|
|||||||||||||||||||
You refined by
Refine
Job sectorJob locationPrivate Banking / Wealth ManagementThis sector contains all our wealth management and private banking jobs. Private bankers and wealth managers help the wealthiest people manage their money in private, away from the prying eyes of the gossip columnists and paparazzi. Careers in wealth management fall into two categories: Private bankers - help clients invest their money wisely and avoid any risks that might reduce the value of their assets. They also offer advice on tax and pensions, help clients to develop a strategy for charitable giving, and advise them on bequeathing their wealth to the next generation. Private client brokers - help clients to buy and sell financial products, particularly equities or stocks (hence the term "stockbroker"). They also offer advice on the best products to invest in. The clientele of wealth managers ranges from company chief executives to property tycoons, investment bankers, footballers, pop stars or members of privately run family businesses. Typically private banks look for clients with at least US$1m to invest, but many deal only with clients whose financial assets alone are worth more than US$30m. In a career as a private banker, the jobs you perform will fall into one of three broad categories: investing money for existing clients, building relationships (i.e. a 'relationship manager'), or managing back-office functions such as human resources or accounting. Private bankers working on the investment side either invest their clients' money themselves or offer their clients detailed advice to help them invest their own money. They are typically product specialists who are experts in a particular field such as fixed income, equities, structured products of any kind, or investments in the private equity and hedge fund sectors. Private bankers on the relationship side are effectively salespeople who spend their time cultivating links with clients and selling the bank's services. Relationship private banking can involve a lot of travelling and close contact with interesting, unusual and demanding people. The role of the relationship private banker is to establish a client's needs, investment specialists are then brought in to put a more detailed solution together.Private client brokers typically come in two kinds. The first is those working on discretionary mandates, in which wealthy clients communicate their general investment strategy and the broker buys and sells the financial products they think appropriate. The other kind is those working on advisory mandates, where the broker advises the client what to invest in, but needs their permission before actually making a move. Junior client brokers are most likely to work on advisory mandates. Show more » « Show less
Showing 1-30 of 61 jobs
See Job Description
Associate Advisor Wealth Management
Senior Advisor Wealth Management
Wealth Management Advisor-Ames or West Des Moines
Wealth Advisor
Wealth Management Advisor
Our client is looking to bring on a junior relationship manager to assist one of their senior private banker...
See job description below
See job description below
See job description below
Robert Half Financial Services specializes in the placement of professionals with top companies in the market....
See job description below
- managing complex consulting projects at several clients -developing partnership relationships with client...
The risk function provides support to many facets of the business to build tools and systems to analyze and ma...
See Job Description
See Job Description
See Job Description
See Job Description
Camarda Wealth Advisory Group is a growing fee-based money management firm based in Jacksonville, Florida. Th...
Provides fundamental support in all phases of client service, client relationship building and account mainten...
ROLE SUMMARY: Provides administrative and management support to the Branch Manager and Sales force.
The Closer is the gatekeeper in the last step of the residential mortgage process.
The Closer is the gatekeeper in the last step of the residential mortgage process. As such the Closer is a c...
Investment Advisor Associate position for a NY based independent RIA firm serving high net worth clients. See ...
Our client is a highly reputable top tier bank seeking a client relationship manager. Ideal candidate should ...
See job description below
See job description below
Associate Advisor-Wealth Management
Harris Associates L.P. is a highly regarded investment management firm that manages equity, balanced, global, ...
Investment Placement Group founded in 1983, is a highly specialized broker dealer and investment advisor with ...
Create an email update for the latest jobs matching this search
Private Banking / Wealth Management, North America
|
|
|||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
Copyright © 2012 Eurekahedge Pte Ltd. Use of this site is subject to our terms and conditions of use. |