Relationship Manager, Wealth Job at Randstad (Kuala Lumpur)

IPB Assistant Relationship Manager

The IPB ARM (C10) is a developing professional role that applies specialty area ...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

0-2 years relevant experience
ability to multi-task with strong organizational and time management skills per the needs of banker teams and clients
ability to problem solve and analyze data with demonstration of attention to detail
strong verbal and written communication skills
client facing experience
strong background and interest in the fields of operations and compliance
previous sales referral experience
knowledge of investments, banking, and credit products
US: Licenses: Series 7/63 or 7/66 or willing to acquire within 120 days
bachelor's/university degree or equivalent experience

Job Responsibility

Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams
manage and execute client transactions with respect to business and individual banking, credit and investment products
ensure transactions are completed within audit and compliance standards as well as timely
take ownership of client investigations (e.g., statement reporting issues and pricing inquiries) and collaborate with operational and middle office teams to ensure effective resolution
coordinate account maintenance for all products and reporting on WINS including address changes, telephone number updates, account status changes, rates and fee waivers
enforce banking policies and procedures to ensure operational integrity while maintaining high client satisfaction
proactively arrange and participate in client visits and perform service quality check-in calls to clients
obtain banker/client appointments to build upon existing or establish new relationships
identify and document new business opportunities for referral to banker or product specialist
perform responsibilities through proficient use Citi applications

Fulltime

Citigold Relationship Banker

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
Volunteerism opportunities
Global network support

Fulltime

Private Bank and Wealth Management Off Cycle Internship

Join us on an off cycle internship for 3-6 months working within our Investment ...

Location

United Arab Emirates , Dubai

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

To be considered for this programme, you must be in your penultimate or final year of your degree - in any discipline
Language requirements: fluent in English and Arabic desirable
Ideally, you'll have a keen interest in business and finance and a curiosity to learn
We value resourcefulness, teamwork, enthusiasm and an entrepreneurial spirit, all of which might be showcased through your involvement in extracurricular activities

Job Responsibility

Perform financial analysis of potential clients
Prepare presentations and memoranda for existing and new clients
Support credit and onboarding due diligence
Attend client meetings with experienced bankers
Network and build relationships across a global organisation
Execution of small research projects, research to support strategic decision making, preparation of presentations and reports to communicate research findings, collaboration with senior management to implement research findings for private bank and wealth management, working closely with high-net-worth clients and their advisors who have complex banking and investment needs
Collaboration with cross-functional teams to support business initiatives
Participation in training and development programmes to enhance skills and knowledge
Identification of opportunities, development of business cases, management of the deployment and launch of new products and services for private bank and wealth management
Management of the development and implementation of financial models and strategies that support in decision making in private bank and wealth management

What we offer

Paid holiday and vacation
Competitive pay
Private medical care
Disability assurance
Flexible working
Life assurance
Voluntary benefits
Retirement planning

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

Vp audit manager - ia uspb wealth compliance fair lending privacy and legal

The Audit Manager is an intermediate level role responsible for performing moder...

Location

Canada , Mississauga

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of relevant experience
Related certifications (CPA, ACA, CFA, CIA, CISA or similar) preferred
Effective comprehension of business side of audit function and subject matter expertise regarding technology application
Effective verbal, written and negotiation skills
Effective project management skills
Effective influencing and relationship management skills
Demonstrated ability to remain unbiased in a diverse working environment

Job Responsibility

Consistently develop, execute and deliver audit reports in a timely manner, in accordance with Internal Audit and Regulatory standards
Review and approve the Business Monitoring Quarterly summary and serve as lead reviewer for all reviews
Collaborate with teams across the business and determine impact on overall control environment and audit approach
Manage audit activities for a component of a product line, function, or legal entity at the regional or country level
Leverage a comprehensive expertise to manage a team
Advise the business on change initiatives, while advancing integrated auditing concepts and technology adoption
Recommend interventions to issues, propose solutions for risk and control problems, partner with Directors and Managing Directors to develop approaches for broader corporate issues
Apply in-depth understanding of Internal Audit standards, policies and regulations to a specific product or function area

What we offer

Global Benefits
We bring the best to our people. We put our employees first and provide the best-in-class benefits they need to be well, live well and save well

Fulltime

Private Banker

Join us as a Private Banker, where you will take full ownership of ultra-high-ne...

Location

United Kingdom , Glasgow

Salary:

Not provided

Barclays

Expiration Date

Until further notice

Requirements

Proven success in managing and advising ultra-high-net-worth clients, with a strong track record of deepening client relationships and growing AUM
Ability to drive business growth through acquiring and developing new high-net worth client relationships
RDR Level 4 qualified, including Securities and Derivatives, with strong technical understanding of investment and credit products
Demonstrated ability to structure and deliver complex solutions across investments, lending, and wealth planning
Experience in identifying, monitoring, and managing risk across a sophisticated client portfolio
Strong commercial acumen and understanding of global markets, portfolio construction, and regulatory frameworks

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

What we offer

Working flexibly
Hybrid working
Structured approach to hybrid working
Supportive and inclusive culture and environment
Commitment to providing a supportive and inclusive culture

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a trusted partner to emerging affluent and high-n...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6+ years of experience in wealth management or a related field, serving affluent and high-net-worth clients in Singapore
Strong local market knowledge and experience advising clients with wealth, retirement and legacy planning needs
Demonstrated success in business development, client acquisition, and relationship deepening
Robust understanding of investment products, wealth strategies, and financial planning tools
Excellent interpersonal, analytical, and communication skills
Ability to work both independently and as part of a collaborative team
Mandatory certifications required for advising on financial products in Singapore
Willingness to travel locally for client engagement when necessary
Bachelor’s degree from an accredited institution

Job Responsibility

Design and implement tailored financial strategies that include investment management, retirement planning, legacy and estate planning, tax optimization, and risk mitigation
Cultivate deep, long-term relationships with emerging affluent and high-net-worth individuals
Serve as their primary advisor by understanding life goals, financial needs, and generational aspirations
Drive portfolio expansion through proactive prospecting, referrals, and leveraging Citi’s global platform
Conduct regular reviews to ensure client strategies evolve with changing needs
Partner with internal specialists to deliver integrated, end-to-end financial solutions
Stay current with market trends, investment opportunities, and regulatory changes
Translate insights into actionable advice that supports clients’ wealth goals
Organize exclusive client events to enhance engagement and deliver valuable market perspectives
Ensure full compliance with KYC/AML, regulatory, and internal policies

What we offer

Extensive on-the-job training and exposure to senior leaders
More traditional learning
Opportunity to give back and make a positive impact through volunteerism

Fulltime

Global Wealth Analyst

Citi Global Wealth is looking for Full-Time Analysts to join the growing busines...

Location

Luxembourg , Bertrange

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Final year of University or graduated
expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
interest in Wealth Management and Private Banking
strong interpersonal and relationship-building skills
high level of personal integrity, commitment to excellence and strong desire to learn
resiliency to work in a challenging and changing high-volume, fast-paced environment
sense of urgency and ability to execute quickly and efficiently

Job Responsibility

Develop financial models
evaluate investment ideas for clients
prepare presentations for client visits
explore and develop new business opportunities

What we offer

Four-week in-depth training program
rotational opportunities across divisions
eligibility for promotion to Associate for top performers
diversity and inclusion culture

Fulltime

Relationship Manager, Wealth

Randstad

Location:
Malaysia , Kuala Lumpur

Category:
Banking

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
February 25, 2026

Expiration:
April 10, 2026

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