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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 1-30 of 48 jobs
Copy of Senior Private Banker (LAUSANNE) Albert Cliff On request Switzerland-Romandy - Geneva 23 May 12

Our client, a prestigious family-run boutique private bank, seeks to further enhance its successful team withi...

Senior Private Banker - LatAm/Iberia (Geneva) Albert Cliff On request Switzerland-Romandy - Geneva 23 May 12

Albert Cliff is proud to work alongside our client – one of the most established and distinguished names in gl...

UHNW Desk Hiring 3 Junior Private Bankers for ZH/Gva: Private Banking Experience Essential, Switzerland Not Disclosed Competitive Switzerland-Romandy - Geneva 23 May 12

Our client, a Top Tier Global Private Bank, is currently looking to enhance their offices in both Geneva and Z...

Market Head: Leading Swiss Bank: Russia / CIS Desk Head Hire: Zurich based office Carlton P B Ultra Competitive Switzerland-Zurich 23 May 12

Tier one private bank has delivered a mandate to hire desk head/director covering CIS/Russian clients, manag...

Spanish/Portuguese Speaking Latam Relationship Manager To Inherit Book Of 100mil+ AUM. Geneva office Not Disclosed Generous Switzerland-Romandy - Geneva 23 May 12

*Private Banker; Latam; Geneva; Brazil *Portuguese AND Spanish

Business Analyst Stamford Consultants AG 130-160k CHF Switzerland-Zurich 23 May 12

For our client in Zurich, key player in the banking sector, we are currently looking for an experienced Busine...

Senior Wealth Planner GCC countries - Zurich AP Executive Swiss Franc150000 - Swiss Franc220000 pe... Switzerland-Zurich 23 May 12

New opportunity in wealth planning in Zurich .

Institutional Sales Alfi Rogge Partners According to experience Switzerland-Romandy - Geneva 23 May 12

One of the longest established specialist bond managers in the industry ( FI - Credit - HY specialist ) is imm...

Chief Risk Officer – Geneva Swisslinx AG competitive salary Switzerland-Romandy - Geneva 22 May 12

On behalf of our client, a leading Banking group with a strong global presence, Swisslinx is seeking a Chief R...

Senior Private Banker / Relationship Manager - Switzerland - Zurich/Geneva Carter Blake Excellent Switzerland-Romandy - Geneva 22 May 12

I am looking for Senior private bankers who would be interested in opportunities at private banks across Switz...

Desk Head MENA - UHNWI clients - Top Tier Swiss Private Bank - Geneva/Zurich - Switzerland Carter Blake Excellent Switzerland-Romandy - Geneva 22 May 12

My Client is a Top Swiss private bank who are looking to hire a Desk Head for their MENA Desk. You will inheri...

Private Banking Assistant- LATAM or Turkish/Arabic speakers Swisslinx AG Competitve Switzerland-Zurich 22 May 12

On behalf of our client, an innovative and respected Private Bank based in central Zürich, Swisslinx is curren...

Senior Wealth Planners Dedicated to Middle East or UK (Zürich based) Swisslinx AG competitive salary Switzerland-Zurich 22 May 12

Swisslinx is currently seeking experienced Wealth Planners for a leading financial institution in Zürich.

Facility Coordinator Zürich Swisslinx AG competitive salary Switzerland-Zurich 22 May 12

On behalf of our client, a prestigious Private Bank in the heart of Zürich, Swisslinx is seeking a professiona...

Chief Investment Officer - Zurich AP Executive NA Switzerland-Zurich 22 May 12

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Responsable, Asset Servicing, Genève UBS AG Competitive Switzerland-Romandy - Geneva 22 May 12

Dans le but de développer notre offre, nous cherchons un responsable Senior Asset Servicing avec de l'expérien...

Relationship Manager; LATAM coverage; URGENT HIRE | Switzerland | Geneva | (p) Selby Jennings Buyside CHF Competitive Switzerland-Romandy - Geneva 21 May 12

My client is a Global Private Bank based in Switzerland. My client is looking for a senior relationship manage...

Manager - Team Portfolio administration & Re-balancing DR Sourcing SA Basic salary and discretionnary bonus Switzerland-Romandy - Geneva 21 May 12

This international Private Bank headquartered in Geneva services private clients across the globe. To sustain ...

Senior Private Banker (or Team) Russia/Kazahstan/Uzbekistan for Zürich,Geneva, Dubai or/and Singapore Randstad (Schweiz) AG + Bonus Switzerland-Zurich 21 May 12

A well-established international bank institution with a strong expertise in private banking and a excellent r...

Director/Managing Director, New Business Development, Asset Servicing Incarter International Ltd Outstanding for the best Switzerland-Zurich 21 May 12

With strong global brand, and the ability to provide institutional investors worldwide with an integrated suit...

Wealth Planner Middle East - Geneva - Job No: 28939 AP Executive Swiss Franc180000 - Swiss Franc250000 pe... Switzerland-Romandy - Geneva 21 May 12

Wealth Planner Middle Eastern clients - Geneva .

Private Banker Scandinavia/Europe/Asia/Middle East – Geneva Huxley Associates €120000 - €150000 per annum Switzerland-Romandy - Geneva 18 May 12

Are you looking to join one of the strongest banks in Europe? A bank who does not do any product pushing but t...

PWM: Financial Investment Professional, Russia Coverage, Zurich Not Disclosed Competitive Switzerland-Zurich 16 May 12

The Private Wealth Management Group develops and manages relationships with wealthy individuals and family gro...

Private Wealth Management - Sales Assistant, Russian Desk (Zurich) Morgan Stanley Competitive Switzerland-Zurich 16 May 12

Morgan Stanley's Private Wealth Management division have an excellent opportunity for a Sales Assistant to wor...

Quantitative Analytics - Zurich - C++, Python, Java ChesterWood International CHF 130,000 per annum Switzerland-Zurich 14 May 12

Quantitative Analytics provides advice on model and valuation issues for financial products. The team projecte...

Credit Risk Reporting Oliver James Associates AG Negotiable Switzerland-Romandy - Geneva 26 Apr 12

Private Bank in Suisse-Romande is looking for a Credit Risk Officer in their MIS and Reporting team.

Head of Private Banking - Swiss Private Bank - Geneva Carter Blake Excellent Switzerland-Romandy - Geneva 30 Mar 12

My Client based in Geneva, is a prestigious traditional swiss private bank. They are looking for a Head of Pri...

Business Analyst - Securities and Treasury Oliver James Associates AG Competitive Switzerland-Romandy - Geneva 20 Jan 12

Great opportunity to join an International Bank looking for an experienced Senior Business Analyst to join the...

Product Manager Treasury Services Coutts & Co AG Competitive Compensation Switzerland-Zurich 23 May 12

Coutts & Co is part of the international Wealth Management Division of The Royal Bank of Scotland Group. We pr...

Head of Business Management and Development Coutts & Co AG Competitive Compensation Switzerland-Zurich 23 May 12

Coutts & Co is part of the international Wealth Management Division of The Royal Bank of Scotland Group. We pr...

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