Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Private Client Banker — Wealth Advisory & Relationships

JPMorgan Chase & Co.

JPMorgan Chase & Co. is seeking a Private Client Banker in Ridgewood, New York. The role focuses on managing relationships with affluent clients, helping them with tailored banking services. Candidates should have at least 1 year of relevant experience in Branch Banking and a strong commitment to excellent customer service. The position requires adherence to regulatory requirements and the ability to work flexible hours, including weekends. Join us to help clients succeed in their financial journeys. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Private Client Banker — Wealth Advisory & Relationships in Ridgewood, NY vacancy
  • JPMorgan Chase & Co. is seeking a Private Client Banker in New York to manage banking relationships for affluent clients. The ideal candidate will have at least 1 year of Branch Banking experience, demonstrate success in client acquisition, and be compliant with Dodd Frank... 
    Private client

    JPMorgan Chase & Co.

    New York, NY
    3 days ago
  • $88.4k - $132.6k

    Citigroup Inc. is seeking a Wealth Relationship Management Sr. Analyst to build and deepen relationships with affluent clients through personalized financial planning. Applicants should have 5-8 years of experience, strong analytical skills, and proficiency in Microsoft... 
    Private client
    Full time
    Work at office

    Citigroup Inc.

    New York, NY
    2 days ago
  • $236.56k - $414.12k

     ...leading financial institution is seeking a Private Wealth Director in New York City. The ideal...  ...of experience in wealth management and relationship management. Responsibilities include developing tailored strategies for clients, cultivating long-term relationships, and... 
    Private client

    Northern Trust Corp

    New York, NY
    16 hours ago
  •  ...services firm in New York is seeking a Private Client Advisor to provide comprehensive...  ...involves building and maintaining client relationships, while offering tailored investment solutions...  ...have at least 2 years in a financial advisory capacity, strong integrity, and... 
    Private client

    JPMorgan Chase & Co.

    New York, NY
    2 days ago
  • $88.4k - $132.6k

    ## Wealth Relationship Manager - SAFE ACT - Southern Westchester CountyApplylocations: Bronx New York...  ...the complex financial needs of the client and offer solutions through a wide range...  ...---------------## **Job Family Group:**Private Client Coverage------------------------... 
    Private client
    Full time
    Work at office

    Citibank (Switzerland) AG

    New York, NY
    16 hours ago
  • $88.4k - $132.6k

     ...additional information, please review .The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is...  ...the complex financial needs of the client and offer solutions through a wide range...  ...------------------**Job Family Group:**Private Client Coverage------------------------... 
    Private client
    Full time
    Work at office

    Citibank (Switzerland) AG

    New York, NY
    4 days ago
  • $250k

     ...as a trusted partner to our clients by responsibly providing financial...  ...we serve.   About Citi Wealth Citi Wealth is focused on...  ...across the Citigold, Citi Private Client, International Private...  ...The Senior Wealth Management Relationship Manager is responsible for coordinating... 
    Private client
    Full time

    Citi

    New York, NY
    2 hours ago
  • TwinThread is seeking a Private Client Advisor based in New York, NY, to provide comprehensive financial planning and advice to individuals...  ...skills, and a proven ability to build and maintain relationships. Bilingual (English and Hebrew) is required, along with necessary... 
    Private client

    TwinThread

    New York, NY
    1 day ago
  •  ...As a key member of one of NB Private Wealth's largest Private Asset...  ...will advise high-net-worth clients on all aspects of trust and...  ...working with complex client relationships and those with the highest growth...  ...technology to scale and organize advisory content. Strengthening... 
    Local area

    Neuberger Berman

    New York, NY
    5 days ago
  • $62.5k - $87.5k

     ...Wealth Client Relationship Manager Wealth Management Client Relationship Managers at TIAA spend their time partnering with Wealth Management Advisors...  ..., this job operationally leads Wealth Management advisory teams to help high-net worth clients achieve their financial... 
    Work experience placement

    Teachers Insurance and Annuity Association of America

    New York, NY
    1 day ago
  •  ...partnering with a leading global private bank to recruit a Senior Relationship Manager for the Latin America...  ...and ultra-high-net-worth clients, delivering bespoke wealth solutions rooted in strong fiduciary...  ...tailored solutions across advisory/discretionary, lending and structured... 
    Private client

    Executive Partners Ltd

    New York, NY
    5 days ago
  • A leading financial services firm is seeking a Private Client Advisor in Bronx, NY. This role involves delivering personalized investment solutions, building strong client relationships, and providing financial planning to diverse clients. The ideal candidate has 2+ years... 
    Private client

    JPMorgan Chase & Co.

    New York, NY
    4 days ago
  • Relationship Manager page is loaded## Relationship Managerlocations...  ...:**As a member of a Private Asset Management (PAM)...  ...within NB Private Wealth, the Relationship...  ...methodical approach to client outreach and engagement...  ..., philanthropic advisory and other relevant services... 
    Local area

    Neuberger Berman

    New York, NY
    4 days ago
  • $170k - $300k

    Citi Wealth is seeking a senior fixed income...  ...Fixed Income Advisory function within its...  ...help advisors and clients navigate fixed income...  ...own book of active private banking clients...  ...in a high‑touch, relationship‑driven model. The...  ...Partner with Private Bankers, Relationship Managers... 
    Private client
    Work at office

    Citigroup Inc.

    New York, NY
    4 days ago
  • KeyCorp seeks a Private Client Banker for its Wexford branch to deliver financial solutions and build strong relationships with clients. This role focuses on understanding client needs and providing tailored financial wellness advice. The ideal candidate will possess a... 
    Private client

    KeyCorp

    New York, NY
    2 days ago
  •  ...A prominent financial institution in Ohio is looking for a Wealth Management Advisor II to serve as a trusted advisor to private banking clients. This role involves developing client relationships, collaborating with specialists to meet client needs, and ensuring compliance... 
    Private client

    Fifth Third Bank, N.A.

    New York, NY
    1 day ago
  • $130k - $170k

     ...Partners is a premiere, boutique wealth management firm providing...  ...The VP of Portfolio and Wealth Advisory is a senior member of the...  ...team responsible for day-to-day client portfolio management and...  ...transition into our firm Nurture relationships with various service... 
    Temporary work
    Work experience placement
    Casual work
    Work at office
    Remote work
    Flexible hours

    BBR Partners

    New York, NY
    4 days ago
  • $62.5k - $87.5k

     ...A prominent financial services firm in the United States is seeking a Wealth Client Relationship Manager to enhance client relationships and support Wealth Management Advisors. You will manage high-net-worth clients, ensuring efficient service delivery and financial planning... 

    Teachers Insurance and Annuity Association of America

    New York, NY
    1 day ago
  •  ...financial services firm in New York City is seeking a Senior Relationship Manager to lead relationship management for high-net-worth clients. The role involves advising on investments and providing comprehensive wealth strategy services. The ideal candidate will have over 15... 
    Visa sponsorship

    LGBT Great

    New York, NY
    4 days ago
  • $70k

     ...The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary...  ...Build relationships with new clients with the goal of bringing in new bank and...  ...equivalent experience Job Family Group: Private Client Coverage Job Family:... 
    Private client
    Full time
    Work at office

    Citigroup Inc.

    New York, NY
    1 day ago
  • $250k

     ...The Banker Team Leader SAFE Act manages senior Banker...  ...growing the existing client business, along with...  ...addition to the role of Private Banker, the Team...  ...businesses and sources of wealth generation. Anticipate...  ...matters. Build relationships with client families that... 
    Private client
    Full time
    Bank staff

    Citigroup Inc

    New York, NY
    6 days ago
  •  ...leading financial services firm in Brooklyn is seeking a Private Client Advisor in Chase Wealth Management. This role involves offering comprehensive...  ...will have at least 2 years of experience in financial advisory, along with necessary licensure. Join a committed team... 
    Private client

    JPMorgan Chase & Co.

    Brooklyn, NY
    3 days ago
  •  ...Vice President, Portfolio & Wealth Advisory About the Company Prominent financial services firm specializing in investment management...  ...services, delivering tailored financial solutions to high-net-worth clients, and optimizing portfolio performance. This role involves... 

    Confidential

    New York, NY
    3 days ago
  • A leading financial services firm is seeking a Client Specialist in New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive... 

    JPMorganChase

    New York, NY
    2 days ago
  • Valley National Bank in New York is seeking a dedicated relationship manager to proactively develop networks and manage client relationships. You will build a pipeline of opportunities across the US Wealth product set and engage in community functions to enhance visibility... 
    Private client

    Valley National Bank

    New York, NY
    1 day ago
  • Pride Global is seeking a Sr. Financial Advisory Analyst in New York. This critical role involves managing relationships with high net worth clients and providing comprehensive financial analysis and advice. The ideal candidate will possess over 4 years of experience in... 

    Pride Global

    New York, NY
    4 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company...  ...Management Type Privately Held About the Role The...  ...careers within a sophisticated, client-first advisory platform. The successful...  ...excellent communication and relationship-building skills, strong... 

    Confidential

    New York, NY
    2 days ago
  • $10.4k

     ...Senior Wealth Advisor The Senior Wealth Advisor role is a critical...  ...active wealth manager with clients where you will be responsible...  ...high net worth client relationships and portfolios as well as cultivating...  ...~10+ years of investment advisory experience ~ An existing client... 
    Work at office
    Immediate start

    urgent recruiting

    New York, NY
    5 days ago
  • Citizens in New York, NY, is seeking a Wealth Advisor to enhance client relationships, grow a wealth management practice, and actively develop new business...  ...have at least 2 years of experience in financial advisory roles, active Series 7 and 63 (or 66) licenses, and a... 

    Citizens

    New York, NY
    2 days ago
  • A leading financial advisory firm in New York seeks a Wealth Advisor to enhance investment management experiences for clients. The role includes managing relationships with high-net-worth clients, delivering tailored financial insights, and collaborating with internal teams... 

    Titan

    New York, NY
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker — Wealth Advisory & Relationships. Be the first to apply!