Wealth Management jobs

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Found 75 jobs

  • 私人银行家 Private Banker(东区-江浙沪地区）

    • Shanghai, China
    • 有竞争力的固定薪资+佣金+季度奖金+存续服务费
    • CreditEase

    岗位职责： 1. 负责开发拓展客户资源，对高端私人客户的维护，满足客户的理财需求，为客户制订资产配置方案并向客户提供投资建议； 2、针对公司各类理财产品(国内外保险类，PE/VC类，并购类，固收类，信托类，债券类，公募/私募基金类，海外置地，海外移民，海外基金/债券类等)进行跟客户与产品匹配，...

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    • 3 days ago
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  • Deputy Branch Manager

    • Shanghai, China
    • 25k plus commission
    • CreditEase

    工作内容： ： 1. 根据公司的战略和销售计划，形成相应的销售策略，并确保有效执行,完成公司制定的 销售计划，达成团队业绩； 2. 负责推动各理财经理对理财顾问的招募与甄选、辅导与管理； 3. 负责管理团队理财顾问的业务活动，并提供专业的辅导与训练； 4. 协调、管理团队成员间的良性竞争； 5...

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    • 3 days ago
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  • Investment & Portfolio Analyst

    • Dublin, Ireland
    • Excellent base + bonus + incentives
    • Paragon Executive

    Responsibilities: Construction of client portfolios across all asset classes - equities, fixed income, funds, cash. Maintaining watch lists of equi...

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    • 3 days ago
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  • Investment Manager

    • Dublin, Ireland
    • 80k + Benefits
    • Capital Markets Executive Search

    PrimaryResponsibilities Create bespoke investment portfolios taking into account personal objectives and individual financial personalities. Excell...

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    • 3 days ago
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  • Trading Support Analyst (FX and Structured Products)

    • Mumbai, Konkan (IN)
    • Competitive
    • Deutsche Bank CIB Centre

    Work in DB Wealth EM Structured Products and FX teams for providing termsheet, pricing, trade booking & analytics. Trade support experience preferred.

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    • 4 days ago
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  • Data & Reporting Specialist, Wealth Management

    • Sydney, Australia
    • Competitive
    • Morgan Stanley

    POSITION SUMMARY/OVERALL PURPOSE OF THE JOB Morgan Stanley is a global financial services firm and a market leader in investment banking, securitie...

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    • 4 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Sheffield, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 4 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Manchester, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 4 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Bournemouth, United Kingdom
    • £50k - £75 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 4 days ago
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  • Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management

    • Edinburgh, United Kingdom
    • £60k - £90 + Bonus
    • Jigsaw Search

    Discretionary Investment Specialist / CISI / Wealth Management / CFA / Wealth Management PURPOSE: The Relationship Manager (RM) is responsible for ...

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    • 4 days ago
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  • FINANCIAL PLANNING ASSOCIATE

    • New York, USA
    • Salary + Incentive based on experience and Industry Standards
    • Altfest

    Duties and Responsibilities Client Account Administration : Handle trading and portfolio reporting. Work with clients and their custodians to open ...

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    • 4 days ago
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  • CPB Head of Sustainable Investing

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Other Location: United States,Connecticut,Stamford Education: Bachelor's Degree Job Function...

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    • 5 days ago
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  • TMP Portfolio Manager III

    • Boston, USA
    • Competitive
    • BNY Mellon Investment Management

    This position is responsible for developing, monitoring and implementing portfolio strategies for Tax Exempt Fixed Income portfolios. Evaluate port...

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    • 6 days ago
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  • Portfolio Advisory, Multi Asset, Private Bank, 1.2Mil+

    • Hong Kong, Hong Kong
    • bonus
    • Randstad Hong Kong

    about the company. A leading international Private Bank is seeking a Portfolio Solution Specialist , Multi-Asset. You will be direct report to the ...

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    • 8 days ago
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  • Relationship Manager Employee Banking with Focus on Investment Advice

    • Zurich, Switzerland
    • Competitive
    • Bank Julius Bär & Co. Ltd

    Julius Baer is the leading Swiss private banking group with a focus on servicing and advising sophisticated private clients and a premium brand in ...

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    • 8 days ago
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  • Portfolio Manager

    • We're located in Alexandria, VA just outside Washington D.C.
    • $75-85k base, several bonus plans and opportunity for path to partnership
    • Monument Wealth Management

    If you're a razor-sharp, collaborative, creative thinker with a renegade spirit, zero commitment issues and a passion for the market, APPLY!

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    • 9 days ago
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  • Investment Analyst / Private Clients (Guernsey)

    • St Peter Port, United Kingdom
    • To £40k depending upon skills and experience
    • Citifocus

    The role will entail undertaking analysis of fund and portfolio performance through a process of data collection, verification, investigation and i...

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    • 9 days ago
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  • Global Investment Lab Regional Lead - LatAm

    • New York, USA
    • Competitive
    • Citi-US

    Primary Location: United States,New York,New York Education: Master's Degree Job Function: Private Client Product Mgmt Schedule: Full-time Shi...

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    • 10 days ago
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  • Senior Investment Analyst (Manager Selection & Asset Allocation)

    • New York City, New York (US)
    • Base and bonus commiserate with the market and responsibilities of the role.
    • Brown Brothers Harriman & Co.

    The Senior Investment Analyst is responsible for analyzing third party managers, performing due diligence and preparing recommendation memos.

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    • 11 days ago
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  • Portfolio Analyst

    • 90071, Los Angeles
    • Competitive compensation and benefits package, including a 401(k) profit sharing plan
    • Payden & Rygel

    Support Portfolio Managers on portfolios with a combined AUM of $1 billion. Prepare presentation materials, investment research, and trading.

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    • 12 days ago
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