CrawlJobs Logo

Private Wealth Management / Personal Finance Advisor

aqusag.com Logo

AquSag Technologies

Location Icon

Location:
India , Noida

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

Join our team as a Private Wealth Management / Personal Finance Advisor and offer your expertise to improve personalized wealth management at scale. You’ll work closely with one of the leading AI labs on a core capability, conducting focus sessions and providing async feedback to elevate the personal finance user experience. We are seeking top-tier professionals who place a premium on exceptional client service and communication.

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

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

Nice to have:

  • Experience leading advisory teams or high-impact client initiatives in a private wealth practice
  • CFA, CFP, CRPC, or other relevant professional certifications
  • Familiarity with digital tools

Additional Information:

Job Posted:
January 29, 2026

Employment Type:
Fulltime
Work Type:
Remote work
Icon
AquSag Technologies - All Job Offers
Job Link Share:
Copy Link Icon
Facebook Icon Twitter Icon LinkedIn Icon

Looking for more opportunities? Search for other job offers that match your skills and interests.

Briefcase Icon

Similar Jobs for Private Wealth Management / Personal Finance Advisor

Senior Private Banker

The Senior Private Banker (China Team) at Citi is responsible for managing relat...
Location
Location
Hong Kong , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ 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
  • bachelor's/university degree, master's degree preferred
Job Responsibility
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
What we offer
What we offer
  • equal opportunity employer
  • reasonable accommodations for persons with disabilities
  • global benefits designed to support well-being, growth, and work-life balance
  • Fulltime
Read More
Arrow Right

Private Banker

The Private Banker Lead role at Citi involves working with ultra-high-net-worth ...
Location
Location
Hong Kong SAR , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 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
  • Bachelor's/University degree, Master's degree preferred
Job Responsibility
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
Read More
Arrow Right

Senior Private Banker

The Private Banker Principal is a strategic professional providing in-depth expe...
Location
Location
Hong Kong , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 15+ 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
  • Bachelor's/University degree, Master's degree preferred
Job Responsibility
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
Read More
Arrow Right

Private Banker

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Hong Kong SAR , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 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
  • bachelor's/university degree
  • master's degree preferred
Job Responsibility
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
What we offer
What we offer
  • equal opportunity employer
  • accessible tools and reasonable accommodations for people with disabilities
  • Fulltime
Read More
Arrow Right

Personal Financial Manager

This is a unique opportunity to provide high-level financial management and stra...
Location
Location
Salary
Salary:
Not provided
sterlingtonlaw.com Logo
Sterlington
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Qualified accountant (CPA, CA, ACCA, or equivalent professional certification)
  • 5-8 years of accounting experience, preferably including family office, private wealth, or high-net-worth client service
  • Strong understanding of trust structures, estate planning entities, and multi-entity accounting
  • Excellent attention to detail and commitment to accuracy in financial record-keeping
  • High degree of discretion and ability to handle confidential information with integrity
  • Exceptional organizational skills and ability to manage multiple priorities independently
  • Excellent written and verbal communication skills
  • Proficiency with accounting software and financial management platforms
Job Responsibility
Job Responsibility
  • Oversee personal financial operations across multiple entities, including trusts and estate planning structures
  • Maintain accurate financial records and produce regular reporting on assets, liabilities, and cash flow
  • Coordinate inter-entity transfers and ensure proper documentation and compliance
  • Monitor and reconcile bank accounts across various entities and jurisdictions
  • Manage bill payment processes and vendor relationships
  • Track and organize investment holdings and related documentation
  • Coordinate with external advisors including wealth managers, attorneys, and tax professionals
  • Maintain organized financial filing systems and ensure document retention protocols
  • Provide proactive financial insights and recommendations to support decision-making
  • Identify opportunities for process improvement and operational efficiency
Read More
Arrow Right

Private Banker

The Private Banker Lead is a strategic professional who stays abreast of develop...
Location
Location
Hong Kong , Central and Western District
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 6-10 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
  • Bachelor’s/University degree
  • Master’s degree preferred
Job Responsibility
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
What we offer
What we offer
  • Equal opportunity employer
  • reasonable accommodation available for individuals with disabilities
  • Fulltime
Read More
Arrow Right
New

Senior Software Engineer- Identity & Access

Security represents the most critical priorities for our customers in a world aw...
Location
Location
Ireland , Dublin
Salary
Salary:
Not provided
https://www.microsoft.com/ Logo
Microsoft Corporation
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Bachelor's Degree in Computer Science or related technical field AND Mid-Senior level years technical engineering experience
  • Solid experience in technical engineering experience with coding in languages including, but not limited to, C, C++, C#, Java, JavaScript, or Python OR equivalent experience
  • Proven experience taking part in on-call rotation
  • Ability to work with global teams across multiple time zones
  • Ability to meet Microsoft, customer and/or government security screening requirements are required for this role. These requirements include, but are not limited to the following specialized security screenings: Microsoft Cloud Background Check: This position will be required to pass the Microsoft background and Microsoft Cloud background check upon hire/transfer and every two years thereafter.
Job Responsibility
Job Responsibility
  • Design, implement, and maintain critical identity infrastructure capable of managing millions of requests daily
  • Collaborate with product managers, and other teams to create and deliver features from initial concept to Production
  • Work within a framework that emphasizes ongoing improvement, adaptation, and learning, informed by data analysis
  • Take part in on-call rotations, site reviews, and incident investigations to contribute to system reliability and team knowledge
  • Provide guidance to engineers, promoting inclusion, technical accuracy, and consistent improvement
  • Support the development of an engineering culture focused on growth and professional development.
  • Fulltime
Read More
Arrow Right
New

Customer Service - Self Storage Manager

Our Property Managers get to work independently at multiple locations; spending ...
Location
Location
United States , West Chester
Salary
Salary:
15.00 USD / Hour
publicstorage.com Logo
Public storage
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Experience in customer service centered sales environments (e.g., retail, restaurant, fast food, other service-based companies)
  • Valid driver's license and own vehicle for travel between work locations
  • Ability to transport/lift/move items up to 35 pounds
  • Ability to walk in/around facilities, spending up to 50% of time outdoors, including climbing stairs and opening large doors
  • Ability to perform cleaning and daily maintenance tasks (sweeping/mopping interior areas, maintaining exterior grounds/curb appeal)
Job Responsibility
Job Responsibility
  • Work independently at multiple locations (inside and outside)
  • Assess customer storage needs and make suggestions
  • Sell packing and moving supplies
  • Perform daily storage unit inspections to confirm inventory and availability
  • Audit cash drawers and make bank deposits
  • Help keep customers current with payments
  • Make reminder and collection calls
What we offer
What we offer
  • Flexible and full-time schedules
  • Medical, dental, vision insurance
  • 401k with match
  • Paid time off
  • Sick time
  • Flex spending
  • Company-paid life insurance
  • Company-paid accidental death insurance
  • Exclusive vendor discounts
  • Mileage reimbursement for work-related travel
  • Fulltime
Read More
Arrow Right
Jobs by Category
Art and Entertainment Jobs Banking Jobs Call Center Jobs Construction Jobs Consulting Jobs Customer Service Jobs Education Jobs Energy Jobs Finance Jobs Gastronomy Jobs Health and Beauty Jobs Hospitality and Tourism Jobs Human Resources Jobs Insurance Jobs IT - Administration Jobs IT - Software Development Jobs Legal Jobs Logistics Jobs Manufacturing Jobs Marketing, Digital Marketing, SEO, SEM Jobs Media Jobs Nursing Jobs Office Administration Jobs Pharmacy Jobs Physical Work Jobs Public Relations Jobs Public Sector Jobs Purchasing Jobs Quality Control Jobs Real Estate Jobs Research and Development Jobs Sales Jobs
Job Positions Jobs by Country
United States Jobs United Kingdom Jobs India Jobs Canada Jobs Australia Jobs Germany Jobs Ireland Jobs Poland Jobs
Company
Blog About Us Contact
Follow Us
Facebook
X (Twitter)
LinkedIn
Instagram
CrawlJobs Group
ITFlashcards AllDevBlogs
© 2026 CrawlJobs Ltd. All Rights Reserved
Terms & Conditions Privacy Policy