Wealth Advisory
4,038 open positions
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Experienced Financial Professional (Spain Only; Professional Designations Required) AdditionwealthSpain 2y Providing personalized financial wellness and planning as an employee benefit to partners' employees in Spain.
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Private Wealth Banker AbsaCape Town 2y Build and maintain professional business relationships with Private Wealth clients to achieve financial targets, acquire new clients, and improve customer experience within regulatory frameworks.
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Intern Institutional Sales - APAC region Solactive APAC Ltd.Hong Kong 2y Support the Institutional Sales Team by conducting market analyses, handling customer enquiries, and assisting in customer acquisition for ETFs and indices.
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Senior Consultant/ Manager - Wealth Management SiaSingapore, sg 3y Manage key projects and initiatives for clients in Wealth Management, applying strategy, target operating model design, and business transformation expertise.
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Client Support Specialist MicroventuresAustin, TX 3y Provide exceptional client experience to investors via chat, email, and phone channels, educating them on the investment process and solving issues.
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Individualkundenberater für gehobene Privatkunden (w/m/d) Vollzeit o. Teilzeit möglich Sparkasse Bad KissingenBad Kissingen, BAYERN 4y Independent advisory and care for assigned private customers, including sales, risk assessment, and service tasks.
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Sales Analyst (m/w/d) QPLIX GmbHRemote 4y Support the success of the WealthTech platform QPLIX by developing market strategies with Sales Executives and building a customer base in Germany and Europe.
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Vermögensberater/in (m/w/d) Sparkasse Mainfranken WürzburgWürzburg, BAYERN 5y Provide holistic financial planning and wealth management advice to private clients in local centers, via phone, and via Skype.
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Portfolio Manager MlpSingapore, Singapore 5y Develop, implement, and execute investment strategies while managing live portfolio risk and conducting research on new investment ideas.
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Senior Kundenbetreuer (m/w/d) Hartz RegehrMünchen 5y Managing and acquiring relationships with high-net-worth private clients (>$3M liquid assets) and co-developing strategic company topics like investment policy and Family Office services.
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Finanzplaner/in (m/w/d) für Private Finanzplanung HSP STEUER Armin Schiehser Wirtschafts- und Steuer- beratungsgesellschaft mbHLohr am Main, BAYERN 5y Private financial planning, financing advisory, and grant advisory for clients.
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(Senior) Advisor Vermögenscontrolling (mensch) GKK PARTNERS Asset Intelligence GmbHRemote 5y Direct point of contact for high-net-worth clients, creating IT-supported asset reporting and analyses to monitor and evaluate business processes, transactions, and payment movements as a basis for investment decisions.
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Portfolio Analyst Investment - Versicherung (w/m/d) Lantenhammer Consulting Silvia LantenhammerMünchen, BAYERN 10y Portfolio analyst supporting the disposition of capital investments for special funds (pension funds) and performing fund controlling and analysis for insurance companies.
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Client Success Associate
EthicNew York City
$95k–$105k
Support client base growth by managing onboarding, daily trading workflows, and platform adoption for institutional clients and advisors.
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Провідний менеджер з обслуговування VIP-клієнтів MTB BankКиїв Lead VIP client service manager responsible for acquiring, managing, and servicing high-net-worth clients through financial consulting and product selection.
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Head of Capital Formation & Strategic LP Relations
ThirdbaseRemote
$125k–$175k
Lead capital formation and strategic LP relations for a venture and growth investment platform, building a pipeline of sophisticated private-market investors.
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腾讯投资-投资运营高级分析师/经理-资产管理方向 TencentBeijing, China Drive exit execution for investment portfolio companies, design exit paths, and maintain relationships with investees to facilitate cooperation.
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Equity Analyst for User Testing
MercataRemote
$120k–$200k
Experienced buy-side equity analysts participating in early user testing of an AI-native research OS for hedge funds and alternative asset managers.
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Chief Investment Officer (CIO) Denara GroupDubai Lead investment strategy, portfolio construction, and ongoing management of client portfolios within agreed mandates and risk appetite for a DFSA Category 3C asset management firm.
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Wealth Manager / Relationship Manager
WealthupRemote
$60k–$100k
Guide clients through a hyper-personalised financial journey, helping them make informed decisions on investments, insurance, and wealth management via inbound and outbound channels.
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Alternative Investments - Internal Associate
CAISNew York City
$100k–$140k
Support senior sales team members by serving as a point of contact for investors, coordinating client meetings, and driving new business for alternative investment products.
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Financial Planner - Lead SkyeliaBuffalo Grove, IL Lead Financial Planner providing holistic wealth management, retirement planning, and investment analysis for clients.
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B2B Sales Executive – WealthTech
Q72 CapitalRemote
Acquire and close paying clients for portfolio optimization and validation technology serving professional investment decision-makers.
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Director of Portfolio Management
EthicNew York City
$240k–$260k
Driving strategic growth of the Investments team by leading key initiatives and shaping investment direction for long-only, long-short equity, and multi-factor strategies.
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Investment & Portfolio Manager GalakticaRemote Forming, managing, and protecting the company's investment portfolio with a focus on capital protection, jurisdictional, and tax efficiency in the EU.
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Financial adviser CloveLondon, United Kingdom Deliver personal, compliant, and milestone-based financial advice to ambitious professionals using a hybrid human+AI model.
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Investor Relations Manager DestinyRemote Manage communications and relationships with investors, ensuring they are kept informed and engaged with company progress and performance.
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Index & ETF Investment Specialist – Technology & Automation Legal-&-General Develop and enhance in-house business development and sales-enablement tools to automate the production of investment materials, competitor analysis, and market insights for the Index and ETF franchise.
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Remote Financial Professional (Clone)
Prestige PartnersRemote
$30k–$110k
Educate clients on retirement, insurance, and wealth-building to help families and businesses achieve financial security.
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Head of Estate Planning
ValurRemote
$200k–$250k
Lead technical conversations and shape product strategy for advanced estate planning tools serving high-net-worth individuals and their advisors.
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Ներդրումային գործառնությունների մասնագետ Fast Bank CJSC32/6G.Hovsepyanst.,Nork-Marash,Yerevan0047,RA Provide investment services to clients, execute securities issuance and distribution, analyze market trends, and prepare financial reports.
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?Job €42k Establish new investment client relationships and maintain/develop existing investment portfolios.
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