Private Client Banker: Build Elite Client Relationships
JPMorgan Chase & Co.
Chase in Fairfield, CT is seeking an experienced Client Advisor to manage relationships with affluent clients and support both education and tailored financial advice within a full-service branch. You will serve as the main contact and drive growth by expanding balances through referrals and excellent service. Collaborating with Private Client Advisors, Mortgage Bankers, and Business Relationship Managers, you will promote Chase Private Client and connect clients to experts while ensuring secure #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Banker: Build Elite Client Relationships in Fairfield, CT vacancy
- ...employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having... ...tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for...Private clientImmediate startAfternoon shift
- JPMorgan Chase & Co. in Connecticut is seeking a client-focused banker to deepen relationships and advise on the best financial products for clients. You will collaborate with specialists to match services to needs, promoting convenient self‑service options and ensuring...Private clientWeekend workAfternoon shift
- M&T Bank in Bridgeport, CT is seeking a branch-focused Relationship Banker to identify and act on sales opportunities while delivering excellent... ...customer service. You will conduct outreach, onboard new clients, and collaborate with internal teams to meet goals. Role...SuggestedWork at office
- Bank of America in the United States seeks a customer-focused professional to build strong client relationships and drive the client experience in a busy financial center. The role emphasizes adherence to processes, laws, and risk controls while growing knowledge in small...SuggestedWeekend work
$25 - $26.77 per hour
Job Overview The Customer Service Associate will engage clients in the lobby, educate them on using self‑service banking resources... ...bank's risk culture and strive for operational excellence. Build relationships with clients to meet their financial needs. Follow...SuggestedHourly payFlexible hoursShift workWeekend workDay shift- ...creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations... ...and inclusion. As a Relationship Banker in a Chase Branch, you will represent...Immediate startAfternoon shift
$21.5 - $26 per hour
...Relationship Banker II If you're looking for a meaningful career, you'll find it here at Webster... ...we remain passionate about serving our clients and supporting our communities.... ...through needs-based conversations, to build and deepen relationships. Perform routine...Hourly payFlexible hoursWeekend workWebster Bank
Stratford, CT23 hours ago- ...Client Advisor As our Client Advisor on the Client Advisory team, you’ll be diving into client exposures, loss experiences, and current... ...a plus, e.g., CPCU, CIC, CPRIA, etc. Previous experience relationships with luxury carriers, such as AIG, Chubb, PURE Valuable Benefits...Private client
Marsh McLennan Agency
Norwalk, CT4 days ago $25.07 - $41.79 per hour
...and business customers. Key Responsibilities Play a key role in Relationship Management, including customer assessments, profiling for... ...collaboration with internal business partners. Proactively reach out to clients via e‑mail or phone to follow up and educate on value‑added...Hourly payLocal area- Bank of America is seeking a dedicated professional to support client relationships and financial needs in a structured in‑office role. You will engage clients, follow established processes, and collaborate with specialists in lending, investments, and small business solutions...Work at officeWeekend work
- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... .... At Bank of America, you can build a successful career with opportunities to... ...strives for operational excellence • Builds relationships with clients to meet financial needs •...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Market in Connecticut. This role provides an opportunity to build a robust book of business, leveraging established referral networks... ...or insurance sales experience and a proven ability to grow client relationships. The position offers commission-based compensation, allowing...
- ...This role involves conducting thorough financial assessments, providing tailored financial guidance, and cultivating long-term client relationships. The ideal candidate will have a minimum of 4 years of experience in financial planning or investment advisory roles,...
$21.5 - $26 per hour
...we remain passionate about serving our clients and supporting our communities. Integrity... ..., and enjoy meaningful work! The Relationship Banker II role will provide services for Banking... ...through needs-based conversations, to build and deepen relationships. Perform routine...Hourly payFull timeFlexible hoursWeekend work- ...looking for a dedicated financial advisor to help clients achieve their financial goals. Responsibilities include building financial plans, recommending brokerage... ...clients. The ideal candidate will possess strong relationship-building skills and licensed qualifications, including...Full time
- Bankwell is seeking a Private Client Group Support Associate to help manage and grow existing client relationships with urgency and empathy. You will support day-to-day client interactions, document workflows, and service delivery through the CRM platform. The role offers...Private client
- Bank of America in Bridgeport, CT is seeking a Client Service Associate to engage clients in the lobby, educate them on transactions... ...them with suitable solutions. The position emphasizes building client relationships, adherence to laws and guidelines, and collaborating with...
- ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their... ...mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio...Interim roleWork at officeLocal areaImmediate startShift workDay shift
Bank of America
Fairfield, CT4 days ago - Cornerstone Planning Group in Fairfield, NJ is seeking a Servicing Financial Advisor to enhance client relationships and support financial planning initiatives. This role focuses on delivering high-quality service without sales-driven pressure. The ideal candidate will...
$88.4k - $132.6k
The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role.... ...individual. Responsibilities Identify, build and deepen relationships to gain incremental... ...the complex financial needs of the client and offer solutions through a wide range...Full timeWork at office- ...Fast-Growing RIA Focused on White-Glove Client Service. Our client is an established and... ...fit for someone who enjoys planning, relationship management, and providing a white-glove... ...and a client-first mindset. Ability to build trust with clients and represent the firm...
Advisor Talent Solutions
Shelton, CT23 hours ago $21 - $25 per hour
...activities for all third-party payers and private pay clients. Additionally, this position will... ...insufficient or unclear. Develop and maintain relationships with all third party payers to get... ...for the families and employees Build and maintain trust among co-workers...Private clientHourly payFull timeShift workMid Fairfield Community Care Center
Norwalk, CT3 days ago$87.4k - $123.4k
...deliver comprehensive financial plans for Empower Retail clients that are in Brokerage or Premier accounts. In this role... ...coordinate next steps and implement client decisions * Build and solidify client relationships pre- and post-retirement through a distinctive...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaRemote workWork from homeWork visaFlexible hoursEmpower Careers
Fairfield, CT4 days ago$70k - $80k
...comprehensive advice and customized solutions to clients to help them achieve their financial... ...review financial and investment goals, building a financial plan, and recommending... ...mind to Builds and nurtures strong relationships Collaborates effectively with others to...Temporary workMonday to FridayShift workDay shiftBank of America
Fairfield, CT1 day ago$90k - $100k
...our team as a Financial Planner. This is an opportunity to build your own book of business while helping individuals, families... ...preservation. Success in this role comes from building lasting client relationships, growing your network, and creating a business that can...Work at officeStrategies For Wealth
Fairfield, CT3 days ago- ...of financial services tailored to their clients needs. This exciting opportunity at... ...Influence and maintain strong working relationships with all assigned branches. Responsibilities... ...during each customer interaction Building strong relationships with retail branch...Work at officeLocal area
LPL Financial
Bridgeport, CT3 days ago - ...-Bridgeport, CT & surrounding area Build your book with a strong referral network... ...to focus on what you do best: building relationships and delivering advice-based solutions.... ...book of business through referrals, new client development, and a defined territory of...Work experience placement
M&T Bank
Fairfield, CT4 days ago $61k - $119k
...start a business where you can help your clients achieve their goals through financial... ...financial representative focused on client-building and obtaining licenses. Our award-... ...help them achieve their goals Grow relationships with clients to support them through every...Full timeContract workFor contractorsWork at officeNorthwestern Mutual Life Insurance Company
Fairfield, CT2 days ago- ...Responsible Growth and delivering for our clients, teammates, communities and shareholders... ...has the opportunity to succeed, build a career and contribute to our shared success... ...their mind to Builds and nurtures strong relationships Collaborates effectively with others...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
Bank of America
Fairfield, CT4 days ago $88.4k - $132.6k
Citi is seeking a seasoned Wealth Relationship Mgmt. Sr. Analyst for its New Canaan, Connecticut branch. This role requires strong financial planning, analytical, and communication skills to deepen client relationships and manage complex financial needs. Candidates should...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Banker: Build Elite Client Relationships. Be the first to apply!
