Wealth Advisory
4,026 open positions
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Experienced Financial Adviser - Cambridge Apollo Private WealthRemote 11mo Provide high-quality, tailored financial advice to an established book of HNW clients, managing relationships and delivering strategies across investments, pensions, tax planning, and estate structuring.
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Relationship Manager, CITICdiamond (Cross Border) China CITIC Bank International LimitedHong Kong, Hong Kong, HK 11mo Acquire and grow the high net worth individual customer base by managing personal financial analysis, protection, and investment needs.
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Capital & Investor Business Development (Capital & Investor BD) PERSOLKelly ChinaHong Kong, Hong Kong, HK 50k–100k11mo Identify investors, raise capital from institutional investors, distribute products, and drive repeat investments for ABS/credit fund issuances.
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Individualkundenberater (w/m/d) Sparkasse GöttingenGöttingen, NIEDERSACHSEN 11mo You independently manage and develop long-term relationships with high-net-worth private clients, offering holistic financial and insurance solutions.
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Individualkundenberater (m/w/d) Sparkasse FürstenfeldbruckGermering, Oberbayern, BAYERN 11mo Advise and support assigned wealthy private clients on all banking matters, develop tailored investment strategies based on the S-Finanz concept, and acquire new clients through cross-selling.
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Senior Akquisiteur / Sales Manager Private Vermögensverwaltung (m/w/d) Flossbach von Storch SEFrankfurt 11mo Acquiring private wealth management mandates for Upper Affluent to UHNWI clients.
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Wealth Analyst Bank of MontrealMadison, WI, US $42k–$78k11mo Provides support and product expertise for financial planning business development, sales, and service delivered by private wealth advisors and relationship managers.
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Asia Wealth Management, Client Service Manager (Trade Execution), Hong Kong MorganstanleyHong Kong, Hong Kong 12mo Execute trades and manage orders across asset classes for Ultra High Net Worth clients, ensuring seamless settlement and best execution.
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Team Lead, Private Wealth Management DeloitteLagos, Nigeria, ng 12mo Provide strategic oversight for tailored wealth management solutions including portfolio construction, estate planning, tax optimization, and alternative investments for high-net-worth clients.
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Individualkundenberater (m/w/d; o.A.) im Digitalen Beratungscenter Sparkasse VorpommernGreifswald, Hansestadt, MECKLENBURG_VORPOMMERN 1y Mediale Betreuung und Beratung von vermögenden Privatkunden telefonisch und über Skype for Business, inklusive Finanzanalyse, Finanzplanung und Generationen-Management.
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Financial Solutions Advisor - Nashville/Knoxville Market GhrNashville, US 1y Provide comprehensive financial advice and customized solutions to help clients achieve their financial goals.
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Vertriebsprofi Private Banking (m/w/d) für Vermögensanlagen - Unlimitierte Vergütung & Home-Office AQ Asset Management GmbHRemote 1y Sales professional for private banking, selling crisis-resilient asset management solutions to Family Offices and High Net Worth Individuals.
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Vermögensberater (m/w/d) Sparkasse FreiburgRemote 1y Provide holistic financial advice and product sales to private customers across all financial needs, managing customer portfolios and driving adoption of modern banking solutions.
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Generationenmanager (m/w/d) Private Banking Sparkasse Offenburg/OrtenauOffenburg, BADEN_WUERTTEMBERG 1y Advise customers on generational and foundation management, analyze family and wealth situations for succession planning, and develop new client connections.
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Generationenberater NORD (m/w/d) beckmann consulting Albrecht BeckmannLübeck, SCHLESWIG_HOLSTEIN 1y Advise clients on all life phases from family planning to retirement planning.
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Baufinanzierer / Bank- und Versicherungskaufleute (m/w/d) Dt. Vermögensberatung Cucca, MassimilianoGrosselfingen bei Hechingen, BADEN_WUERTTEMBERG 1y Provide comprehensive consulting solutions to clients on construction financing, insurance, and wealth building.
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HFA NAC Service Specialist II Huntington National BankColumbus, OH, US 1y Service specialist supporting Huntington Financial Advisors by managing client relationships, processing investment orders, and troubleshooting digital tools via phone.
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Berater / Vermögensverwalter / Finanzexperte (m/w/d) Böker & Paul AGMontabaur, RHEINLAND_PFALZ 1y Develop into a highly regarded financial expert and build a long-term portfolio of clients, providing comprehensive advice on both business and private assets across all asset classes, often spanning generations.
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Investmentberater (m/w/d) ROSA Experts AG & Co KGKaiserslautern, RHEINLAND_PFALZ 1y Long-term advisory for high-net-worth individuals and corporate clients on financial and capital market topics.
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Privatkundenberater (m/w/d) Michael Page Zeitarbeit GmbH BankingFrankfurt am Main, HESSEN 1y Private banking advisor providing financial product advice, developing individual financial solutions, and managing long-term client relationships.
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Associate Director, Strategy & Business Development, CITIC CLSA Capital Partners CITIC CLSAHong Kong, Hong Kong, HK 1y Support the management team in strategy and business development activities for the Capital Partners alternative investment management business, focusing on fundraising and client relations.
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Senior Investment Advisor Fifth Third BankColumbus, OH, US 1y Client-facing investment expert for Private Bank clients, focused on growing AUM through business development and portfolio management.
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Selbstständiger Finanzberater (m/w/d) mit Branchenwissen Finanzberatung Petr RothermichMannheim, BADEN_WUERTTEMBERG 1y Independent financial advisor providing lifelong, customer-oriented financial planning and wealth management services.
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Financial Advisor - Spokane Teacher Credit Union LplfinancialLa Grande, OR $60k1y Provide comprehensive financial planning and investment solutions to credit union members across various life stages.
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Director of Wealth Management & Private Banking UniCredit - PolandPoland - Katowice - Branch 1y Trusted partner providing comprehensive wealth management and private banking solutions, managing client portfolios, and delivering tailored financial products to high-net-worth individuals.
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Privatkundenberater (w/m/d) Bad Camberg, Montabaur, Selters, Limburg, Westerburg Nassauische SparkasseBad Camberg, HESSEN 1y Providing holistic financial advice and consulting to private customers across various life stages and product needs.
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Finanzdienstleister (m/w/d) Strehmel Consulting GmbHGörlitz, Neiße, SACHSEN 1y Provide holistic financial management and investment advisory services, specifically in asset management and investment consulting.
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Finanzberater/in für Frauen (m/w/d) Investforwomen GmbHKiel / Remote 1y Financial advisor for women, building wealth, preventing old-age poverty, and achieving financial independence through individual strategies.
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Akquisiteur Deutschland (m/w/d) Hartz RegehrRemote 1y Acquiring and managing relationships with high-net-worth private clients (assets >€3M) through holistic advisory and co-management.
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Vermögenskundenberater (m/w/d) HypoVereinsbank - UniCredit Bank GmbHRemote 1y Holistic financial advisor for wealthy private clients (up to €1M assets), providing comprehensive life-stage strategies and acquiring new business.
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Investment Analyst (Multi-Asset) Global Sage Hong KongHong Kong, Hong Kong, HK 1y Support the CIO in formulating independent investment views and delivering rigorous research across global public equities and credit for a diversified portfolio.
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(Junior) Vermögensberater (m/w/d) Opus One Recruitment GmbHMünchen, BAYERN 1y Acquiring high-net-worth clients and providing structured wealth management and investment advice for private clients and SMEs.
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Private Banking Berater (m/w/d) in Stuttgart gesucht TALENTXPERTS Recruitment SolutionsStuttgart, BADEN_WUERTTEMBERG €85k1y Individual financial advice and long-term relationship building for affluent private clients.
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Investment Platform & Due Diligence Associate Neuberger Berman Group LLCNew York, NY, US $110k1y Managing the investment platform and overseeing the due diligence process for public and private products to support portfolio construction for individual and family clients.
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Vermögensmanager (m/w/d) gesucht! Volksbank Niedersachsen-Mitte eGSyke, NIEDERSACHSEN 1y Holistically manage the bank's affluent private client portfolio and provide tailored financial solutions.
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