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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 106 jobs
South East UK Regional Private Banker: Southampton, UK Selby Jennings Wealth Team £ competitive UK-South East 23 May 12

My client is a global corporate, investment and private bank with offices in all the major global financial hu...

International Business Development – UHNWI segment; (B) Selby Jennings Buyside Basic Salary + high commission % UK-London 23 May 12

My client is an award winning, independent investment house catering to the requirements of both individual an...

Senior Wealth Management / Private Bankers City Wharf Financial Recruitment £150K- £275K + Bonus UK-London 23 May 12

Our client is a independent wealth manager offering specialised tailored made client solutions.

Senior Compliance Advisory Manager / Private Banking Altus Search £100,000 to £120,000 UK-London 23 May 12

Senior Compliance Advisory Manager / Private Banking

Compliance Manager / Marketing & Distribution Altus Search £50,000 - £70,000 UK-London 23 May 12

Compliance Manager / Marketing & Distribution

RIVATE BANKER / RELATIONSHIP MANAGER / FAMILY OFFICE ; LONDON- PRIVATE BANKER , MANAGER , UHNW , HNW , CRM , PRIVATE WEALTH , WEALTH MANAGEMENT , RELATIONSHIP MANAGEMENT GQR Global Markets Highly competitive compensation package UK-London 23 May 12

My client is a London based Independent Wealth Management firm specialising in offering impartial and bespoke ...

Transition Coordinator Morgan McKinley NA UK-London 23 May 12

A Leading Asset Manager requires a Transition Coordinator to join its London based Operations management team.

Strategic Risk Director- Global Investment Company Hamlyn Williams £75,000 – 105,000 + Benefits + Bonus UK-London 23 May 12

Growing Investment Manager is looking to bring into their team a Strategic Risk Director who will be looking a...

Fund Administrator Morgan McKinley NA UK-London 23 May 12

A Global leading Asset Manager requires a Fund Administrator to join in London based team.

Private Banker - Lending Specialist | UK | LDN office Carlton Senior Appointments £60,000-£90,000 Base Salary UK-London 23 May 12

Our client is a Privately Owned, Client focused Bank that is building a small but quality Private Banking team...

French speaking Associate, Private Investments, Global Investment Fund - Big Four ACA/ Advisory or Banker sought Greenwich Partners Excellent base and bonus UK-London 23 May 12

Global investment fund is looking to add an associate, from either a Big Four Chartered accounting firm or inv...

Program Manager Orbis Investment Advisory Limited Competitive salary plus generous bonus UK-London 23 May 12

We are currently looking to recruit a Program Manager to join our growing team in based in London, UK.

Private Banker - Russian Team - Global Bank. | United Kingdom | LDN based Carlton Senior Appointments Competitive UK-London 23 May 12

Our client is a Global Bank with a superb reputation, looking to add a Russian Associate to their PWM Team.

Investment Professional (PWM) - Global Bank | United Kingdom | LDN based Carlton Senior Appointments Competitive Base + Large Share of Revenu... UK-London 23 May 12

Our client is hiring 5-6 Investment Advisors ranging in seniority, concentrating on established markets (UK, S...

Business Analyst - Contact Centres Change International NA UK-Glasgow 22 May 12

Business Analyst - Contact centres programme .

Service Analyst - Client Services SEI Investments (Europe) Ltd. Competitive salary plus excellent benefi... UK-London 22 May 12

• To play a key role in the client relationship by handling any daily operational issues requiring interaction...

Product Development & Fund Administration Officer Ahli United Bank (UK) Ltd Circa £35,000 UK-London 22 May 12

Ahli United Bank (AUB) is an established international Commercial and Investment banking group with its head o...

Financial Investment Advisor Engage PSG £30000 - £50000 per annum + Pension, Hea... UK-London 22 May 12

An exciting opportunity has arisen to work with a recognised Wealth Management organisation that have offices ...

Director/Senior Leadership Role (Corporate Banking) - Isle of Man based Kingsley Adams Highly Competitive plus Excellent Benefi... UK-North West 22 May 12

An exciting leadership opportunity has arisen with this significant financial services provider with a huge gl...

Private Banker - Specialist Lending Kingsley Adams Competitive plus benefits UK-London 22 May 12

This well established and expanding niche Bank is looking for an experienced Banker to work out of its London ...

Business Development Manager - Private Clients Kingsley Adams £Competitive plus Benefits UK-London 22 May 12

An exciting opportunity has arisen with this well established and niche Bank with an international presence.

Event Manager Morgan McKinley NA UK-London 22 May 12

A Global financial Business requires a Event Manager to joins its London based Marketing Team.

Discretionary Portfolio Managers Not Disclosed Highly competitive base and bonus UK-London 22 May 12

My client is a forward thinking and thriving national wealth management business, with a number of roles for t...

Client Assistant – Private Banking Credit Suisse UK Competitive UK-London 22 May 12

Client Assistant – Private Banking Come face to face with private banking success. You'll work with a wi...

Experienced Personal Assistant Strategic Assets Partners £35k UK-London 22 May 12

Boutique capital-raising firm seeks PA with at least 10 years experience working in fast-moving environments.

Private Banking - Russia/CIS ConinghamLee Ltd GBP 65-85k UK-London 22 May 12

My client is growing their existing HNW Private Banking team and looking to expand its coverage of HNW/UHNW Ru...

Sales Manager – Discretionary, UK HNW Private Clients Hanover Search Financial Services Excellent Package - £80,000 UK-London 22 May 12

**Exciting opportunity for three experienced Private Client Sales Managers to join a fast growing and very suc...

Managing Director, Head of Marketing, Luxury Lifestyle Management Group, London Delta Executive Search Com UK-London 22 May 12

A luxury lifestyle management group that offers financial and high-end lifestyle management services to ultra-...

Wealth Planner/IFA New firm backed by European Private Bank Nelson Scott Ltd Unique and generous remuneration structu... UK-South East 22 May 12

Strongly capitalised Financial Services firm with considerable ambitions are looking to hire a number of fina...

Wealth Adviser Nelson Scott Ltd £45k-£75k + Bonus + Flexible Benefits UK-South East 22 May 12

A national Wealth Manager is seeking ro recruit qualified Wealth Advisers to join their established teams

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