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AAFM ® American Academy of Financial Management ®
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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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| Management Consultant | The North Highland Open | New York, NY, 10003 | 16 May 12 |
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- managing complex consulting projects at several clients -developing partnership relationships with client...
| Client Service Associate | Western Asset Management Company Competitive | Pasadena, CA, 91101 | 16 May 12 |
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Individual will work on a team with multiple Client Service Executives (CSEs) and Client Service Associates (C...
| Senior Private Banker; LATAM coverage / Urgent Hire | United States of America | (p) | Selby Jennings Buyside Competitive | Miami, FL, 33101 | 16 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...
| 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
| 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 - Milwaukee | TIAA-CREF Base + Performance based Bonus | Milwaukee, WI, 53201 | 15 May 12 |
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Wealth Management Advisor - Milwaukee
| 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 and Analytics | TIAA-CREF Annual | Charlotte, NC, 28201 | 14 May 12 |
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Team Manager - Product Sales Support and Analytics
| Associate Wealth Management Advisor - Ann Arbor, MI | TIAA-CREF Base + Performance Based Bonus | Detroit, MI, 48201 | 14 May 12 |
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Associate Wealth Management Advisor - Ann Arbor
| Head of New York - Business Development | Not Disclosed Base plus Bonus and Equity | New York, NY | 11 May 12 |
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Our client is an internet and traditional Asset Based Loan platform. It offers private loans, bridge finance, ...
| Director- Head of Regulatory Compliance | Michael Page International Competitive | New York, NY | 11 May 12 |
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Director- Head of Regulatory Compliance for a global bank.
| Junior Trust Officer - International Fiduciary Group | Brown Brothers Harriman - | New York, NY, 10005 | 10 May 12 |
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BBH's International Fiduciary group has an opening for a Junior Trust Officer to support the coordination and ...
| Private Banking Business Analyst | Credit Suisse DOE | San Francisco, CA | 09 May 12 |
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Provides fundamental support in all phases of client service, client relationship building and account mainten...
| Regional Office Administrator | Credit Suisse N/A | Northbrook, IL, 60062 | 09 May 12 |
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ROLE SUMMARY: Provides administrative and management support to the Branch Manager and Sales force.
| Mutual Fund Services Administrator | Harris Associates Lp Competitive | Chicago, IL | 08 May 12 |
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Harris Associates L.P. is a highly regarded investment management firm that manages equity, balanced, global, ...
| Personal Portfolio Advisor | Camarda Wealth Advisory Group Competitve | Jacksonville, FL | 08 May 12 |
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Camarda Wealth Advisory Group is a growing fee-based money management firm based in Jacksonville, Florida. Th...
| Residential Mortgage Closer - NEW YORK | Deutsche Bank Based on experience | Manhattan, NY, 10019 | 08 May 12 |
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The Closer is the gatekeeper in the last step of the residential mortgage process.
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