Wealth Advisory
4,025 open positions
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Legal Counsel - Funds Non-disclosedLondon, England, GB 4d Private Funds Lawyer advising on fund formation, product structuring, and distribution across private equity, private credit, and alternative investments for a global private markets platform.
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Manager/VP, Investment Strategist/Research, Private Banking HaysHong Kong, Hong Kong, HK 4d Conduct top-down macroeconomic and market research to formulate investment views, develop multi-asset recommendations, and produce client-facing publications for private banking clients.
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丰盛理财客户经理, 大湾区, 个人银行集团和财富管理 DBS Bank (Hong Kong) LimitedHong Kong, Hong Kong, HK 4d Acquire new affluent clients and manage relationships by providing tailored financial solutions including investments, insurance, mortgages, and personal loans.
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Investment Analytics Client Manager, AVP State Street CorporationSingapore, Singapore, SG 4d Client-facing manager responsible for combining technical analytics expertise with ownership of the client relationship and service experience for investment performance, attribution, risk, and mandate compliance.
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Privatkundenberater (m/w/d) Volksbank Mittweida eGRemote 4d Provide holistic, needs-based advisory and support to private customers, focusing on strengthening existing relationships and acquiring new clients, particularly in the securities investment area.
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Conseiller Financier Laval F/H MAAF Assurances COVEALaval, Pays de la Loire, FR €28k4d Manage and develop a client portfolio in wealth management, acting as a central actor in developing savings activity and concluding insurance contracts (pre-protection, retirement) in the Laval area.
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Executive Financial Planner Standard-Bank-GroupHibiscus KZN, za 4d Provide financial and estate planning advice to Private and Business Banking Clients to solve complex financial needs.
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Head of Adviser Development & Productivity QuilterRemote 4d Lead the Adviser Development Manager team to provide coaching, mentoring, and targeted support to financial advisers, ensuring they achieve Competent Adviser Status and improve productivity.
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Wealth Planner, HNW insurance and wealth solutions Ethos BeathChapmanSingapore, Singapore, SG 4d Develop and manage strategic relationships with internal distribution partners to grow new business and market share in the HNW insurance and wealth solutions sector.
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Private Client Assistant IQ-EQLondon, England, GB 4d Deliver high-touch lifestyle management and household administration for international high-net-worth individuals, VIPs, and Royal Families.
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Client Experience, Client Service Associate, Based in London TIAALondon, England, GB 4d Support EMEA institutional clients invested across Nuveen's private and public market platform through the full client lifecycle, handling day-to-day communication, onboarding, and reporting.
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Paraplanner FintroBrighton, England, GB £35k–£45k4d Draft tailored suitability reports, conduct market research and cash flow modeling, and act as a technical sounding board for advisers to deliver sophisticated financial strategies for private clients.
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Director - Private Wealth OcorianSaint Helier, Channel Islands, GB 4d Provide strategic leadership and governance oversight across a portfolio of private client and fiduciary structures while acting as a Director on client entities and regulated businesses.
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Private Equity Specialist Marsh McLennanNew York, NY, US $88k4d Support portfolio construction and management for advisory and delegated client accounts in the North America Private Equity Funds team.
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Institutional Client Relationship Manager Capital GroupChicago, IL, US $150k–$190k4d Overseeing and servicing a territory of institutional investor clients including large corporate, public, and endowment/foundation plan sponsors across equity, fixed income, and multi-asset offerings.
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Internal Sales Representative – U.S. Wealth Analyst AQRGreenwich, CT $80k4d Provide sales and administrative support to external sales representatives, drive proactive sales solicitation, and assist in managing client relationships for AQR strategies.
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Senior Associate, Alternative Investments The Travelers Indemnity CompanyNew York, NY, US $123k–$204k4d Senior Associate managing the investment process for private equity, hedge funds, and other alternative asset classes.
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Senior Portfolio Strategist Janus Henderson InvestorsDenver, CO, US $170k–$190k4d Drive client engagement and deliver customized asset allocation analytics for intermediary clients in the U.S. and globally.
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Portfolio Construction & Analytics - Senior Lead Portuguese CitiNew York, NY, US $211k–$317k4d Senior Lead responsible for translating Citi Wealth CIO global and regional investment views into bespoke asset allocation recommendations and customized portfolio solutions for high and ultra-high net worth clients across public and private markets.
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Second d'Agence - Responsable de Clientèle Patrimoniale H/F - Bois Colombes 92 Groupe BPCEBois-Colombes, Ile-de-France, FR €39k4d Managing a high-net-worth individual client portfolio, promoting and selling banking products, and prospecting new clients.
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Mitarbeiter Kundenmanagement VR Private Banking (m DZ PRIVATBANKFrankfurt am Main, Hessen, DE 4d Managing customer relationships and processing contract documentation for wealth management and foreign currency investment solutions in VR Private Banking.
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Conseiller·ère Clientèle Privée H/F Crédit Agricole S.A.Clermont-Ferrand, Auvergne, FR 4d Build a tailored wealth management strategy for high-net-worth clients by integrating financial, legal, and tax solutions.
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Associate Portfolio Manager (f/m/d) AllianzMunich, Bayern, DE 4d Manage diversified private markets portfolios across bespoke mandates and evergreen funds, translating client objectives and market views into allocation, portfolio construction, and investment decisions.
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Praktikant*in im Segment Privat- und Unternehmerkunden - Fixed Income Solutions (m/w/divers) CommerzbankFrankfurt am Main, Hessen, DE 4d Intern supporting Private and Entrepreneurial Clients in Fixed Income Solutions through portfolio management tools, market analysis, and workflow automation.
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Institutional Specialist, Vice President Bank of SingaporeSingapore, Singapore, SG 4d Lead analysts to provide daily investment advisory and solutions to Financial Intermediary (FIM) partners, articulating market views and identifying commercial opportunities.
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Head of Fund Placement, Advisory and Capital Raising TheapexgroupLondon, GB 4d Drive investor engagement and raise capital for alternative investment and direct investment mandates.
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Starszy Ekspert ds. Rozwoju Kompetencji Private Banking (k/m) IngPB_Cen_Warszawa (ul. Puławska 2), PL 4d Designing and delivering training programs to develop investment and client advisory skills for Private Banking advisors.
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Bankkaufmann/-frau / Anlageberater (m/w/d) Sparda-Bank Baden-Württemberg eGBruchsal, BADEN_WUERTTEMBERG 4d Provide holistic financial planning and asset management advice to customers, developing tailored solutions for their wealth.
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Anlage- und Vermögensberater (m/w/d) Hays AGReutlingen, BADEN_WUERTTEMBERG 4d Managing a portfolio of high-net-worth private clients by developing individual investment and pension strategies.
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Wealth Advisor FirstRandWindhoek, NA 4d Provide holistic financial planning and wealth management advice to affluent individuals, families, and business owners to help them build, grow, protect, and transfer wealth.
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Manager, Client Service AbglobalLos Angeles, California, US $114k4d Manage all aspects of Los Angeles's Private Wealth Management sales support and client service functions, including recruiting and developing teams of Associates and Coordinators.
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Sales Director, Investments (External Wholesaler) IaRemote CA$135k–CA$177k4d Lead sales development and build relationships with Independent Financial Advisors in the MGA channel to increase market share for investment products.
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Asset Management: Equities Internship (London) MgpruLondon, GB 4d Eight-week summer internship providing hands-on exposure to Equities and Multi Asset investment strategies, supporting live projects and research within global public markets.
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