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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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| Client Service Associate | Convergent Wealth Advisors not disclosed | Potomac, MD | 15 May 12 |
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See job description below
| Investment Management Associate | Convergent Wealth Advisors not disclosed | Potomac, MD | 15 May 12 |
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See job description below
| Capital Markets Analyst | Aequitas Capital Management $85-$100K annually plus discretionary bo... | Lake Oswego, OR | 15 May 12 |
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Help build out Aequitas' capital markets function. Responsible for following/interpreting/reporting on capita...
| Risk Analyst - Portfolio Management | E. D. Starr & Company Competitive | New York, NY | 15 May 12 |
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Global Asset Manager and Mutual Fund
| Senior Sales Director | BNY Mellon Wealth Management Base + commission | Chicago, IL | 15 May 12 |
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The incumbent will focus on selling Bank of New York Mellon Wealth Management's investment services to high ne...
| Communications Director | BNY Mellon Wealth Management Based on experience | Boston, MA | 15 May 12 |
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The incumbent directs and executes the thought leadership communications strategy for Wealth Management with t...
| Sales Director - Wealth Management | BNY Mellon Wealth Management Base + commission | Boston, MA, 02108 | 15 May 12 |
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The incumbent will focus on selling Bank of New York Mellon Private Wealth Management's investment services to...
| Mortgage Closing Operations - Team Lead | BNY Mellon Wealth Management Based on experience | Boston, MA | 15 May 12 |
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The incumbent will be a strong individual contributor expected to maintain a large pipeline of accounts/loans ...
| Senior Sales Director | BNY Mellon Wealth Management Base plus commision | Greenwich, CT, 06830 | 15 May 12 |
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New business development of BNY Mellon Wealth Management's investment services to high net worth individuals.
| **Portfolio Analyst** | BNY Mellon Wealth Management Base + Discretionary Bonus | Century City, CA, 90067 | 15 May 12 |
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BNY Mellon Wealth Management in Los Angeles is offering an excellent opportunity to a talented individual who ...
| **SALES ASSOCIATE** | BNY Mellon Wealth Management Base + Discretionary Bonus | Century City, CA, 90067 | 15 May 12 |
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BNY Mellon Wealth Management in Los Angeles is offering an excellent opportunity to a dynamic individual who i...
| Marketing Manager - Wealth Management | BNY Mellon Wealth Management Based on experience | Boston, MA | 15 May 12 |
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An integral member of the business team assessing the branding, marketing, and communications needs of BNY Mel...
| Investment Officer I | BNY Mellon Wealth Management Based on experience | Boston, MA | 15 May 12 |
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The Investment Officer I will manage assigned client relationships which could include personal trust, agency,...
| Senior Private Banker; LATAM coverage / Urgent Hire | US; Florida | (p) | Selby Jennings Buyside Competitive | Miami, FL, 33101 | 15 May 12 |
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My client is a Global Private Bank based in Miami and my client is looking for a senior relationship manager d...
| Wealth Management Advisor- Newport Beach | TIAA-CREF Base & Bonus | San Diego, CA, 92101 | 15 May 12 |
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Wealth Management Advisor
| Wealth Management Advisor-Charlotte, NC | TIAA-CREF Base & Bonus | Charlotte, NC, 28201 | 15 May 12 |
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Wealth Advisor
| Wealth Management Advisor-Seattle | TIAA-CREF Base & Bonus | Seattle, WA, 98101 | 15 May 12 |
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Wealth Advisor
| Wealth Management Advisor - Milwaukee | TIAA-CREF Base + Performance based Bonus | Milwaukee, WI, 53201 | 15 May 12 |
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Wealth Management Advisor - Milwaukee
| Private Banking Relationship Expert | BNY Mellon Wealth Management DOE | Washington, DC | 15 May 12 |
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You will develop new high-end profitable relationships for Private Banking and maximize profitability of exist...
| Compliance Specialist | Investment Placement Group (IPG) Competitive | San Diego, CA | 15 May 12 |
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Investment Placement Group founded in 1983, is a highly specialized broker dealer and investment advisor with ...
| VP - High Net Worth Credit Risk Analyst | Morgan Stanley not disclosed | New York, NY | 14 May 12 |
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See job description below
| Trading Support Representative | Thomson Reuters not disclosed | Brookfield, WI | 14 May 12 |
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See job description below
| Financial Advisor | Stone Management salary plus commission | New York, NY | 14 May 12 |
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Broker Dealer expanding in the New York Area seeks financial advisors to sell a wide range of financial produc...
| Product Development Associate | Highland Capital Management, L.P. Competitive | Dallas, TX, 75201 | 14 May 12 |
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This professional will help the team execute on the Highland's global growth initiatives, including the develo...
| Associate Client Account Manager | Bessemer Trust Company TBD- Annual | Washington, DC | 14 May 12 |
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The Associate Client Account Manager (Associate CAM) is responsible for developing and maintaining client rela...
| Financial Advisor / Wealth Manager – Bermuda and Bahamas | Lines Overseas Management Limited Base Salary plus Commission and Relocati... | New York, NY, 10001 | 14 May 12 |
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The LOM Group was established in 1992 and is one of the premier brokerage companies in Bermuda. We are seeking...
| Client Operations Unit Manager, Vice President | State Street Corporation not disclosed | Boston, MA, 02108 | 14 May 12 |
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See job description below
| VP, Administrative Manager | The Forum Group Base salary, bonus and benefits. | Stamford, CT, 06907 | 14 May 12 |
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The Role of the Administrative Manager is to implement and ensure that internal and external policies and proc...
| Latin American Estate Planning Consultant-Spanish speaking (Miami) | SRI Search Competitive Base + Bonus | Miami, FL | 14 May 12 |
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My client is recognized as the global leader in the development of life insurance based wealth structuring sol...
| Team Manager - Investment Product Sales Support and Analytics | TIAA-CREF Annual | Charlotte, NC, 28201 | 14 May 12 |
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Team Manager - Product Sales Support and Analytics
