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Financial jobs and North America financial careers in Private Banking / Wealth Management. Browse available job offers and apply online

Private Banking / Wealth Management jobs in North America: eFinancialCareers

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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 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.

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Showing 1-30 of 437 jobs

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Texas Coverage Broker Dealer Financial Advisor	Selby Jennings Upfront Forgivable Loan + 40% ROA	USA-TX-San Antonio	23 May 13

Generous Upfront t12 Calculated Golden Handshake; Top Performing Global Broker Dealer; First Class Product Off...

Philadelphia Metro Coverage Private Banker	Selby Jennings $100000 - $200000 per annum	USA-PA-Philadelphia	23 May 13

Boutique Private Bank; Massive Opportunity for Progression; New Team; Untapped Market.

Chicago Based Domestic Coverage Private Banker	Selby Jennings $ Competitive plus bonus	USA-IL-Chicago	23 May 13

Boutique US Private Bank: Domestic Coverage Private Banker/Investment Councillor; Flat Management Hierarchy

Investment Adviser for Boutique Private Bank	Selby Jennings $80000 - $180000 per annum	USA-PA-Philadelphia	23 May 13

Top North American Private & Retail Bank; Massive Potential for Progression: Rapidly Expanding Office: Competi...

LATAM Client Broker Dealer: Miami	Selby Jennings $ Very Competitive - Forgivable loan bas...	USA-FL-Miami	23 May 13

Top North American Private Bank Broker Dealer: Market Leading Platform: Grade A Brand Name & Image

Wealth Planning Manager - Miami	Carlton Senior Appointments $100000 - $130000 per annum, Benefits: +...	USA-FL-Miami	23 May 13

Wealth Planning Manager - Miami $100,000-130,000 5+ years of experience with the fiduciary space, Ability...

Wealth Management Advisor - Las Vegas, Nevada	TIAA-CREF Base plus bonus	USA-NV-Las Vegas	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Philadelphia, PA	TIAA-CREF Annual	USA-PA-Philadelphia	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Stillwater, OK	TIAA-CREF Base + Bonus	USA-OK-Central/Oklahoma City	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Palo Alto, California	TIAA-CREF Base and bonus	USA-CA-Silicon Valley	23 May 13

Wealth Management Advisor

Wealth Management Advisor-Lewisville, TX	TIAA-CREF Base plus bonus	USA-TX-Dallas	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Tuscon, AZ	TIAA-CREF Base + Bonus	USA-AZ-Tucson	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Pasadena, CA	TIAA-CREF Wealth Management Advisor-Pasadena, CA	USA-CA-Pasadena	23 May 13

Wealth Management Advisor-Pasadena, CA

Wealth Management Advisor - New Orleans	TIAA-CREF Base + bonus	USA-LA-New Orleans	23 May 13

Base plus bonus

Internal Insurance Consultant - Charlotte, NC	TIAA-CREF Base Salary + Incentive	USA-NC-Charlotte	23 May 13

Internal Insurance Consultant

Business Support Manager, Product Distribution	TIAA-CREF Base Salary + Incentive	USA-NC-Charlotte	23 May 13

Business Support Manager

Wealth Management Advisor - San Antonio, TX	TIAA-CREF Base + Bonus + Benefits	USA-TX-San Antonio	23 May 13

Wealth Management Advisor-San Antonio, TX

Wealth Management Advisor - Houston	TIAA-CREF Base plus bonus	USA-TX-Houston	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Ames	TIAA-CREF Base + Performance based bonus	USA-IA-Ames	23 May 13

Wealth Management Advisor

Wealth Management Advisor	TIAA-CREF Base + Bonus	USA-NE-Lincoln	23 May 13

Wealth Management Advisor

Senior Manager, Wealth Management - Lexington, KY	TIAA-CREF Base + Bonus + Benefits	USA-KY-Lexington	23 May 13

Sr. Manager - Wealth Mgmt. Division

Wealth Management Advisor - Salt Lake City, UT	TIAA-CREF Base plus bonus	USA-UT-Salt Lake City	23 May 13

Wealth Management Advisor

Wealth Management Advisor - Tucson, AZ	TIAA-CREF Base + Performance Bonus	USA-AZ-Tucson	23 May 13

Wealth Management Advisor

College Summer Intern (FARS)	Morgan Stanley Competitive	USA-CA-Sacramento	23 May 13