global presence. Review and enhance e...

Location

Singapore , Singapore River

Salary:

Not provided

Randstad

Expiration Date

June 26, 2026

Requirements

>2 years of prior experience in Wealth/Private banking KYC reviews
Experience in reading and interpretation of financial documents
Knowledge of MAS regulatory requirements
Strong analytical skills
Team player

Job Responsibility

Review and enhance existing KYC profiles to meet enhanced regulatory and internal policy requirements
Corroborate Source of Wealth documentation and liaise/advise Front Office
Review client transactions for alignment with risk profiles and flag suspicious activities
Address true matches for sanctions and other AML/CFT risks from screening
Ensure timely and high-quality completion of your assigned caseload
Offer valuable guidance to front-line employees on KYC/CDD-related inquiries

Fulltime

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Private Wealth Associate

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