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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 1-19 of 19 jobs
Director or VP (PE Fund Raising and IRs) HSRC Equity Partners Competitive China-Beijing 17 May 13

A private equity fund is looking for a VP or Dirctor (fund raising and investing relation), who needs to have ...

FP&A Manager Michael Page Attractive Package China-Shanghai 17 May 13

Work life balance

WM Management Support Officer UBS Securities Market Competitive China-Beijing 16 May 13

Provides business-related services and support to Wealth Managment Trading Outlet Head and his/her team on adm...

WM Client Advisor (Private Banker) UBS Securities Market Competitive China-Beijing 16 May 13

The Role-Holder is responsible for the acquisition and successful maintenance of long-term client relationship...

MNC Relationship Manager Michael Page Attractive Salary China-Shanghai 16 May 13

It is a good opportunity to join in a great platform developing your self and get reward for high performance

Senior Account Manager Michael Page Attractive Salary China-Shanghai 16 May 13

Great Opportunities

Director, Swiss and French Private Banks, Greater China market The MRI Group HKD 1.8 - 3 million p.a. plus bonus China-Shanghai 15 May 13

Our clients are world leading Private Banks who are seeking experienced Greater China UHNW market focused bank...

Investment Consultant of Private Banking China Minsheng Banking Corporation Limited competitive China-Shanghai 14 May 13

China Minsheng Banking is looking for Investment Consultant of Private Banking with mini 6 years financial in...

Product Manager of Private Bank China Minsheng Banking Corporation Limited competitive China-Shanghai 14 May 13

China Minsheng Banking is looking for Product Manager of Private Bank with mini 6 years financial industry exp...

Director – Wealth Management Industrial Securities competitive China-Shanghai 14 May 13

Industry Securities is looking for Director – Wealth Management with 8+ years' experience of wealth management...

Regional Compliance Risk Manager - APAC Michael Page Beijing Competitive pakcage China-Beijing 14 May 13

Our client is a global Money Transfer organization aggressively expanding in APAC. They are seeking a Greate...

Product Manager Talent 2 China competitive China-Beijing 13 May 13

One JV fund company, which license in China. It''s good at ETF, Index, fixed income investment.

Treasury Operations checker role UBS Securities Market Competitive China-Beijing 10 May 13

Junior to middle level treasury operations role

WM Management Support Officer(Guangzhou) UBS Securities Market Competitive China-Guangzhou 10 May 13

Provides business-related services and support to Wealth Managment Trading Outlet Head and his/her team on adm...

Business Development Manager / Director The MRI China Group Competitive salary of the market China-Shanghai 10 May 13

A world leading card association is looking for mutual sales / business development professionals Location ca...

Director, Private Client - China, Hong Kong, Korea, Taiwan PSD China Base + Housing + Performance Bonus China-Shanghai 07 May 13

A European boutique Private Bank with over 100 years of history in the region is looking to hire high calibre ...

FI Relationship Director Hays Beijing competitve China-Beijing 06 May 13

STARTEGIC CLIENT RELATIONSHIP MANAGEMENT (VP – Director) ENHANCE COVERAGE & GROW CROSS-PRODUCT REVENUES - T...

Trust Manager Ping An Trust competitive China-Shanghai 28 Mar 13

To join in Ping An Trust as Trust Manager with more than 3 years of working experience in financial industry.

Financial Planner / Private Banker Ping An Trust competitive China-Shanghai 28 Mar 13

To join in Ping An Trust as Financial Planner / Private Banker.

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