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

Private Client Banker: Wealth & Relationship Specialist

$25 - $32.69 per hour

JPMorgan Chase

JPMorgan Chase is looking for a Private Client Banker in Sunnyvale, CA. The role involves managing banking relationships for affluent clients, ensuring they receive tailored services and facilitating new client acquisitions. Successful candidates will have at least one year of experience in branch banking and a strong customer-oriented approach. The position offers competitive pay ranging from $25.00 to $32.69 per hour, along with numerous benefits including health care coverage and financial coaching. #J-18808-Ljbffr JPMorgan Chase

Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Banker: Wealth & Relationship Specialist in Sunnyvale, CA vacancy
  • JPMorganChase is hiring a Private Client Banker in Sunnyvale, California. You will be the point...  ...affluent clients, managing their banking relationships and providing tailored financial...  ...role will involve collaboration with specialists to ensure clients receive the best services... 
    Private client

    JPMorganChase

    Sunnyvale, CA
    1 day ago
  • $88.4k - $132.6k

    The Wealth Relationship Mgmt. (Branch) SAFE Act is a seasoned professional...  ...complex financial needs of the client and offer solutions through...  ...the support of product specialists, intuitively recognize and...  ...experience. Job Family Group Private Client Coverage Job Family... 
    Private client
    Full time
    Work at office

    Citi

    Mountain View, CA
    1 day ago
  • JPMorgan Chase & Co. in Sunnyvale, California is seeking a Private Client Banker. In this role, you will be the first point of contact for affluent clients, managing their banking relationships and ensuring they receive tailored financial services. The ideal candidate... 
    Private client

    JPMorgan Chase & Co.

    Sunnyvale, CA
    2 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Banker in Los Altos, CA. The role involves managing relationships for affluent clients and acquiring new clients. Candidates should have 1+ years of experience in financial services with a focus on client acquisition. A... 
    Private client
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Los Altos, CA
    1 day ago
  •  ..., seeks a passionate Banking Associate to manage banking relationships with clients, ensuring they receive suitable products and services. The...  ...on self-service banking options and collaborate with specialists for their financial needs. Key qualifications include 1+... 
    Private client

    JPMorganChase

    Sunnyvale, CA
    1 day ago
  • $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... 

    Citi

    Mountain View, CA
    1 day ago
  • $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... 
    Full time

    Citibank (Switzerland) AG

    Mountain View, CA
    1 day ago
  • Citigroup Inc. seeks a Wealth Relationship Mgmt. Sr. Analyst to lead client engagement, deepen relationships, and provide holistic financial planning. The role...  ...collaboration with cross-functional partners in a private client setting. Requires 5-8 years of experience, FINRA... 
    Private client

    Citigroup Inc.

    Los Gatos, CA
    1 day ago
  • Citi is seeking a seasoned Wealth Relationship Manager in Santa Clara, California. This role entails building and deepening client relationships to meet complex financial needs, ensuring compliance, and supporting clients through a wide range of products and services. Ideal... 

    Citi

    Santa Clara, CA
    3 days ago
  • $88.4k - $132.6k

    Citi is seeking a seasoned Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Mountain View, California. The ideal candidate will...  ...-depth financial knowledge, improve processes, and lead the client engagement to enhance relationships with affluent clients.... 

    Citi

    Mountain View, CA
    2 days ago
  • $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... 

    Citigroup Inc.

    Santa Clara, CA
    4 days ago
  • Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor... 

    Citibank (Switzerland) AG

    Los Gatos, CA
    1 day ago
  • $88.4k - $132.6k

    Role Summary The Wealth Relationship Management (Branch) Senior Analyst - SAFE Act role involves...  ...share among affluent and high‑net‑worth clients through financial planning, discovery,...  ...to client profiles. Work with product specialists to intuitively understand a client’s... 
    Work at office

    Citi

    Santa Clara, CA
    4 days ago
  • JPMorganChase is looking for a Private Client Investment Associate to provide client service and operational support in Wealth Management. This role includes facilitating requests and helping manage client relationships in a dynamic team environment. The ideal candidate... 
    Private client

    JPMorganChase

    Santa Clara, CA
    2 days ago
  • Job Summary At J.P. Morgan Chase, the Private Client Investment Associate in Wealth Management provides client service, operational marketing and administrative...  ...facilitating operational requests, building relationships, supporting wealth planning, managing accounts, risk... 
    Private client

    JPMorganChase

    Santa Clara, CA
    2 days ago
  • JPMorgan Chase & Co. is seeking a Private Client Investment Associate to provide client service and operational support within Wealth Management. This role involves assisting Advisors...  ...operations and maintaining client relationships. The ideal candidate must have a valid... 
    Private client

    JPMorgan Chase & Co.

    Santa Clara, CA
    4 days ago
  • $88.4k - $132.6k

    Job Title Wealth Relationship Management (Branch) Sr. Analyst SAFE Act Job Description The Wealth...  ...the complex financial needs of the client and offer solutions through a wide range...  ...profiling. With the support of product specialists, intuitively recognize and understand... 
    Work at office

    Citi

    Mountain View, CA
    2 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary...  ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service... 
    Private client

    JPMorgan Chase & Co.

    Santa Clara, CA
    4 days ago
  • $109.12k - $163.68k

    Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to...  ...and marketing strategies and foster client relationships. This full-time role requires 3-7 years...  ...degree. Ideal candidates will have prior wealth management experience and relevant financial... 
    Private client
    Full time

    Citigroup Inc.

    Palo Alto, CA
    4 days ago
  • $88.4k - $132.6k

    Citi in Los Gatos, California, seeks a Sr. Analyst for Wealth Relationship Management. This senior role requires in-depth knowledge, leadership...  ...and recommended solutions. You will identify and deepen client relationships, anticipate complex needs, conduct face-to-face... 

    Citi

    Los Gatos, CA
    3 days ago
  • $25 - $32.69 per hour

    JPMorgan Chase is seeking a Private Client Banker in Sunnyvale, CA, to manage and cultivate relationships with affluent clients. In this role, you will provide personalized financial advice and services, ensuring exceptional client engagement while adhering to regulatory... 
    Private client
    Hourly pay

    JPMorgan Chase

    Sunnyvale, CA
    1 day ago
  • JPMorgan Chase & Co. seeks a Private Client Banker in Sunnyvale, California, responsible for managing affluent clients' banking relationships. You will build lasting relationships and ensure the best products and services for every client's needs, helping them navigate... 
    Private client

    JPMorgan Chase & Co.

    Sunnyvale, CA
    3 days ago
  • JPMorgan Chase & Co. in Mountain View, CA is seeking a Private Client Banker responsible for managing relationships with affluent clients. You will provide tailored financial advice, ensuring clients receive optimal products and services. The ideal candidate should have... 
    Private client

    JPMorgan Chase & Co.

    Mountain View, CA
    2 days ago
  •  ...leading financial services firm is seeking a Private Client Advisor in Menlo Park, CA, responsible...  ...and advice to clients of varying wealth levels. The role requires at least 2 years...  ...Advisor position, with a focus on relationship management and a passion for helping clients... 
    Private client

    JPMorganChase

    Palo Alto, CA
    1 day ago
  •  ...welcomed and valued by building lasting relationships, doing the right thing, exceeding...  ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point...  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Mountain View, CA
    2 days ago
  • $250k

     ...Private Banker Sr. Principal The Private Banker Sr. Principal is an...  ...them/convert prospects into clients. Demonstrate an in-depth...  ...' businesses and sources of wealth generation. Anticipate events...  ...financial matters. Build relationships with client families that... 
    Private client
    Full time

    Citigroup

    Palo Alto, CA
    3 days ago
  • $25 - $32.69 per hour

     ...welcomed and valued by building lasting relationships, doing the right thing, exceeding...  ...to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point...  ...for their needs Partners with Specialists (Private Client Advisors, Mortgage Bankers... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Sunnyvale, CA
    1 day ago
  • Citizens Business Bank in California seeks a Portfolio Officer to assist Portfolio Managers and Relationship Managers in soliciting new relationships and retaining existing ones, including loans and deposits. You will analyze customer financial needs and support the sales... 

    Citizens Business Bank

    Palo Alto, CA
    1 day ago
  • Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your analytical...  ...skills to build and deepen relationships with affluent clients. The position requires a solid background in financial services... 

    Citi

    Los Gatos, CA
    1 day ago
  • A leading financial institution seeks an experienced HNW Private Banker in Palo Alto, California. In this role, you will establish and manage relationships with ultra-high net worth clients, providing innovative financial solutions. You should have over 15 years of experience... 

    Citi

    Palo Alto, CA
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banker: Wealth & Relationship Specialist. Be the first to apply!