Banking jobs, finance careers, Private Banking / Wealth Management jobs & financial recruitment. Browse Private Banking / Wealth Management jobs in the North America & apply online

Private Banking / Wealth Management jobs in the North America: eFinancialCareers

jobseeker login / registration

Job Search

You refined by

Refine

Job sector

Job location

USA
Canada

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.

Show more » « Show less

Showing 1-30 of 433 jobs

Sort by
Date
Company
Location

Wealth Management Advisor - Stillwater, OK	TIAA-CREF Base + Bonus	Oklahoma City, OK	22 May 13

Wealth Management Advisor

Wealth Management Advisor - Palo Alto, California	TIAA-CREF Base and bonus	Fremont, CA	22 May 13

Wealth Management Advisor

Wealth Management Advisor-Lewisville, TX	TIAA-CREF Base plus bonus	Dallas, TX	22 May 13

Wealth Management Advisor

Wealth Management Advisor - Tuscon, AZ	TIAA-CREF Base + Bonus	Tucson, AZ	22 May 13

Wealth Management Advisor

Wealth Management Advisor - Pasadena, CA	TIAA-CREF Wealth Management Advisor-Pasadena, CA	Pasadena, CA	22 May 13

Wealth Management Advisor-Pasadena, CA

Wealth Management Advisor - New Orleans	TIAA-CREF Base + bonus	New Orleans, LA	22 May 13

Base plus bonus

Internal Insurance Consultant - Charlotte, NC	TIAA-CREF Base Salary + Incentive	Charlotte, NC	22 May 13

Internal Insurance Consultant

Business Support Manager, Product Distribution	TIAA-CREF Base Salary + Incentive	Charlotte, NC	22 May 13

Business Support Manager

Wealth Management Advisor - San Antonio, TX	TIAA-CREF Base + Bonus + Benefits	San Antonio, TX	22 May 13

Wealth Management Advisor-San Antonio, TX

Wealth Management Advisor - Houston	TIAA-CREF Base plus bonus	Houston, TX	22 May 13

Wealth Management Advisor

Wealth Management Advisor - Ames	TIAA-CREF Base + Performance based bonus	Ames, IA	22 May 13

Wealth Management Advisor

Wealth Management Advisor	TIAA-CREF Base + Bonus	Lincoln, NE	22 May 13

Wealth Management Advisor

Senior Manager, Wealth Management - Lexington, KY	TIAA-CREF Base + Bonus + Benefits	Lexington, KY	22 May 13

Sr. Manager - Wealth Mgmt. Division

Wealth Management Advisor - Salt Lake City, UT	TIAA-CREF Base plus bonus	Salt Lake City, UT	22 May 13

Wealth Management Advisor

Wealth Management Advisor - Tucson, AZ	TIAA-CREF Base + Performance Bonus	Tucson, AZ	22 May 13

Wealth Management Advisor

Philadelphia Metro Coverage Private Banker	Selby Jennings $100000 - $200000 per annum	Philadelphia, PA	22 May 13

Boutique Private Bank; Massive Opportunity for Progression; New Team; Untapped Market.

Investment Adviser for Boutique Private Bank	Selby Jennings $80000 - $180000 per annum	Philadelphia, PA	22 May 13

Top North American Private & Retail Bank; Massive Potential for Progression: Rapidly Expanding Office: Competi...

LATAM Client Broker Dealer: Miami	Selby Jennings $ Very Competitive - Forgivable loan bas...	Miami, FL	22 May 13

Top North American Private Bank Broker Dealer: Market Leading Platform: Grade A Brand Name & Image

Head of Private Banking; MIAMI	Selby Jennings $ Competitive & Bonus	Miami, FL	22 May 13

Global Private Bank; Managerial, Senior Team Leader Role; LATAM and Domestic Client Base

Texas Coverage Broker Dealer Financial Advisor	Selby Jennings Upfront Forgivable Loan + 40% ROA	San Antonio, TX	22 May 13

Generous Upfront t12 Calculated Golden Handshake; Top Performing Global Broker Dealer; First Class Product Off...

Intern (FARS)	Morgan Stanley Competitive	Coral Gables, FL	22 May 13