Wealth Manager Jobs

Join our Lincoln office as a Wealth Management Associate. Support senior colleagues in client reviews, documentation, and business development within a high-performing team. Ideal candidates have administrative experience, strong attention to detail, and knowledge of financial markets. Benefit fr...

Join RBC Wealth Management in London as a Wealth Manager. Serve private clients with complex financial planning and investment strategies. Leverage your CII/CISI qualifications and relationship management expertise to drive growth. Enjoy a competitive package, world-class training, and a dynamic ...

Seeking a Senior Business Manager for Wealth Advice & Governance in London. Lead a high-performing team, ensure regulatory compliance, and deputise for the Head of Department. Ideal candidates have proven wealth management, risk governance, and team leadership experience. Join a dynamic, progress...

Join our Manchester Wealth Management team as a key support Associate. You will provide high-quality, client-facing administrative and operational support to Senior Advisers. This role requires strong organisational skills, discretion, and a proactive, client-focused mindset. Benefit from a dynam...

Lead the AI-powered transformation of Retail Banking and Wealth Management processes. As a Digital Solution Architect, you'll design end-to-end BPS solutions, bridging client needs with technical execution. Requires 10+ years in Banking, digital transformation expertise, and strong client-facing ...

Join a growing SEC-registered RIA in Mill Valley as a Paraplanner or Wealth Manager. Deliver comprehensive financial planning and investment management with a client-first approach. Requires a CFP®, Series 65 preferred, and 2-5+ years of advisory experience. Enjoy a rich benefits package and a su...

Join our team in Noida as a Private Wealth Management Advisor. Leverage your 5+ years of experience from a top-tier firm to design personalized investment portfolios and financial strategies. You will enhance AI-driven advisory solutions by providing expert, high-touch guidance for clients from r...

Join Citi's Asia Wealth Risk and Control Team in Kuala Lumpur as a Sales Surveillance Senior Analyst. You will establish a robust governance framework for investment, insurance, and FX sales surveillance. This role requires strong analytical skills, 2-3 years of relevant experience, and proficien...

Join our Cincinnati-based advisory team as a Wealth Management Analyst. You will manage equity and fixed-income portfolios, conduct fundamental research, and collaborate with the investment committee. Requires 5+ years' experience, Series 7 & 66 licenses, and strong analytical skills. We offer co...

Join a premier Wealth Management team in Chicago. This associate role offers a fast-track career path with a strong preference for internal promotion. You will handle client service, reporting, account management, and operational support using Orion and Redtail CRM. The position includes comprehe...

Lead the strategic design and enhancement of risk controls for Wealth Management Sales Advisory in Dubai. This senior role requires 10+ years in financial services risk, compliance, or audit. You will drive control program optimization, automation, and ensure alignment with Citi's Risk Appetite. ...

Seeking an experienced VP Audit Manager in Mississauga to oversee Wealth Compliance, Fair Lending, Privacy, and Legal. This role requires 6-10 years' expertise, relevant certifications, and strong project management skills. You will lead audits, advise on risk controls, and collaborate with senio...

Lead strategic change initiatives as a Wealth Operations Change Manager at Citi in Warsaw. You will drive process automation, leverage AI tools, and re-engineer client service platforms using your 6-10 years of financial industry experience. This role focuses on digitization, data-driven decision...

Join Wells Fargo's Wealth Management team in Taguig City. This coordinator role supports Private Bankers with client service, account administration, and resolving operational issues. Ideal candidates have 2+ years of wealth management experience and strong administrative skills. Proficiency in M...

Join Wells Fargo's Wealth Management team in Taguig City. This coordinator role supports Private Bankers with client service, account administration, and resolving operational issues. Ideal candidates have 2+ years of wealth management experience and strong administrative skills. Proficiency in M...

Lead regulatory reporting operations for a global wealth management leader in Zurich. This managerial role requires 9+ years of experience, including team leadership and deep expertise in regulatory submissions. You will ensure accuracy, drive process improvements, and collaborate with senior sta...

Seeking an experienced Wealth Manager in Cherry Hill to provide comprehensive financial planning and wealth management services. This role requires 7+ years' industry experience, a finance-related degree, and expertise with Redtail CRM. You will work with a diverse clientele, including business o...

Join a prestigious 3-6 month Off-Cycle Internship in Dubai with Barclays Private Bank and Wealth Management. Gain hands-on experience supporting high-net-worth clients and advisors with complex banking needs. This paid internship offers invaluable insight into a full-time Analyst role, ideal for ...

Seeking a skilled Writer in Los Angeles to create practice management and wealth-planning content. You will produce articles, scripts, emails, and social posts for the financial services sector. This role requires 3+ years of experience, strong organization, and collaboration with creative teams ...