Hier finden Sie sämtliche Stellenangebote aus den Bereichen Wealth Management und Private Banking. Private Banker und Wealth Manager helfen sehr wohlhabenden Menschen bei der Verwaltung ihres Vermögens. Dies geschieht auf vertraulicher Basis und fern der Neugierde von Klatschkolumnisten und Paparazzi.
Karrieren im Wealth Management fallen in zwei Kategorien:
Private Banker – helfen Kunden, ihr Vermögen vorausblickend anzulegen und Risiken zu vermeiden, die den Wert ihres Vermögens reduzieren könnten. Sie bieten auch Steuer- und Pensionsberatung, helfen Kunden, eine Strategie für wohltätige Spenden zu entwickeln, und beraten sie, wie sie ihr Vermögen am besten der nächsten Generation vererben können.
Private Client Broker – helfen Kunden beim Kauf und Verkauf von Finanzprodukten, insbesondere von Aktien. Doch sie offerieren auch Produktberatung.
Bei den Kunden von Wealth Managern kann es sich um alle erdenklichen Arten von Klienten handeln, vom Chef oder Eigentümer eines Unternehmens bis hin zu Immobilienmagnaten, Investmentbankern und Profifußballern.
Privatbanken interessieren sich üblicherweise für Kunden, die mehrere 100.000 Euro oder Franken anzulegen haben. Manche befassen sich nur mit Kunden, die über ein Finanzvermögen von über 30 Mio. Euro oder Franken verfügen.
Eine Karriere im Private Banking fällt meistens in eine von drei Hauptkategorien: Investition von Geld für bestehende Kunden, Aufbau von Kundenbeziehungen (d. h. „Relationship Manager“) oder Betreuung von Back-Office-Funktionen wie Human Resources oder Buchhaltung.
Private Banker investieren entweder selbst das Geld ihrer Kunden oder bieten ihren Kunden detaillierte Beratung zur Investition ihrer Vermögens an. Üblicherweise gibt es Produktspezialisten, die Experten in einer bestimmten Anlagenklasse sind, wie z. B. festverzinsliche Wertpapiere, Aktien, strukturierte Produkte jeglicher Art oder Investitionen in Private-Equity- und Hedgefonds.
Privatbanker auf der Relationship-Seite sind im Grunde genommen Sales-Experten, die ihre Zeit damit verbringen, Verbindungen mit Kunden zu pflegen und die Dienstleistungen der Bank zu verkaufen.
Relationship Private Banking kann eine Menge von Geschäftsreisen und engen Kontakt mit interessanten, ungewöhnlichen und anspruchsvollen Persönlichkeiten einschließen. Wenn ein Relationship Private Banker die Bedürfnisse eines Kunden festgestellt hat, werden Investment-Spezialisten einbezogen, die eine detailliertere Lösung zusammenstellen.
Bei Private Client Brokern gibt es wiederum zwei Arten: diejenigen, die mit einem Vollmachtsvertrag arbeiten, in dessen Rahmen wohlhabende Kunden ihre allgemeine Investmentstrategie bekannt geben und der Broker eigenverantwortlich die Finanzprodukte kauft und verkauft, die er für angebracht hält; und diejenigen, die auf Beratungsbasis tätig sind, d. h. der Broker berät den Kunden zur Investition, benötigt aber dessen Genehmigung, bevor er eine Investition tätigt. Junior Client Broker sind meistens beratend tätig.
Weitere Felder anzeigen » « Weniger anzeigen
| Private Banking solution Sales - Execution Management System (EMS) | TradingScreen Inc Competitive | Singapur | 23 May 12 |
|---|
Experienced, result driven sales professional to join its Singapore office to drive its Private Banking busine...
| JBWere - PWM - State Manager SA & WA | National Australia Bank Highly Competitive + Generous Incentives | Australien-Adelaide | 23 May 12 |
|---|
Outstanding Leadership opportunity for individual with proven track record of driving change and performance.
| Team/Desk Head Position for Experienced Private Banker/ CRM | UK Domestic, Non-Domiciled or Expatriate Market |Singapore | UHNW, HNW, Private Wealth, International | GQR Global Markets Top Level Compensation Package | Singapur | 23 May 12 |
|---|
A Swiss boutique (with over USD 130 billion AUM) is looking to bring in a experienced private banker in the in...
| Team Leader Commercial Banking (CASA and non-borrowing products) | Monroe Consulting Group (Licence No. 11C5323) 5000-8000 | Singapur | 23 May 12 |
|---|
Due to their continuous growth, our client is seeking an experienced team manager to manage the team of relati...
| Senior Relationship Managers Emerging Corporate (CASA + treasury and investments) | Monroe Consulting Group (Licence No. 11C5323) Basic plus bonus | Singapur | 23 May 12 |
|---|
A leading foreign bank, with consistent growth track record in Singapore, is looking for experienced business...
| Relationship Managers Onshore Priority - Foreign Banks | Monroe Consulting Group (Licence No. 11C5323) $5000-8000 basic per month plus quarterl... | Singapur | 23 May 12 |
|---|
A leading foreign bank - widest and most sophisticated range of products to offer - manage the existing portfo...
| Junior (3+ Years Experience) Private Banker – Singapore | Indonesian/Malaysian Markets | GQR Global Markets Excellent Remuneration. | Singapur | 23 May 12 |
|---|
An international financial institution is looking to add a junior private banker into the private banking divi...
| Desk Head Hire | South East Asia UHNW Clients | Global Tier One Bank | Singapore | Carlton P B Ultra Competitive | Singapur | 23 May 12 |
|---|
Our client a Global Tier One Private Bank has delivered a mandate for a Desk Head covering UHNW Clients from...
| Senior Private Banker | UHNW South East Asia Clients | Singapore Office of Top Tier Global Bank - Singapore based | Carlton Senior Appointments Competitive | Singapur | 23 May 12 |
|---|
Our client with an established and excellent reputation in Asia is looking to build out their SE Asia UHNW C...
| Compliance Analyst (3+ yrs) - Pte Bank - Singapore | Taylor Root Singapore Market | Singapur | 23 May 12 |
|---|
Our client is one of the largest European banking groups with a well-established private banking business in S...
| Wealth Planning Trust Relationship Manager - Director | Funds Partnership Depending on experience | Singapur | 23 May 12 |
|---|
Arguably the world's most renowned private bank is seeking to beef up its Trust business in Asia with a strong...
| Business Development Team Head - Funding Solutions | Page Personnel Salary negotiable depending on experienc... | Hong Kong SAR | 23 May 12 |
|---|
A regional business funding company is now looking for experienced Business Development Team Head to manage th...
| General Manager Investment | Austrade SES Band 2 - attractive remuneration | Australien-Sydney | 23 May 12 |
|---|
The Australian Trade Commission – Austrade – is the Australian Government's trade, investment and education pr...
| Investment Consultant | China International Capital Corporation (HK) Ltd Competitive | China-Andere Städte | 23 May 12 |
|---|
This position is responsible for development of business relationship with high-net-worth individuals and fami...
| Greater China Private Bank Relationship Manager | T+O+M Attractive salary package according to e... | Singapur | 23 May 12 |
|---|
An opportunity to grow with a global Private Bank who is ideally looking for a senior banker with $200M AUM in...
| AVP Strategy Business Development - COO | T+O+M Salary 150k+ | Singapur | 23 May 12 |
|---|
An excellent opportunity for Business Strategy - COO for PWM - AVP
| Vice President, Private Bank Compliance, Group Legal / Compliance & Secretariat | DBS Bank Competitive | Singapur | 23 May 12 |
|---|
DBS. Living, Breathing Asia
| Account Fulfilment, Private Banking Operations, Technology and Operations | DBS Bank $ Negotiable | Singapur | 23 May 12 |
|---|
The Technology and Operations team designs, develops and maintains computer application systems to support ban...
| Private bankers covering Malaysia - Singapore based. | Gibson Tullberg (Licence no. J236601Z) Attractive | Singapur | 23 May 12 |
|---|
Our Client is a reputable international bank with a growing private banking offering, now looking to strengthe...
| Investment Counsellor, Leading Retail Bank in Hong Kong | Randstad Hong Kong HK$50-65k | Hong Kong SAR | 23 May 12 |
|---|
Lead and execute investment sales initiatives, coach and support frontline sales and services staff and ac...
| Private Banking - Client Service Specialist | JPMorgan Chase not disclosed | Singapur | 22 May 12 |
|---|
See job description below
| Private Banking - Documentation Specialist, Account Control Team | JPMorgan Chase not disclosed | Singapur | 22 May 12 |
|---|
See job description below
| Product Manager/ Project Manager - Private Banking Product group | JPMorgan Chase not disclosed | Hong Kong SAR | 22 May 12 |
|---|
See job description below
| Senior Mutual Fund Sales | Aim Higher Consultancy Limited Above 500K | Hong Kong SAR | 22 May 12 |
|---|
Our client, a highly-regarded asset management company, is seeking a Senior Mutual Fund Sales. The successful...
| Senior Investment Counselor | Pure Search Hong Kong Attractive | Hong Kong SAR | 22 May 12 |
|---|
My client is top tier Private Bank with a strong presence in Asia. As part of their expansion, there is a need...
| Trust Administrator - SINGAPORE | AP Executive NA | Singapur | 22 May 12 |
|---|
trust administrator for the office in Singapore .
| IT TECHNICAL PROJECT MANAGER | Aptitude Asia You will be paid in HK$ | Hong Kong SAR | 22 May 12 |
|---|
Our client is a well reputed financial institution
| ADVISORY & EXECUTION, DIRECTOR/ ASSOCIATE DIRECTOR | Recruitment Intelligence Consultants Limited Competitive package | Hong Kong SAR | 22 May 12 |
|---|
An international private bank is looking for a high caliber candidate to join as Advisory & Execution, Directo...
| Private Banker, Malaysia Market | Asia Wealth Management Search attractive | Singapur | 22 May 12 |
|---|
Our client, one of Asias most dynamic private banks are seeking to add to their expanding Malaysia market team...
| iShares - Private Wealth Management Sales | BlackRock not disclosed | Singapur | 22 May 12 |
|---|
See job description below