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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 433 jobs
Registered Associate Morgan Stanley Competitive Phoenix, AZ 25 May 13

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Client Service Associate (CSA - FARS) Morgan Stanley Competitive Camp Hill, PA 25 May 13

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High Net Worth Lending - Senior Lending Advisor Morgan Stanley Competitive San Francisco, CA 25 May 13

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Client Service Associate Morgan Stanley Competitive Palo Alto, CA 25 May 13

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Client Service Associate (CSA - FARS) Morgan Stanley Competitive Houston, TX 25 May 13

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Portfolio Administrator - Wealth Management Job BNY Mellon Competitive West Palm Beach, FL 25 May 13

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Texas Coverage Broker Dealer Financial Advisor Selby Jennings Upfront Forgivable Loan + 40% ROA San Antonio, TX 24 May 13

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

LATAM Client Broker Dealer: Miami Selby Jennings $ Very Competitive - Forgivable loan bas... Miami, FL 24 May 13

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

Philadelphia Metro Coverage Private Banker Selby Jennings $100000 - $200000 per annum Philadelphia, PA 24 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 24 May 13

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

Chicago Based Domestic Coverage Private Banker Selby Jennings $ Competitive plus bonus Chicago, IL 24 May 13

Boutique US Private Bank: Domestic Coverage Private Banker/Investment Councillor; Flat Management Hierarchy

Project Manager Collateral Management GMS Advisors up to 145k + bonus New York City, NY 24 May 13

Looking for a Project Manager that has experience within GCM and/or DMM.

Wealth Management Advisor - Cherry Hill, NJ TIAA-CREF Base + Bonus Cherry Hill Mall, NJ 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Philadelphia, PA TIAA-CREF Annual Philadelphia, PA 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Stillwater, OK TIAA-CREF Base + Bonus Oklahoma City, OK 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Palo Alto, California TIAA-CREF Base and bonus Fremont, CA 24 May 13

Wealth Management Advisor

Wealth Management Advisor-Lewisville, TX TIAA-CREF Base plus bonus Dallas, TX 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Tuscon, AZ TIAA-CREF Base + Bonus Tucson, AZ 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Pasadena, CA TIAA-CREF Wealth Management Advisor-Pasadena, CA Pasadena, CA 24 May 13

Wealth Management Advisor-Pasadena, CA

Wealth Management Advisor - New Orleans TIAA-CREF Base + bonus New Orleans, LA 24 May 13

Base plus bonus

Internal Insurance Consultant - Charlotte, NC TIAA-CREF Base Salary + Incentive Charlotte, NC 24 May 13

Internal Insurance Consultant

Business Support Manager, Product Distribution TIAA-CREF Base Salary + Incentive Charlotte, NC 24 May 13

Business Support Manager

Wealth Management Advisor - San Antonio, TX TIAA-CREF Base + Bonus + Benefits San Antonio, TX 24 May 13

Wealth Management Advisor-San Antonio, TX

Wealth Management Advisor - Houston TIAA-CREF Base plus bonus Houston, TX 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Ames TIAA-CREF Base + Performance based bonus Ames, IA 24 May 13

Wealth Management Advisor

Wealth Management Advisor TIAA-CREF Base + Bonus Lincoln, NE 24 May 13

Wealth Management Advisor

Senior Manager, Wealth Management - Lexington, KY TIAA-CREF Base + Bonus + Benefits Lexington, KY 24 May 13

Sr. Manager - Wealth Mgmt. Division

Wealth Management Advisor - Salt Lake City, UT TIAA-CREF Base plus bonus Salt Lake City, UT 24 May 13

Wealth Management Advisor

Wealth Management Advisor - Tucson, AZ TIAA-CREF Base + Performance Bonus Tucson, AZ 24 May 13

Wealth Management Advisor

Branch Manager, Non-Producing Morgan Stanley Competitive Hunt Valley, MD 24 May 13

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