Senior Client Advisor, Wealth Management
JPMorgan Chase & Co.
JPMorgan Chase & Co. in Palo Alto, CA, seeks a Client Associate within JPMorgan Advisors to support Financial Advisors and clients. You will help deliver customized wealth management services, build lasting client relationships, and coordinate with global resources to provide high-quality financial solutions. The role emphasizes teamwork, accuracy, and proactive client service, with opportunities for growth and mobility within a leading financial services firm. #J-18808-Ljbffr JPMorgan Chase & Co.
$100k - $150k
POSITION SUMMARY:The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with the client, the individual in this role builds a trusted relationship. Leading with a client...SeniorTemporary workWork experience placementLocal area- ...Principal in Palo Alto, California to effectively manage high-net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of... ...needs to develop tailored solutions for wealth management. The ideal candidate will have...Senior
- Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position involves identifying and deepening relationships with affluent clients, offering tailored financial solutions, and ensuring compliance...Senior
- Citigroup Inc. in Mountain View invites a Senior Analyst to grow and manage wealth relationships, leveraging financial planning tools to address complex client needs across banking, credit, and investments. You will work with product specialists, deliver high-touch client...Senior
$88.4k - $132.6k
Citi is looking for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This position requires... ...financial planning strategies. The candidate will identify client needs, provide tailored financial solutions, and ensure compliance...Senior- ...Private Banker for the U.S. Private Bank in the Palo Alto area to advise families on wealth strategies. You will leverage investments, credit and banking knowledge to support current clients and drive new assets. You will work with a local team and an institutional...SeniorLocal area
- ...you enjoy going above and beyond and ensuring client's needs are met and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related... ...UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland....SeniorFlexible hours
- Aspiriant, a leading, independent, 100% employee-owned wealth management firm, seeks a Wealth Management Senior Associate to support Wealth Management Managers and... ..., and Investment Advisory Services; from time to time you may have direct client #J-18808-Ljbffr AspiriantSeniorWork at office
$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time$75k - $125k
POSITION SUMMARY:Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s) (FAs)/ Private...Temporary workWork experience placementLocal area$75k - $125k
...Wealth Management Analyst Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s)/Private Wealth Advisor(s)/teams on a daily basis. As a key member of the service team, in supporting Financial Advisor(s)/Private Wealth...Temporary workWork experience placementLocal area$100k - $275k
A leading financial institution is seeking a skilled professional to manage client relationships and drive business development. This role requires over 12 years of experience in private banking, exceptional interpersonal skills, and the ability to leverage the institution...Senior- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring high retention, and developing personalized wealth planning strategies. Candidates must have a Bachelor's degree, Series 65, and 7-10+...
$150k
A leading financial institution is looking for a Relationship Manager in Palo Alto. The candidate will nurture high-net-worth client relationships and offer tailored financial solutions, drawing from extensive resources. Responsibilities include cultivating relationships...Senior- ...We are seeking a Senior HR Generalist and Business Operations Specialist to apply "best practices" to manage and oversee the day-to-day operations, records management and compliance, and support improvements in operational efficiency across a growing organization....SeniorFull timeTemporary work
$70.32k
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas Join to apply for the J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas role at JPMorganChase . Base Pay Range $70,320.00/yr - $70...$77k - $202k
...an Internal Audit/SOX Business Controls - Senior Associate, you will play a pivotal role... ...delivering end-to-end internal audit services to clients across various industries. Within our... ...client connections and learn how to manage and inspire others. You will navigate increasingly...SeniorFull timeH1b- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to manage relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate...Senior
$128k - $160k
...communication and negotiation skills. This role includes strategy development for annual recurring revenues and working with multiple teams for client success. A salary range of $128,000 - $160,000 is offered plus benefits, bonuses, and equity. #J-18808-Ljbffr AddeparSenior$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior$135k - $250k
Boutique Recruiting is seeking a Senior Financial Advisor in Mountain View, California. In this role, you will guide clients through important financial decisions and build long-term relationships. The ideal candidate possesses a strong technical background combined with...Senior- As a member of a client service team, the Wealth Management Senior Associate is responsible for helping the Wealth Management Managers and Directors in our... ...direct contact with clients, vendors, and other advisors as necessary as part of the client service team. Aspiriant...SeniorWork at office
- ...financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible for... ...and advice to clients of varying wealth levels. The role requires at least 2 years... ...position, with a focus on relationship management and a passion for helping clients achieve...
$150k - $190k
...customers, including the majority of the Fortune 100, trust JFrog to manage, accelerate, and secure their software delivery from code to... ...?We are looking for a dynamic, analytical, and customer-focused Senior BusinessValue Consultant, to join our Sales Organization. In...SeniorWork at officeRemote work- Senior HRSD Business Process Consultant Location: Remote in United... ...Type: Contract Our client, a global tech company, are hiring... ...you will serve as a trusted advisor to clients, helping them analyze... ..., employee experience, case management and knowledge management. ~Partner...SeniorContract workRemote work
$130k - $150k
...passionate individual to join our Value Engineering team as a Senior Business Value Consultant, where you will play a critical role... ...associated activities and processes to ensure work products are managed in a controlled manner and remain aligned with executive stakeholder...SeniorLocal areaFlexible hours$106.9k - $200.6k
...in the payments or fintech industryStrong business negotiation skills with a demonstrated ability to close high-value contracts and manage key business relationshipsExperience in managing cross-border business development and partnershipsIn-depth knowledge of the...SeniorFull timeLocal areaOverseasRelocation package$163.2k - $199.33k
...automation, and high-precision measurement industries.Experience working cross-functionally with engineering, sales, and product management teams.Exceptional communication and negotiation skills, with the ability to influence key stakeholders.Background in optics, photonics...SeniorFull timeFlexible hours$163k - $245k
...tools that will help everyone who works with the grid build and manage a carbon-free and secure electricity system.We are looking for... ...Proven experience delivering complex technical projects to external clients.Expertise in working with physical grid data (GIS), electrical...SeniorFull timeFlexible hours- J.P. Morgan Advisors is seeking a Client Associate to be at the heart of delivering wealth management services to ultra-high net worth clients. You will work closely with Financial Advisors to provide personalized solutions and build lasting relationships, benefiting from...
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