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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 446 jobs
Administrative Assistant – Financial Services Not Disclosed Competitive San Francisco, CA 27 Jan 12

We are a growing investment advisory firm (RIA)offering financial planning and wealth management services to h...

Account Executive Convergent Wealth Advisors Competitive Potomac, MD 27 Jan 12

Independence by Convergent – a division of Convergent Wealth Advisors, one of the top independent wealth advis...

Business Development Officer, Inside Sales Midland American Capital $125,000 - $200,000 East Meadow, NY 27 Jan 12

Our Business Development Officer will convert our advertising generated prospects into active customers for fa...

Branch Administrative & Compliance Managers The Compliance Search Group LLC DOE Washington, DC 27 Jan 12

The high-net-worth brokerage division of a major investment bank seeks Branch Administrative Managers for seve...

Senior Sales Director BNY Mellon Asset Management DOE Pittsburgh, PA, 15258 27 Jan 12

Wealth Management Sales Director. Must have experience and contacts in the Pittsburgh area.

Portfolio Manager - Wealth Mgmt BNY Mellon Wealth Management DOE Washington, DC 27 Jan 12

Portfolio Managers who consistently take the lead in increasing their accounts under management and fees from ...

Private Banking Relationship Expert BNY Mellon Wealth Management DOE Washington, DC 27 Jan 12

You will develop new high-end profitable relationships for Private Banking and maximize profitability of exist...

Senior Sales Director - Wealth Mgmt BNY Mellon Wealth Management DOE Pittsburgh, PA, 15258 27 Jan 12

Sell BNY Mellon's Wealth Management's investment services to high net worth individuals primarily through face...

Sales Director - Wealth Management BNY Mellon Wealth Managment DOE Philadelphia, PA, 19120 27 Jan 12

Sell BNY Mellon's Wealth Management investment services to high net worth individuals primarily through face-t...

Private Banker - Wealth Management BNY Mellon Wealth Management DOE Chicago, IL, 60601 27 Jan 12

Responsible for developing new and managing existing high net worth Wealth Management clients/accounts in orde...

Senior Sales Director BNY Mellon Wealth Management Base + commission Chicago, IL 27 Jan 12

The incumbent will focus on selling Bank of New York Mellon Wealth Management's investment services to high ne...

Portfolio Officer II (Senior) BNY Mellon Wealth Management Based on experience Chicago, IL 27 Jan 12

This position is the next senior member of a Portfolio Management Team in terms of account management experien...

Communications Director BNY Mellon Asset Management Based on experience Boston, MA 27 Jan 12

The incumbent directs and executes the thought leadership communications strategy for Wealth Management with t...

Boutique Wealth Manager: Private Banking Relationship Manager - USA, (Miami) Selby Jennings Competitive + Bonus + Benefits Miami, FL, 33101 27 Jan 12

My client is the a Boutique wealth management company with offices in Miami and Connecticut and is now looking...

Wealth Management Advisor - Ames TIAA-CREF Base plus performance bonus Ames, IA, 50010 27 Jan 12

Wealth Management Advisor

Wealth Management Advisor - Washington DC TIAA-CREF Commensurate with experience. Washington, DC, 20001 27 Jan 12

Not-for-profit Wealth Management

IT Business Manager TIAA-CREF Based on experience Plainfield, NJ, 07060 27 Jan 12

IT Business Management

JNR Private Bankers - LATAM Experience Required | Private Banking, Offices in NYC, Miami & Houston Carlton P B Competitive Miami, FL, 33101 27 Jan 12

Our client, a Top Tier global Private Bank, is currently looking to enhance their Miami & New York Offices, by...

Relationship Manager - Bahamas *LOW TAX* Parc Ellis Attractive Six-figure package including... New York, NY, 10001 27 Jan 12

A chance to further develop your career with one of the world's largest and most respected banking organisatio...

Director, Charles River Business Change Lead Not Disclosed Base Salary Plus Bonus New York, NY, 10017 26 Jan 12

A top-tier wealth management firm is currently looking to hire a Director, Charles River Business Change Lead ...

Director, Editorial & Publishing Manager Not Disclosed Base Salary Plus Bonus New York, NY, 10017 26 Jan 12

A multi-billion dollar wealth management firm is currently looking to hire a Director, Editorial & Publishing ...

Analyst - Private Equity Hirtle, Callaghan & Co., LLC. Base with Bonus Opportunity West Conshohocken, PA, 19428 26 Jan 12

The Analyst in Private Equity has significant responsibility for reviewing and processing potential new privat...

Digital Marketing Manager BBVA Competitive Manhattan, NY, 10105 26 Jan 12

The Digital Marketing Manager will be responsible for developing a core global digital marketing strategy and ...

Senior FX Sales Product Specialist Not Disclosed Highly Competitive New York, NY 25 Jan 12

A leading private bank with ~$25+ billion in AUM is seeking a Senior Foreign Exchange Product Specialist to ...

Associate or Vice President – Institutional Sales / Investor Relations Fortress Group, Inc Compensation will be competitive and wil... Atlanta, GA, 30326 25 Jan 12

Position works with the Fortress team and our clients to support, expand, and execute our private equity fund ...

Key Executive Position for boutique fee only financial planning firm M. J. Smith and Associates Base and bonus Denver, CO 25 Jan 12

M. J. Smith and Associates www.mj-smith.com is a successful fee only financial planning organization with over...

Hedge Fund/Alternative Investments Attorney, VP - Investment Bank The Compliance Search Group LLC base plus bonus Manhattan, NY, 10018 25 Jan 12

Top-tier global investment bank seeks an Attorney to focus on their hedge fund, alternative investments and as...

Investment Advisory Attorney - Private Banking/High-Net-Worth Clients The Compliance Search Group LLC base plus bonus Manhattan, NY, 10018 25 Jan 12

The high-net-worth division of a top-tier investment bank seeks an Attorney for their investment advisory grou...

VP, Long-Only Manager Research Not Disclosed Base Salary Plus Bonus New York, NY, 10017 24 Jan 12

A top-tier multi-billion dollar investment management firm is currently looking to hire a VP, Long-Only Manage...

Associate- Private Client Services Robert Half Financial Service Group DOE Chicago, IL, 60601 24 Jan 12

Chicago-based Private Client Associate to work with a team of Financial Advisors in the Private Wealth Managem...

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