Private Wealth Management Client Services Team Associate Job at U.S. Bank National Association (Des Moines)

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

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

Director, Global Indian Team Lead, Private Bank

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 relationship management initiatives, including oversight of colleagues and their performance, implementation of departmental goals and objectives, oversight of department efficiency and effectiveness
Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts
To manage a business function, providing significant input to function wide strategic initiatives

Job Responsibility

Establish and nurture profitable partnerships with both corporate and individual clients
Be the bridge between the bank's offerings and clients' needs, ensuring mutual benefit and long-term success

What we offer

Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture and environment
Office is carefully designed to optimise the well-being of our colleagues
Integrated live-work-play development, with shops, restaurants, gyms and an alfresco dining area

Fulltime

Tax Associate Director – Inheritance & Trust Specialist

Our tax professionals draw on their comprehensive experience to deliver business...

Location

United Kingdom , London

Salary:

Not provided

BDO UK LLP

Expiration Date

Until further notice

Requirements

Proven specialist technical private client experience, and the ability to deal with complex tax issues, gained within a practice environment
Strong experience and the ability to lead projects, with support from senior members of the team, in succession planning for multi-generational families and provide support to the wider private client team as a technical expert on a wide range of inheritance tax matters
An in depth, up to date, knowledge of taxation including Trust and IHT related matters
Experience of reviewing Trust accounts and associated tax aspects
Experience advising in the trusts and estates specialist area and working with trustees and wealth advisory teams on the tax considerations
Experience of dealing with client senior management
Can guide and supervise less experienced colleagues
Some experience of seeking opportunities for developing new clients and for selling new services to existing clients
Staff management experience
Leads projects of varying scale and complexity

Job Responsibility

Manage funds, businesses and trusts of individuals, families and entrepreneurs
Build strong relationships with individuals to become their trusted advisor and oversee their tax affairs
Work across a truly diverse portfolio of global clients
Work proactively and manage your own tasks
Collaborate with others and communicate regularly with senior managers, directors, and BDO’s partners to help businesses effectively
Identify and draw attention to opportunities for enhancing our delivery and providing additional services to organisations we work with.

What we offer

Health and wellness programmes
Pension plan with matched employer contributions
Private medical access for you and your family
Income protection plan
Holiday purchase scheme (up to 10 days additional leave)
Bike to work scheme
Agile working
Programmes, resources, and frameworks for career development
Mentoring and coaching
State-of-the-art collaboration spaces

Private Banker Team Leader

The Private Banker Team Lead drives market strategy, leads hiring and talent dev...

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Must be CACS 1 & 2 certified
Regulated by MAS (Monetary Authority of Singapore)
Experience in driving market strategy, leading hiring and talent development, and managing team KPIs and sales performance
Experience in providing senior oversight of client activity and banker development
Experience in maintaining strong governance and risk discipline
Experience in cultivating a high‑performing, client‑centric team culture
Experience in establishing and nurturing profitable partnerships with corporate and individual clients
Experience in management of client relationships to identify financial goals, challenges, and risk tolerance
Experience in research and understanding of client's industry trends, regulatory landscape, and competitive environment
Experience in design of customised solutions

Job Responsibility

Drive market strategy
Lead hiring and talent development
Manage team KPIs and sales performance
Provide senior oversight of client activity and banker development
Maintain strong governance and risk discipline
Cultivate a high‑performing, client‑centric team culture
Ensure the team executes a focused and commercially aligned business plan
Establish and nurture profitable partnerships with both corporate and individual clients
Act as the bridge between the bank's offerings and clients' needs
Manage client relationships to identify financial goals, challenges, and risk tolerance

What we offer

Structured hybrid working
Supportive and inclusive culture and environment
Opportunity to explore flexible working arrangements
Office designed to optimise well-being
Integrated live-work-play development with shops, restaurants, gyms
Great location in Marina Bay with convenient commute options and excellent views
Access to eco-friendly facilities like an eco-farm
Work in one of the wealthiest and safest cities in the world
Richly diverse, wholly inclusive environment
Commitment to inclusion and opportunities

Fulltime

European Head of Investment Counsellors

The Investment Counsellor Team Lead manages multiple teams of senior professiona...

Location

Luxembourg , Bertrange

Salary:

275000.00 - 450000.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

15+ years of experience
Extensive experience in providing investment advice and solutions as well as managerial experience
CFA, MBA degree or other advance degree a plus
Demonstrable track record in managing a business P&L
Demonstrable track record in managing sales and service functions associated with a large and complex client-focused investment organization
Relevant qualifications and registrations for the country of employment
Bachelor's/University degree, Master's degree preferred
Demonstrable strong organizational skills, including the ability to clearly formulate, communicate and implement business and investment strategies
the capacity to effectively engage and influence business partners and navigate through a complex global organization
and the ability to attract, develop and retain talent

Job Responsibility

Responsible for the effective coordination, management and delivery of all aspects of the CPB Investments Business within the region, including CIM and Capital Markets as well as the core functions noted herein
Manage both direct and matrix reports across the Investments business to ensure the business meet financial targets as well as all internal and external standards and practices
Development and execution of the region’s broader business strategy, including client segmentation and coverage, product positioning and development, platform and process enhancement, content delivery, regulatory compliance, risk and control, revenue and expense management
Through continuous direct client interaction, solicit client feedback on CPB’s Investments business, and drive platform and product initiatives to maintain CPB’s pre-eminent relevance and stated goal as trusted advisor to all target market clients
Provide leadership as the “Face” of the Investments business to all clients in the region
Manages a large team of investment professionals including Investment Counsellors and Product Specialists
Works effectively across the region, in close partnership with the senior leadership team for Investments Solutions, the regional management team, Market Executives, Team Leaders, Private Bankers and other partners including Lending and Wealth Planning to build strong client relationships and deliver to them the best of the Citi platform to clients
Effectively recruit, develop, promote and retain talented professionals across the Europe investments organization
Effectively engage, leverage, and partner with Citi Markets, Wealth Markets, CIM and Alts to provide exceptional investment offerings to CPB clients
In accordance with goals set by the Citi Private Bank Regional Head and the Private Bank Global Head of Investments Solutions, deliver continued revenue growth through managing the cost to income ratio, proactively managing expenses and consolidating the business across the region, creating operational efficiencies and achieving agreed financial targets

Fulltime

Vp - private banker

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

Location

Singapore , Singapore

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

CACS 1 & 2 certified
Legal Right to Work in Singapore

Job Responsibility

Management of client relationships to identify the clients financial goals, challenges, and risk tolerance to support the analysis of data obtained from various sources, including the investment portfolio and cash flow, to identify trends, insights, areas for improvement and additional services to support client needs.
Research and understanding of the client's industry trends, regulatory landscape, and competitive environment to inform strategic recommendations.
Design of customised solutions that address the client's specific needs and objectives, incorporating a range of products and services from the bank's portfolio.
Communication of the value proposition of proposed solutions, justification of recommendations, and negotiation of terms that are beneficial for both the client and the bank.
Provision of guidance to clients to support their financial decisions, offering expert investment advice, risk management and wealth management strategies support, and updates on market trends to ensure a positive and continuous relationship.
Assessment of financial, legal, and operational risks associated with client relationships, and implementation of measures to minimise potential losses.
Documentation of all client interactions, transactions, and agreements to ensure transparency and auditability, and communicate findings effectively to support product development, service offerings, and the overall bank strategy.
Monitoring of client satisfaction, revenue generated, and other relevant metrics to evaluate the effectiveness of relationship management efforts.
To contribute or set strategy, drive requirements and make recommendations for change. Plan resources, budgets, and policies
manage and maintain policies/ processes

What we offer

Hybrid working
Structured approach to hybrid working with fixed 'anchor' days
Supportive and inclusive culture and environment
Commitment to flexible working arrangements

Fulltime

New

Direct Funds Product Manager

iCapital is seeking an experienced Product Management Specialist to take ownersh...

Location

Portugal , Lisbon

Salary:

Not provided

iCapital Network

Expiration Date

Until further notice

Requirements

Bachelor’s degree and/or master’s degree in a relevant field
2–4 years of experience in product management, fund servicing, or a related role within alternative investments, asset management, or wealth management
Experience with Luxembourg fund structures and evergreen funds preferred
Strong understanding of the lifecycle and operational processes of alternative investment funds
Structured approach to prioritizing and delivering required tasks and ability to develop scalable processes
Excellent organizational skills and the ability to handle multiple tasks and prioritize assignments
Strong oral and written communication skills – proficiency in English required
other languages a plus
Positive attitude, proactive approach, and desire to work in a fast-moving, entrepreneurial environment
Strong analytical and stakeholder management skills

Job Responsibility

Serve as the primary point of contact for post-launch product management of Lux funds, including Evergreen private markets funds
Coordinate the launch of new share classes as well as oversee any other amendments to offering materials, including arranging for any associated regulatory approvals and managing investor consent processes, as applicable
Coordinate the production and compliance sign-off of key fund level marketing materials and ensure the timely dissemination of information to all relevant stakeholders (including internal and external distribution channels and data rooms as applicable)
Respond to due diligence (DD) questionnaires on funds serviced and/or managed by iCapital and oversee fund level RFPs, coordinating across functions for a timely delivery of accurate responses
Handle AML/KYC with key service providers pertaining to both upstream and downstream processes relating to the funds serviced/managed by iCapital
Respond to queries about iCapital’s corporate structure, in coordination with corporate secretary/ legal
Liaise with the International Tax team to respond to jurisdiction-specific tax queries and arrange for appropriate registrations in offshore jurisdictions
Handle ad hoc client requests relating to fund servicing, life cycle management and fund governance
Support the administration and governance of recurring fund servicing activities, ensuring timely and accurate completion
Collaborate with internal teams (Legal, Compliance, Tax, Client Success) and external providers (Administrators, Fund Sponsors, auditors) to deliver seamless fund servicing

Fulltime

Private Wealth Management Client Services Team Associate

U.S. Bank National Association

Location:
United States , Des Moines

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 20, 2026

Expiration:
February 27, 2026

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Job Posted:
February 20, 2026

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