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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| Investment Operations Manager - Retail Funds | Hays Specialist Recruitment GBP60000.00 - GBP70000.00 per annum | UK-London | 18 May 13 |
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A rare opportunity exists for an accomplished Retail Funds Operations Manager to join an entrepreneurial inves...
| LATAM UHNWI Relationship Manager - Luxembourg | Selby Jennings Highly Competitive | Luxembourg | 17 May 13 |
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Relationship Manager, Wealth Management, Private Banking, Private Clients, UHNWI Client Market, LATAM Coverage...
| Belgian UHNWI Private Banker, Luxembourg | Selby Jennings Highly Competitive | Luxembourg | 17 May 13 |
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Relationship Manager, Wealth Management, UHNWI Client Coverage, Belgian Market, Luxembourg, Europe, Highly Com...
| Investment & Portfolio Analyst | Paragon Executive Excellent base + bonus + incentives | Ireland-Dublin | 17 May 13 |
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Our Client, A Boutique Wealth Manager is looking to hire a talented Investment & Portfolio Analyst to join the...
| Business Analyst - Investment Management | Advantage Resourcing GBP40000 - GBP50000 per annum + benefits | UK-London | 17 May 13 |
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This leading Investment Management Company based in South London/Surrey is looking for a Business Analyst to j...
| Private Banking Administrator | Societe Generale Competitive | UK-London | 17 May 13 |
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SG Hambros Bank is part of the private banking division of the Société Générale Group and provides a comprehen...
| Business Operations Manager (Middle Office) | HSBC Global Services Center Competitive | UK-London | 17 May 13 |
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This role is responsible for the day to day running of a business operations team. The role involves managing ...
| Operational Risk Manager - Asset Management/Private Banking | Carr Lyons Competitve | UK-London | 17 May 13 |
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Operational Risk Manager - Asset Management/Private Banking
| Fund Analyst | Not Disclosed Highly competitive + bonus + benefits | UK-London | 17 May 13 |
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My client, a leading international investment consultancy, is looking for a driven and motivated individual to...
| Private Banker - Director - Monaco | Carlton Senior Appointments Very Competitive | Monaco | 17 May 13 |
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Director ? European Clients ? Top Tier International Bank Monaco
| Hedge fund asset raiser - Real Estate Exposure | Mirage Recruitment £70/90K | UK-London | 17 May 13 |
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My client is an alternative investment specialist who offer opportunities in the property industry. They are c...
| Compliance Manager - CF10/CF11 | PSD Risk £90,000+ excellent remuneration pension... | UK-London | 17 May 13 |
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An excellent opportunity for an accomplished Compliance Officer to join a successful family owned Private Bank...
| Private Banker/Relationship Manager – Monaco Based | Randall Mckinstry Ltd Excellent Salary (€90k-€150k+ & Bonus) | Monaco | 17 May 13 |
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Our client is a well known private bank in Monaco. Strong focus on growth and service to clients across EMEA -...
| Private Client Administrator | Montgomery Partnership £20,000 - £24,000 | UK-London | 17 May 13 |
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To set up and maintain accurate and complete investment accounting records and reporting systems for the Compa...
| Senior Relationship Manager / Private Banking / Deutschlandweit | Huxley Associates EUR140000 - EUR180000 per annum + car+pe... | Germany-Hessen | 17 May 13 |
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Für ein im deutschen Markt hervorragend etabliertes und stark wachsendes Privatbankhaus suche ich an verschied...
| Senior Private Banker | City Wharf Financial Recruitment Highly Competitive | UK-London | 17 May 13 |
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Top tier private bank is currently looking to strengthen several of its internal desks globally. Therefore, ke...
| Emerging Markets Private banker; UHNW clients; Swiss Private bank; Switzerland | Selby Jennings $170000 - $250000 per annum | Switzerland-Zurich | 17 May 13 |
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My client is a Swiss private bank with a great reputation, sophisticated product offering and global presence ...
| Family office Private banker; UHNW Clients; Geneva | Selby Jennings $150000 - $250000 per annum | Switzerland-Romandy - Geneva | 17 May 13 |
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My client is an experienced Multi Family Office with offices in 5 main booking centers in Europe, Middle East ...
| Product/Solutions Managers x4 | SEI Investments (Europe) Ltd. Competitive with Excellent Benefits | UK-London | 17 May 13 |
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Through extensive interaction with clients, prospect firms and the market, the Solution Manager will identify ...
| Defined Contribution (DC) Service Manager | SEI Investments (Europe) Ltd. Competitive with Excellent Benefits | UK-London | 17 May 13 |
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Following growth of the auto-enrolment and Master Trust business, an opportunity is currently available for a ...
| UK Institutional Relationship Management Support | SEI Investments (Europe) Ltd. Competitive Salary with Excellent Benefi... | UK-London | 17 May 13 |
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SEI`s Institutional relationship management unit is responsible for servicing and developing SEI`s institution...
| Financial Crime Manager – Private Banking | Altus Search £60k - £80k | UK-London | 17 May 13 |
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Financial Crime Manager – Private Banking
| Private Banking Junior Risk Manager - Paris Based | J.P.Morgan. Competitve | France-Paris | 17 May 13 |
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Please see the job description
| Senior Investor (French focus) - Private Bank - London | J.P.Morgan. Competitve | UK-London | 17 May 13 |
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Please see the job description
| Events Manager - Global Markets; Private Bank | J.P.Morgan. Competitve | UK-London | 17 May 13 |
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Please see the job description
| Private Client Investment Manager | Rees Draper Wright Salary circa £80,000 - £100,000 plus dir... | UK-London | 17 May 13 |
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My client, one of the UK''s leading private client investment management houses is seeking experienced Privat...
| Junior Marketing Manager - Private Banking | Nelson Scott LLP £40,000 to £45,000 | UK-London | 17 May 13 |
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This Global Private Bank that has a distinctive marketing approach, with a diverse range of initiatives. The...
| Head of Investment Operations | Hanover Search Financial Services Competitive basic salary, benefits & bon... | UK-London | 17 May 13 |
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*Experienced Head of Investment Operations required for leading Life & Pension firm*
| National Advisory Sales | Not Disclosed Highly compelling | UK-London | 17 May 13 |
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Our client, a leading national discretionary wealth manager with a market leading proposition, is seeking a hi...
| Legal Counsel Italian Market Based Luxembourg | Veritas Executive €80,000 - €120,000 DOE | Italy-Lombardia | 17 May 13 |
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This Leading European provider of long term wealth planning solutions for high and ultra high network investor...