Senior Private Banker — Wealth Strategy & Client Growth
JPMorgan Chase & Co.
JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants should have at least three years of experience in Private Banking or Financial Services, a Bachelor's Degree, and the necessary licenses or the ability to obtain them. This role involves advising clients on wealth management and generating new business while collaborating with a team of professionals. The ideal candidate thrives in a client-focused environment and has a proven sales record. Strong organizational skills and knowledge of investment concepts are essential. #J-18808-Ljbffr JPMorgan Chase & Co.
- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves managing client relationships, advising on investments and financial planning, and acquiring new clients. Candidates must have...Senior
- A leading financial advisory firm in California is searching for a Wealth Manager to develop and implement customized financial strategies for clients. The successful candidate will take the lead on all client interactions and must present complex financial information...Senior
- ...established industry player is seeking a Senior Wealth Advisor to join their dynamic team in... ...opportunity to work with high-net-worth clients while being part of a firm that prioritizes... ...for equity participation in the firm's growth. Ideal candidates will have a portable client...Senior
- A leading global financial services firm is seeking an experienced Private Banker in Los Angeles. The role involves managing client relationships, advising on wealth management, and acquiring new clients. Candidates should have over 6 years of experience in Private Banking...Suggested
- Highline Wealth Partners in Los Angeles is hiring a client-facing advisor with 3-8+ years in wealth... ...relationships alongside senior advisors, participating... ...planning and financial strategy implementation. Candidates... ...on long-term career growth. #J-18808-Ljbffr Highline...Suggested
- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and managing their wealth with a client-centric approach. You will utilize your expertise in financial planning, investments, and banking...Senior
$100k - $275k
...of America in Los Angeles seeks a skilled professional to lead client management, identifying business development opportunities and... ...relationships. Candidates should have over 12 years of experience in private banking and be able to demonstrate strong interpersonal and...Senior$150k - $175k
...(“VP”) to join the Los Angeles, California office. As part of a client relationship team dedicated to serving financial and investment... ...Effectively analyze, develop solutions, and communicate sophisticated wealth management topics in a concise, understandable manner;...SeniorWork at officeLocal area- A leading financial services company is seeking a Senior Wealth Advisor in Los Angeles, responsible for managing a portfolio of high net worth clients and providing tailored financial strategies. Candidates should have over 10 years of experience in the financial services...Full time
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los... ...office and manage a book of high-net-worth clients. This position requires a minimum of 5... ...designation. The role focuses on driving revenue growth, building client relationships, and...Work at office
- ...California, responsible for managing a portfolio of high net worth clients. You will lead a client relationship team and be... ...acquisition, retention, and the implementation of comprehensive wealth management strategies. The ideal candidate will have a minimum of 9 years in...Senior
$120k - $130k
...motivated and detail-oriented Senior Associate, Client Advisor to join our growing... ...with a team of senior wealth management professionals in... ...investment and estate planning strategies. The ideal candidate is... ...advisory, family office, or private banking serving UHNW clients...SeniorWork at officeLocal area$175k - $200k
...Senior Client Development, Private Wealth Lido Advisors, LLC, an established and expanding wealth management... ...proprietary equity and fixed-income strategies. Lido offers a flexible work environment... ...supports personal and professional growth, and embraces a culture of...SeniorLocal areaFlexible hours- ...Wealth Strategies Advisor Los Angeles, California;Chicago, Illinois; San Francisco, California To proceed with your application... ...every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day....Work experience placementWork at officeWork from homeShift workDay shift
$151.72k - $252.87k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals, business owners... ...with Client Managers, Private Banking, Investment Advisors... ...ultimately responsible for growth and retention of that client...SeniorTemporary workWork experience placement- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth clients without sourcing new clients, leveraging leads developed by the firm. The ideal candidate will have at...Work at office
- ...Senior Wealth Advisor SAFE Act Discover your future... ...contributes to directional strategy by considering their... ...Ultra high net worth client base in the United... ...strategies with the Private Bankers. Conduct sophisticated... ...will lead to the growth of the asset base....Senior
- ...Senior Wealth Advisor Safe Act The Senior Wealth Advisor... ...approaches and strategies for the area. Provides... ...Ultra high Net Worth client base in the United States... ...strategies with the Private Bankers. Conduct... ...that will lead to the growth of the asset base....SeniorWork at office
- A modern investment firm is seeking a Wealth Advisor to join their Private Wealth team in Los Angeles. This role involves developing and managing client relationships, providing expert financial planning advice, and contributing to business development in a collaborative...Senior
$75k - $125k
Zions Bancorporation is hiring a Wealth Advisor in California to foster client relationships and provide tailored financial services. This role emphasizes comprehensive financial planning and investment management, demanding a Bachelor’s degree and at least 5 years of experience...Senior- A financial services firm seeks a seasoned Wealth Advisor (SVP level) in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management and be adept at managing client relationships. Responsibilities include analyzing investment objectives,...Senior
$70k
...The Senior Wealth Advisor is a senior strategic professional... ...approaches and strategies for the area. Provides... ...Ultra high Net Worth client base in the United States... ...strategies with the Private Bankers. Conduct... ...that will lead to the growth of the asset base....SeniorFull timeWork at office$150k - $250k
A leading wealth management firm is seeking a Senior Wealth Advisor to join their team in Los Angeles. The ideal candidate will have over 10 years of experience in wealth management, with a strong focus on client relationship management and investment analysis. This role...Senior$95k - $130k
A wealth management firm located in Los Angeles is seeking a motivated Senior Associate to enhance client relationships. Responsibilities include operational support, preparing reports... ...with opportunities for professional growth within a high-performing team. #J-18808...Senior$100k - $275k
A major financial institution seeks an experienced professional for a position focused on client management and business development. The candidate will lead efforts to identify new business opportunities and provide integrated financial recommendations. Minimum requirements...Senior$122.4k - $228k
...Wealth Sales & Service Develops, manages, retains and grows... ...with high-net-worth clients and prospects. Assists in the... ...to develop and execute the growth and retention strategy the portfolio. Provides... ...Makes recommendations to senior leaders on strategy and new...SeniorPart timeShift work- ...value Trust, Ownership, Growth, Empathy, Teamwork,... ...over $2.8 billion in client assets. Our advisors... ...About the Role: A Senior Wealth Advisor is an experienced... ...Service Specialists, Private Bankers, and Wealth... ...planning and investment strategies consistent with their...SeniorImmediate start
- ...This firm always puts their client’s best interest first. The advisors... ...seeking an entrepreneurial Senior Wealth Advisor to join their Los... ...participation in the firm’s collective growth. The ideal candidate is an... ...ecosystem including estate strategy, investment management,...SeniorWork at office
$151.72k - $252.87k
...through the acquisition of new clients from internal and external... ...for a comprehensive wealth management strategy for individuals, business owners... ...with Client Managers, Private Banking, Investment Advisors... ...Ultimately responsible for growth and retention of that client...SeniorTemporary workWork experience placementLocal area- ...responsibilities managing various client accounts across digital... ...You will develop and oversee strategies tied to performance goals with... ...position offers significant growth potential within a high-performance... ..., and a clear path to senior leadership. #J-18808-Ljbffr...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker — Wealth Strategy & Client Growth. Be the first to apply!
- private mortgage banker Los Angeles, CA
- private banker Los Angeles, CA
- personal banker Los Angeles, CA
- senior game producer Los Angeles, CA
- senior manager process engineering Los Angeles, CA
- senior manufacturing engineer Los Angeles, CA
- senior director fp&a Los Angeles, CA
- senior manager clinical operations Los Angeles, CA
- senior lead project manager Los Angeles, CA
- senior manager quality engineering Los Angeles, CA

