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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 1-27 of 27 jobs
Private Banker (Professional Services) - Melbourne Porterallen $110 - $150k Australia-Melbourne 24 May 12

An outstanding opportunity for a dynamic Private Banker to join this market leader.

Private Banker (Acquisition) - Melbourne Porterallen $110k - $150k neg. Australia-VIC - Other 24 May 12

An excellent opportunity for a self-motivated Private Banker to join this market leader.

Client Relationship Manager Hays 55000 Australia-Melbourne 24 May 12

This professional services firm is a prominent provider of fully integrated financial solutions to a large num...

Financial Planner Boutique Hays 85000 Australia-Melbourne 24 May 12

This boutique firm is dedicated to providing tailored solutions to a range of clients through the provision of...

Business Development - Private Banking The Emerald Group Base, discretionary bonus Australia-Perth 24 May 12

Our client is looking for a strong originator to build their presence and pipeline in the high net worth marke...

JBWere - PWM - State Manager SA & WA National Australia Bank Highly Competitive + Generous Incentives Australia-Adelaide 23 May 12

Outstanding Leadership opportunity for individual with proven track record of driving change and performance.

General Manager Investment Austrade SES Band 2 - attractive remuneration Australia-Sydney 23 May 12

The Australian Trade Commission – Austrade – is the Australian Government's trade, investment and education pr...

Senior Manager - Financial Planning Division People's Choice Credit Union Attractive Remuneration & Package Australia-Adelaide 22 May 12

Reporting to Executive Management, a fantastic Adelaide based opportunity has arisen for a highly experienced ...

Private Wealth Manager - Banking ANZ not disclosed Australia-Sydney 21 May 12

See job description below

Business Development Manager - Trustees - QLD ANZ not disclosed Australia 21 May 12

See job description below

Financial Planning Assistant Macquarie Information not provided Australia-Melbourne 21 May 12

Work with a highly successful financial planner. You will maintain strong relationships with our clients by pr...

SMSF Product Manager National Australia Bank Attractive package plus bonus Australia-Melbourne 21 May 12

Help drive NAB Wealth's SMSF Product function (SYD or MELB Location), Integrated SMSF offering on the award-wi...

Financial Planner - Wagga Wagga - NSW - NAB Financial Planning National Australia Bank Uncapped Incentives Australia-Sydney 21 May 12

At NAB, it's all about our people reaching their full potential

Practice Development Manager $150K+ Porterallen $150K + car allowance + incentives Australia-Sydney 21 May 12

Leading financial institution seeking an experienced Practice Development Manager to join it's dealer group to...

Paraplanning Opportunities Porterallen $60,000 to $100,000 Australia-Sydney 21 May 12

I am recruiting for a variety of clients in the Sydney Wealth Market including Financial Planning firms, Stock...

Senior Financial Advisor Porterallen TBA Australia-Sydney 21 May 12

Mid size dealer group is seeking experienced Advisors to manage large referral network from accounting practic...

Review Planner Porterallen $70,000-$80,000 base +s+b Australia-Sydney 21 May 12

Industry Fund is seeking 2-3 Associate Advisors to support a Senior Financial Planner. Excellent opportunity t...

Senior Commercial Financial Planner Porterallen $120,000 package +comm's Australia-Sydney 21 May 12

Competitive salary package and commission structure for experienced Business Planner. Sydney CBD based role wi...

Desk Assistant UBS Competitive Australia-Melbourne 18 May 12

UBS Wealth Management are recruiting a Desk Assistant. This individual will be required to co-ordinate the mar...

Private Banker Randstad Attractive salary + bonus Australia-Melbourne 17 May 12

A Prestigious Melbourne based Private Bank is seeking and experienced banker to join their team.

Practice Manager Randstad circa 150k+ Australia-Melbourne 17 May 12

Lead a team of advisers to success in a consultative sales leadership role. Must have demonstrated exp in mana...

Internal Audit Manager Robert Walters AU$90000 - AU$100000 per annum Australia-Sydney 17 May 12

An excellent opportunity has arisen to join the wealth management arm of a leading financial institution in th...

Cash Analyst UBS Competitive Australia-Melbourne 15 May 12

This role is within the Cash Services area of UBS Wealth Management Australia. This is a part-time role requir...

UK WRAP platform specialist - Systems Design / Integration - Melbourne / Sydney Finrecruit Attractive salary package Australia-Sydney 04 May 12

Australian based specialist: expertise in UK Retail Financial Services products and systems design / integrati...

Product Manager - Retail Banking Morgan McKinley AU$120000 - AU$140000 per annum Australia-Sydney 02 May 12

Exciting growing business seeking an experienced Product Manager to join the senior leadership team .

Product Consultant – Wealth Management Permanent – Sydney or Melbourne Finrecruit Attractive salary package Australia-Sydney 30 Apr 12

Financial services solutions provider requires a business professional experienced in Retail Superannuation, M...

Decision support - Equities PC Hudson Financial Services $140K + Super to $160K + Super Australia-Sydney 30 Apr 12

Leading financial institution seeks a manager level product controller looking for a decision support role wit...

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