Wealth Management

Wealth Management

Selby Jennings: Your Leading Wealth Management Recruiter in Germany

Selby Jennings is a leading recruiter for Financial Sciences & Services. Our German wealth management team provides permanent, contract, and multi-hire recruitment from our office in Berlin.

For nearly 20 years, our German clients and candidates have had peace of mind that their specialist private wealth management recruitment process is in safe hands. With an increase of affluent individuals and new developments in the German Fintech market, the demand for industry professionals is soaring.

From streamlining processes and upskilling workforces, to staying cutting edge by employing flexible work models, we advise enterprise leaders on when to strike and how. We also provide expert insights to Wealth Management professionals on benchmarking benefits packages and salaries and assist them through their career moves.

Whether you’re interested in securing the very best Wealth Management talent or you’re a professional looking for Wealth Management jobs, the Selby Jennings Wealth Management advisory team connects exceptional talent to industry-leading clients.


If you're a candidate, please register your CV and get discovered for all relevant roles.

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If you're a client looking for the best talent, please Register your vacancy or Request a call back for an introduction to our services.

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Benefits of working with the Selby Jennings Wealth Management team in Germany

We are a specialist talent partner. Among the many benefits of working with Selby Jennings’ global Wealth Management team are:

Experience

We have nearly 20 years of experience as a leading talent partner in financial sciences & services in Germany.

​Network

A vast network of the best, in-demand professionals, working with large German financial institutions to innovative fintech start-ups and beyond.​

​Knowledge

Our award-winning talent specialists offer bespoke, tailored guidance on the latest German hiring trends and industry news to help you achieve your goals.

At Selby Jennings, we take pride in nurturing partnerships that are built on trust, integrity, and mutual growth. We aim to deliver personalized solutions crafted to match your particular needs, with flexible options that respect your hiring practices. Whether it's fast-tracking vital positions or creating strategic talent acquisition plans, we have the know-how and resources to get results. Share your vacancy with us today to start the process.

Take the initiative to resolve your talent shortage by completing our form today. Our team is excited about the prospect of discussing how we can assist your organization in efficiently addressing your Wealth Management hiring needs.

Wealth Management Jobs

Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Senior Wealth Manager

Title: Join Our Team as a Principal Wealth Manager in the Financial Services Sector! Introductory paragraph: We are seeking experienced Senior Wealth Managers to join our dynamic team at a technology-driven RIA. As one of the leading financial services firms, we pride ourselves on providing innovative solutions that change the future of Wealth Management. Qualifications: - Bachelor's degree in finance or related field. - Certified Financial Planner (CFP) designation preferred. - Active FINRA series 7 & 63 licenses. - Transferrable book of business (minimum $15m AUM) This is an incredible opportunity to be apart of a Series A Fintech with full-service technology for advisors with industry leading revenue payouts and equity in the firm.

Negotiable
United States of America
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Projektcontroller (M/W/D)

Projektcontroller-(m/w/d) Die Motherson Group ist einer der 21 größten und am schnellsten wachsenden Anbieter von Komplettsystemlösungen für die globale Automobilindustrie und bedient eine Vielzahl weiterer Branchen wie Eisenbahn, Luft- und Raumfahrt, Medizin, IT und Logistik mit über 135.000 Mitarbeitern in 41 Ländern weltweit. Samvardhana Motherson Peguform (SMP) ist der Spezialist der Gruppe für hochwertige und ästhetische Interieur- und Exterieur-Komponenten. Mit Niederlassungen in Europa, Nordamerika, Südamerika und Asien beliefern wir weltweit zahlreiche Pkw- und Lkw-Hersteller mit Cockpits, Türverkleidungen, Stoßfängern, Kühlergrills und anderen Produkten auf Polymerbasis. Angesichts unseres schnellen Wachstums sind wir ständig auf der Suche nach talentierten neuen Kollegen, die Teil unseres Teams werden möchten. Deine Aufgaben * Verantwortung für die Bewertung von Kosten innerhalb des kontinuierlichen Änderungsmanagements von Serienprojekten * Neu-Kalkulation von Anfrageprojekten, Nach-/Änderungskalkulationen von Bestandsprojekten * Ermittlung und Pflege von Verkaufspreisen in enger Abstimmung mit Vertriebsteam * Überwachung und Strukturierung der Projekt-Kostenstellen * Begleitung des Know-how-Transfers von einer zentralen zu einer dezentralen Projektcontrolling-Organisation im Werk * Regelmäßige Erstellung und Bewertung von Produktionskennzahlen * Wirtschaftlichkeitsbetrachtungen bei Optimierungsthemen innerhalb der Produktion * Aufbereiten projektspezifischer Finanzkennzahlen für monatliches Reporting und im Rahmen der Budgeterstellung * Teilepreis- und Materialverbrauchsanalysen über SAP ERP PS * Erarbeitung von Management-Vorlagen für strategische Projektentscheidungen Dein Profil * Bachelor / Master BWL, Diplomkaufmann/-frau oder mehrjähriger Berufserfahrung in vergleichbarer Position * Berufserfahrung in der Automobilindustrie wünschenswert * Gute EDV Anwenderkenntnisse (MS-Office, SAP R3 [CO,FI,MM, SD] * Sehr gute Englisch Sprachkenntnisse Was wir bieten Interessante und herausfordernde Aufgaben mit hoher Eigenverantwortung, flexible Arbeitszeiten, attraktive Sozialleistungen, betriebliche Altersvorsorge und gute Weiterentwicklungsmöglichkeiten in einem global wachsenden Unternehmen an unserem Standort .

Negotiable
Sachsen
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Associate Director Relationship Manager Corporate Banking

Responsibilities: Manage and develop a portfolio of corporate banking customers to deepen and broaden relationships with our clients Achieve business targets for profitability, and growth with careful operating expense and credit risk management Provide guidance, coaching and support to junior members Maintain strong business relationship with customers and acquire new business Qualifications: Experienced in relationship management with corporate business clients Relevant University degree in Business Management, Banking, Finance, or related areas Self-starter, strong decision maker and capacity to work under pressure Sound communication, and relationship building skills Proficient in English and Chinese, must be fluent in Mandarin Chinese

Negotiable
Hong Kong
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Wealth Planner Support - Private Bank

Our client, a international private bank is looking for a candidate to join their team as a wealth planner support, to assist the senior wealth planning team. General Role Description Marketing Support Answer queries from Relationship Managers (RMs)/clients Coordinate with the Trust Company Administrators Coordinate with Insurance Brokers / Third Party Providers Key Features of the Role Prepare Trust proposals for RMs / clients after consultation with WP Advisors Request for illustrations from Insurance Brokers / Insurance Consultants. Generate Management Reports (Trust and Insurance) Work with various stakeholders (e.g. Credit, Compliance) of the Bank to facilitate all cases. Skills Requirements of the Role Personal and Social Language Skills (Fluent in written and spoken English) Good inter-personal and communication skills / Interaction Skills (pro-marketing) Team Player Proactive, trustworthy and meticulous Professional and Technical Basic knowledge on Trust Concept / PIC Company set up. Ability to multi task and deal with intermediaries and colleagues on basic enquiries. Excellent MS Word/Excel/PowerPoint skills

S$90000 - S$150001 per annum
Singapore
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Asset Controller (m/w/d)

Asset Controller (m/w/d) Selby Jennings is currently working with a leading real estate finance firm based in Munich, Germany. Our client seeks an experienced and motivated Asset Controller to join their team of professionals. Qualifications: -Completed studies focussing on business administration / economics, finance, accounting, controlling or real estate. -At least 5 years of experience in a similar role. -Strong IT skills and experience with financial planning systems. -Excellent communication skills in English and at least B.2 German -Ability to translate complex financial information into clear and simple reports. -Detail oriented with strong analytical skills and the ability to interpret and present data. Your Tasks -Preparation, monitoring and optimization of business plans, budgets and forecasts for the individual assets and the overall portfolio of the IC Group -Carrying out regular performance analyses and reporting for internal and external stakeholders using relevant KPIs and benchmarks -Creation and maintenance of complex financial models in Excel for the evaluation, planning and simulation of various scenarios and decision alternatives -Participation in the acquisition, structuring and financing of new deals -Identification and implementation of value enhancement and cost reduction potentials as well as risk management measures -Letting commercial space in the portfolio and supporting our commercial tenants -Developing, implementing and adapting controlling tools and processes to ensure the quality, transparency and efficiency of data and information We are working with following tools ERP: Relion based on Microsoft Dynamics 365 Business Central (Navision Consolidation / Controlling: Lucanet Reporting: PowerBI (Second half of the year) / Jet Report Analysis: Excel If you're looking for a role where your contributions will be valued and appreciated then please apply today!

Negotiable
Germany
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Team Head | Swiss Onshore Market in Zurich

Are you an experienced Senior Private Banker with a passion for wealth management? Do you thrive in a dynamic and client-focused environment? Look no further! Our esteemed client, a family-owned Swiss private bank, is seeking for a Team Head to lead their Swiss Market team in Zurich. Role Overview: As the Team Head for the Swiss onshore Market, you will play a pivotal role in driving growth and providing exceptional service to U/HNWI private clients. Your responsibilities will include: Client Acquisition: Prospect and acquire new clients and assets from the Swiss market. Holistic Advisory: Advise both existing and new clients on all aspects of their financial needs. Market Insight: Closely monitor financial markets and trends in international wealth management. Business Strategy: Define and execute a business plan tailored to the team's clientele and network of relations. Qualifications: Experience: Currently working in a bank, EAM, or multi-family office. Position: Minimum 10 years in a similar role. Portfolio Management: Currently managing and owning your own portfolio of Swiss private clients. Advisory Expertise: Proven track record in advising and looking after private clients. Product Knowledge: Very good understanding of financial products, services, global compliance, and markets. Language Requirement: Proficiency in Swiss German is mandatory. Residency: Swiss National or valid C Permit. If you are ready to make a significant impact and contribute to a prestigious institution, apply now! We look forward to welcoming you to our client's team.

Negotiable
Zurich
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Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Head of Strategic Partnerships - HNW Insurance

Engage a range of stakeholders within their Referral Partners: Gatekeepers, Wealth Planners, Market heads and Consultants to drive business development activities that increase the percentage of Relationship Managers that actively refer opportunities, closing cases and increase penetration. Work with current client groups with the intent of increasing retention of current business and increasing share of business from current clients. Analyse campaign's for continual improvement and create reports that provide the Sales Leadership, Marketing Team and other key stakeholders with relevant information to inform future campaign management. Research and understand HNWI's needs and future ways to engage with legacy planning discussions and solutions. Assist the business in expansion of current geographies and channels. Deliver post campaign insights to Sales Leadership, Marketing Team and other stakeholders as appropriate.

Negotiable
Singapore
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Securities Private Banking Manager

Job responsibilities: Develop and implement a business plan for the private wealth team based on the overall development strategy of the company and department; Responsible for the business operations of the private wealth team, leading the team to achieve the operational targets set by the company; Lead the team to expand business, develop channels, improve organizational performance, promote the company's brand, and enhance the competitiveness of the private wealth team in the region and industry; Responsible for cultivating and guiding private wealth advisors and other members; Being able to complete team building, enhance team cohesion, and drive team development; Strictly abide by compliance regulations, and prevent and resolve business risks. Qualification: Bachelor's degree or above; Strong interest in the financial industry and wealth management business; Priority is given to work experience in retail/personal business in the financial industry; Possess certain knowledge of financial products and strong learning ability; Focusing on customers, passionate about sales and the financial industry, proactive and confident, with excellent communication and interpersonal skills; Possess fund qualification certificate and securities qualification certificate (could take the examination after onboarding) Priority will be given to those who have a deep understanding of the socio-economic situation in their region. Bonus points: Relevant experience in banking, securities/futures

Negotiable
Shanghai
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Assistant Relationship Manager - Global Private Bank

My client is a global private bank with strong growth across the APAC region. To cope with the expansion of the business, they are hiring a professional ARM to join their front line team. Duties: Support relationship managers by providing high-quality service delivery to High Net Worth clients Executing a broad range of banking and investment task accurately and on a timely basis Ensure that all applications are complied with company policy and regulatory requirements Responsible for account opening, perform KYC and due diligence, and work with internal departments to process account opening Requirements: 3+ years of working experience in private banking sector Solid experience in serving high net-worth clients Good knowledge of investments, banking products, operational procedures and systems Excellent interpersonal, communication, work organisation and client interfacing skills Strong language proficiency, verbal and written English

S$6000 - S$10000 per month
Singapore
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Relationship Manager

Role Overview: As a Private Banker, you will play a pivotal role in providing bespoke financial solutions to esteemed clients. You'll work closely with ultra-high-net-worth individuals, understanding their unique needs, and tailoring investment strategies to help them achieve their financial goals. Responsibilities: Client Relationship Management: Develop and execute a comprehensive client acquisition strategy. Identify new business opportunities through referrals and networking. Understand clients' financial objectives, risk tolerance, and investment preferences. Investment Advisory: Provide personalized investment advice, including asset allocation, portfolio construction, and risk management. Collaborate with our in-house research team to stay informed about market trends and investment opportunities. Wealth Planning: Work closely with clients to create comprehensive wealth management plans. Address estate planning, tax optimization, and succession planning. Client Reporting: Prepare regular performance reports and updates for clients. Ensure transparency and clear communication regarding portfolio performance. Qualifications: Minimum 5 years of experience as a Private Banker, preferably within a family office or private banking environment. Proven track record of managing high-net-worth portfolios. Strong analytical skills and a deep understanding of financial markets. Fluency in English; additional languages (such as French or German) are advantageous.

Negotiable
Geneva
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