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Private Banking / Wealth Management


This 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.

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Showing 1-30 of 61 jobs
Director, Asset Management Operations Job THE BANK OF NEW YORK MELLON CORPORATION Competitive USA-MA-Boston 24 May 12

See Job Description

Associate Wealth Mgmt Advisor-Seattle TIAA-CREF Base + Bonus Potential USA-WA-Seattle 24 May 12

Associate Advisor Wealth Management

Wealth Management Advisor-Pasadena, CA TIAA-CREF Wealth Management Advisor USA-CA-Pasadena 24 May 12

Senior Advisor Wealth Management

Wealth Management Advisor - Ames/Des Moines TIAA-CREF Base plus performance bonus USA-IA-Ames 24 May 12

Wealth Management Advisor-Ames or West Des Moines

Wealth Management Advisor-San Francisco, CA TIAA-CREF Base & Bonus USA-CA-San Francisco 24 May 12

Wealth Advisor

Wealth Management Advisor- Newport Beach TIAA-CREF Base & Bonus USA-CA-San Diego 24 May 12

Wealth Management Advisor

Brazilian Junior Relationship Manager - Bahamas Office of International Bank| Portuguese & Spanish Required - Florida - Carlton Appointments Private Banking Generous USA-FL-Miami 24 May 12

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

VP - High Net Worth Credit Risk Analyst Morgan Stanley not disclosed USA-NY-New York City 24 May 12

See job description below

Trading Support Representative Thomson Reuters not disclosed USA-WI-Milwaukee 24 May 12

See job description below

Inside Sales Representative Thomson Reuters not disclosed USA-TX-Austin 23 May 12

See job description below

VP - Portfolio Manager for Family Office Robert Half Financial Service Group 200-300K USA-NY-New York City 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 USA-IL-Chicago 23 May 12

See job description below

Management Consultant The North Highland Open USA-NY-New York City 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 USA-MA-Boston North 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 USA-FL-Tampa 23 May 12

See Job Description

Portfolio Officer II (Sr II) Job THE BANK OF NEW YORK MELLON CORPORATION Competitive USA-PA-Pittsburgh 23 May 12

See Job Description

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

See Job Description

Assistant Portfolio Officer Job THE BANK OF NEW YORK MELLON CORPORATION Competitive USA-PA-Pittsburgh 23 May 12

See Job Description

Personal Portfolio Advisor Camarda Wealth Advisory Group Competitve USA-FL-Jacksonville 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 USA-CA-San Francisco 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 USA-IL-Chicago North 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 USA-NY-New York City 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 USA-NY-New York City 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... USA-NY-New York City 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 USA-NY-New York City 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 USA-MD-Gaithersburg 22 May 12

See job description below

Investment Management Associate Convergent Wealth Advisors not disclosed USA-MD-Gaithersburg 22 May 12

See job description below

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

Associate Advisor-Wealth Management

Mutual Fund Services Administrator Harris Associates Lp Competitive USA-IL-Chicago 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 USA-CA-San Diego 21 May 12

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

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