You may or may not be surprised to learn that wealth management can also involve a significant amount of paperwork. Professionals can often spend a lot of time at their desks, particularly at entry level, however hours aren’t generally as long as in some other sectors such as investment banking. Other daily tasks include attending in-house meetings and/or seminars, analyzing the latest investment opportunities and monitoring the performance of existing portfolios. A private client investment manager and stockbroker is in essence a wealth planning advisor, helping clients trade their financial assets to maximise return include the buying and selling of shares.


They will often be involved in ensuring strategies are implemented in accordance with client needs, and educating clients as to the range of services the firm can offer. Our client is an international financial services provider with a significant presence in the Channel Islands and United Kingdom. On their behalf we are looking for a highly experienced business developer and relationship manager for their corporate and family office team. Our client is one of the largest multi-family offices and independent wealth managers with almost CHF 50m of assets under management.

Associate Financial Planner

We offer scalable investment products, foster innovative solutions and provide actionable insights across sustainability issues. We offer timely, integrated analysis of companies, sectors, markets and economies, helping clients with their most critical decisions. Whether it’s hardware, software or age-old businesses, everything today is ripe for disruption. Across all our businesses, we offer keen insight on today’s most critical issues. Private bankers carry out the day to day banking activities for wealthy customers away from prying eyes.

If you have relevant skills such as communication, persuasion, and knowledge of investment products, this is probably possible. Wealth management is a field full of potential, and fast-growing, with lots of opportunities for you to spend all of your career years there. You’ll be doing this for a few years, with the main task of being an assistant to help Relationship managers, teamwork with internal teams, take care of the paperwork, and other operations. For example, Morgan Stanley Private Wealth Management and Bel Air Investment Advisors work only with individuals, families, and foundations that have $20 million or more in assets to invest. The rise of big data analytics in relation to portfolio management.

Associate Financial Adviser

Manages a full set of fee producing investment accounts, generally for large and sensitive personal trust relationships and individual investors with… All in all, the pay rise in Wealth Management is strikingly impressive when compared with other banking divisions such as corporate or investment banking. As a Director, you can expect to earn $500K or even millions if you know how to play your card. So if you consider wealth management work from a day-to-day viewpoint, it is much about the problem solving and people management activity.

Wealth Management Opportunities

The workspace is designed to support collaboration and flexibility by featuring unassigned seating. In New York, great things can be found in unexpected places — just take a peek outside our global headquarters at 200 West Street. We’re in Battery Park City, which is filled with quintessentially New York City offerings. From a local rooftop bar to great restaurants and retail shopping, many of the city’s highlight attractions are right outside our doorstep. We’re proud to be one of the first banks certified by the EQUAL-SALARY Foundation for our equal pay practices in Switzerland, the US, UK, Hong Kong and Singapore in 2020. Our 40+ employee networks regularly communicate and host events on gender, culture, ethnicity, LGBTQ+, Pride, disability, veterans, parenting, elder care and other topics.