Private Banking & Wealth Management: currently 462 jobs.The latest job was posted on 24 Nov 14.
Private Banking / Wealth Management
This sector contains all our wealth management and private banking jobs.
Private bankers and wealth managers help very rich people to manage their money in private, far away from the prying eyes of the gossip columnists and paparazzi.
Careers in wealth management fall into two categories:
Private bankers - who help clients invest their money wisely and avoid any risks that might reduce the value of their assets. They also offer tax and pensions advice, help clients to develop a strategy for charitable giving, and advise them on bequeathing their wealth to the next generation.
Private client brokers - who 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 clients of private wealth managers can be anyone from company chief executives to property tycoons, investment bankers, footballers, pop stars or members of privately run family businesses.
Private banks typically 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 private banking career, you can expect to perform one of three broad categories of job: 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 expert in a particular asset class, 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. When a relationship private banker has established a client’s needs, investment specialists are brought in to put a more detailed solution together.
Meanwhile, private client brokers typically come in two kinds: 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; and 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.
A top-tier investment management firm is looking to hire a Director, Product Development with at least 3-5+ years of product development focused experience including an understanding of multiple products / strategies. A CFA and experience with ETFs, UCITS and International products are preferred (not required).
Director, Product Development
A top-tier, multi-billion investment management firm is currently looking to hire a qualified Director level candidate to join the Investments Product Development and Implementation Group. The candidat…
Groupe en très forte croissance, spécialiste du Conseil Patrimonial auprès des familles, des cadres dirigeants et des chefs d'entreprise, Groupe CYRUS est aujourd'hui le leader indépendant en France du conseil en Gestion Privée, Gestion de Fortune et Family Office.
Notre originalité : promouvoir un modèle entrepreneurial qui associe au capital aujourd’hui près de 50% de ses salariés.
Créé en 1989, Groupe CYRUS s’est donné les moyens de son indépendance avec plus de 2 milliards d’actifs financiers, 125 personnes et 24 M€ de chiffre d’affai…
• Melbourne VIC location
• Attractive salary and benefits
• Be part of super regional bank goal
We’re exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we’re on a journey creating a super regional bank. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future
ANZ Financial Planners are well-trained experienced professionals who are required to comply with the strict standards set by t…
Australia's leading provider of wealth, insurance and advice solutions
Competitive base salary plus staff benefits
Opportunities for growth and professional development
ANZ has an exciting ambition to become a super regional bank – providing the scale and quality of a global business to customers in our core markets of Australia, New Zealand, Asia and the Pacific. In order to achieve our goals, we know we need to nurture great people. That’s why we’ve made it our business to be an organisation where peop…
Melbourne CBD Location
High End Private Bank
Frontline relationship role with High Net Worth Clients
ANZ has an exciting ambition to become a super regional bank – providing the scale and quality of a global business to customers in our core markets of Australia, New Zealand, Asia and the Pacific. In order to achieve our goals, we know we need to nurture great people. That’s why we’ve made it our business to be an organisation where people want to work and can deliver their best.
The Private Wealth Asso…
• Moonee Ponds, North Melbourne VIC location
• Work your way up to advising on investment and super plans below $250K
• Expanding wealth business
We're exploring new and better ways to progress the business with energy and enthusiasm. Backed by a proud and established heritage, we're on a journey creating a super regional bank. Connected by integrity and clarity of strategy, there is a real sense of excitement about the future. The possibilities are endless.
Reporting to a Practice Manager, you will be …
HSBC is one of the largest banking and financial services organisations in the world. With an international network extending to 6,300 offices in 75 countries, we combine in-depth local knowledge with unmatched global reach to provide a comprehensive range of services to millions of customers.
If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, supp…
Senior Salesperson/Business developer sought to tap into Private Banks, Family Offices and other institutions
An expanding Financial Institution is seeking to hire a senior sales person in London.
The role will target IFAs, Brokers, Private Banks and multi family offices in the UK and Europe, of whom you will be responsible for selling the firm’s alternative financing products and raising funds.
The position will be ideal for an individual who has considerable experience (5– 10 years) working in a sales, fund raising, business developm…
To assist in the development and management of SEI’s private equity, real asset, and private real estate multi-manager portfolios.
SEI Investments, manager of $204 billion in institutional and high net worth assets, is seeking an experienced Investment Analyst for its Private Markets Research Team. This team is responsible for the development and management of SEI’s private equity, real asset, and private real estate multi-manager portfolios.
The Investment Management Unit has a strong process orientation and is committed to developing a…
This is an opportunity to join the client reporting team servicing M&G's Internal funds. Our primary functions include a variety of investment reporting, data analysis, capital management and many adhoc queries.
This is an opportunity to join the client reporting team servicing M&G's Internal funds. Supporting the Prudentials With Profits and Annuity businesses, the funds are invested in a broad range of assets (including fixed income, equity and derivatives) managed both in the UK and overseas. The client reporting team provi…
Leading UK Regional Wealth Manager requires an Investment Specialist to be is responsible for supporting our fund managers and their investment teams by communicating our key investment messages to our clients and potential investors with the aim of increasing new business and improving client retention.
The position is responsible for understanding the company’s investment processes, views and strategies, for the multi-asset, equity, fixed interest and model portfolios. The position will include working very closely with the sales team t…
Deloitte Consulting Retirement actuaries assist in designing and evaluating employee benefit programs for a wide range of clients, with an emphasis on pension and post-retirement medical and insurance plans.
General Overview of Responsibilities: A detailed description is available
Review actuarial valuations in accordance with IRS regulations & SFAS Nos. 87, 106 & 132
Review data & asset reconciliations, individual sample cases, & liability results
Prepare preliminary results & reports for funding & financial accounting purposes
Working for this UK Regional Wealth Manager , you will be responsible for the ongoing management and development of the Investment Advisory Products in line with financial targets, regulatory requirements, strategy objectives and core business values.
Working for this UK Regional Wealth Manager , you will be responsible for the ongoing management and development of the Investment Advisory Products in line with financial targets, regulatory requirements, strategy objectives and core business values. Plus supporting acquisition team on the …
This is an exciting opportunity to join a forward thinking and independent UK Regional Wealth Manager. Our client are increasing their exposure in the South of England and are setting up a team in their new prestigious London offices.
The role is full time and salaried and is a Career Opportunity for an experienced qualified IFA to join an expanding National Group
They are looking for .
IFAs who are looking to work from our City of London office, work in a pro active environment and receive lead assistance
IFAs who are looking to work f…
This is an exciting opportunity to join a forward thinking and independent UK Regional Wealth Manager. Our client ( who has excellent venture capital backing) are increasing their exposure in the South and are setting up a team in their new prestigious London offices.
The role is full time and salaried with the opportunity of joining a share option scheme.
This is likely to be the career move you have been seeking.
Chosed candidates will be a minimum of Diploma qualified have Chartered Adviser Status and will intend to progress to Charter…
Working for this Global Wealth Manager , you will monitor and review of the investment propositions offered across the Wealth range , to ensure delivering in line with client expectations and recommending and implementing changes as required.
Supporting the Head of Investment Solutions in the oversight and maintenance of the investment propositions offered across the Wealth Division
Leading periodic performance reviews, and establishing a consistent monitoring process of all investment propositions .
Leading and directing the delivery of…
Our client a well regarded, global wealth management and advisory firm seeks a CCO to oversee their Investment Advisers & Investment Services division.
Specific responsibilities include:
Oversee all aspects of compliance related to the operation of an SEC registered U.S. Investment Advisor and a FINRA member broker-dealer; including, but not limited to: AML policies and procedures, personal trading, books and records
Assist with compliance efforts of affiliated registered advisor in Hong Kong;
Maintain effective compliance policies a…
The AML Compliance Manager for Funds will provide AML and sanctions-related support and advisory services to Firm's public and private funds. The role will be the designated AML Officer for the Funds and will be listed in the Funds' disclosure documents.
Key responsibilities will include:
Provide AML and Sanctions-related advisory services to Firm's public and private funds
Attend fund board meetings
Conduct AML-related due diligence on the transfer agent and distributor of the funds
Update fund policies and procedures for AML and Sanctio…
We are interested in hearing from client relations/investor relations professionals who have worked with private wealth client groups (global financial institutions, sovereign wealth, IFAs) on the buy-side.
We are working with a large top tier global asset manager who are in the process of expanding their client relations team in London. The firm has offices across the globe and invest in a variety of equity and fixed income strategies.
There has been a continued period of expansion within Europe and the result of this is strong net inflo…
Henderson Rowe are searching for an additional private client investment manager to build, develop and manage clients and their portfolios. The role will suit ambitious, results oriented, FCA qualified individuals. Most importantly the role requires strong sales skills and abilities.
Henderson Rowe is an exciting and fast growing niche firm in the private client investment management sector providing a sophisticated service to High Net Worth private clients. Established in 2002 the firm has continued to grow organically over the last thre…
Are you looking to continue your career by joining a world class Investment Management organisation? Do you want to focus on forging strong client relationships and providing exceptional client service?
My client is a European subsidiary of a privately-held Investment Management firm that manages portfolios for high net worth private clients and some of the world's preeminent institutions. Their organisation has grown significantly within the financial services industry and they are now searching for a highly talented financial/investment…
Developing and managing relationships with independent financial advisers, through market leading service and support. Processing client and adviser firms' instructions efficiently, getting them right first time.
Client Service Manager
We are looking for 6 Client Service Managers to join our Client Operations department for
our January 2015 intake. The purpose of the role is to develop and manage relationships with
independent financial advisers, through market leading service and support. You will process
client and adviser firms' instru…
Succursale de banque étrangère.
Vous reporterez directement au DG de la succursale de Paris et aurez pour principales responsabilités :
- Le développement du portefeuille de clients,
- La réalisation et le marketing des propositions de crédit,
- L'interaction avec les clients et la rédaction des term sheets,
- La collecte des données de marché, de crédit, la KYC, la conformité,
- L'analyse des données financières et du risque de crédit,
- La coordination avec le VP Crédit et Opération pour la réalisation…
Paris, Ile-de-France, France
Permanent, Full time
Posted on: 24 Nov 14