Wealth Management Associate Job at Robert Half (Chicago)

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

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

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

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

New

Senior Associate, Wealth Management

RBC Wealth Management Europe provides comprehensive wealth management capabiliti...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

February 12, 2026

Requirements

The minimum qualifications required for your specialist area as advised by our licensing scheme e.g. CISI or CII
Registration with the appropriate regulatory body as permitted to give advice
Several years’ experience required within a Wealth Management role
Knowledge of Wealth Management and Client Advice
Ability to learn from experience and be adaptive to new situations
Good communication, analytical, and presentation skills
Ability to meet deadlines within restricted timescales
Collaborative and Inclusive approach to work, demonstrate RBC Living our Values
Good attention to detail and diverse knowledge of business sectors. This includes current business developments, market trends, financial products and financial services
Desire and ability to work towards the following competencies: Business, Insight, Relationship Agility, Value Formation & Competitive Adeptness

Job Responsibility

Assist the management of a client base, under guidance of a senior colleague – Wealth Manager
Participate in client meetings and build confidence through support of senior colleagues
Work collaboratively with One RBC partners and functional colleagues across platforms
Always act in the best interest of the client by actively going above and beyond to enhance the client experience. This includes partnering internally to improve processes and timely processing of client requests, etc.
Establish a client specific value proposition and ensure it is unique and differentiating
Own the client strategy, and overall quality of client proposals
Draw on the expertise of RBC to fully leverage complementary solutions and intellectual capital for existing clients
Ensure compliance with all jurisdictional regulations, specifically those related to client confidentiality, Know Your Client, suitability, account opening documentation and verification of client instructions
Identify opportunities to engage, refer to, and collaborate with colleagues across the specialist groups to provide sophisticated, bespoke client solutions
Ensure the specific CPD criteria for Individual memberships of industry bodies are met and records are maintained for reporting purposes

What we offer

A comprehensive Total Rewards Program including bonuses, flexible benefits and competitive compensation
Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

Fulltime

!

New

Wealth Administrator Assistant

We have an exciting opportunity for a Wealth Administrator Assistant to join the...

Location

United Kingdom , London

Salary:

Not provided

Brewin Dolphin

Expiration Date

February 12, 2026

Requirements

Experience in administration within the discretionary wealth management sector preferred
Good written English skills
Intermediate knowledge of Office 365 Suite and Outlook essential
Excellent attention to detail
Proactive individual

Job Responsibility

Assist in the Client Annual Review Process, liaising with Wealth Managers to meet the regulatory deadlines
Diary Management
Communicate with Wealth Managers and their Associates, providing support with administration duties
Preparation and processing of all new client documentation and amendments
Monitor transfers of assets/cash from other institutions
Support ISA subscriptions and transfers
Processing of payments clients
Liaise with colleagues within Business Support regarding administration of client accounts
Ensure client details and reviews are recorded correctly on systems
General record keeping and electronic filing

What we offer

Leaders who support your development through coaching and managing opportunities
Opportunities to work with the best in the field
Ability to make a difference and lasting impact
Work in a dynamic, collaborative, progressive, and high-performing team

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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