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Private Banker / RM / Wealth Manager jobs

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3 Matching Jobs
  • Associate Advisor - Wealth Management - Boston

    Boston • Permanent

    My client is a prestigious multi-family office who is looking to add an Associate Client Advisor to its team. With over 100 years of managing high-net worth families and individuals, my client offers the right candidate the chance to grow within the industry. The main responsibility for the Associate Client Advisor is to develop and maintain client relationships through client service and investment advice & management.

    • Multi-Family Office Dealing with Substancial Wealth
    • Great Opportunity to Build Career in Wealth Management
  • Tax Manager, Wealth Management Division

    Boston • Permanent

    My client is a prestigious law firm who is seeking an experienced tax accountant to join their wealth management and investment advisory group. The ideal candidate will have 5+ years of experience in tax compliance and planning. The firm emphasizes a strong work life balance - unlike at most public accounting firms - and offers a strong base salary + bonus potential.

    • Prestigious law firm with Wealth Mgmt and Investment arm seeking tax accountant
    • Opportunity to join a lean team in a firm that emphasises work-life balance
  • Client Associate - Growing Wealth Management Firm

    Washington • USD60,000 - USD65,000 • Permanent

    We are seeking a talented Client Associate for our Washington DC office

    • Client Associate
    • Client Associate