Senior Relationship Manager (Wealth) Job at Randstad (Kuala Lumpur)

Senior Lead Wealth Management Banker (HNW / Executive Wealth Solutions)

At Wells Fargo, we are looking for talented individuals who place our clients at...

Location

United States , Charlotte

Salary:

185000.00 - 300000.00 USD / Year

Wells Fargo

Expiration Date

July 24, 2026

Requirements

7+ years of Wealth Management Banking - Professional Services experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

Job Responsibility

Lead complex, high-impact initiatives within the Executive Wealth Solutions and Professional Services segment, often spanning multiple business lines and disciplines
Serve as a trusted advisor to HNW clients and senior executives, delivering customized banking and lending strategies aligned with their broader wealth plans
Drive large-scale strategic planning efforts focused on expanding and deepening relationships within the executive and professional services client segment
Analyze and structure sophisticated, multi-layered credit and liquidity solutions, including bespoke lending, tailored banking arrangements, and integrated trust strategies
Navigate complex financial, operational, and client-specific factors, including illiquid assets, concentrated positions, and executive compensation structures
Make sound decisions in highly complex environments, applying deep expertise in HNW client needs, regulatory considerations, and lending frameworks
Collaborate closely with advisors, investment professionals, trust partners, and senior leadership to deliver a seamless, client-centric experience
Lead client engagements, deal execution, and internal initiatives, while mentoring junior team members and serving as a subject matter expert

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

New

Senior Wealth Management Banking Coordinator

Wells Fargo is seeking a Senior Wealth Management Banking Coordinator.

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

July 30, 2026

Requirements

2+ years of Wealth Management Banking support experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience and education

Job Responsibility

Provide account administration and risk management, supporting multiple people and balancing multiple priorities
Assist in providing service to private wealth client relationships
provide client service and address inquiries
Perform moderately complex daily transactions and control records and files within policy guidelines
Prepare preliminary client correspondence
Research and resolve operational issues related to complex accounts
Work with centers, offices, and stores to execute daily transactions for bankers
Support performance of less experienced staff and overall effectiveness of team
Collaborate and consult with peers, colleagues, and managers to resolve routine issues and achieve goals, while building a strong knowledge of internal policies and procedures
Maintain effective risk management through routine education, sound risk and operational decision making, and adherence to policies or procedures related to low to medium risks and deliverables

Fulltime

Consulting Senior Manager, Banking, Risk and FSI

We are currently seeking a Consulting Senior Manager, Banking, Risk and FSI to j...

Location

United States , New York

Salary:

167500.00 - 279000.00 USD / Year

NTT DATA

Expiration Date

Until further notice

Requirements

Bachelor’s degree in Business, Finance, Technology, or related field
6+ years consulting experience in banking, financial services, or fintech
Strong experience in banking, financial services, or fintech
Proven background in business development, growth strategy, account management, consulting, or client engagement
Deep understanding of banking domains such as retail banking, commercial banking, investment banking, payments, lending, risk, compliance, or wealth management
Experience working with large banks or financial institutions in the New York market is preferred
Ability to engage with C-level and senior executive stakeholders
Strong knowledge of digital transformation, cloud, data analytics, AI, automation, cybersecurity, and platform modernization
Excellent communication, negotiation, presentation, and stakeholder management skills
Proven ability to generate pipeline, influence deals, and deliver measurable business growth

Job Responsibility

Drive business growth and market expansion across banking and financial services accounts
Identify new revenue opportunities through digital transformation, technology modernization, data, cloud, AI, automation, and consulting-led solutions
Build and maintain strong relationships with senior banking executives, business stakeholders, and technology leaders
Develop account growth strategies, business acceleration plans, and client-specific value propositions
Partner with sales, delivery, consulting, product, and technology teams to create compelling solutions
Lead strategic discussions around banking operations, core banking modernization, payments, lending, risk, compliance, customer experience, and digital channels
Support proposal development, deal shaping, commercial models, and executive presentations
Track market trends, competitor activity, regulatory changes, and emerging banking technologies
Drive cross-sell and upsell opportunities across existing client portfolios
Ensure alignment between client objectives and business growth initiatives

What we offer

medical, dental, and vision insurance
flexible spending or health savings account
life and AD&D insurance
short and long term disability coverage
paid time off
employee assistance
participation in a 401k program with company match
additional voluntary or legally-required benefits

Fulltime

Banker/Senior Relationship Manager, Citi Commercial Bank Spain

Citi is expanding its Commercial Banking business in Spain and Portugal, serving...

Location

Spain , Madrid

Salary:

101900.00 - 168100.00 EUR / Year

Citi

Expiration Date

Until further notice

Requirements

Sound knowledge of banking, treasury / lending / markets products and processes, as well as a solid track record of providing banking and financial advice and solutions to clients
Demonstrate strong credit skills
capable of structuring all credit deals and the ability to identify risks / issues and track them to closure
Experience in managing multiple project timelines and prioritizations
Ability to coordinate multi-functional teams to provide exceptional client experience
Excellent interpersonal, communication and influencing skills (e.g. negotiation, consultative skills, leadership)
Highly focused, able to rapidly identify key priorities, clearly communicate the priorities
Accountable for significant direct business results and provide advice regarding the operations and growth of the business
A proactive approach in looking for ways to develop new and strengthen existing business relationships with clients, delivers a simple, secure and seamless client experience
Ability to embrace new technology and understand the role digital plays in the experience that we deliver for our clients

Job Responsibility

Acquire new, multi-product clients for the Bank and manage those relationships on an ongoing basis. Own, respond to, identify and anticipate future needs, roadblocks or risks and expectations, delivering Citi´s product offer and global network
Client-level planning, budget and revenue responsibilities. Identify cross-sell opportunities to deepen and increase share of wallet
Work closely with EMEA TTS implementation team, CCB Cash Sales Managers, Underwriting / Risk teams, Markets experts and Relationship Associates on a daily basis. Interaction with other CCB teams across the globe. Collaborate with IB and Wealth teams to develop opportunities
Participate in structuring solutions specific to client / industry segment while maintaining overall accountability for clients / transactions and building / strengthening an effective portfolio
Manage the credit relationship of clients, coordinating and overseeing the end-to-end process, ensuring adherence to internal policies and frameworks
actively contribute to the preparation of credit memos, and present and defend proposals before risk and business committees
Maximize client experience by proactively sharing markets updates, trends and intelligence
Monitor and support products’ implementation processes. Manage customers and transactions on CRM platform
Verify adherence to global KYC (Know Your Customer) standards during the onboarding process and, on an ongoing basis, ensuring the appropriate compliance deliverables are met
Ensure compliance with regulatory requirements and Citi's policies / guidelines at all times

Fulltime

Senior Wealth Analyst

We are looking for a Senior Wealth Analyst to join a client-focused wealth manag...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

At least 2–3 years of experience in financial planning, private wealth management, or a related client service role
Demonstrated ability to analyze financial information and translate findings into clear, well-organized deliverables
Strong verbal and written communication skills with the confidence to interact professionally with high-net-worth clients and internal partners
Experience using financial planning software and wealth management technology platforms
familiarity with firm-specific tools is a plus
Excellent organizational skills with the ability to manage multiple priorities while maintaining accuracy and follow-through
High standards of professionalism, sound judgment, and discretion when handling sensitive client information
Close attention to detail and a commitment to delivering consistent, high-quality client service

Job Responsibility

Develop financial planning materials, investment reviews, and client-facing reports to support personalized wealth strategies
Coordinate meeting preparation by organizing account information, assembling planning documents, and tracking follow-up items after client conversations
Gather and evaluate financial data to identify insights that inform recommendations across cash flow, investments, and broader planning needs
Contribute to reviews involving tax considerations and estate planning topics in partnership with senior advisors and other specialists
Assist with increasingly sophisticated planning initiatives as experience grows, helping advance comprehensive advice for clients
Maintain strong day-to-day relationships with clients by responding to service requests and ensuring a thorough, attentive experience
Support administrative and service activities tied to private wealth accounts while helping keep client records accurate and current
Expand industry connections through networking and relationship-building efforts that enhance visibility within the wealth management community

What we offer

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

Fulltime

Business Change Manager - Senior Vice President

The Business Change Manager will be part of the Global Change Management functio...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Demonstrable front–to-back experience of leading or working on initiatives in either complex regulatory initiatives (e.g., MIFID2) or large business transformational programs
Experience in Private Banking / Wealth Management / Capital Markets
Prior experience in a consultancy, preferred
In-depth experience of defining and leading significant change programs across the lifecycle, including analysis, systems implementation, process change and controls and communications and training
Demonstrable ability to digest and understand implications of complex regulations on business models
Able to operate at the appropriate level, understanding the detailed concepts while also understanding the big picture
Ability to quickly grasp and master new concepts / requirements and related product / functional knowledge of Wealth Management
Must be able work under pressure and manage to tight deadlines or unexpected changes in expectations or requirements
Excellent oral and written communication skills and ability to facilitate discussions
Ability to learn/understand some technical implications of system design

Job Responsibility

Define and lead the detailed analysis working with Front Office, Product, Control functions and Infrastructure teams in order to understand the changes necessary due to Local and Cross-Border regulatory changes, changes to Citi's internal policies and procedures, Business growth and strategic initiatives
Work on multiple projects or programs by defining the necessary implementation plans, establishing the appropriate governance and managing them on an ongoing basis
Act as an internal consultant, working closely with relevant partners, in order to quickly understand issues and help lead the identification, definition and implementation of the solution
Lead and manage Steering Committees identifying, managing and escalating issues, risks and dependencies as appropriate, while working with the various teams in order to define necessary solutions and mitigation plans
Develop Business requirement documents as well as test scripts (as required)
Develop and lead robust change plans to include internal & external communication plan and training plans
Ensure changes are transitioned to the relevant teams in a sustainable manner ensuring the necessary enhancements are made to the control framework

What we offer

Generous holiday allowance starting at 27 days plus bank holidays
increasing with tenure
Discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Senior Wealth Advisor

We are looking for an experienced Senior Wealth Advisor to serve clients by deli...

Location

United States , Cleveland

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

10+ years of experience in financial advisory, private wealth management, or a closely related client-facing investment role
Strong background in financial planning with the ability to integrate investment, tax-aware, retirement, and estate-related considerations into client recommendations
Demonstrated success managing high-touch client relationships and supporting sophisticated wealth management engagements
Working knowledge of portfolio construction, performance review, and ongoing investment monitoring
Experience using financial planning software to prepare analyses and communicate recommendations clearly
Ability to manage multiple client priorities, administrative details, and follow-up tasks with accuracy and professionalism
Excellent verbal and written communication skills, with the confidence to lead client conversations and present complex information clearly

Job Responsibility

Guide complex client relationships independently while also partnering with fellow advisors to deliver coordinated wealth management support
Evaluate each client’s financial position, goals, and comfort with risk in order to recommend tailored portfolio allocations and planning strategies
Carry out investment and planning activities such as portfolio rebalancing, cash transfers, distribution planning, tax-aware strategies, charitable giving analysis, lending reviews, and education funding coordination
Track account activity and investment results, assess portfolio performance, and recommend adjustments when client circumstances or market conditions warrant changes
Oversee day-to-day servicing needs by coordinating account paperwork, transaction processing, reporting preparation, and transfer follow-through
Communicate directly with clients to address account questions, discuss market developments, respond to service requests, and provide guidance on planning matters
Build and refine comprehensive financial plans using planning software, then present practical recommendations and next steps to clients
Organize for client meetings, participate in discussions, and ensure all agreed follow-up actions are completed accurately and on time
Develop customized presentations and proposals that demonstrate the firm’s approach and value to prospective clients

What we offer

medical, vision, dental, and life and disability insurance
eligibility to enroll in company 401(k) plan
free online training

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor role at Savvy is a critical role that will be foundati...

Location

United States

Salary:

200000.00 USD / Year

Savvy Wealth

Expiration Date

Until further notice

Requirements

10+ years of investment advisory experience
An existing client book of business that you actively advise today
Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent)
Excited by more ownership and the opportunity to have a meaningful impact
Excited to work in the Fintech industry
Thrive in a demanding, fast-paced environment while handling several deadlines simultaneously

Job Responsibility

Develop new client relationships and support Business Development efforts
Gather client data, both quantitative and qualitative, and work with clients in understanding and defining their financial planning and investment needs and objectives
Review and analyze a client's current financial situation and be able to advise on investment strategy, tax planning, retirement planning, estate planning, stock options, charitable giving strategies, insurance and risk management, and more
Identify potential issues the client may have, explain financial planning concepts, clarify client goals, and prepare financial plans
Design long-term investment strategy and appropriate asset allocation with clients, as well as implement and monitor investment portfolios and asset allocations
Work with third-party service providers across tax, trust & estate, and insurance specialties and guide clients on leveraging each third-party effectively and at the right time
Advise the Product Development team on your or your clients' pain points in effectively getting things done in order to build the best technology platform tailored to your needs
Support the M&A team in Business Development efforts when sourcing, pitching, and closing other prospective advisors on joining the Savvy platform

What we offer

Competitive salary and equity package
Unlimited PTO + paid company holidays
Access to holistic medical, dental, and vision plans
Company 401(k), Commuter, and HSA/FSA plans
NYC office in the heart of Manhattan
Lunch and snacks provided in the office
Access to virtual mental health care (Spring Health), vision related benefits (XP Health), and health concierge (Rightway) to help you find the right care
Access to counseling for stress management, dependent care, nutrition, fitness, legal, and financial issues (Guardian WorkLifeMatters EAP)

Fulltime

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