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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|Private Wealth Management - Continental Europe Sales Analyst (Geneva)||Morgan Stanley Competitive||Switzerland-Romandy - Geneva||25 May 13|
See job description for details
|Investment Specialist for WM France International||UBS Competitive||Switzerland-Romandy - Geneva||25 May 13|
Senior Investment Specialist for Wealth Management France International
|Technical Writer/ Documentation specialist||Stamford Consultants AG 650-700 Swiss Franks||Switzerland-Zurich||24 May 13|
My Client is looking for a Technical Writer / Documentation Specialist for the Swiss Entity of the business. B...
|SPECIALISTE FIXED INCOME/CREDIT - ADVISORY||Lotus Partners Sàrl n.c||Switzerland-Romandy - Geneva||24 May 13|
Bonds picking et émission de conseils pour une clientèle privée
|International Private Banking – Change manager, support to global operations||Dr Sourcing Basic + discretionary bonus + current be...||Switzerland-Romandy - Geneva||23 May 13|
This important Private Bank is facing in its international market, a high pace of change dictated by an increa...
|Senior Tax Expert (f/m)||CREDIT SUISSE AG: Private Banking verhandelbar||Switzerland-Zurich||23 May 13|
Senior Manager Tax & Regulatory Projects (f/m)
|Senior Wealth Manager - Boutique: Zurich||Albert Cliff Ltd Competitive + Bens + Bonus based on NNM||Switzerland-Zurich||23 May 13|
Our client is a boutique Private Wealth Management firm, specialized in wealth management and consulting for w...
|Senior Product Manager (f/m)||CREDIT SUISSE AG: Private Banking verhandelbar||Switzerland-Zurich||23 May 13|
Senior Product Manager Tax Products (f/m)
|Senior Tax Expert (f/m)||Credit Suisse Competitive||Switzerland-Zurich||22 May 13|
|Portfolio Analyst||Not Disclosed Competitive||Switzerland-Ticino - Lugano||22 May 13|
Independent and international firm focused on delivering a wide set of state-of-the-art wealth management serv...
|Senior Project Manager Global Tax Initiatives (f/m)||Credit Suisse Competitive||Switzerland-Zurich||21 May 13|
|Firmenkundenberater/in||Credit Suisse Verhandelbar||Switzerland-Zurich||21 May 13|
|Family office Private banker; UHNW Clients; Geneva||Selby Jennings $150000 - $250000 per annum||Switzerland-Romandy - Geneva||21 May 13|
My client is an experienced Multi Family Office with offices in 5 main booking centers in Europe, Middle East ...
|Emerging Markets Private banker; UHNW clients; Swiss Private bank; Switzerland||Selby Jennings $170000 - $250000 per annum||Switzerland-Zurich||21 May 13|
My client is a Swiss private bank with a great reputation, sophisticated product offering and global presence ...
|Sales Executive - Business Development im B2B - 100% Position in Zürich||Euro London Appointments 80-90k||Switzerland-Zurich||21 May 13|
Unser Auftraggeber ist weltweit einer der führenden Anbieter von globalen Zahlungsdienstleistungen. Nutzen Sie...
|Senior Private Bankers or Teams to cover either Latin America, Russia or Middle East||Hoffer Competitive||Switzerland-Romandy - Geneva||20 May 13|
Hoffer & Associates Switzerland is actively looking for a Tier 1 Bank: Senior Private Bankers or Teams to cove...
|Junior Compliance Officer, Geneva, English||Swisslinx AG TBD||Switzerland-Romandy - Geneva||14 May 13|
A new challenging career opportunity has arisen for a Junior Compliance Officer to join the Private Wealth Man...
|Senior Legal Counsel||Biermann Partners Competitive||Switzerland-Zurich||07 May 13|
Our client is an international private bank looking for a Senior Legal Counsel
|Senior Compliance Officer – Family Office||Swisslinx AG Very competitive||Switzerland-Romandy - Geneva||02 May 13|
Senior Compliance Officer – Family Office. A new challenging opportunity has arisen for an experienced Complia...
|Junior Datawarehouse Operator – Permanent role – Private Banking – Geneva||Swisslinx AG competitive||Switzerland-Romandy - Geneva||25 Apr 13|
Swisslinx is looking for a Junior Dataware house Operator on behalf of one of our client, a Private Bank locat...
|Global Head of Family Office - Top Tier Swiss Private Bank - Zurich/Geneva - Switzerland||Not Disclosed Excellent||Switzerland-Romandy - Geneva||17 Apr 13|
My client is looking for someone to join as Global Head of Family Office, to build up their Family office bus...
|Executive Director - Cross Asset Senior Investment Advisor - Top Private Bank - Geneva||Carter Blake Excellent||Switzerland-Romandy - Geneva||17 Apr 13|
My Client is looking for a Senior Invesmtent Adviosr at the Executive Director level with Cross Asset knowledg...
|Head Middle East Team, Entrepreneur, Top-Hunter Private Banking Middle East (with Assets) for Geneva and Zürich||Randstad (Schweiz) AG min. SFR 200''000 plus Bonus||Switzerland-Zurich||09 Apr 13|
For a Top-Bank Brand we are looking for a: Head Middle East Team, Entrepreneur, Top-Hunter Private Banking Mi...
|Développeur Java Junior - Contrat – Banque Privée – Genève||Swisslinx AG Market Rate||Switzerland-Romandy - Geneva||15 Mar 13|
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