Wealth Management Consultant Job at Randstad (Halandri)

Sales Surveillance Senior Analyst (Wealth Management)

This role is part of the Asia Citi Wealth Risk and Control Team and is integral ...

Location

Malaysia , Kuala Lumpur

Salary:

Not provided

Citi

Expiration Date

Until further notice

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

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

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

Wealth Operations Change Manager

The candidate will be part of change management team responsible for implementin...

Location

Poland , Warsaw

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6-10 years of experience in the financial or consulting industry, change management, technology, process re-engineering, process automation
strong knowledge and experience working with data, determining the key data points and insights and being able to concisely summarize it for senior management
strong product experience
hands-on experience in using AI tools
strategic thinker and visionary who can roll up sleeves to ensure proper execution
hands on experience in process management, process flow diagramming and governance, specifically within operations and client service
experience in managing technology related projects, familiarity with SDLC, scrum are related artefacts
ability to effectively partner with ops leads, technology partners, senior management and business counterparts
exceptional written & verbal communication skills, very strong presentation, PowerPoint & Excel skills
demonstrated organization skills with the ability to multi task effectively in a high volume environment while maintaining adherence to deadlines and priorities

Job Responsibility

Focus on the end-to-end operational and client service processes to eliminate manual intervention, streamline the process creating efficiency and reducing cycle time
drive process re-engineering, standardization and feasibility analysis along with global product operations and technology teams
understand, analyze and drive transformational decisions based on data
work closely with tech partners on emerging technologies such as AI to increase productivity
develop and implement relevant operating model changes in order to pivot the operations organization towards digitization and enhanced client experience
promote a culture of continuous improvement and cultivating a robust service and control environment

What we offer

Private Medical Care Program
Life Insurance Program
Pension Plan contribution (PPE Program)
Employee Assistance Program
Paid Parental Leave Program (maternity and paternity leave)
Sport Card
Holidays Allowance
Sport and team recreation activities
Special offers and discounts for employees
Access to an array of learning and development resources

Fulltime

Solutions Consultant

We are seeking our first Solutions Consultant in Brazil, based in São Paulo, to ...

Location

Brazil , São Paulo

Salary:

Not provided

Addepar

Expiration Date

Until further notice

Requirements

2+ years of experience in financial services, SaaS, consulting, or a related client-facing role
Proven success in solution delivery, implementation, or client onboarding, ideally within wealth management, fintech, or data-intensive environments
Excellent communication and relationship-building skills, capable of engaging both business and technical audiences
Highly organized, self-driven, and comfortable working in a fast-moving, growth-stage environment
Fluent in Portuguese and English (Spanish is a strong plus)
Familiarity with investment data, reporting, and portfolio workflows
Comfortable collaborating across global teams and managing projects remotely
Willingness to travel within Brazil and occasionally across LATAM

Job Responsibility

Lead full-cycle implementation projects for new and existing clients across Brazil and Latin America
Manage data onboarding, portfolio setup, and system configuration with precision, ensuring data integrity and client satisfaction
Coordinate with certified partners to deliver scalable implementations and ongoing enhancements
Build trusted relationships with key client stakeholders and become a strategic partner in helping them achieve their goals
Define and manage project expectations clearly across client and internal teams, balancing multiple time zones and priorities
Serve as a subject-matter expert on Addepar’s platform and its application to wealth and investment management workflows
Contribute to playbooks, tools, and delivery best practices adapted for the LATAM market
Navigate local compliance and data-handling norms (e.g., LGPD) to ensure projects meet regulatory standards
Collaborate cross-functionally with Sales, Solutions Engineering, and Client Success to ensure seamless client handoffs and delivery excellence

Fulltime

Vice president - USPB risk and wealth risk framework

This Vice President role is part of the USPB Risk and Wealth Risk CAO organizati...

Location

India , Mumbai

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Overall 8+ years experience
3+ years relevant experience in a combination of Risk Management, Framework & Policy, Consulting, Analytics, Audit functions
Highly ethical and with integrity
Excellent attention to detail
Effective listening skills
Excellent verbal and written English communication skills, especially on power point presentations
Proficient in managing share-point site
Ability to work in a highly matrix environment, with a wide variety of stakeholders across different time zones
Able to work in a rapidly changing environment

Job Responsibility

Execute assessments and analyses related to USPB / Retail Risk and Wealth Risk Framework and Path-To-Strong program
Collaborate with 1LOD and 2LOD stakeholders to monitor, challenge, and communicate progress in issue remediation and initiatives, BAU enhancements, and transformation
Support the gathering and management of information essential for a strong risk framework
On a prioritized basis, own and manage initiatives / projects to drive enhancements related to our risk framework
Issue remediation and audits / exams related analysis

What we offer

Access to telehealth options, health advocates, confidential counseling
Programs and services for physical and mental well-being
Access to an array of learning and development resources
Generous paid time off packages
Programs that help employees balance their work and life

Fulltime

Engagement manager

As an Engagement Manager with GlideFast Consulting, you will be accountable for ...

Location

United Kingdom

Salary:

Not provided

GlideFast

Expiration Date

Until further notice

Requirements

2+ years’ in a consulting position, managing professional service engagements
2+years’ working experience leading implementations of (2) or more ServiceNow Mainline Application(s) (ITSM, ITBM, CSM, HR, ITOM, or other additional products) required
Working experience with Agile required
Working proficiency of ITIL required
Experience with one or more project management software suites: MSProject, JIRA, ServiceNow PPM. Experience with ServiceNow PPM preferred.
Experience as scrum master
Experience providing effective, regular client project status reports
Self-motivated, disciplined professional able to function as a true business leader with a record of accomplishment in managing multiple complex tasks
Uphold excellent time management and organizational skills with an aptitude toward creative problem-solving.
High proficiency with English language: written, reporting, verbal/oral communication skills

Job Responsibility

Develop and manage relations with key client stakeholders
Partner with clients to provide best practice solutions in order to meet their business objectives
Provide oversight and management of scope, time and schedule on assigned projects
Manage projects using the GlideFast Engagement Methodology based on the ServiceNow Adaptive Implementation Methodology (SAIF)
Develop Work Breakdown Structures and full project plans using MS Project or other project management tools
Ensure PPM is updated on a regular basis with project state, completeness, risks and issues
Ensure weekly status updates are communicated to clients and management
Update resource plans on a regular basis as directed by management
Ensure project collateral is delivered to clients in a timely manner and centrally stored.
Collaborate with solution consultants, business process consultants, and developers to deliver solutions to the client

Business Risk and Controls Officer

The Business Control Manager (BCM) is a first line of defense investment supervi...

Location

United Kingdom , Belfast

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Relevant work experience in Business Risk & Controls, Private Banking, Wealth Management or Capital Markets role(s)
Strong understanding of UK FCA Conduct of Business (COB) rules and EU Regulations, particularly regarding Investment sales and suitability requirements
MS Excel, MS Power Point, SQL a plus
Consistently demonstrates clear and concise written and verbal communication skills
Effective organizational and influencing skills required
Excellent problem-solving skills, with ability to dissect complex scenarios, see the big pictures with high attention to critical details
Demonstrated ability to develop, implement and challenge strategy and process improvement initiatives

Job Responsibility

Responsible for managing and supporting multiple risk and control programs for the organization including defining the strategy, approach, processes, quality, tools and reporting that provide global risk management consistency and excellence
Works closely with business partners on findings and makes recommendations on improving practices
Examines procedures for consistency and gaps relative to regulations in addition to impacts on customer experience
Review and approve client suitability profiles (IOS)
Monitors post-trade daily risk management reports relating to the Investment Decision Framework of the Retail Distribution of Investment Policy (RDIP), to ensure policy adherence and drivers of exceptions
Assists in the resolution of investment-related client complaints
Monitors Licensing and Registration requirements
Post-trade regulatory documentation delivery monitoring reviews
Assists in the management of trade errors and corrections
Review and approval of new discretionary accounts

What we offer

Generous holiday allowance
increasing with tenure
A discretional annual performance related bonus
Private medical insurance packages to suit your personal circumstances
Employee Assistance Program
Award winning Pension Plan
Paid Parental Leave
Special discounts for employees, family, and friends
Access to an array of learning and development resources

Fulltime

Junior Consultant – Wealth and Asset Management Regulation

Are you curious and ready to accept a new challenge in your career? Are you eage...

Location

Italy , Milano

Salary:

Not provided

Prometeia

Expiration Date

Until further notice

Requirements

Master’s degree with excellent grades in economics/finance
Working knowledge of MS OFFICE applications, particularly Excel and PowerPoint
Excellent diagnostic and problem-solving skills
Communication and organizational skills
Time management and aptitude for teamwork
Good knowledge of English

Job Responsibility

Monitoring of EU and local regulations in the field of investment services, insurance services, and asset management
Analysis of trends in the wealth management industry
Production of documentation to support sales, project activities with our customers, and institutional relations
Support for the evolution of Prometeia’s offering for the wealth and asset management industry in accordance with new regulations

What we offer

Compensation, consisting of a fixed and a variable component
Welfare Plan
Benefits, including all initiatives for the well-being of our people
Remote working
People Program
Training
Win/Win Policy
Phygital Management
Community
Diversity

Fulltime

Principal Consultant

Principal Consultant role in Financial Services consulting team focusing on Weal...

Location

United Kingdom , London

Salary:

Not provided

PA Consulting

Expiration Date

Until further notice

Requirements

Strong management consulting background
Extensive experience and proven track record in delivering transformation across Wealth, Asset Management and/or Life & Pensions firms
Strong experience in at least two of the following areas: Managing large scale / complex transformation projects and programmes across core business functions such as front-office, distribution and operations
Product and proposition development
Operating model design and implementation
Operational improvement and cost reduction
Technology vendor selection and implementation
Business process outsourcing across the full lifecycle, including business cases and implementation
Strong analytical and problem-solving skills, with the ability to develop creative solutions
Excellent communication and stakeholder management skills

Job Responsibility

Lead and deliver large-scale / complex transformation programmes within Wealth, Asset Management, and/or Life & Pensions sectors
Collaborate with a high-performing team to create and implement innovative solutions
Develop new business opportunities and contribute to the growth of our practice
Engage with senior stakeholders to understand their strategic objectives and provide expert advice
Stay ahead of industry trends and continuously develop your own expertise
Work across a variety of transformation-focused engagements, from taking new products and propositions to market, optimising operating models and technology platforms, and leveraging data to create impactful solutions

What we offer

Private healthcare
25 days annual leave (plus a bonus half day on Christmas Eve) with the opportunity to buy 5 additional days
Generous company pension scheme
Opportunity to get involved with community and charity-based initiatives
Annual performance-based bonus
Tax efficient benefits (cycle to work, give as you earn)

Fulltime

Wealth Management Consultant

Randstad

Location:
Greece , Halandri

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
March 01, 2026

Expiration:
March 23, 2026

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