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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 62 jobs
Inside Sales Representative Thomson Reuters not disclosed Austin, TX, 73301 23 May 12

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VP - Portfolio Manager for Family Office Robert Half Financial Service Group 200-300K New York, NY, 10167 23 May 12

Robert Half Financial Services specializes in the placement of professionals with top companies in the market....

Underwriter / Portfolio Manager Citi not disclosed Chicago, IL, 60601 23 May 12

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Management Consultant The North Highland Open New York, NY, 10003 23 May 12

- managing complex consulting projects at several clients -developing partnership relationships with client...

Risk Technology Program Manager - VP Michael Page International $115,000 to $130,000 Boston, MA, 02110 23 May 12

The risk function provides support to many facets of the business to build tools and systems to analyze and ma...

Senior Sales Director - Wealth Management Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Tampa, FL, 33601 23 May 12

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Portfolio Officer II (Sr II) Job THE BANK OF NEW YORK MELLON CORPORATION Competitive West Mifflin, PA, 15122 23 May 12

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Portfolio Officer II (Sr II) Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Chicago, IL, 60601 23 May 12

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Assistant Portfolio Officer Job THE BANK OF NEW YORK MELLON CORPORATION Competitive West Mifflin, PA, 15122 23 May 12

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US RELATIONSHIP MANAGER / PRIVATE BANKER – CHICAGO , RELATIONSHIP MANAGER , PRIVATE BANKER , BUSINESS DEVELOPMENT , CLIENT ACQUISITION , WEALTH MANAGEMENT , HIGH-NET-WORTH , PWM , HNW , HNWI , UHNW GQR Global Markets Competitive Remuneration New York, NY, 10001 23 May 12

A private banking boutique is looking to bring on board an experienced Relationship Managers to grow the group...

Brazilian Junior Relationship Manager - Bahamas Office of International Bank| Portuguese & Spanish Required - FL-Miami USA Carlton Appointments Private Banking Generous Miami, FL, 33101 23 May 12

Our client is looking to bring on a junior relationship manager to assist one of their senior private banker...

Personal Portfolio Advisor Camarda Wealth Advisory Group Competitve Jacksonville, FL 22 May 12

Camarda Wealth Advisory Group is a growing fee-based money management firm based in Jacksonville, Florida. Th...

Private Banking Business Analyst Credit Suisse DOE San Francisco, CA 22 May 12

Provides fundamental support in all phases of client service, client relationship building and account mainten...

Regional Office Administrator Credit Suisse N/A Northbrook, IL, 60062 22 May 12

ROLE SUMMARY: Provides administrative and management support to the Branch Manager and Sales force.

Residential Mortgage Closer - NEW YORK Deutsche Bank Based on experience Manhattan, NY, 10019 22 May 12

The Closer is the gatekeeper in the last step of the residential mortgage process.

Residential Mortgage POST CLOSER - NEW YORK Deutsche Bank Based on experience Manhattan, NY, 10019 22 May 12

The Closer is the gatekeeper in the last step of the residential mortgage process. As such the Closer is a c...

Investment Advisory Associate Not Disclosed Salary commensurate with experience and... Manhattan, NY, 10016 22 May 12

Investment Advisor Associate position for a NY based independent RIA firm serving high net worth clients. See ...

Relationship Manager Not Disclosed commensurate with experience New York, NY, 10018 22 May 12

Our client is a highly reputable top tier bank seeking a client relationship manager. Ideal candidate should ...

Client Service Associate Convergent Wealth Advisors not disclosed Potomac, MD 22 May 12

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Investment Management Associate Convergent Wealth Advisors not disclosed Potomac, MD 22 May 12

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Associate Wealth Mgmt Advisor-Chapel Hill, NC TIAA-CREF Base + Annual Bonus Potential Durham, NC, 27701 22 May 12

Associate Advisor-Wealth Management

Mutual Fund Services Administrator Harris Associates Lp Competitive Chicago, IL 21 May 12

Harris Associates L.P. is a highly regarded investment management firm that manages equity, balanced, global, ...

Compliance Specialist Investment Placement Group (IPG) Competitive San Diego, CA 21 May 12

Investment Placement Group founded in 1983, is a highly specialized broker dealer and investment advisor with ...

VP, Compliance, Marketing Material Not Disclosed Base Salary Plus Bonus New York, NY, 10017 21 May 12

A top-tier investment management firm is currently looking to hire a VP, Compliance, Marketing Material who wi...

Associate Client Account Manager Bessemer Trust Company TBD- Annual Washington, DC 21 May 12

The Associate Client Account Manager (Associate CAM) is responsible for developing and maintaining client rela...

VP, Administrative Manager The Forum Group Base salary, bonus and benefits. Stamford, CT, 06907 21 May 12

The Role of the Administrative Manager is to implement and ensure that internal and external policies and proc...

Family Wealth Advisor Team Leader- Wealth Management Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Santa Ana, CA, 92701 21 May 12

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Sr Director, Portfolio Management - Wealth Management Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Greenwich, CT, 06830 21 May 12

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Senior Sales Director - Wealth Management Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Miami, FL, 33101 21 May 12

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Senior Sales Director - Wealth Management Job THE BANK OF NEW YORK MELLON CORPORATION Competitive Greenwich, CT, 06830 21 May 12

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