Wealth Management Vice Presidents

Wealth Management Vice President Consults with Employees.

Wealth management vice presidents are highly skilled upper-level managers who oversee the investment portfolios of clients, work to attract new clients, manage associates and analysts, and play a major role in formulating strategy for their firms. They are also known as private bankers and wealth managers.

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Quick Facts
Alternate Title(s) Private Bankers, Wealth Managers
Duties Manage the investment portfolios of clients, work to attract new clients, oversee associates and analysts, and collaborate with other executives to formulate strategy for the firm
Salary Range $75,000 to $100,000+
Work Environment Primarily Indoors
Best Geographical Location(s) Opportunities are best in areas where a large number of high-net-worth individuals reside
Minimum Education Level
  • Bachelor's Degree
  • Master's Degree
School Subjects
  • Business
  • Economics
  • Mathematics
Experience Ten years investment experience and a proven record of bringing in new business
Personality Traits
  • Enterprising
  • Hands On
  • Organized
Skills
  • Business Management
  • Financial
  • Leadership
Certification or Licensing Required
Special Requirements None
Employment Prospects Good
Advancement Prospects Fair
Outlook Faster than the Average
Career Ladder
  • Managing Director
  • Partner
  • Chief Investment Officer/Vice President
  • Associate
  • Analyst

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