CrawlJobs Logo

Wealth analyst

https://www.roberthalf.com Logo

Robert Half

Location Icon

Location:
United States , San Ramon

Category Icon
Category:
Finance

Job Type Icon

Contract Type:
Not provided

Salary Icon

Salary:

Not provided
Save Job
Save Icon
Apply Position

Job Description:

This firm manages hundreds of millions in AUM and partners with high-net-worth clients to deliver strategies that truly make an impact. In this role you will support Senior Advisors in all aspects of financial planning and wealth management. This role requires a proficient knowledge of financial planning principles, a history of client relationship management, and a capacity to multitask in a busy environment. To fit in this role, we are looking for someone who can demonstrate critical thinking, problem-solving, and decision-making abilities.

Job Responsibility:

  • Act as a high-level project manager and strategic partner
  • Join client meetings, take notes, and follow up on action items
  • Manage client communication and provide high-level support
  • Help onboard new clients and strengthen relationships
  • Engage directly with clients — no investment recommendations at first, but you’ll be a trusted contact
  • Manage the CRM and track client interactions
  • Communicate with custodians, Broker-Dealers, and partners

Requirements:

  • 2–6+ years at a wealth management firm with experience in client services, operations, investment management, client strategy, and/or financial planning
  • MUST have Wealth Management Experience, no exceptions
  • Proficiency with the Schwab and Orion is strongly preferred
  • Software preferences: eMoney, Redtail, AssetMark
  • Experience supporting advisors and client relationships
  • Experience managing operations, client associates, associate advisors (plus)
  • Detail-oriented, professional, and relationship-driven
What we offer:
  • Professional development with FINRA sponsorships and CFP study programs
  • Mentorship
  • Collaborative culture
  • Strong commitment to work-life balance
  • Access to top jobs, competitive compensation and benefits, and free online training
  • For contract/temporary professionals: medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan

Additional Information:

Job Posted:
March 20, 2026

Work Type:
Hybrid work
Icon
Robert Half - 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 Wealth analyst

Global Wealth Analyst

Citi Global Wealth is looking for Full-Time Analysts to join the growing busines...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
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
Job Responsibility
  • Develop financial models
  • evaluate investment ideas for clients
  • prepare presentations for client visits
  • explore and develop new business opportunities
What we offer
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
Read More
Arrow Right

Sales Surveillance Senior Analyst (Wealth Management)

This role is part of the Asia Citi Wealth Risk and Control Team and is integral ...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 2-3 years of relevant experience
  • Demonstrated organizational and follow-up skills
  • Ability to multi-task and maintain composure in a high-volume environment
  • Excellent time management skills
  • Effective communication skills (written and verbal)
  • Proven analytical/problem solving abilities
  • Proficient in Microsoft Office
  • Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
  • Self-motivated and details oriented
  • Prior experience in sales, compliance or controls would be an advantage
Job Responsibility
Job Responsibility
  • Review and disposition of alert triggers based on investigation results
  • Document exception findings, tracking of corrective actions and its completion
  • Prepare trend analysis and surveillance reports for management reporting
  • Provide feedback and coaching on correct phone sales process to Sales Representatives
  • Provide consultations to other internal departments on sales process and branch operational matters
  • Report and document the Quality of Work / Exception / Observation report of Sales Representatives
  • Continuously seek process improvement to enhance efficiency of the surveillance monitoring process
  • Review and update of policies and unit procedures
  • Implementation of processes and procedures as per the compliance and business requirements
  • Updates documentation and communicating / training new processes and procedures to business partners
What we offer
What we offer
  • Programs and services for physical and mental well-being including access to telehealth options, health advocates, confidential counseling
  • Access to an array of learning and development resources
  • Variety of programs that help employees balance their work and life
  • Fulltime
Read More
Arrow Right

Senior Wealth Analyst

The Senior Wealth Analyst is a seasoned professional role. Applies in-depth disc...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • 4-6 years of experience
  • excellent analytical and business strategy skills
  • effective communication skills
  • ability to present to business partners and/or leaders to gain approvals
  • project and process management skills
  • excellent written and verbal communications skills
  • experience with a prior focus in financial services analytics
  • solid organizational skills and ability to manage multiple projects at one time
  • self-starter who also has a demonstrated ability to work successfully in team environment and drive
Job Responsibility
Job Responsibility
  • Gathers operational data from various cross functional stakeholders to examine past business performance
  • identifies data patterns & trends, and provides insights to enhance business decision making capability in business planning, process improvement, solution assessment etc.
  • recommends actions for future developments & strategic business opportunities, as well as enhancements to operational policies
  • may be involved in exploratory data analysis, confirmatory data analysis and/or qualitative analysis
  • translate data into consumer or customer behavioral insights to drive targeting and segmentation strategies, and communicate clearly and effectively to business partners and senior leaders all findings
  • continuously improve processes and strategies by exploring and evaluating new data sources, tools, and capabilities
  • work closely with internal and external business partners in building, implementing, tracking and improving decision strategies
  • appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency
  • Fulltime
Read More
Arrow Right

Wealth Management Analyst

We are seeking a Wealth Management Analyst to join our large advisory team in th...
Location
Location
United States , Cincinnati
Salary
Salary:
Not provided
https://www.roberthalf.com Logo
Robert Half
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum of 5 years of professional experience in investment management, either as a portfolio manager or equity/fixed income analyst
  • CFA charter holder (or actively pursuing) and/or MBA preferred
  • Series 7 and 66 licenses are required
  • Proficiency in Microsoft Office products, particularly Excel, is required
  • Strong analytical and critical reasoning abilities
  • In-depth knowledge of fundamental equity and fixed income research methodologies
  • Exceptional oral and written communication skills, with the ability to effectively collaborate within a team
  • High attention to detail, with the ability to meet tight deadlines and manage complex situations under pressure
Job Responsibility
Job Responsibility
  • Manage equity and fixed income investment portfolios for the advisory team with a focus on performance and alignment with strategic objectives
  • Conduct in-depth research and analysis of both existing and potential portfolio holdings using fundamental methodologies
  • Provide ongoing updates on market, economic, and portfolio performance to the investment committee and collaborate on the development of strategic investment direction
  • Execute equity and fixed income trades across all managed accounts in compliance with policies and guidelines
  • Partner with the investment committee and portfolio management team to ensure the seamless implementation of investment strategies
  • Occasionally support client and prospect meetings by delivering insights into market and portfolio performance
What we offer
What we offer
  • Medical, vision, dental, and life and disability insurance
  • Eligibility to enroll in company 401(k) plan
  • Fulltime
Read More
Arrow Right

Wealth Regulatory Reporting Operations Analyst

The Wealth Regulatory Reporting Operations Analyst is responsible for ensuring c...
Location
Location
Singapore , Singapore
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • Minimum 2 years of experience in Operations, preferably in regulatory reporting space
  • Proven experience working with business stakeholders
  • Good understanding of regulations and operational processes
  • Good understanding of Investments and Capital Market products as well as trade execution and settlement processes
  • Analytical thinking skills
  • Effective workload management
  • Effective, adjusted to recipient communication skills
  • Critical thinking and drawing logic conclusions
  • Adequate level of proficiency with MS Project, Excel, Visio, PowerPoint and SharePoint with experience presenting to stakeholders and senior leadership
  • Experience working both independently and, in a team-oriented, collaborative environment
Job Responsibility
Job Responsibility
  • Preparation and submission of regulatory reports covering different jurisdictions and products
  • Resolving issues related to regulatory reporting
  • Communicate operational changes arising from remediation or process or control enhancements to Operations & Technology
  • Develop Business Requirements for system-related enhancements and End to end management of implementation of new or amended regulations
  • Reconciliation of positions and ensuring of completeness, accuracy, and timeliness of reporting
  • Streamlining process inconsistencies, mitigate risks, and process documentation. Sharing knowledge among team to manage regulatory reporting operations functions
  • Anticipate details of future regulations by communicating directly with key stakeholders and staying informed of relevant trends and industry new
  • Driving projects and process improvements
  • Supporting all control functions including MCA, audits, procedures updates and implementation
  • Calculating and monitoring of key KPIs and metrics
What we offer
What we offer
  • Global benefits
  • Fulltime
Read More
Arrow Right

Summer Analyst

Citi's Global Wealth is looking for Summer Analysts to join our Citi Global Weal...
Location
Location
Luxembourg , Bertrange
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You are in your penultimate/final year of university
  • expected to achieve or have achieved Très bien (Very Good, 16 - 17.99, or equivalent) at undergraduate level in any degree discipline
  • you have an interest in Wealth Management and Private Banking
  • you are fluent in a 2nd language (this is desirable but not essential)
  • strong interpersonal and relationship-building skills
  • high level of personal integrity, commitment to excellence and a 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
Job Responsibility
  • Collaborate with the wider Global Wealth division to carry out transactional services
  • assist in building a sustainable client pipeline and shortening deal closures
  • analyze customer needs and deliver structured end to end global solutions
  • support the team leaders and department heads on specific projects and tasks
  • Fulltime
Read More
Arrow Right

Summer Analyst

The Wealth (Citi Private Bank) Summer Analyst Program trains and cultivates key ...
Location
Location
Hong Kong SAR , Hong Kong
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • You are in your penultimate year of university pursuing a degree in any discipline (graduating between Dec 2026 - June 2027)
  • You have demonstrated strong leadership, teamwork, and communication skills
  • You have a strong understanding of the global banking landscape and place a priority on client service
  • Commitment to personal growth and career development, a strong desire/curiosity to learn, collaborative in team environments
  • Genuine interest in Wealth trends with a strong initiative to constantly learn and apply what they have acquired onto their work
  • Strong communication, planning, and organizational skills
  • Analytical and quantitative skills
  • Desire to develop a deep understanding of the financial industry
  • Knowledge of the global or domestic business landscape (preferred, but not required)
  • Unquestioned commitment to integrity and ethical decision-making
Job Responsibility
Job Responsibility
  • Participate in intensive training providing essential skills knowledge and orientation to Citi’s culture
  • Join a Citi business or function and be assigned a tailored project for an in-depth experience
  • Participate in mentoring programs, networking events, and development opportunities
  • Gain a broad understanding of the Wealth business and operational intricacies at Citi
  • Work on a specific team assignment in areas such as Banking, Investment Solutions, Investment Counselling, Strategy Development, Lending, Family Office, or CIO
What we offer
What we offer
  • Mentorship programs
  • Networking events
  • Speaker series
  • Structured development opportunities
  • Fulltime
Read More
Arrow Right

Call Monitoring Analyst

Officer position in Investments and Insurance Sales Surveillance responsible for...
Location
Location
Malaysia , Kuala Lumpur
Salary
Salary:
Not provided
https://www.citi.com/ Logo
Citi
Expiration Date
Until further notice
Flip Icon
Requirements
Requirements
  • At least 1 to 2 years of banking experience in consumer banking products and processes
  • Prior experience in a customer service, sales or compliance would be an advantage
  • Good understanding of local sales advisory regulations
  • Bachelor's degree or equivalent work experience
  • Excellent judgment and assessment skills
  • Excellent communication skills
  • Excellent work ethic
  • Excellent organization and prioritization skills
  • Able to multitask
  • Proficient in MS Office
Job Responsibility
Job Responsibility
  • Review and disposition of alert triggers based on investigation results
  • Listen to voice logs (Investment/Insurance Call Monitoring) for Hong Kong market
  • Document exception findings and track corrective actions
  • Prepare trend analysis and surveillance reports for management reporting
  • Provide feedback and coaching on correct phone sales process to Sales Representatives
  • Provide consultations on sales process and branch operational matters
  • Report and document Quality of Work reports of Sales Representatives
  • Continuously seek process improvement to enhance efficiency
  • Review and update policies and unit procedures
  • Implementation of processes and procedures on compliance matters
What we offer
What we offer
  • Career growth opportunities
  • Global team environment
  • Community engagement opportunities
  • Professional development
  • 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