Wealth Management Associate Jobs

Investment Management Operations Associate

As an Operations Associate, you will support day-to-day investment operational a...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

3+ years of wealth operations experience
Strong understanding of a broad range of financial instruments
Knowledge of financial markets, investment strategies, and operational processes
Excellent analytical capabilities with strong problem-solving skills
Clear and confident communication, both written and verbal

Job Responsibility

Manage daily dealing activity, order execution, trade settlements, and reconciliation
Oversee cash management, corporate actions, and risk-related controls
Support fund reporting and communication with Authorised Corporate Directors (ACDs)
Ensure client portfolios remain aligned to agreed model strategies, maintaining appropriate tolerances across multiple platforms
Uphold regulatory standards, internal controls, and operational best practices
Ensure all trading and operational processes meet industry and governance requirements

Fulltime

New

Financial Services Tax - Asset Wealth Management

Advisory role as tax compliance work is delivered from our compliance centre. As...

Location

United Kingdom , London

Salary:

Not provided

ACCA

Expiration Date

January 11, 2026

Requirements

Confident and ambitious asset wealth management specialist with a strong track record
Good depth of UK tax experience
Motivated and ambitious with excellent interpersonal skills
Must possess an ACA, ACCA and/or CTA qualification (or an international equivalent)
Audit of tax experience is ideal

Job Responsibility

Managing the corporation tax affairs for a portfolio of clients, including building close relationships with a wide range of clients
Leading and managing a team of corporate tax managers and senior associates responsible for the delivery of taxation services to a wide range of UK and international clients
Working with experienced Partners, Directors and Senior Managers across the FS team
Develop deeper knowledge in particular areas of interest such as group reorganisations, BEPs planning and divestments and acquisitions

What we offer

Empowered flexibility and a working week split between office, home and client site
Private medical cover and 24/7 access to a qualified virtual GP
Six volunteering days a year

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

Private Wealth Associate

My client is a top 200 law firm, currently on the lookout for an experienced Pri...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

A qualified Solicitor or Legal Executive (3-7 years' PQE) with prior experience in Private client
Experience in, or a strong interest in, marketing and business development activities
The ability to communicate confidently and empathetically with a broad range of clients, many of whom may be experiencing difficult times following the loss of a loved one

Job Responsibility

Manage your own caseload of diverse Private Wealth matters
Build strong client relationships
Support and mentor junior members of the department, including Solicitors and trainees

What we offer

Hybrid/ flexible working
Bonus scheme
Progression
28 days holidays
Private medical insurance

Fulltime

Private Wealth Associate

My client is a top 200 law firm, currently on the lookout for an experienced Pri...

Location

United Kingdom , London

Salary:

Not provided

Douglas Scott

Expiration Date

Until further notice

Requirements

A qualified Solicitor or Legal Executive (3-7 years' PQE) with prior experience in Private client
Experience in, or a strong interest in, marketing and business development activities
The ability to communicate confidently and empathetically with a broad range of clients, many of whom may be experiencing difficult times following the loss of a loved one

Job Responsibility

Manage your own caseload of diverse Private Wealth matters
Build strong client relationships
Support and mentor junior members of the department, including Solicitors and trainees

What we offer

Hybrid/ flexible working
Bonus scheme
Progression
28 days holidays
Private medical insurance

Fulltime

Branch Manager

We are currently seeking a high caliber professional to join our branch network ...

Location

Hong Kong , Mongkok

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree in Business Administration or a related discipline, or other relevant qualifications such as CFA, CFP or CFMP
Holder of HKIB Associate Retail Wealth Professional (ARWP) or Certified Retail Wealth Professional (CRWP) is preferred
Passes in the HKSI licensing examinations
Minimum 8 years’ banking experience, with experience in promoting various wealth management products
Good communication, interpersonal and analytical skills
Strong self-motivation and drive to succeed, with ability to work under pressure
Proficiency in both English and Chinese
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers and manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment
Able to inspire others to achieve their goals/ambitions in a variety of situations

Job Responsibility

Formulate and implement sales and business development plans for the branch to achieve the assigned business targets
Monitor the service standards of branch staff to ensure provision of premium customer services
Enforce established internal operation / procedures to mitigate operational risks and ensure strict sales compliance
Coach and motivate branch staff to build a professional and capable work force

What we offer

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Fulltime

Premier Relationship Manager

The role is a customer facing role managing our highest value customers where pr...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

Recognized tertiary Diploma / Degree qualification
Minimum of five (5) years proven and progressive financial services and / or retail sales experience or equivalent
Evidence of strong sales results in insurance and investment products
Relationship management experience with high net worth clients
Strong technical skills in wealth management
Strong communication, client focus and influencing skills
Strong sales orientation, networking and portfolio management skills
Sound knowledge of financial services products and services and the client relationship management system
Understand of business banking client segment and products and services
Individual will also need to have the following licenses, Certified Financial Planner (CFP), Pre Contract Examination - Life and Insurance (PCE), Federation of Investment Managers - Unit Trust, Malaysian Takaful Association License (MTA) and Investor Protection Professional Certification (IPPC)

Job Responsibility

Acquire, cross sell and retain a portfolio of Premier customers
Active management of a portfolio of Premier customers, completing full reviews to establish and address their immediate and future financial requirements
Acquiring new to HSBC customers and upgrading existing HSBC customers to Premier - becoming the trusted adviser to that portfolio of customers
Reviewing the portfolio to identify cross selling opportunities and embed customer loyalty by meeting their needs
To identify non-qualifiers, attract business to reinstate eligibility or transfer out of portfolio in a customer-driven manner
To understand and deliver the standards of service quality required maintaining published Service Level Agreements
Accountable for the performance of your portfolio and need to ensure it is effectively run managing to the Target Operating Model (TOM) as defined by Group
Creating and maintaining an environment where you and the wider Branch team maximize performance in achieving the WPB business objectives whilst providing the highest quality service
The identification of opportunities for wealth reviews and referring these to an appropriate wealth adviser are key activities to achieve your goal
The jobholder has prime responsibility for maximizing growth in their portfolio and achieving the WPB plan/metrics, lead Premier within the branch to ensure opportunities are identified and customer needs are met effectively, maximizing all available resources and compliance with the relevant Group standards including GHQ, HBEU and the Regulatory organisation as applied to the implementation of the WPB strategy in their country

What we offer

Continuous professional development
Flexible working
Opportunities to grow within an inclusive and diverse environment

Fulltime

General Banking Manager

Hang Seng's Retail Distribution focuses on personal wealth management and financ...

Location

Hong Kong , Mongkok

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree / Associate degree holders
or HKCEE / HKDSE holders with at least one year of working experience, preferably in financial institution
Candidates with at least one year of solid direct sales experience from any industry will also be considered
Fresh graduates are welcome for entry-level
Relevant professional qualification in insurance and investment is an advantage
Strong service and sales orientation, self-motivated with good communication skills
Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Ability to manage complex interactions effectively
Shown strong situation awareness, strong desire to learn and able to work in Agile environment

Job Responsibility

Provide quality customer service to our retail customers in branch network
Proactively identify customer needs and offer appropriate banking services and solutions
Participate in promotional campaigns to acquire new business and strengthen customer loyalty
Maintain awareness of operational risks and adhere to relevant policies and guidelines

What we offer

Attractive basic salary
Healthcare insurance coverage including yourself and your family
Retirement benefit scheme with employer’s contribution
Employee Share Purchase Plan
Work-life balance: 18-24 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
Recognizable corporate training and development program
Progressive career advancement opportunities

Fulltime

Wealth Management Associate

Robert Half

Location:
United States, Chicago

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 26, 2025

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Location:United States, Chicago

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:March 26, 2025

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

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Job Posted:
March 26, 2025