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Welcome to IFC Recruitment's offshore banking & finance jobs homepage. IFC Recruitment is the dedicated job board serving the offshore banking and international finance recruitment community, giving you up to the minute information on the very latest offshore banking & finance jobs available from around the World.
Find the latest Wealth Management Jobs, Tax Lawyer Jobs, Corporate Lawyer Jobs, Fiduciary Jobs, Trust Manager Jobs, Investment Manager Jobs & Private Banking Jobs all under one roof.
For the latest offshore Wealth Management jobs please click here
What is Wealth Management?
Wealth Management is a term that originated in the 1990s in the US with the Broker Dealers, Banks, and Insurance Companies. Wealth Management has generally evolved from high net worth financial consulting for persons who are top clients of any firm. Wealth Management is classified as an advanced type of financial planning that provides individuals and even families with private banking, estate planning, asset management, legal service resources, trust management, investment management, taxation advice, and portfolio management.
Persons engaged in wealth management usually work for law firms, accounting firms, brokerage firms, large banks, trust departments, or investment and portfolio management firms.
As wealth management serves a much more affluent community, many government licensed lawyers, CPAs, Chartered and Certified Wealth Managers and sometimes an insurance professional who is a CFPs are involved in this type of high-net-worth consulting. Keep in mind that only Lawyers and CPAs have a government license to provide legal or tax advice on complex wealth management, estate planning, tax law, retirement or other legal issues such as business succession or divorce.
Wealth Management Services typically include:
- Portfolio Management and Portfolio Rebalancing
- Investment Management and Strategies
- Trust and Estate Management
- Private Banking and Financing
- Tax Advice
- Family Office Structures and Management
Wealth Management Products typically include:
- Stocks and Stock Trading
- Equity Linked Investments
- Structure Savings Products
- Structured Investment Products and Derivatives
- Foreign Exchange
- Mutual Funds and Unit Trusts
- Property Management and Investment
- Alternative Investments
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Disclaimer
The materials contained on this web page are provided for general information only and do not constitute any form of legal definition or advice. IFC Recruitment assumes no responsibility for the accuracy of any particular statement and accepts no liability for any loss or damage which may arise from reliance on the information contained on this site.
References
1. Wikipedia profile: Hedge Funds
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