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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 1-15 of 15 jobs
Investment Consultant China International Capital Corporation (HK) Ltd Competitive China-Other Cities 23 May 12

This position is responsible for development of business relationship with high-net-worth individuals and fami...

Client Advisor UBS Securities Market Competitive China-Beijing 22 May 12

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

General Manager for National Hold Fund ANTAL International Business Consulting (Beijing) negociatable China-Beijing 22 May 12

General Manager for a large national hold fund in Beijing.

Investment Professionals ,VP Kelly Services China negotiable China-Beijing 22 May 12

Based in Beijing or Shanghai and working in Private Wealth Management, you will experience being part of a rel...

Operations Manager UBS Securities Competitive China-Beijing 22 May 12

8 years in local securities firm; experience in China security market and understand security regulatory rules...

VP / SVP Private Banker - China or HK based The MRI China Group Above market standard, very competitive China-Shanghai 22 May 12

A leading Private Banking firm is seeking to hire numbers of seasoning Private Banking RM, Greater China marke...

Senior Modelling Analyst HSBC Global Services Centre Negotiable China-Guangzhou 21 May 12

This is a business supporting role with the vision of providing best-in-class advanced analytics services to A...

Analyst, Information Management HSBC Global Services Center Negotiable China-Guangzhou 21 May 12

This is a business supporting role with the vision of providing best-in-class analytics services to Asia-Pacif...

Senior Private Banking Consultant Bank of Communications Co., Ltd. Competitive China-Shanghai 21 May 12

Excellent opportunity to join Bank of Communications, one of the leading banks in China. CFA, CFP, RFP, CPA, C...

Business Development Austen Morris Associates Salary plus performance related bonus China-Shanghai 20 May 12

Austen Morris Associates is recruiting Business Development Coordinators to work in financial planning and wea...

Senior Analyst -Modelling Hays Guangzhou Competitive Package China-Guangzhou 18 May 12

As subject matter expert of modelling, develop and apply a diverse set of advance data mining tools including ...

Senior Analyst - Branding and Marketing Specialist (PRC based) BBVA Very competitive China-Beijing 17 May 12

Responsible for working with our strategic partner in China to create and rollout a branding and marketing cam...

Analyst/Senior Analyst - Product Specialist, Investment Solutions (PRC Based) BBVA Very Competitive China-Beijing 17 May 12

Responsible for Private Banking products design, development and promotion.

Product Specialist, Global Credit Products (GCP) Deutsche Bank Attractive, negotiable China-Beijing 14 May 12

Support Head Portfolio Management GCP Asia in both day-to-day work and strategic projects related to China Ser...

Wealth Management Operation Manager Talent2 (Shanghai) competitive China-Beijing 11 May 12

Talent2 is an Australian listed executive search company. Currently we are looking for good candidate as Oper...

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