Wealth Advisory
4,025 open positions
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Financial Planning Advisor - Seattle, WA TIAASeattle, WA, US $84k3d Partners with Executive Wealth Management Advisors to identify client financial goals, analyze landscapes, and develop recommendations to help clients achieve well-defined financial objectives.
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Relationship Manager, Assistant Vice President - State Street Investment Management State Street CorporationBoston, MA, US $80k–$140k3d Deliver exceptional client experience across the full lifecycle of assigned institutional client relationships, focusing on retention and growth opportunities.
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Associate, Global Consultant Relations IFM InvestorsNew York, NY, US $175k–$215k3d Support consultant engagement efforts, maintain consultant relationships, and ensure compliance within the North America business for an asset manager.
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Associate AllianceBernstein Holding L.P.Boston, MA, US $76k–$82k3d Client service professional partnering with Financial Advisors to provide asset allocation recommendations, portfolio analytics, and wealth planning for high-net-worth individuals.
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Vice President, Investor Relations (Value Opportunities) Oaktree Capital Management, L.P.New York, NY, US 3d Serve as a subject matter expert for Oaktree's Value Opportunities Fund, managing client relationships, preparing marketing materials, and supporting fundraising initiatives.
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Sr. Wealth Strategist Northern TrustNew York, NY, US $158k–$276k3d Cultivate new relationships with ultra-high net worth individuals, families, and institutions to drive business development and wealth management solutions.
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Conseillère/Conseiller de clientèle (F/H) Crédit MutuelFontaine, Bourgogne, FR 3d Client advisor for individuals managing a portfolio in an omnichannel relationship to develop performance and secure the client.
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Lead Business Consultant - Alternative Investments SimCorp A/SParis, Ile-de-France, FR 3d Lead implementation projects for SimCorp Dimension® in the Alternative Investments service line, acting as a trusted advisor and sparring partner for major financial institutions.
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Gérant Conseil Patrimonial H/F Crédit Agricole S.A.Thourotte, Picardie, FR 3d Manage a portfolio of agricultural and professional clients, providing advice on asset allocation, wealth transmission, and tax optimization.
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Conseiller Expérimenté en Gestion de Patrimoine H/F - Dinard (35) AllianzRennes, Bretagne, FR 3d Senior Wealth Management Advisor providing personalized financial advice and solutions to high-net-worth private clients through home or workplace visits.
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Conseiller patrimonial (F/H) Groupe BPCERemote 3d Manage and develop a portfolio of private banking clients and contribute to the implementation of the Group's commercial wealth management policy.
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Risk and Portfolio Analytics Consultant MSCIParis, Ile-de-France, FR €70k–€93k3d Enable institutional investors and financial institutions to gain deeper insights into investment risk, portfolio construction, and performance through MSCI's Analytics solutions.
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Stage Assistant(e) Banquier privé - Aix en Provence - Janvier 27 Rothschild & CoAix-en-Provence, Provence-Alpes-Cote d'Azur, FR 3d Support private bankers in client meetings, investment proposals, and account onboarding for high-net-worth clients.
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Werkstudent (m/w/d) - Private Wealth Management Berlin ODDO BHF GroupMitte, Berlin, Stadt, DE 3d Support high-net-worth private clients, family offices, and foundations in acquisition, portfolio analysis, and investment concept development.
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Senior Reporter - Japanese investors S&P GlobalHong Kong, Hong Kong, HK 3d Senior reporter covering Japanese investors and the broader Asia-Pacific private markets landscape, delivering proprietary intelligence on allocators, private equity, private credit, and hedge funds.
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Individualkundenberatung (m/w/d) Festanstellung Bankpower GmbHDachau, BAYERN 3d Premium customer advisor for high-net-worth individuals, creating tailored financial plans and managing long-term relationships.
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Kundenberater (m/w/d) für vermögende Privatkunden für die GS "Röthelheimpark" (52) Stadt- und Kreissparkasse Erlangen Höchstadt HerzogenaurachErlangen, BAYERN 3d Wealth management advisor for affluent private clients, focusing on capital markets and holistic asset strategy.
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Vermögensberater Privatkunden - Filiale Burglengenfeld (m/w/d) Sparda-Bank Ostbayern eGBurglengenfeld, BAYERN 3d Advise and support private customers on asset allocation and retirement planning, acting as the central contact person for the branch.
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Analyst to AVP, Assistant Relationship Manager, Private Banking DbsOne Island East, HK 3d Support Relationship Managers in providing differentiated service to high net-worth customers, establish customer relationships, and serve as a key contact point for initiating instructions and monitoring payments.
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Senior Manager - Equity PrudentialThành phố Hồ Chí Minh, VN 3d Senior Manager responsible for equity research, stock selection, and portfolio monitoring to achieve fund performance targets.
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Investment Performance Analysis- Senior Associate↗ State StreetKA, IN 3d Analyze and attribute portfolio performance (absolute and relative) by validating data, reconciling discrepancies, and generating reports for portfolio managers and operations teams.
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Portfolio Risk Analyst , Investment Monitoring , Wealth Management JJ SearchLondon, England, GB 4d Monitor portfolio risk and investment adherence to mandates and regulatory requirements for retail investors.
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Head of Investor Relations Selby JenningsAustin, TX, US 4d Lead investor relations, marketing strategy, LP engagement, and capital formation efforts for a growing alternative investment manager.
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Wealth Advisor (Newport Beach, CA) MerceradvisorsNewport Beach $85k–$110k4d Deepen relationships with an established client base and organically grow the practice through referrals while leveraging an in-house team of experts to help clients achieve financial goals.
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Institutional Content Associate Fisher InvestmentsLondon, England, GB 4d Create advanced, custom, and high-visibility marketing materials (presentations, portfolio reviews) for sales, clients, and executive management using capital markets knowledge and data visualization.
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Corporate Access Intern Point72Hong Kong 4d Support investment teams' corporate access program by managing broker relationships, conference requests, and data/technology projects.
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