Asset Management Advisor Jobs

New

Executive Asset Advisor

Our Advisory unit (responsible for the PPP Advisory and Infrastructure, Asset an...

Location

Australia , Brisbane

Salary:

Not provided

MBMpl

Expiration Date

December 19, 2025

Requirements

Capabilities in and exposure to business processes, organisation development and structures and the delivery of asset management and FM services either in the public or private sector
Experience of implementation or working with recognised appropriate international standards such as ISO55000 or ISO41000
A tertiary qualification across Business, Building, Property, Asset Management or Facilities Management
Accreditation to an industry body (FMA, IFMA, TEFMA, PCA, PFA, UDIA, AMC, IAM, IPWEA, RICS or AIQS)
Strong written and verbal communication capabilities and analytical skills
Advanced Microsoft Office skills (Word, Excel, Access, and Project)

Job Responsibility

Evaluate and report on asset and facilities management delivery models, identifying key strengths, weaknesses, opportunities, and risks
Benchmark FM and asset management practices against industry standards (e.g. ISO 55000, ISO 41000)
Review lifecycle and whole-of-life cost models
Deliver due diligence reports for asset and FM services within PPP frameworks
Advise on building maintenance strategies, including reactive and preventative maintenance, minor capital works, and lifecycle replacement programs
Guide clients through transitions into and out of FM/AM delivery models and service provider arrangements
Collaborate with clients and stakeholders to prepare comprehensive procurement and contracting documentation (e.g. service specifications, KPIs)
Lead and facilitate stakeholder workshops and presentations
Produce structured reports aligned to MBM standards, including: Feasibility analyses, Peer review assessments including PSC and HVHR reporting, Service delivery evaluations, Business case development, Procurement scopes and bid reviews, Performance management frameworks
Deliver evaluation reports for operational planning documents, including: Mobilisation and readiness plans, Asset management strategies, Contract delivery frameworks, Monitoring and performance review systems, Soft services management plans

What we offer

An opportunity to grow professionally in a supportive and stimulating work environment
In-house and external learning programs
Engagement with industry functions and client interactions to build networks
Continuous personal and professional development within the company, with a focus on sustainability practices

Fulltime

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New

Technical Asset Manager

In this role, you will sit within ib vogt’s Asset Management team in Europe and ...

Location

United Kingdom , London

Salary:

Not provided

ib vogt GmbH

Expiration Date

Until further notice

Requirements

Excellent written and verbal communications skills
Strong organisational and time management skills
At least 3 years of experience in renewable energy (development, EPC, O&M or asset management) with a technical background (e.g., construction or engineering)
Willingness to travel from time to time
Microsoft Office skills
Fluency in English

Job Responsibility

Support the management of and ensure the projects’ compliance with key project documents like, e.g., permits or EPC agreements
Support with technical management tasks related to, e.g., construction monitoring, inspections, claims management (e.g., insurance or warranty claims), grid connection or PPA agreements
Support with administrative tasks like, e.g., invoice checking and approvals, and reporting
Work with and support projects’ external advisors
Ensure a proper handover between development and asset management teams
Oversee the day-to-day operations of renewable energy assets
Support certain tasks such as outstanding accreditations

What we offer

A truly international working environment with colleagues from all over the world
An open-minded, friendly, dynamic, and highly motivated team
Interesting and challenging tasks, and thus a scope of professional growth and development
We encourage both team work and personal responsibility
Competitive remuneration and motivating benefits

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
familiarity with Islamic finance principles and products
knowledge of local regulatory requirements for wealth management in the UAE/Middle East
existing network of HNWI contacts in the region
deep understanding of financial markets, investment strategies, and wealth planning principles, with knowledge of regional investment preferences and regulations
strong analytical, communication, and interpersonal skills, with cultural sensitivity and awareness of local customs
ability to work independently and as part of a team in a multicultural environment
fluency in regional languages are a plus
proven track record of success in business development and client relationship management
mandatory certifications as required for advising on and selling financial products

Job Responsibility

develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
identify and pursue new business opportunities within the high-net-worth segment
leverage existing networks and referrals to expand the client base
partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
stay abreast of market trends, economic developments, and investment opportunities
provide clients with informed perspectives and recommendations
organize and host client events to foster relationships and provide valuable market insights
ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Citigold Client Advisor

The Citigold Client Advisor is a strategic partner for high-net-worth individual...

Location

Singapore , Singapore

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

6 to 10 (or more) years of experience in wealth management or a related field, serving high-net-worth clients
Relevant experience in North Asia Markets (China, Hong Kong, Taiwan) with strong networks for client growth and business development
Ideally with experience managing high-net-worth clients residing in these markets
Strong understanding of North Asian culture and practices
Fluent in Mandarin/ Cantonese as well as English
Proven track record of success in business development and client relationship management
Deep understanding of financial markets, investment strategies, and wealth planning principles
Strong analytical, communication, and interpersonal skills
Ability to work independently and as part of a team
Mandatory certifications as required for advising on and selling financial products

Job Responsibility

Develop and implement personalized financial plans encompassing investment management, retirement planning, estate planning, tax optimization, and risk management
Cultivate and strengthen relationships with high-net-worth clients, serving as their primary point of contact for all wealth management needs
Conduct regular portfolio reviews, communicate market insights, and proactively address client inquiries
Identify and pursue new business opportunities within the high-net-worth segment
Leverage existing networks and referrals to expand the client base
Partner with internal specialists (e.g., investment counselors, wealth planners, FX specialists) to provide clients with comprehensive financial solutions
Stay abreast of market trends, economic developments, and investment opportunities
Provide clients with informed perspectives and recommendations
Organize and host client events to foster relationships and provide valuable market insights
Ensure that KYC/AML and other compliance norms are strictly adhered to

Fulltime

Senior Investment Advisor

Hang Seng's Investments and Wealth Solutions offers a full spectrum of investmen...

Location

Hong Kong , Central

Salary:

Not provided

HSBC

Expiration Date

December 31, 2025

Requirements

University degree in Finance, Economics or other relevant qualifications, with passes in the Hong Kong Securities Institute Licensing Examinations, CFA is a plus
5-10 years’ experience in investment advisory service, with good knowledge of global / local markets and investment products
Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
Strong self-motivation, with the ability to work independently and under pressure
Proficiency in both written English and Chinese, fluency in Putonghua an advantage

Job Responsibility

Conduct in-depth Global Market Marco and FX research, generate investment strategies and portfolio ideas
Prepare market commentaries, market update presentations, and provide advisory services for Wealth and Personal Banking
Participate in Wealth and Personal Banking High-Net-Worth client meetings together with Relationship Managers to share investment market views and insightful asset allocation strategies
Participate in the development and implementation of initiatives related to the compliance, systems and procedures for the investment advisory function

What we offer

Dynamic working environment
Good career development opportunities
Competitive compensation packages

Fulltime

Senior Tax Advisor

A prestigious and fast-growing private equity firm is building out their Partner...

Location

United States , San Francisco

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

Degree in accounting, finance, or economics
CPA a plus
4+ years of experience preparing individual tax returns
experience working with ultra-high net worth clients
prepared investment partnership and fiduciary tax returns
understanding of tax basis, structure charts, at risk rules, passive activity rules, and basis limitations
proficiency using CCH Axcess or ProSystems fx Tax, CCH Workpaper Manager, and BNA Income Tax Planner
competency with Adobe and MS Office products, especially Excel
excellent oral and written communication skills

Job Responsibility

Tax Planning
Working with advisors on strategies to minimize tax liabilities and ensure compliance with tax regulations
Plan for and review quarterly income tax estimates and annual extensions for individual, partnership and fiduciary returns for the family office
Review income tax returns for various individual, partnership and fiduciary entities for the family office
Researching tax related issues
Assisting with special projects on an as-needed basis
Risk Management
Identifying and managing risks to the family's wealth, including insurance and asset protection strategies
Estate Planning
Preparing for the transfer of wealth across generations, including wills, trusts, and succession planning

What we offer

Equity component
excellent culture and tenure
medical, vision, dental, and life and disability insurance
eligible to enroll in company 401(k) plan

Fulltime

Senior Wealth Advisor

The Senior Wealth Advisor SAFE Act is a seasoned professional role focused on cl...

Location

United States , Miami

Salary:

70000.00 USD / Year

Citi

Expiration Date

Until further notice

Requirements

5-8 years of experience
Experience in a proactive, successful sales and service role in the financial services industry
Strong analytical and financial skills
Strong verbal and written communication skills
Organized with strong attention to detail
Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred
Basic understanding of investment and financial planning strategies preferred
Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses
Group 1 insurance

Job Responsibility

Build relationships with new clients with the goal of bringing in new bank and brokerage assets
Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills
Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments
Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research
Master referral opportunities to grow portfolio
Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.)
Acquire new clients through converting referral leads
Manage client follow-up and adhere to all Regulatory and Compliance operating procedures
Ensure that KYC/AML and other compliance norms are strictly adhered to
Partner with all roles on branch team to ensure all clients have a positive in-branch experience

What we offer

Medical, dental & vision coverage
401(k)
Life, accident & disability insurance
Wellness programs
Paid time off packages including vacation, sick leave, and paid holidays.

Fulltime

Credit Portfolio Officer

Credit Portfolio Officer role in Institutional Credit Management (ICM), a critic...

Location

United Kingdom , London

Salary:

Not provided

Citi

Expiration Date

Until further notice

Requirements

Bachelor's/Master's degree in mathematics, science, finance/economics, risk management or a related field
Minimum of 5-7 years credit risk experience at a major financial institution
Experience with managing credit risk with training in finance, mathematics, risk management or quantitative fields
Relevant credit experience covering Real Money Funds, Asset Managers, Hedge Funds, or Financial Institutions with markets products knowledge
Knowledge of Funds' markets products and risk metrics
Credit Officer (CO) or demonstrating the skills aligned with that designation
Experience and familiarity with Real Money Funds, Asset Managers, Pension Funds – Industry products and relevant CCR risk measures
Strong analytical skills
Strong problem solving abilities
Sound risk and business judgment

Job Responsibility

Maintain and manage credit exposures to Real Money Funds clients including asset managers, investment advisor as agents, and pension funds
Approve credit reviews as a first line of defense underwriter (Credit Officer CO designation)
Review and approve new Funds clients at on-boarding to establish appropriate risk parameters and credit limits
Advise and approve large transactions or deals that require individual risk assessment
Analyze and monitor client portfolios to ensure that risks are controlled
Work with Risk colleagues on risk mitigation at both inception of transactions and on an ongoing basis
Partner with businesses and quantitative teams on risk measurement enhancements, margin model development, new product approvals and real-time monitoring and controls
Perform daily and weekly risk analysis and reporting on existing client portfolios
Communicate key findings to senior management and contribute to in-business risk forums
Put together presentations and documents for internal and external use

Fulltime

Asset Management Advisor

MBMpl

Location:
Australia, Sydney

Category:
Consulting

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:
December 10, 2025

Expiration:
December 19, 2025

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Asset Management Advisor

MBMpl

Location:Australia, Sydney

Category:Consulting

Contract Type:Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Nice to have:

Additional Information:

Job Posted:December 10, 2025

Expiration:December 19, 2025

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

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Location:
Australia, Sydney

Category:
Consulting

Contract Type:
Not provided

Job Posted:
December 10, 2025

Expiration:
December 19, 2025