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.

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​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.

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Wealth Management Jobs

Senior Private Banker - London

Company Overview: Our client is a prestigious international private bank with a strong presence in the UK market. With offices spanning the globe, they are currently focused on expanding their London branch. They are actively seeking seasoned Private Bankers with an established network of HNW or UHNW clients who would benefit from their global platform and booking centres, their extensive lending capabilities and strong reputation. Role Overview: As a Senior Relationship Manager, your key role will be to broaden our client network and nurture existing relationships. You will seek and onboard new clients while providing financial advice to both existing and new clients based on their financial needs. You will keep a close watch on financial markets and stay updated with international wealth management trends. Responsibilities: Client Acquisition: Identify and onboard new clients, including individuals of high-net-worth and ultra-high-net-worth. Business development: Keep abreast of financial markets, investment trends, and regulatory changes pertinent to wealth management to identify new business opportunity. Portfolio Management: Oversee investment portfolios, ensuring alignment with clients' objectives, monitor market trends, adapt investment strategies as necessary, and carry out trades across a variety of asset classes. Compliance: Ensure adherence to all regulatory standards, compile essential paperwork for client consultations, account initiation, and evaluations, and execute Know Your Customer (KYC) procedures Market Monitoring: Maintain up-to-date knowledge on financial markets, trends in investment, and alterations in regulations pertinent to wealth management. Qualification: Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager. Strong knowledge of the financial markets, products, and services. Proven track record in managing HNW/UHNW clients. Excellent communication and interpersonal skills. Fluent in English Why Join Us? Be part of a vibrant team in a well-established private bank. Exposure to a varied clientele and seize thrilling opportunities for growth. Competitive remuneration and benefits package. If you are an experienced Relationship Manager with a dedication to catering to HNW and UHNW clients, we are eager to connect with you!

Negotiable
England
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Senior Relationship Manager - APAC Market

Senior Relationship Manager - APAC Market Location: Zurich, Switzerland About Company: Our client is a prestigious private bank with a strong presence in the APAC market. Our APAC team is one of the most developed and successful in the country. We pride ourselves on providing exceptional financial services to our high-net-worth and ultra-high-net-worth clients. Role Overview: As a Senior Relationship Manager, you will play a crucial role in expanding our client base and managing existing relationships. Your primary focus will be on the APAC market, where you'll prospect and acquire new clients while advising both existing and new clients on their financial needs. You'll closely monitor financial markets and stay abreast of trends in international wealth management. Responsibilities: Prospecting and Acquisition: Identify and acquire new clients from the APAC market, including high-net-worth and ultra-high-net-worth individuals. Client Advisory: Provide comprehensive financial advice to existing and new clients, addressing their unique needs and goals. Market Monitoring: Stay informed about financial markets, investment trends, and regulatory changes relevant to wealth management. Portfolio Management: Manage and own a portfolio of private clients, ensuring their financial objectives are met. Compliance: Maintain a strong understanding of global compliance aspects related to wealth management. Collaboration: Work closely with internal teams to deliver exceptional service and solutions to clients. Qualifications: Minimum 5 years of experience in a similar position covering the APAC region. Successful track record in advising and looking after private clients in the APAC market. Very good knowledge of financial products, services, and compliance requirements. Why Join Us? Be part of a dynamic team in a well-established private bank. Access to a diverse client base and exciting growth opportunities. Competitive compensation and benefits package. If you're a seasoned Relationship Manager with a passion for serving clients in the APAC market, we'd love to hear from you!

Negotiable
Zurich
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Assistant Relationship Manager

Assistant Relationship Manager - Zurich Company: Our client is an Independent Wealth Manager with several offices in Switzerland. Role Overview: They are searching for an Assistant Relationship Manager for their Zurich Office. In this role, you will support one or more Relationship Managers (RMs) in the operational management of their client books. Your role is crucial in maintaining quality relationships with clients and contributing to the bank's positive image. Responsibilities: Client Liaison: Ensure effective communication between clients, RMs, Service Team, and operational departments. Daily Operations: Assist RMs in executing day-to-day business activities and occasional tasks. Client Account Management: Handle account openings/closings, order entries, and cash management. Compliance: Control client identification, call-backs, and adherence to regulations. Business Trips: Prepare and coordinate RM's business trips. Bank Procedures: Work within established practices and procedures. Qualifications: Education: Federal VET Diploma (EFZ) or University degree. Experience: 2-5 years in a similar function. Regulatory Knowledge: Very good understanding of regulations in the field of Wealth Management. Personal Skills: Service-oriented, dedicated to client needs, organised, excellent team spirit, rigorous, and discreet. If you are passionate about wealth management, client relationships, and operational excellence, we encourage you to apply for this exciting opportunity!

Negotiable
Zurich
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Portofolio Managers

Job Title: Portfolio Manager Company Overview: Our client is a leading financial services company based in Zurich, Switzerland. Our team is dedicated to managing investment portfolios for our clients, ensuring optimal returns and risk management. Responsibilities: Develop and implement investment strategies for client portfolios. Conduct thorough research and analysis of financial markets, asset classes, and individual securities. Monitor portfolio performance and adjust allocations as needed. Collaborate with other departments, including risk management and compliance. Provide investment advice to clients and maintain strong client relationships. Stay informed about market trends, economic developments, and regulatory changes. Qualifications: Bachelor's or Master's degree in finance, economics, or a related field. At least 5 years of experience in portfolio management. Strong analytic skills and proficiency in financial modeling. Excellent communication and presentation abilities. CFA or other relevant certifications preferred. Benefits: Competitive salary and performance-based bonuses. Comprehensive health and retirement benefits. Professional development opportunities. Dynamic and collaborative work environment.

Negotiable
Zurich
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Swiss-Onshore Relationship Manager - Geneva

Job Title: Senior Relationship Manager - Swiss Onshore Market Company Overview: Our client is a well-established Multi Family Office based in Geneva, Switzerland. They specialize in providing comprehensive wealth management services to high-net-worth individuals (HNWIs) and ultra-high-net-worth individuals (UHNWIs). As part of their growth strategy, they are seeking an experienced Senior Relationship Manager to join their wealth management department. Job Description: As a Senior Relationship Manager, you will play a crucial role in managing and growing the client portfolio within the Swiss-Onshore market. Here are the key responsibilities: Client Relationship Management: Develop and maintain strong relationships with existing clients. Understand their financial needs, goals, and risk tolerance. Provide personalised advice and solutions tailored to individual clients. Business Development: Identify new business opportunities within the Swiss-Onshore market. Proactively engage with prospects and convert them into clients. Collaborate with the investment advisory and portfolio management teams to deliver comprehensive solutions. Portfolio Management: Oversee investment portfolios, ensuring alignment with clients' objectives. Monitor market trends and adjust investment strategies as needed. Execute trades across various asset classes. Compliance and Documentation: Ensure compliance with regulatory requirements. Prepare necessary documentation for client meetings, account openings, and reviews. Conduct KYC (Know Your Customer) processes. Qualifications: Minimum 5 years of experience as a Relationship Manager or Senior Relationship Manager. Strong knowledge of Swiss financial markets, products, and services. Proven track record in managing HNWI/UHNWI clients. Excellent communication and interpersonal skills. Fluent in English; additional languages (such as French or German) are a plus.

Negotiable
Geneva
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Relationship Manager

Responsibilities: Client Relationship Management: Cultivate and maintain strong relationships with high-net-worth individuals (HNWI) and ultra-high-net-worth individuals (UHNWI). Identify new business opportunities through referrals and networking. Understand clients' financial objectives, risk tolerance, and investment preferences. Investment Advisory: Provide personalised 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 optimisation, and succession planning. Client Reporting: Prepare regular performance reports and updates for clients. Ensure transparency and clear communication regarding portfolio performance. Qualifications: Minimum 4 years of experience as a Private Banker, 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
Zurich
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Senior Relationship Manager - Swiss Market

Job Title: Senior Relationship Manager - Swiss Markets Company Overview: Our client is a renowned Swiss private bank with a strong presence in the Swiss markets. They are seeking an experienced Senior Relationship Manager to join their team in Zurich. Job Description: As a Senior Relationship Manager, you will be responsible for the following: Prospecting and Acquiring Clients: Identify and acquire new clients and assets from the U/HNWI private client segment in the Swiss markets. Build and maintain strong relationships with existing clients. Financial Advisory: Advise clients on all aspects of their financial needs, including investment strategies, wealth management, and financial planning. Market Monitoring: Stay informed about financial markets and trends in international wealth management. Adapt strategies based on market conditions. Business Planning: Define and execute a business plan tailored to the team's clientele and network of relations. Expected Profile: Currently working in a private bank, EAM (External Asset Manager), multi-family office, or financial institute. Minimum 7 years of experience in a similar position. Managing and owning a portfolio of private clients. Successful track record in advising and looking after private clients in the Swiss markets. Strong knowledge of financial products, services, global compliance, and financial markets. Teams specialized in specific markets are welcomed.

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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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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