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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| AVP fixed income sales support | Morgan McKinley NA | Hong Kong SAR | 24 May 12 |
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As part of the sales support team you will be required to work closely with the sales and front office teams. ...
| Client Services Associate - Private Banking, Mandarin Speaking | Ambition Hong Kong Excellent Remuneration | Hong Kong SAR | 24 May 12 |
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A Top Tier Investment Bank is looking for an Experienced Private Banking Assistant for their China and Mandari...
| VP Compliance, Wealth Management | Ambition Hong Kong Competitive Salary and Benefits | Hong Kong SAR | 24 May 12 |
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Wealth Management Compliance Role with a Leading Global Bank
| Business Development Team Head - Funding Solutions | Page Personnel Salary negotiable depending on experienc... | Hong Kong SAR | 23 May 12 |
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A regional business funding company is now looking for experienced Business Development Team Head to manage th...
| Investment Counsellor, Leading Retail Bank in Hong Kong | Randstad Hong Kong HK$50-65k | Hong Kong SAR | 23 May 12 |
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Lead and execute investment sales initiatives, coach and support frontline sales and services staff and ac...
| Product Manager/ Project Manager - Private Banking Product group | JPMorgan Chase not disclosed | Hong Kong SAR | 22 May 12 |
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See job description below
| Senior Mutual Fund Sales | Aim Higher Consultancy Limited Above 500K | Hong Kong SAR | 22 May 12 |
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Our client, a highly-regarded asset management company, is seeking a Senior Mutual Fund Sales. The successful...
| Senior Investment Counselor | Pure Search Hong Kong Attractive | Hong Kong SAR | 22 May 12 |
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My client is top tier Private Bank with a strong presence in Asia. As part of their expansion, there is a need...
| IT TECHNICAL PROJECT MANAGER | Aptitude Asia You will be paid in HK$ | Hong Kong SAR | 22 May 12 |
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Our client is a well reputed financial institution
| ADVISORY & EXECUTION, DIRECTOR/ ASSOCIATE DIRECTOR | Recruitment Intelligence Consultants Limited Competitive package | Hong Kong SAR | 22 May 12 |
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An international private bank is looking for a high caliber candidate to join as Advisory & Execution, Directo...
| Translator - Private Banking | JPMorgan Chase not disclosed | Hong Kong SAR | 22 May 12 |
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See job description below
| Investment Advisor | ConnectedGroup Limited Competitive | Hong Kong SAR | 22 May 12 |
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This is a fantastic opportunity to work closely with senior high net worth private bankers to provide product ...
| Business Risk Specialist - VP or AVP Hong Kong | ConnectedGroup Limited competitive | Hong Kong SAR | 22 May 12 |
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WEALTH MANAGEMENT SME Run the bank and change the bank initiatives - AVP/VP
| Investment Counselor - Retail Banking | Page Personnel Salary negotiable depending on experienc... | Hong Kong SAR | 22 May 12 |
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Renowned international bank seeks high caliber Banking professionals to join their sales management team.
| Investment Specialist - Asset Management Firm | Page Personnel Salary negotiable depending on experienc... | Hong Kong SAR | 22 May 12 |
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A global Asset Management firm is looking for experienced for investment specialist to serve individual invest...
| Client Investment Advisor | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as a Client Investment Advisor.
| UBS Optimus Foundation Director Hong Kong | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as an UBS Optimus Foundation Director, Hong Kong.
| Business Risk Specialist | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as a Business Risk Specialist.
| Compliance Expert, Wealth Management | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as a Compliance Expert, Wealth Management.
| Editor | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as an Editor.
| Junior Account Manager FIM | UBS AG Competitive | Hong Kong SAR | 22 May 12 |
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An exciting opportunity has arisen to join UBS as a Junior Account Manager, inside Financial Intermediaries (F...
| Structured Credit Transaction Manager – Executive Director – Wealth Management | Barclay Simpson Excellent for the right candidate | Hong Kong SAR | 22 May 12 |
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My client, a leading global financial institution is looking for a seasoned credit specialist to join its Weal...
| Country Head | Reed Specialist Recruitment Hong Kong Competitive Package | Hong Kong SAR | 22 May 12 |
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Our client one of the leading banks in the UAE with branches worldwide in New York, London, India and HK. The ...
| China Equity Sales Strategist - Private Banking | JPMorgan Chase not disclosed | Hong Kong SAR | 21 May 12 |
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See job description below
| Client Service Specialist, Private Banking | JPMorgan Chase not disclosed | Hong Kong SAR | 21 May 12 |
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See job description below
| INVESTMENT - SENIOR MANAGER / MANAGER | Recruitment Intelligence Consultants Limited Competitive package | Hong Kong SAR | 21 May 12 |
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A leading global financial institution is looking for a professional to join as Investment - Senior Manager/ M...
| REGIONAL PRIVATE BANK DISTRIBUTION – AVP / VP | Recruitment Intelligence Consultants Limited Competitive Package | Hong Kong SAR | 21 May 12 |
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An international asset management firm an unparalleled reputation across the Asia Pacific region. With the con...
| BUSINESS MANAGER - AVP / VP | Recruitment Intelligence Consultants Limited Competitive package | Hong Kong SAR | 21 May 12 |
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A leading global private bank is looking for an outstanding professional to join as Business Manager - AVP/ VP...
| China Equities (A-shares) Portfolio Manager | Global Associates Negotiable | Hong Kong SAR | 21 May 12 |
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Our client, a top-tier Private Bank is now looking for a high calibre candidate to fill for the following post...
| AML COMPLIANCE Contract | Hays Banking Hong Kong attractive salary | Hong Kong SAR | 21 May 12 |
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Implementing and disseminating group policies and regulatory requirements on anti-money laundering will be a k...