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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 454 jobs
Promotore Finanziario Adecco Italia S.p.A. contratto indeterminato Italy-Lazio 11 May 12

Promotori Finanziari

Capital Markets Analyst Aequitas Capital Management $85-$100K annually plus discretionary bo... Lake Oswego, OR 15 May 12

Help build out Aequitas' capital markets function. Responsible for following/interpreting/reporting on capita...

Senior VP/Director, Business Change Management Agg Jones £90-120,000 Base + Excellent Benefits UK-London 15 May 12

Agg Jones are working with the Wealth arm of a Tier 1 Bank who are looking to appoint a Change professional to...

Change Director, Wealth Products & Proposition Agg Jones £100-140k + Excellent Benefits UK-London 15 May 12

Agg Jones are working with the Wealth arm of a Tier 1 bank who are looking to hire a Senior Change manager foc...

Head of Contol & Governance, Asset/Fund Management Agg Jones £80-100k Base + Excellent Benefits UK-London 15 May 12

Agg Jones are working with the Wealth arm of a Tier 1 Bank who are looking to appoint a Head of Control & Gove...

Business Analyst, Credit Risk Agg Jones £400-500 per day (Ltd Company) UK-London 15 May 12

Agg Jones are currently working with the Wealth arm of Tier 1 Bank who are looking to appoint a Business Analy...

Head of Compliance Business Advisory, Private Banking Agg Jones c.£80-90,000 + Excellent Benefits UK-London 15 May 12

Agg Jones are currently working with the Wealth arm of a Tier 1 Bank who due to agressive growth plans are sca...

Senior Mutual Fund Sales Aim Higher Consultancy Limited Above 500K Hong Kong SAR 18 May 12

Our client, a highly-regarded asset management company, is seeking a Senior Mutual Fund Sales. The successful...

Senior Relationship Manager - (LatAm/Iberia) Albert Cliff Competitive Switzerland-Romandy - Geneva 21 May 12

Albert Cliff is proud to work alongside our client – one of the most established and distinguished names in gl...

Senior Relationship Manager - MONACO Albert Cliff Competitive Monaco 21 May 12

Working alongside one of Monaco's leading private banks, Albert Cliff is mandated to source Senior Private Ban...

Senior Tax & Wealth Planner - (UK coverage) Albert Cliff Competitive Switzerland-Zurich 21 May 12

Albert Cliff is proud to work alongside one of Switzerland's top private banks - its name being synonymous wit...

Business Analyst - Asset Management Alexander Ash Consulting High Daily Rate UK-London 16 May 12

BUSINESS PROCESS CHANGE Business Analyst - Front Office - Front to back knowledge - London Based - High Daily ...

International Product Development and Management ALS International Attractive Singapore 21 May 12

Our client is an international asset management firm who offers global investment management expertise through...

Sales – Private Bank Channels ALS International Attractive Singapore 21 May 12

Our client is an international asset management firm who offers investment management expertise to institution...

Compliance Manager / Marketing & Distribution Altus Search £50,000 - £70,000 UK-London 19 May 12

Compliance Manager / Marketing & Distribution

Senior Compliance Advisory Manager / Private Banking Altus Search £100,000 to £120,000 UK-London 15 May 12

Senior Compliance Advisory Manager / Private Banking

Business Analyst Ambition £45000 - £50000 per annum UK-London 16 May 12

Business Analyst .

Client Services Associate - Private Banking, Mandarin Speaking Ambition Hong Kong Excellent Remuneration Hong Kong SAR 18 May 12

A Top Tier Investment Bank is looking for an Experienced Private Banking Assistant for their China and Mandari...

VP Compliance, Wealth Management Ambition Hong Kong Competitive Salary and Benefits Hong Kong SAR 18 May 12

Wealth Management Compliance Role with a Leading Global Bank

ANALYSTE AGREMENTS ET SUIVIS AMF - Autorité des Marchés financiers non communiqué France-Paris 10 May 12

Effectuer le traitement et le suivi de dossiers d'agrément d'OPCVM, la vérification en cours de vie de la conf...

General Manager for National Hold Fund ANTAL International Business Consulting (Beijing) negociatable China-Beijing 04 May 12

General Manager for a large national hold fund in Beijing.

Associate Relationship Director, Affluent Banking Singapore ANZ not disclosed Singapore 21 May 12

See job description below

Business Support Manager, Investment & Insurance Products ANZ not disclosed Singapore 21 May 12

See job description below

Associate Director, Transaction Banking Product Management & Development ANZ not disclosed Hong Kong SAR 17 May 12

This is an exciting opportunity which provides the successful candidate with great expsoure to both Deposit Bu...

Wealth Planner Middle East - Geneva - Job No: 28939 AP Executive Swiss Franc180000 - Swiss Franc250000 pe... Switzerland-Romandy - Geneva 21 May 12

Wealth Planner Middle Eastern clients - Geneva .

Private Banker - European/Swiss clients - Zurich AP Executive Swiss Franc150000 - Swiss Franc225000 pe... Switzerland-Zurich 21 May 12

New opportunity in Private Banking in Zurich .

Chief Investment Officer - Zurich AP Executive NA Switzerland-Zurich 18 May 12

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Trust Administrator - SINGAPORE AP Executive NA Singapore 18 May 12

trust administrator for the office in Singapore .

Trust Manager - Geneva AP Executive Swiss Franc150000 per annum Switzerland-Romandy - Geneva 18 May 12

Our client is one of the longest established professional trust companies in Geneva and they are now seeking t...

Investment Manager - Private wealth Argyll Scott International Up to £60k base plus excellent bonus pot... UK-London 16 May 12

Our client, a young and fast-growing business based in the City, is looking for an investment manager with net...

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