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Private Banking / Wealth Management


You'll find all of our listings for wealth management and private banking jobs in this section.

Private bankers and wealth managers assist high net worth people with managing their money. Careers in wealth management are usually in one of two categories:

Private bankers - Private bankers provide a more personalized level of service to wealthy clients than is available to typical customers. They help clients invest their money carefully to avoid risk that could shrink the value of their assets. They also supply advice on tax and retirement funds, help clients develop a strategy for donations to charity and advise them on the best strategies for leaving their wealth to their descendents.

Wealth Managers/Financial Advisors - Wealth Managers and Financial Advisors help clients buy and sell financial products, develop financial and investment plans and provide portfolio management, usually for a fee.

Clients of private bankers and wealth managers range from high net worth clients who have at least $1 million to liquid assets to invest to ultra high net worth individuals who can invest $10 million or more. Some banks apply an even higher minimum such as $30 million to an exclusive ultra high net group.

During a private banking career, you'll probably perform one of three wide categories of job: invest money for current clients, building relationships, or handling back-office functions like human resources or accounting.

Private bankers who work on the investment side usually either invest their clients' money themselves or provide their clients with extensive advice so they can invest their own money. These bankers are usually product specialists with expertise in a certain asset class, like fixed income, equities, structured products or investments in the private equity and hedge fund sectors.

Private bankers working in relationship management have a more sales-focused position, as they spend most of their time taking advance of connections with clients and selling the bank's services.

Relationship private banking often requires a lot of traveling and maintaining close contact with fascinating, unusual and demanding people. After a relationship private banker has come to understand a client's unique requirements, investment specialists are contacted to put a more detailed investment plan together.

Wealth Managers and Financial Advisors, on the other hand, will create and sometimes manage a client's investment plan. In the past, Financial Advisors were not required to have an MBA or a BA in finance. But that appears to be changing as more and more people entering this field do have financial and business degrees and this is becoming the norm.

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Showing 1-30 of 449 jobs
Junior Level Private Bankers - LATAM Clients | Private Banking - Miami/New York Carlton P B Competitive Miami, FL, 33101 09 Feb 12

Our client, a Top Tier global Private Bank, is currently looking to enhance their Miami & New York Offices, by...

Relationship Manager - Bahamas *LOW TAX* Parc Ellis Attractive Six-figure package including... New York, NY, 10001 09 Feb 12

A chance to further develop your career with one of the world's largest and most respected banking organisatio...

Key Executive Position for boutique fee only financial planning firm M. J. Smith and Associates Base and bonus Denver, CO 08 Feb 12

M. J. Smith and Associates www.mj-smith.com is a successful fee only financial planning organization with over...

Copy of Business Development Analyst Bessemer Trust Company Annual San Francisco, CA 08 Feb 12

The Business Development Analyst provides reporting and analytical support to the Business Development team.

Associate Wealth Mgmt Advisor - Iowa City, IA TIAA-CREF Base plus bonus Iowa City, IA, 52240 08 Feb 12

Associate Wealth Management Advisor

Wealth Management Advisor - Ames TIAA-CREF Base plus performance bonus Ames, IA, 50010 08 Feb 12

Wealth Management Advisor

Wealth Management Advisor - Ann Arbor TIAA-CREF Base plus performance based bonus Ann Arbor, MI, 48103 08 Feb 12

Wealth Management Advisor

Financial Advisor HK Financial Services Competitive New York, NY 07 Feb 12

HK Financial Services, an established Investment Advisory Firm is seeking a Financial Advisor in the New York ...

Senior Institutional Securities Sales BBVA Competitive Manhattan, NY, 10105 07 Feb 12

Resposnisble for developing and implementing Short Term, Medium Term and Long Term Equity and Fixed Income str...

Private Equity Fund of Fund Analyst, Global Private Bank BBVA Competitive Manhattan, NY, 10105 07 Feb 12

Responsible for originating and executing investment ideas for a Private Equity Fund of Fund.

Private Banking Relationship Expert BNY Mellon Wealth Management DOE Washington, DC 07 Feb 12

You will develop new high-end profitable relationships for Private Banking and maximize profitability of exist...

Private Banker - Wealth Management BNY Mellon Wealth Management DOE Chicago, IL, 60601 07 Feb 12

Responsible for developing new and managing existing high net worth Wealth Management clients/accounts in orde...

Administrative Assistant – Financial Services Not Disclosed Competitive San Francisco, CA 06 Feb 12

We are a growing investment advisory firm (RIA)offering financial planning and wealth management services to h...

Director, Sales Planning and Reporting VALIC NA Houston, TX, 77001 06 Feb 12

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Account Executive Convergent Wealth Advisors not disclosed Potomac, MD 06 Feb 12

See job description below

Business Development Analyst Bessemer Trust Company Annual New York, NY 06 Feb 12

The Business Development Analyst provides reporting and analytical support to the Business Development team.

VP, Latin American Estate Planning Consultant SRI Search Competitve Base + Bonus Miami, FL 06 Feb 12

My client is recognized as the global leader in the development of life insurance based wealth structuring sol...

VP, Latin American Financial Advisor (Miami) SRI Search Competitve Base + variable compensation... Miami, FL 06 Feb 12

My client is recognized as the global leader in the development of life insurance based wealth structuring sol...

Financial Advisors for Brokerage Firms (NY) Not Disclosed commission based position New York, NY, 10019 06 Feb 12

Experienced financial advisors are needed for the brokerage industry. Interested in advisors with domestic or ...

VP, Funds Attorney The Forum Group Base salary, bonus and benefits. Manhattan, NY, 10016 06 Feb 12

Our client, a global asset management firm is seeking a Funds Attorney to support their growing business lines...

Director, Editorial & Publishing Manager Not Disclosed Base Salary Plus Bonus New York, NY, 10017 06 Feb 12

A multi-billion dollar wealth management firm is currently looking to hire a Director, Editorial & Publishing ...

VP, Long-Only Manager Research Not Disclosed Base Salary Plus Bonus New York, NY, 10017 06 Feb 12

A top-tier multi-billion dollar investment management firm is currently looking to hire a VP, Long-Only Manage...

Director, Charles River Business Change Lead Not Disclosed Base Salary Plus Bonus New York, NY, 10017 06 Feb 12

A top-tier wealth management firm is currently looking to hire a Director, Charles River Business Change Lead ...

Funds Management - Internal Client Advisor, Wealth Management - (NYC) JPMorgan Competitve New York, NY, 10001 06 Feb 12

Please see the job description

Business Development Officer, Inside Sales Midland American Capital $125,000 - $200,000 East Meadow, NY 06 Feb 12

Our Business Development Officer will convert our advertising generated prospects into active customers for fa...

Senior FX Sales Product Specialist Not Disclosed Highly Competitive New York, NY 02 Feb 12

A leading private bank with ~$25+ billion in AUM is seeking a Senior Foreign Exchange Product Specialist to ...

Associate- Private Client Services Robert Half Financial Service Group DOE Chicago, IL, 60601 02 Feb 12

Chicago-based Private Client Associate to work with a team of Financial Advisors in the Private Wealth Managem...

Hedge Fund/Alternative Investments Attorney, VP - Investment Bank The Compliance Search Group LLC base plus bonus Manhattan, NY, 10018 02 Feb 12

Top-tier global investment bank seeks an Attorney to focus on their hedge fund, alternative investments and as...

Investment Advisory Attorney - Private Banking/High-Net-Worth Clients The Compliance Search Group LLC base plus bonus Manhattan, NY, 10018 02 Feb 12

The high-net-worth division of a top-tier investment bank seeks an Attorney for their investment advisory grou...

Branch Administrative & Compliance Managers The Compliance Search Group LLC DOE Washington, DC 02 Feb 12

The high-net-worth brokerage division of a major investment bank seeks Branch Administrative Managers for seve...

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