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Job Titles

Thinking about joining the wealth management or financial industry?  Be a Personal Banker or Private Banker?  What is a Treasury Advisor or Mortgage Specialist?

We share more than 20 Job Titles you may be interested in:

Personal Banker / Personal Financial Consultant / Personal Wealth Manager
A person who provides banking financial advice in a bank

Premier Banker / Priority Banker
A person who provides banking financial advice to affluent customers

Private Banker
A person who provides banking financial advice to high net-worth customers

Relationship Manager / Client Advisor
Another job title for personal banker, premier banker, private banker. The role is about managing relationship, hence relationship manager

Service Relationship Manager / Assistant Private Banker
A person who supports the Relationship Manager or Private banker in administrative and investment matters

Bancassurance Specialist
A person who sells insurance in the bank

Loan Specialist / Mortgage Specialist
A person in the bank who arrange housing loans for customers

Investment Advisor / Investment Counsellor / Portfolio Advisor
A person who provides advice on portfolio and investments

Treasury Advisor
A person who provides advice on currencies, options, bonds and structured products

Insurance Agent
A person who provides insurance advice and solutions

Financial Advisor / Financial Consultant
A person who provides financial advice in investments and insurance

Stock Broker
A person who buy or sell shares for customers

Dealer
A person who buy or sell shares for customers as an employee of a stock brokerage firm

Remisier
A person who buy or sell shares for customers, is self-employed and bear full risks of all transactions including non-payment / default

Independent Asset Manager / External Asset Manager
A person who provides assets, financial or investment portfolio management advice and services independent of banks. They may rely on the use of banking platform to facilitate the assets management.

Portfolio Manager / Fund Manager
A person who manages investments portfolio decisions

Property Agent
A person who buy or sell properties for customers

Mortgage Broker
A person who provides independent advice and applications of housing loan for customers

Sector Classification

  • Personal Banker
  • Premier Banker
  • Priority Banker
  • Private Banker
  • Relationship Manager
  • Service Relationship Manager
  • Assistant Private Banker
  • Bancassurance Specialist
  • Loan Specialist
  • Mortgage Specialist
  • Investment Advisor
  • Investment Counsellor
  • Portfolio Advisor
  • Treasury Advisor
  • Insurance Agent
  • Financial Advisor / Financial Consultant
  • Stockbroker
  • Dealer
  • Remisier
  • Independent Asset Manager
  • External Asset Manager
  • Portfolio Manager
  • Fund Manager
  • Property Agent
  • Mortgage Broker

Most Popular

Personal Banker
Relationship Manager
Financial Advisor
Dealer
Service Relationship Manager
Insurance Agent
Loan Specialist
Property Agent