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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 879 jobs
Investment Assistant .HSBC £ Competitive UK-London 24 May 13

Provide assistance to discretionary wealth managers and HSBC contacts in the management of existing affluent c...

Wealth Management Advisor 360 Search attractive Ireland-Dublin 10 May 13

Relationship development for a panel of existing and new High Net Worth clients

Business Analyst - Investment Management Advantage Resourcing GBP40000 - GBP50000 per annum + benefits UK-London 17 May 13

This leading Investment Management Company based in South London/Surrey is looking for a Business Analyst to j...

Senior Private Banker (fix salary €250-300k) Albert Cliff Ltd €250-300k fix + bens + bonus based on NN... Monaco 23 May 13

Working alongside THE top private bank in MONACO, Albert Cliff is mandated to source Senior Private Bankers / ...

Senior Wealth Manager - Boutique: Zurich Albert Cliff Ltd Competitive + Bens + Bonus based on NNM Switzerland-Zurich 23 May 13

Our client is a boutique Private Wealth Management firm, specialized in wealth management and consulting for w...

Junior Retail Sales – Asset Management ALS Recruit - EA Licence No. 07C5776 Attractive Singapore 23 May 13

Our client is a top tier Investment Management firm providing a wide range of premium investment products to c...

Financial Crime Advisory Manager – Private Banking Altus Search £65,000 to £85,000 UK-London 20 May 13

Financial Crime Advisory Manager - Private Banking

Financial Crime Manager – Private Banking Altus Search £60k - £80k UK-London 17 May 13

Financial Crime Manager – Private Banking

Compliance Advisory Manager – Private Banking Altus Search £60k – 80k plus bonus & benefits UK-London 16 May 13

Compliance Advisory Manager – Private Banking

Client-On-Boarding Manager - Leading Private Bank Ambition Hong Kong Attractive Salary Hong Kong SAR 21 May 13

Opportunity to Develop Client on Boarding & Due Diligence (Private Bank) Specialisation....

VP, Decision Support - Private Bank Ambition Hong Kong Competitive Packages Hong Kong SAR 21 May 13

VP Position in Business Decision Support in Private Banking..

Sales Consultant - Melbourne (Docklands) or Sydney (Parramatta) AMP OTE up to $150,000 per annum Australia-Sydney 22 May 13

Reporting to the Sales Manager, the Sales Consultant is responsible for providing general advice on a suite of...

Manager Actuary (Advice Delivery Wealth Protection and Mature Product) AMP Competitive Australia-Sydney 22 May 13

The role is responsible for leading a specialist team who are engaged with the Wealth Protection and Mature Pr...

Pre-Sales and Business Consultants ANKH Pte. Ltd. To attract the best Luxembourg 04 May 13

The Pre-Sales Consultant''s main responsibility will be introducing our client's product/services offering and...

Global Accounts Director ANKH Pte. Ltd. Will attract the best plus generous comm... UK-London 04 May 13

Global Account Management, Sales,Business Development and Relationship Management Executive to develop and man...

Financial Planner Associate - South Melbourne, VIC ANZ Competitive Australia-Melbourne 24 May 13

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Financial Planner Associate - Ballarat ANZ Competitive Australia-Melbourne 23 May 13

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Premium Relationship Manager - ANZ Wealth - Sydney ANZ Competitive Australia-Sydney 23 May 13

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Advice Systems Support Officer, Advice Delivery - Sydney ANZ Competitive Australia-Sydney 23 May 13

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Financial Planner Associate, Caboolture/Bribie Island ANZ Competitive Australia-Brisbane 23 May 13

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Financial Planning Opportunities - WA ANZ Competitive Australia-Perth 23 May 13

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Financial Planning Opportunities - NSW ANZ Competitive Australia-Sydney 23 May 13

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Financial Planning Opportunities - Queensland ANZ Competitive Australia-Brisbane 23 May 13

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Financial Planning Opportunities - SA ANZ Competitive Australia-Adelaide 23 May 13

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Financial Planning Opportunities - Victoria ANZ Competitive Australia-Melbourne 23 May 13

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Superannuation Insurance Manager - ANZ Wealth - Sydney ANZ Competitive Australia-Sydney 23 May 13

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Senior Manager Mandate Research - ANZ Wealth Global CIO - Sydney ANZ Competitive Australia-Sydney 23 May 13

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Financial Planner Associate, Canberra ANZ Competitive Australia-Canberra 23 May 13

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Paraplanner, Brisbane ANZ Competitive Australia-Brisbane 23 May 13

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Practice Development Manager, RI Advice Group - Queensland ANZ Competitive Australia-Brisbane 23 May 13

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