Wealth Management

Wealth Management

Selby Jennings: Specialist Talent Partner in Wealth Management Recruitment

Selby Jennings is a leading Wealth Management recruiter for financial sciences & services. Our global wealth management team provides permanent, contract, and multi-hire recruitment from our offices across three continents.

For nearly 20 years, 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 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. Our Wealth Management also provide expert insights to Wealth Management professionals on benchmarking benefits packages and salaries, and assist them through their career moves.

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

โ€‹If you're a Wealth Management professional, please register your CV/resume.

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If you're looking for Wealth Management talent, please register your vacancy today.

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Benefits of working with Selby Jenningsโ€™ Wealth Management team

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

Experience

Experience

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

Network

โ€‹Network

A vast, global network of the best, in-demand professionals, working with the worldโ€™s largest financial institutions to innovative fintech start-ups and beyond.โ€‹

Knowledge

โ€‹Knowledge

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

At Selby Jennings, our wealth management headhunters 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

โ€‹Wealth Management professionals are critical in the dynamic world of finance. As firms rely more on data-driven strategies, individuals with these skills are highly sought-after. Partnering with Selby Jennings, an expert in Wealth Management, can propel your career forward. Explore our wealth management roles or submit your CV/resume, and we'll reach out when a suitable job becomes available.

Senior Legal Counsel - Wealth & Asset Management

Wir unterstรผtzen eine globale Bank mit jahrhundertealter Geschichte bei der Suche nach einer qualifizierten Rechtsfachkraft, die das Team als Senior Legal Counsel mit dem Schwerpunkt Wealth and Asset Management verstรคrkt. Als Teil der Rechtsabteilung bietet das Team wichtige rechtliche Unterstรผtzung fรผr verschiedene interne Einheiten und berรคt zu allen Aspekten des Bankgeschรคfts und finanzieller Transaktionen. Dies umfasst die Sicherstellung der Einhaltung von EU-Vorgaben, insbesondere in Bereichen wie Nachhaltigkeit und anderen relevanten rechtlichen Rahmenbedingungen. Hauptaufgaben: Rechtliche Beratung bei der Vertragsgestaltung, Verhandlungen und der Umsetzung rechtlicher Anforderungen, insbesondere im Rahmen verschiedener Projekte. Vertretung und Wahrung der Interessen der Bank in rechtlichen Angelegenheiten im Zusammenhang mit Wealth Management, Asset Management, Wertpapier-Compliance und der Bearbeitung von Kundenbeschwerden. Enge Zusammenarbeit mit verschiedenen Teams, einschlieรŸlich Wealth Management, Asset Management und Wertpapier-Compliance, um eine nahtlose rechtliche Unterstรผtzung zu gewรคhrleisten. Ihr Profil: Volljurist mit umfangreicher praktischer Erfahrung in den Bereichen Wealth Management, Asset Management, Bankgeschรคft und Wertpapierrecht. Fundiertes Verstรคndnis der Bankgeschรคfte und regulatorischen Rahmenbedingungen, einschlieรŸlich Wertpapier- und Finanzrecht. Affinitรคt zu digitalen Tools und Prozessen, die die rechtliche Arbeit optimieren. Fรคhigkeit, selbststรคndig zu arbeiten, mehrere Prioritรคten zu managen und Ergebnisse unter Druck zu liefern. Hervorragende Kommunikationsfรคhigkeiten in Deutsch und Englisch, mit der Fรคhigkeit, komplexe rechtliche Konzepte klar und prรคzise zu vermitteln. Ausgeprรคgte Problemlรถsungsfรคhigkeiten und eine proaktive Herangehensweise an rechtliche Herausforderungen. Teamorientiert, mit der Fรคhigkeit, mit interdisziplinรคren Teams zusammenzuarbeiten und starke Arbeitsbeziehungen aufzubauen. Detailorientiert und gleichzeitig in der Lage, das Gesamtbild zu erkennen und praxisorientierte, lรถsungsorientierte Ratschlรคge zu geben. Bereitschaft zu gelegentlichen nationalen und internationalen Reisen fรผr Projektbedarfe. Was wir bieten: Ein flexibles Arbeitsumfeld mit einer 39-Stunden-Woche. 30 Tage Urlaub pro Jahr. Eine spannende Rolle in einem modernen, dynamischen Umfeld mit einer unterstรผtzenden und respektvollen Unternehmenskultur. Individuell zugeschnittene Entwicklungsmรถglichkeiten durch verschiedene interne und externe Schulungsprogramme. Ein strukturiertes Onboarding mit einem Mentoring-System, das Ihnen den Einstieg in Ihre neue Rolle erleichtert. Attraktive Zusatzleistungen, einschlieรŸlich Zuschรผsse fรผr den รถffentlichen Nahverkehr, Fahrrad-Leasing, Sparplรคne, Altersvorsorge und Wellness-Programme. Weitere Vorteile wie Familienservice, Sabbatical-Optionen und Gesundheitsprogramme. Bereit, sich zu bewerben? Wenn Sie die Chance, einen echten Einfluss zu nehmen, begeistert, freuen wir uns auf Ihre Bewerbung. Bitte reichen Sie Ihre vollstรคndigen Bewerbungsunterlagen online ein.

Negotiable
Frankfurt (Oder)
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Senior Syndikusrechtsanwalt - Wealth & Asset Management

Wir unterstรผtzen eine globale Bank mit jahrhundertealter Geschichte bei der Suche nach einer qualifizierten Rechtsfachkraft, die das Team als Senior Rechtsanwalt mit dem Schwerpunkt Wealth and Asset Management verstรคrkt. Als Teil der Rechtsabteilung bietet das Team wichtige rechtliche Unterstรผtzung fรผr verschiedene interne Einheiten und berรคt zu allen Aspekten des Bankgeschรคfts und finanzieller Transaktionen. Dies umfasst die Sicherstellung der Einhaltung von EU-Vorgaben, insbesondere in Bereichen wie Nachhaltigkeit und anderen relevanten rechtlichen Rahmenbedingungen. Hauptaufgaben: Rechtliche Beratung bei der Vertragsgestaltung, Verhandlungen und der Umsetzung rechtlicher Anforderungen, insbesondere im Rahmen verschiedener Projekte. Vertretung und Wahrung der Interessen der Bank in rechtlichen Angelegenheiten im Zusammenhang mit Wealth Management, Asset Management, Wertpapier-Compliance und der Bearbeitung von Kundenbeschwerden. Enge Zusammenarbeit mit verschiedenen Teams, einschlieรŸlich Wealth Management, Asset Management und Wertpapier-Compliance, um eine nahtlose rechtliche Unterstรผtzung zu gewรคhrleisten. Ihr Profil: Volljurist mit umfangreicher praktischer Erfahrung in den Bereichen Wealth Management, Asset Management, Bankgeschรคft und Wertpapierrecht. Fundiertes Verstรคndnis der Bankgeschรคfte und regulatorischen Rahmenbedingungen, einschlieรŸlich Wertpapier- und Finanzrecht. Affinitรคt zu digitalen Tools und Prozessen, die die rechtliche Arbeit optimieren. Fรคhigkeit, selbststรคndig zu arbeiten, mehrere Prioritรคten zu managen und Ergebnisse unter Druck zu liefern. Hervorragende Kommunikationsfรคhigkeiten in Deutsch und Englisch, mit der Fรคhigkeit, komplexe rechtliche Konzepte klar und prรคzise zu vermitteln. Ausgeprรคgte Problemlรถsungsfรคhigkeiten und eine proaktive Herangehensweise an rechtliche Herausforderungen. Teamorientiert, mit der Fรคhigkeit, mit interdisziplinรคren Teams zusammenzuarbeiten und starke Arbeitsbeziehungen aufzubauen. Detailorientiert und gleichzeitig in der Lage, das Gesamtbild zu erkennen und praxisorientierte, lรถsungsorientierte Ratschlรคge zu geben. Bereitschaft zu gelegentlichen nationalen und internationalen Reisen fรผr Projektbedarfe. Was wir bieten: Ein flexibles Arbeitsumfeld mit einer 39-Stunden-Woche. 30 Tage Urlaub pro Jahr. Eine spannende Rolle in einem modernen, dynamischen Umfeld mit einer unterstรผtzenden und respektvollen Unternehmenskultur. Individuell zugeschnittene Entwicklungsmรถglichkeiten durch verschiedene interne und externe Schulungsprogramme. Ein strukturiertes Onboarding mit einem Mentoring-System, das Ihnen den Einstieg in Ihre neue Rolle erleichtert. Attraktive Zusatzleistungen, einschlieรŸlich Zuschรผsse fรผr den รถffentlichen Nahverkehr, Fahrrad-Leasing, Sparplรคne, Altersvorsorge und Wellness-Programme. Weitere Vorteile wie Familienservice, Sabbatical-Optionen und Gesundheitsprogramme. Bereit, sich zu bewerben? Wenn Sie die Chance, einen echten Einfluss zu nehmen, begeistert, freuen wir uns auf Ihre Bewerbung. Bitte reichen Sie Ihre vollstรคndigen Bewerbungsunterlagen online ein.

Negotiable
Hamburg
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LATAM RMs - Switzerland

This Senior Private Banker role is with a top-tier International Private Bank that has a strong reputation Globally. They cater to private client needs with a world-class range of investment solutions and products across all asset classes. They also have a big balance sheet and are able to offer mortgages and credit at a competitive rate. The Senior Private Banker will: Be accountable for identifying and developing client relationships within the HNW market with a focus on LATAM clients. Act as trusted advisor to U/HNW clients providing bespoke wealth management services. Lead new client acquisition and retention through strong investments, banking, wealth management and wealth advisory services. Leverage the specialists in local and global teams in order to provide expertise to service sophisticated clients. Typical clients have a net worth of ยฃ1 million and above. They have: AUM of around $200Bln 25 offices globally Very competitive pricing with booking centre's in the US, South American, and Europe. A very strong investments team to help assist Flat structure - less politics, access to senior management, with accelerated progress and decision making Key Qualifications / Experience 10+ years' worth experience in Private Banking. Experience in managing a client portfolio of at least $100m with the ability to generate strong revenues. Worked with LATAM clients. A transferable book of HNW/UHNW clients. Previously worked for a Private Bank, Family Office or investment firm

Negotiable
Switzerland
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Tax Partner

Job Title: Senior Tax Partner Location: Los Angeles, California Company: Mid-Size Public Accounting Firm Working Model: In-Office, Hybrid, or Remote (case by case) Compensation: $200,000 to $300,000 Base + Bonus About the Company: Our client is a reputable mid-size public accounting firm known for its commitment to excellence and client-focused approach. They provide a dynamic work environment, opportunities for professional growth, and a collaborative team culture. Job Description: Our client is looking for an experienced and highly motivated Senior Tax Partner to join their Tax team. The ideal candidate will have a proven track record in tax planning, compliance, and advisory services, with a strong focus on delivering exceptional client service to a diverse range of clients (individual, commercial, and corporate) across various locations (local, state, national, and international). Candidates who can bring a book of business are preferred. This leadership role requires strategic thinking, excellent communication skills, and the ability to manage and mentor a team of tax professionals. Key Responsibilities: Lead and manage the tax portfolio, ensuring the delivery of high-quality tax services to clients. Develop and implement tax strategies that align with client's business objectives and financial goals. Provide expert tax advice and consultation on a wide range of tax matters, including corporate, partnership, and individual taxation. Oversee tax compliance and reporting processes, ensuring adherence to federal, state, and local tax regulations. Build and maintain strong client relationships, serving as a trusted advisor and primary point of contact for tax-related matters. Collaborate with other partners and senior management to drive business development and growth initiatives. Mentor and develop junior tax professionals, fostering a culture of continuous learning and professional development. Stay current with changes in tax laws and regulations, and proactively communicate relevant updates to clients and team members. Qualifications: CPA certification required; advanced degree in taxation or related field preferred. Minimum of 10 years of experience in public accounting or a similar space, with a focus on tax services. Ability to generate $500k+ in revenue annually is preferred. Proven leadership and management skills, with the ability to inspire and motivate a team. Strong technical knowledge of federal, state, and local tax laws and regulations. Excellent communication and interpersonal skills, with the ability to build and maintain client relationships. Strategic thinker with a client-centric approach and a commitment to delivering exceptional service. Ability to work effectively in a fast-paced, dynamic environment.

Negotiable
California
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Lead Auditor (m/w/d)

Job Summary: Our clinet are seeking a highly skilled and experienced Lead Auditor to join their team in Frankfurt. The successful candidate will play a crucial role in ensuring the effectiveness of their internal controls, risk management, and governance processes. As a Lead Auditor, you will be responsible for planning, executing, and reporting on complex audit engagements within their operations. Key Responsibilities: Plan and execute comprehensive audit engagements, including risk assessments, process evaluations, and control testing. Develop and implement audit programs and procedures to evaluate the effectiveness of internal controls and compliance with regulatory requirements. Conduct detailed analysis of financial and operational data to identify potential risks, weaknesses, and areas for improvement. Collaborate with management and stakeholders to develop and implement corrective actions and process improvements. Prepare clear and concise audit reports, presenting findings and recommendations to senior management and the Audit Committee. Stay current with industry trends, regulatory changes, and best practices in asset management and audit processes. Provide guidance and mentorship to junior auditors, fostering a culture of continuous learning and professional development. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. A professional certification (e.g., CPA, CIA, CISA) is highly desirable. Minimum of 7 years of experience in internal audit, with a focus on asset management or financial services. Strong knowledge of audit methodologies, internal control frameworks, and regulatory requirements. Excellent analytical, problem-solving, and decision-making skills. Strong communication and interpersonal skills, with the ability to effectively interact with all levels of the organization. Proficiency in audit software and tools, as well as Microsoft Office Suite. Fluency in English is required.

Negotiable
Frankfurt (Oder)
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Senior Accountant

Title: Senior Accountant Location: St. Petersburg, Florida Company Summary: We are currently partnered with a leading privately held government services technology manufacturer looking to add a Senior Accountant to their team in St. Petersburg, FL. This organization is a leading technology solutions provider, dedicated to delivering innovative and reliable services to their clients. We are seeking a highly skilled and experienced Senior Accountant to join their dynamic team. This opportunity will allow you to work as the right hand to the Controller and eventually take over the team with three direct reports. Senior Accountant will be responsible for: Provide accurate cost recording through inventory transaction reviews. Generate and follow up on weekly margin reports. Evaluate ledger accounts and prepare necessary journal entries. Create documents for audits. Assist with other tasks when needed. Senior Accountant qualifications: Bachelor's degree in accounting or related field. 4-6 years of experience in accounting. Experience within manufacturing required. If you are interested in the Senior Accountant position, do not wait to apply!

Negotiable
City of Saint Petersburg
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Private Banking Relationship Manager (Farmer)

Our client is a prestige European private bank. As part of its expansion, it is now hiring a Junior Banker to support its business growth. Duties: Maintain and nurture long-term relationships with existing high-net-worth clients, ensuring their financial needs are met with personalized solutions. Proactively engage with clients to understand their evolving financial goals and provide tailored advice to retain their business. Serve as the primary point of contact for clients, addressing their inquiries and resolving any issues promptly and efficiently. Ensure all activities comply with regulatory requirements and the bank's internal policies. Qualifications: Minimum of 5 years of experience in private banking or wealth management.Priority/ Premier relationship managers are also welcome. Good understanding of financial products and investment strategies. Proven track record in managing high-net-worth client relationships. Excellent communication and interpersonal skills.

HK$600000 - HK$960000 per annum
Hong Kong
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Junior Company Secretary (m/f/d)

Junior Company Secretary (m/f/d) Who are we looking for? We have an exciting opportunity for Company Secretarial professionals with first experience looking for the next step in their career. What are the minimum requirements you need for the role? Bachelor's degree in law, business studies, accounting, or similar training 3 years' experience in Financial Services/Funds Industry Sound knowledge of Luxembourg fund industry (laws and regulations) What is your role and your responsibilities? Manage a varied portfolio of entities through the accurate preparation and issue of agendas, board papers, and minutes for all board meetings Build and manage relationships with clients and other stakeholders of Funds Follow up on any issues raised at Board Meetings coupled with regular interaction with clients in order to provide an update at the next meeting Review and draft documents and department procedures Act as a channel of communication for directors, clients, and other stakeholders Ensure compliance with the Articles of Association Review developments in Corporate Governance and Company Law to advise and assist the directors with regard to their duties and responsibilities and compliance with their personal obligations under Company Law Undertake regulatory filings Other duties as required What competencies do you require? Energetic, solutions-based professional with the ability to work in a fast-paced environment Self-motivated individual who is detail-focused and has strong communication and organizational skills A team player who is willing to help and support your colleagues Creative and practical in your approach to work and capable of delivering the required solutions to our clients Excellent knowledge of English, both written and verbal; any other language is a strong asset (German, French) Good command of Microsoft Office

Up to โ‚ฌ70000 per annum
Luxembourg
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Private Banker - APAC Market

Job Title: Private Banker Location: Dubai Company: International Bank with Booking Centres in Dubai, Singapore, and London About the Role: An exciting opportunity has arisen for an experienced Private Banker to join a prestigious international bank. This role is based in Dubai and involves relocating to the city. The bank is embarking on a significant project to establish an entire APAC team in Dubai, and they are seeking a dynamic individual to be a part of this initiative. Key Responsibilities: Business Development: Proactively identify and cultivate new business opportunities, leveraging your extensive network and industry knowledge. Client Acquisition: Bring your own portfolio of clients and expand the bank's client base within the APAC region. Relationship Management: Provide exceptional service to high-net-worth individuals, ensuring their financial needs are met with tailored solutions. Market Expertise: Utilise your deep understanding of the APAC private client market to offer strategic advice and insights. Qualifications: Proven track record in private banking, with a focus on business development and client acquisition. Strong knowledge of the APAC private client market. Excellent communication and interpersonal skills. Ability to thrive in a fast-paced, dynamic environment. Benefits: Competitive salary and performance-based incentives. Comprehensive relocation package. Opportunity to be part of a pioneering project in a leading financial hub. Professional growth and development within a global organisation. How to Apply: Interested candidates are invited to submit their resume and cover letter with the subject line "Private Banker Application - Dubai."

Negotiable
Dubai
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Client Services Associate

Job Title: Client Services Associate Location (Hybrid): New York, NY Job Type: Full-time Compensation: $105,000 - $115,000 base salary + discretionary bonus About Our Client: Join a distinguished financial services firm celebrated for its expertise in wealth management for high-net-worth individuals and institutions. Our client offers a comprehensive range of financial services, including investment management, retirement planning, and estate planning. Their mission is to provide personalized, innovative strategies that empower clients to achieve their financial goals and secure their future. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and providing exceptional service. Account Maintenance: Assist with account setup, updates, and maintenance, ensuring all client information is accurate and up-to-date. Financial Documentation: Prepare and manage financial documents, including statements, reports, and correspondence. Support Services: Collaborate with financial advisors to support client needs, including scheduling meetings and preparing materials. Compliance and Reporting: Ensure all activities comply with regulatory requirements and assist with internal reporting. Problem Resolution: Address and resolve client issues promptly, escalating to senior staff when necessary. Qualifications: Educational Background: BS in Finance, Accounting, or a related field Experience: 3 years of experience in Client Services Product Knowledge: MUST have experience in Wealth Management, 401ks, trusts, IRAs, and/or high-net worth clients Preferred Qualifications: FINRA Licenses: Series 7, Series 63, Series 66 Certifications: CFP or CFA Our client is interviewing fast-don't miss out on this exciting opportunity! Click apply now!

US$105000 - US$115000 per year
Manhattan
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Assistant Relationship Manager - Private Bank (China Team)

My client is an established private bank with a stable environment and strong brand name. Here is a rare opportunity to join their front line team as an ARM. Duties: Serve as the primary point of contact for clients, addressing enquiries and instructions promptly. Build and maintain strong client relationships to ensure satisfaction and retention. Act as a gatekeeper for AML, KYC, and product suitability processes. Ensure full compliance with sales processes. Provide comprehensive support to Relationship Managers, including maintaining and updating client transaction records, scheduling appointments, preparing correspondence, making travel arrangements, arranging meetings and receptions, producing presentation materials, and collecting and preparing product and marketing materials. Executing a broad range of banking and investment task accurately and on a timely basis Requirements: 8 years in client service in private banks good knowledge of financial products. Team player with good communication and computer skills. Fluent in Mandarin for Greater China Markets.

HK$480000 - HK$800000 per annum
Hong Kong
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M&A Consultant

Derzeit sucht eine renommierte Wirtschaftsprรผfungsgesellschaft mit Sitz in Bayern eine/n M&A Consultant. Diese beraten und unterstรผtzen nationale und internationale Mandanten bei anspruchsvollen wirtschaftlichen und steuerlichen Fragestellungen. Schwerpunkt liegt auf den Bereichen Wirtschaftsprรผfung, Steuerberatung, Unternehmensbewertung sowie Mergers & Acquisitions (M&A). Das interdisziplinรคre Team besteht aus erfahrenen Experten, die groรŸen Wert auf Qualitรคt, Innovation und eine enge Zusammenarbeit mit unseren Mandanten legen. Deine Aufgaben Als Teil unseres Transaktions-Teams wirkst du bei Unternehmenstransaktionen auf der Verkaufs- oder Kaufseite mit. Dabei unterstรผtzt du unsere nationalen und internationalen Mandanten in den Bereichen M&A, Unternehmensbewertung und Unternehmensรผbernahmen. Du begleitest Due-Diligence-Prรผfungen im Bereich โ€žFinancial", erstellst relevante Berichte, fรผhrst Unternehmensbewertungen durch und verfasst Stellungnahmen zu komplexen betriebswirtschaftlichen Themen. Du arbeitest mit einem breit gefรคcherten Mandantenstamm, der sowohl PrivateEquity-Investoren, mittelstรคndische Familienunternehmen als auch internationale Konzerne umfasst. In enger Zusammenarbeit mit unseren M&A-Rechtsberatern und Steuerexperten bist du Teil eines interdisziplinรคren Teams. Was du mitbringst Ein abgeschlossenes Studium in Betriebswirtschaft, einem MINT-Fach (Bachelor oder Master) oder einem vergleichbaren internationalen Abschluss. Idealerweise hast du dich wรคhrend deines Studiums auf Corporate Finance, Wirtschaftsprรผfung, Rechnungswesen oder Controlling spezialisiert. Praktische Erfahrung im Bereich M&A ist von Vorteil, aber auch Einsteiger mit einer hohen Lernbereitschaft sind willkommen. Du begeisterst dich fรผr bilanziellen und betriebswirtschaftlichen Fragestellungen und besitzt ausgeprรคgte analytische und konzeptionelle Fรคhigkeiten. Sichere Kenntnisse in Analyseprogrammen wie Excel, Knime/Alteryx oder Power BI zeichnen dich aus. Du bist kommunikativ, teamorientiert und hast Freude an der Zusammenarbeit mit internationalen Mandanten. Was wir dir bieten Eine abwechslungsreiche Tรคtigkeit mit spannenden Projekten in einem dynamischen und wachstumsorientierten Umfeld. Flache Hierarchien und eine offene Unternehmenskultur, in der deine Ideen geschรคtzt werden. Ein professionelles und kollegiales Team, das dich bei deinem Einstieg unterstรผtzt und deine Weiterentwicklung fรถrdert. Die Mรถglichkeit, von Anfang an Verantwortung zu รผbernehmen und dein Wissen in einem interdisziplinรคren Umfeld einzubringen. Flexible Arbeitsmodelle und attraktive Weiterbildungsangebote, um deine Karriere voranzutreiben. Bewirb dich bei Interesse gerne unter dem beistehenden Link.

Negotiable
Deggendorf
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Wealth Management News & Insights

Wealth Management Trends in Switzerland: An Expert Insight Image
Management & Culture

Wealth Management Trends in Switzerland: An Expert Insight

In the world of investing, Switzerland has been synonymous with wealth management for centuries. Michael Solliez, Vice President at Selby Jennings, one of the leading recruitment firms in the financial sciences & services industry, lends his expertise on the key developments steering the course of wealth management in the country. Hereโ€™s a deep dive into the latest trends:The Digital TransitionThe rise of fintech startups is reshaping the contours of the wealth management landscape. These disruptors are prompting the traditional giants to rethink their strategies and embrace digital means. By integrating advanced digital technologies, established firms are not just streamlining their processes but also enhancing the client experience, rendering operations smoother and more efficient than ever before.Sustainable Investing Takes Center StageESG (environmental, social, and governance) investing is becoming increasingly popular. Given the global shift towards more conscious investing, Switzerland has not been left behind. Wealth management firms have jumped on this bandwagon, introducing a plethora of ESG investment avenues to satiate the growing client appetite for investments that resonate with their personal values and social responsibility.Regulatory Adjustments: A Double-Edged SwordChange is often accompanied by challenges. For Swiss wealth management firms, adapting to the shifting sands of regulations has been a herculean task. Directives such as the EU's MiFID II and the Swiss Financial Services Act (FinSA) have been introduced with the intent to improve transparency and safeguard the interests of investors. While they have certainly achieved that, they've also placed more pressure on wealth management firms, increasing their compliance costs significantly.โ€‹Looking to Hire Wealth Management Talent in SwitzerlandThe winds of change are blowing strong in Switzerland's wealth management industry. As it stands on the cusp of technological innovation, sustainable investing, and regulatory adaptations, one thing remains clear: it is an industry in transformation. For those seeking top wealth management talent to guide their organization through these changes, Selby Jennings stands ready to help you embark on your journey to find the best in the industry. Request a call back to harness the expertise of wealth management talent consultants like Michael Solliez.

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Wealth Technology: Reshaping Wealth Management Image
hiring advice

Wealth Technology: Reshaping Wealth Management

What is Wealthtech?Wealth Technology, also referred to as Wealthtech, is a term coined to define a segment of Financial Technology (Fintech) that focuses on enhancing wealth management and the investment process. The rise of Wealthtech has facilitated a significant shift in the wealth management industry, creating more client-focused, transparent, and efficient models. By leveraging machine learning algorithms, advanced analytics, blockchain, and other emerging technologies, wealth managers are now more empowered than ever to deliver a seamless, personalized financial service to their clients. Here's how:Digitalization and AutomationIn the digital age, manual processes are being rapidly replaced by automated systems. Automation is significantly impacting wealth management practices, offering ways to eliminate the inefficiencies associated with traditional methods.Automated portfolio management systems, such as robo-advisors, offer algorithm-driven, automated investment advice with minimal human intervention. They use complex algorithms to determine the optimal investment strategy based on the client's risk tolerance, financial goals, and time horizon. This kind of automation not only improves efficiency but also reduces costs, making wealth management services accessible to a larger audience.Enhanced Client EngagementWealthtech has revolutionized client engagement, delivering a more personalized and interactive experience. Advanced data analytics and machine learning tools offer deep insights into a client's investment behavior and financial preferences, allowing wealth managers to tailor their advice accordingly.Client-facing platforms also offer custom interfaces where clients can manage their portfolios, access real-time data, monitor their investment performance, and engage with their advisors through integrated messaging systems. These tech advancements all help to improve client-advisor interactions, accessibility, and transparency.Regulatory Technology (Regtech)The wealth management industry is subject to rigorous regulatory requirements and compliance obligations. With Regtech, wealth managers can automate complex compliance processes, ensure accurate reporting, and reduce the risk of regulatory penalties. Leveraging artificial intelligence and machine learning, Regtech can help wealth management firms navigate the complex, ever-changing regulatory landscape more efficiently.Blockchain and SecuritySecurity is a paramount concern in wealth management, and this is another area where Wealthtech shines. Blockchain technology, famous for its high security, transparency, and immutability, is being utilized to ensure secure transactions, verify identities, and improve data integrity. Smart contracts on blockchain can automate the execution of complex financial contracts, reducing the need for intermediaries and minimizing the potential for fraud.Also read: find out how to write a job description.The Power of AI and Machine LearningAI and machine learning are at the forefront of Wealthtech. They enable predictive analytics, which can forecast market trends, identify investment opportunities, and even warn about potential risks. This enhanced predictive capability enables wealth managers to offer proactive, data-driven advice to their clients.Furthermore, AI-powered chatbots can provide clients with instant responses to their queries, 24/7, improving the client experience and freeing up time for wealth managers to focus on complex tasks.Also explore: how AI can boost diversity in hiring.โ€‹Wealthtech At Selby JenningsWealthtech has transformed the landscape of wealth management through its integration of cutting-edge technology and a focus on client-centric strategies. This has paved the way for improved operational efficiency, tailored financial services, and cost-effective solutions, opening up new opportunities in the industry.As the Wealthtech industry continues to thrive, it is important to stay abreast of the latest innovations and developments. The WealthTech 100, a prestigious list highlighting the most innovative and influential companies in the sector, showcases the cutting-edge solutions shaping the future of wealth management.To remain competitive and successful in this evolving landscape, wealth management firms must prioritize Wealthtech recruitment. Identifying and retaining talent that possesses a deep understanding of both financial markets and emerging technologies is crucial, and the integration of these technologies into wealth management practices requires a strategic vision, significant investment, and effective change management. However, the potential rewards in terms of improved client satisfaction, efficiency gains, and business growth make it a journey worth embarking on.At Selby Jennings, we understand the evolving needs of the Wealth Management sector. We have the expertise to identify and highlight niche talents, especially those with a strong background in both Wealth Management and Financial Technology. Our rigorous Wealthtech recruitment process ensures that we only recommend candidates who can bring the dual advantage of financial expertise and tech acumen to your firm. Together, we can build you a world-class Wealth Technology team who are not only capable of surviving the digital transformation, but thriving in it. Request a call back today and embrace the future of Wealth Management with Selby Jennings to ensure your business remains successful and competitive.โ€‹ โ€‹

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Private-Wealth-Management

Asking for a Salary Range: How to Start the Conversation

Navigating the terrain of salary discussions can feel like treading through a minefield. However, it's a critical aspect of job searching that cannot be avoided. This article aims to provide you with an insight into how to start the conversation about salary range, when to do it, and why it is important.When to Ask About Salary RangeThe timing of the salary conversation is an essential element of the job interview process. It's generally recommended to discuss salary after receiving a job offer or when you've reached the later stages of the interview process. At this point, the employer has demonstrated a high level of interest in your skills and qualifications, allowing the salary negotiation to happen on a more balanced ground.However, it's not uncommon for employers to bring up the salary conversation during the initial stages of the interview process. They may do this to ensure that there's no significant disconnect between their budget and your expectations. If this happens, be prepared to discuss your salary expectations, but also try to keep the conversation focused on understanding the role, the company's culture, and how you can contribute to their success.How to Research Relevant Salary RangesUnderstanding the market rate for your role in your specific industry and location is a crucial step before entering into salary negotiations. Many websites provide a wealth of data on salary averages, such as Glassdoor, Payscale, and LinkedIn Salary Insights. These platforms usually offer a range based on factors like experience, education, and location.In addition, factors like the size of the company and the cost of living in the job's location can significantly affect salary. For instance, a large corporation in a metropolitan city will likely offer a higher salary compared to a small start-up in a rural area.Finally, it's crucial to evaluate your unique skillset and accomplishments. Specialized skills or an impressive track record can command a higher salary, even above the market average.Also explore the top 10 management skills you need for progression.How to Ask for a Salary RangeWhen it comes to asking for a salary range, preparation and confidence are key. Providing a salary range, rather than a single figure, gives you room for negotiation. The lower end of your range should be a figure that you'd be content with, while the upper end can be more aspirational.When expressing your salary range, you could say something like: "Given my research on the industry, the location, and the scope of the responsibilities involved, I believe a salary range of X to Y would be appropriate."This approach demonstrates that you've done your due diligence and that you understand the value that you bring. If the employer can't meet your range, but you're still interested in the role, you can also discuss other compensation elements like benefits and flexible working hours. For more insight into how to negotiate your salary click here.Why Employers Ask About Your Salary ExpectationsWhen employers ask about your salary expectations, it helps them gauge if your requirements align with their budget. A significant mismatch could be a reason to end the hiring process if the gap is too wide to bridge.Also, your salary expectations give employers an indication of how you value your skills and experience. A candidate who has a realistic understanding of their market value can be seen as more professional and serious about their career.You can find more insights about the importance of higher salaries vs career progression for financial professionals here.Legal Changes in Salary Range Discussions in Some USA StatesAnother important factor to consider when discussing salary ranges is the legal changes that have occurred in some U.S. states regarding salary history inquiries. In recent years, several states and cities have passed laws prohibiting employers from asking about an applicant's past salaries during the hiring process. This move aims to break the cycle of wage inequality that can persist when future salaries are based on past ones.These "salary history ban" laws can significantly influence the negotiation process. Instead of relying on past salary data, employers in these jurisdictions are required to base their offer on the job's responsibilities and market rates, and on the value that the candidate brings to the role.For professionals looking for their next role, this shift reinforces the importance of conducting thorough research on the market rates for the role and industry, and being prepared to articulate your worth effectively.Why work with Selby JenningsAs a leading talent partner, we at Selby Jennings understand the importance of aligning talent with the right opportunities. Our wealth of banking and financial services industry knowledge, and deep-rooted connections, make us an ideal partner in your job search or hiring process.When you choose to work with us, we provide you with personalized advice tailored to your specific career needs. We understand that salary negotiations can often seem daunting, and we are committed to assisting you through this process. Our experienced recruiters have the insights and data needed to help you understand your market value, empowering you to engage in informed and confident salary discussions.Moreover, we pride ourselves on our proactive approach; we believe that the right opportunity can significantly impact a professional's career trajectory, which is why we actively encourage candidates to apply for relevant roles or submit their resumes.By doing this, we aim to ensure a diverse pool of high-quality candidates for potential employers, while also providing professionals with a broad array of opportunities to find a role that fits your career aspirations perfectly.

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Private-Wealth-Management

Interview & Hiring Guidance

5 essential tips for employers, hiring managers, and HR on the hiring process in Financial Sciences & ServicesThe interview process, from initial phone call screenings and psychometric testing, to face to face interviews with the hiring manager and onsite tours, can often be a long and laborious process. So it is imperative to keep an interview process streamlined and engaged, to ensure talent doesnโ€™t drop out, and your organization, and yourself is represented best. Here are 5 vital top tips for employers to stick to when interviewing top talent. Be present Showing excitement to prospective candidates provides insights for them into the potential team culture and attitude. Asking them questions about themselves, on their interests, their lives, their careers, as opposed to only technical questions to vet their hard skills, goes a long way in connecting on a human level. Another way to connect is by sharing real life examples of the day to day, positive experiences about the role and team, and details about project work. These are important talking points candidates like to know, and while they understand an interview may be rigorous technically, maintaining the conversational, human aspect is important too. Being engaged may sound simple, but given how much of the interview process is over Zoom/VC/phone these days, it is easy to get distracted and check emails or open windows on your computer. Remaining attentive and interested will bring the best out of the interview process and provide a positive candidate experience. Also important is to be interesting yourself. Be in sell modeMany of the above points are indirect examples of selling your team and role. However, in a more overt way, providing exciting opportunities at present and for future career growth are always on candidatesโ€™ minds and knowing there is more to be excited about than just hands-on skills or what is in the job description on day one makes them buy into the role and organization more. As part of selling the role, explain why you took this position, and what you liked about the company and team. Be relatable to their circumstances and share with them why the position in your team, at your company, is the best move they can make.Another important aspect to highlight here is the culture. Maybe there is more to what makes the role great than just the daily tasks or responsibilities, such as company sports team, lunch clubs, charitable groups, or environmental initiatives. Highlight what else is enjoyable so that candidates are excited about this role, as well as the team and company, aside from the day to day. These days competition for top talent is so tight, that those cultural differences can distinguish you amongst the rest.Be positive Many of the above points translate to this aspect of hiring, but above all, being cordial, professional, and sharing timely feedback all contribute to a positive candidate experience. In some cases, the candidate may not be a good fit culturally, or for your position, but you should still offer them professionalism and positivity in the interview. Remember, they may have colleagues or a network of other experts that could be better suited for your role/team. You want them to have a positive experience to refer people to you, and maintain your companyโ€™s reputation in the market, as well as your own. It's also important to note that many candidates often have other processes in the mix, so if you give them any chances to doubt their experience, they could be more likely to go elsewhere. To also explore if employers hire the best candidates first or last, view our blog here.Be flexible If a professional isnโ€™t the 100% right fit, still ask yourself if there is a place for them in the team or organization, especially if they bring something unique to the company. Keep an open mind when recruiting talent, and consider the future headcount. Potentially you can create a new role for an exceptional candidate, especially if you donโ€™t want to lose someone good to a competitor. See the positives in a candidateโ€™s skillset if they bring enough to the table, and find reasons to say yes, especially in this market. Outside of being flexible with the job description, can you also be flexible with the offer? Offering nuanced benefits, flexible working, and customizing offers to the individual joining can again make the difference between rejecting and accepting. Be decisive The market is still exceptionally hot, so it is vital hiring managers are mindful of how quick an interview process needs to be. โ€œKeeping someone warmโ€ is so important, but if you canโ€™t commit to them you do risk them going in another direction. Therefore, be timely with your feedback, especially if it's positive, to keep the momentum up. If they are at the top of your mind, you should stay at the top of theirs. Try and push approvals quickly as well. This is often bureaucratic but affect whatever influence you can have on an interview or hiring process, and donโ€™t allow things to slow down if you can control it.Finally, be competitive. Donโ€™t allow back and forth negotiations to hinder a process or allow time for other processes to catch up. Put your best, most competitive offer forward so it entices them from the very start. To also find out what the best questions are to ask a hiring manager, check here.ย To hire the best candidate for your open role, get in touch with Selby Jenningsย today. As a specialist talent partner in Financial Sciences & Services, we have access to industry-leading talent around the world. Find the talent you need by submitting your vacancy, or request a call back below to elevate your hiring process with the right talent partner today.

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Insurance-and-Actuarial

The Growing Necessity: Employer Value Proposition in Financial Sciences & Services

In today's highly competitive business environment, financial sciences & services organizations are facing increasing pressure to attract and retain top talent. The competition for talent is fiercer than ever, with companies vying for the best and the brightest to drive innovation, customer satisfaction, and overall growth. One critical aspect that is quickly gaining traction in this landscape is the Employer Value Proposition (EVP). At Selby Jennings, we have explored the importance of EVP in financial sciences & services, why it is becoming a necessity, and how organizations can develop and leverage a strong EVP to attract and retain top talent.The Importance of Employer Value Proposition in Financial ServicesEmployer Value Proposition (EVP) refers to the unique combination of benefits, rewards, and opportunities an employer offers to its employees in exchange for their skills, performance, and commitment. In the financial services sector, a strong EVP is particularly crucial due to the following factors:Intense Competition for TalentThe financial services industry is known for its high demand for skilled professionals. With the rapid pace of digitalization, companies require a diverse range of expertise, from Quantitative Research & Trading to financial technology experts. A strong EVP can help financial institutions stand out and attract top talent in a competitive market. High Employee ExpectationsToday's workforce, expects more than just a competitive salary. They are looking for purposeful work, opportunities for personal and professional growth, work-life balance, and a supportive work environment. A compelling EVP that addresses these expectations can help financial services organizations retain their best employees.The Changing Landscape of Financial ServicesThe financial services industry is undergoing significant changes with the advent of fintech, blockchain, and artificial intelligence. A strong EVP can help organizations adapt to these changes by attracting employees with the required skill sets and fostering a culture of continuous learning and innovation.Creating a Strong Employer Value Proposition in Financial ServicesTo develop an effective EVP that resonates with employees and potential candidates, financial services organizations should consider the following steps:Understand Your Target AudienceBegin by identifying the type of talent you want to attract and retain. This could include specific skill sets, experience levels, or even cultural fit. Once you know your target audience, you can tailor your EVP to address their unique needs and preferences. Assess Your Current OfferingAnalyze your organization's existing rewards, benefits, and opportunities. Identify gaps and areas for improvement, and ensure that your EVP encompasses all aspects of the employee experience, from compensation and benefits to growth opportunities and company culture.Communicate Your EVP EffectivelyA well-crafted EVP is only as effective as its communication. Make sure your EVP is consistently communicated through all recruitment channels, as well as internally to current employees. This includes job postings, career websites, social media, and employee testimonials.Regularly Review and Update Your EVPAs the financial services industry evolves, so should your EVP. Continuously evaluate and update your EVP to keep it relevant and in line with industry trends, employee expectations, and organizational objectives.Selby Jennings excels in presenting Employer Value Propositions (EVP) to candidates, ensuring that businesses stand out in the competitive market. Our team of experts understand the importance of aligning your organization's values, culture, and growth opportunities with top talent. By leveraging our extensive network and industry insights, we're able to effectively showcase your business's unique advantages to attract and retain the best candidates. Don't miss the opportunity to work with a partner who will elevate your hiring process - request a call back today to explore how Selby Jennings can drive exceptional talent to your business.

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Private-Wealth-Management

Do Employers Interview the Best Candidate First?

โ€‹When it comes to interviews, there's always a debate about whether being the first or last candidate interviewed is advantageous. We'll explore the strategies behind scheduling interviews and whether employers typically interview the best candidate first.Do Employers Interview Best Candidate First?There is no one-size-fits-all answer to whether employers interview the best candidate first. The reality is that different employers, including top finance recruiters and financial services recruiters in London, have different strategies when it comes to the scheduling process. Itโ€™s important to remember that only the top candidates will be interviewed, and therefore there is something interesting about your experience that the hiring manager will be looking to touch upon within the interview.The Case for Interviewing FirstSome hiring managers may choose to interview the strongest candidates first. This can be advantageous for a number of reasons. By interviewing the top candidate early, employers can gauge other candidates' performances against the benchmark set by the best candidate. This can also help streamline the hiring process if the best candidate impresses the interviewer and is a clear fit for the position.The Case for Interviewing LastOn the other hand, some employers, including top finance recruiters and financial services recruiters in London, may prefer to save the best for last. This can allow them to get a better understanding of the overall candidate pool and make it easier to identify the top candidate's strengths and weaknesses. By interviewing the best candidate last, employers can also ensure they have a lasting impression of the strongest contender, which may be useful during the decision-making process.Other FactorsMany other factors, including input from top finance recruiters and financial services recruiters in London, can influence the order in which candidates are interviewed, such as scheduling conflicts, interviewer preferences, or internal processes. Therefore, it's important not to read too much into the order of your interview.FAQsTo help you navigate the often complex world of interviews, we've answered some commonly asked questions.Does Being Interviewed First Mean Anything?Being interviewed first doesn't necessarily indicate your standing as a candidate. It's important to remember that there are many reasons why an employer may schedule interviews in a certain order, and it's often unrelated to the perceived quality of the candidates.Does the Order of Your Interview Matter?While the order of your interview may have some impact on how your performance is assessed, it's crucial to focus on what you can control: presenting your skills, experience, and personality in the best possible light. Ultimately, being well-prepared and confident will have a much greater impact on your chances of success than the order in which you are interviewed.How Long After an Interview Should You Hear Back?The time it takes to hear back after an interview can vary widely depending on the company, the position, and the number of candidates. Generally, you can expect to hear back within one to two weeks, but it may take longer in some cases. If you haven't heard back within this timeframe, it's acceptable to follow up with the employer or your talent consultant to inquire about the status of the hiring process.To learn more about candidate experience, read our blog here.Why Choose Us?At Selby Jennings, our team of experts are dedicated to providing you with the latest insights, tips, and advice to help you succeed in your job search with us. Whether you're looking for guidance on career progression, including the sequential interview approach, resume writing, or salary negotiation, we're here to support you every step of the way. Explore our broad range of jobs available.Get in Touch NowReady to take your career to the next level? Submit your resume today and discover relevant roles. Contact ustoday to learn more about our services and how we can help you achieve your career goals.

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Private-Wealth-Management

Private Wealth Management Report

Economic woes, inflation continuing to bite, and changing consumer behaviours mean that the Private Wealth Management sector is dealing with new challenges, and firms need to make bold choices and competitive industry strides during these times. To see what Private Wealth Management vacancies we have available at Selby Jennings, click here.Yet, with global AUM expected to almost double in size by 2025, there has never been a more critical time for firms to invest in the right people to propel the future of the industry forward. This report deep dives into the latest market developments and uncovers exclusive talent trends that your business should know about, including the โ€˜Top 3 Trends to Watchโ€™.To download the full report, complete the form below:โ€‹To view the latest private wealth management roles, visit our jobs page.If you are looking for support in hiring top talent across this space, request a call backwith our team.

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