VP Private Banker: Wealth Strategy & Client Growth
JPMorgan Chase & Co.
A leading financial services firm in Greenwich, CT is seeking a Private Banker to manage client relationships and provide expert wealth management advice. With over six years of experience in private banking or financial services, the ideal candidate will focus on building and maintaining client relationships while guiding clients on their financial goals. Strong sales success and business acumen are essential. Join a collaborative team to enhance client experiences and contribute to the firm’s growth. #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the VP Private Banker: Wealth Strategy & Client Growth in Greenwich, CT vacancy
- Gilder Search Group is seeking an Associate Wealth Advisor based in Greenwich, CT. This full-time, in-office role focuses on supporting the lead advisor while also helping to develop new client connections. The team emphasizes a client-first approach, delivering high-quality...SuggestedFull timeWork at office
- ...BBG Ventures, LLC is seeking a VP, Client Development to support its consumer financing programs. This remote role involves enrolling... .... The VP will also drive merchant activation, develop growth strategies, and maintain strong partner relationships. Benefits include...SuggestedRemote work
BBG Ventures
Stamford, CT20 days ago - ...Professionals. You'll develop customized financial strategies while building your practice with... ...network. This role involves maintaining client relationships and helping clients... ...Join us to build a career with uncapped growth potential in a supportive environment....Suggested
- ...Private Banker We are actively looking for exceptionally talented individuals... ...a first-class experience to clients within J.P. Morgan's U.S.... ...and managing their wealth. You will use your knowledge... ...advisors and institutions with strategies and expertise that span the...SuggestedTemporary workWork experience placementLocal area
Chase
Greenwich, CT2 days ago $200k
The Banker SAFE Act is a strategic professional... ...approaches and strategies for the area.... ...convert prospects into clients. Demonstrate an in... ...and sources of wealth generation. Anticipate... ...to the Citi Private Bank. Effectively... ...maximize revenue growth and client satisfaction...SuggestedFull time$236.56k - $414.12k
...world’s most sophisticated clients using leading... ...trust and estate planning, private/business banking, and financial... ...energy of a smaller, growth-mode office.Key... ...alignment with corporate strategy and objectives.Manage a... ...multi-disciplinary team of wealth advisors, banking and...Work at officeFlexible hours- ...GSE Designated engagement, accelerating client acquisition, and embedding modern tools,... ...Responsibilities: GSE Designation Strategy, Training & Education Lead the evolution... ...Profile: ~7+ years of experience in wealth management, strategy, business development...Temporary workShift work
Morgan Stanley
Purchase, NY2 days ago $155k - $259k
Gen Re is seeking a VP, Business Development - Analytics & Innovation to lead growth through innovative reinsurance solutions.... ...role involves advancing market strategies and collaborating across functions... ...to deliver analytics-driven client outcomes. Candidates should have...Remote workGen Re
Stamford, CT7 days ago$217k - $359k
MasterCard in Purchase, NY is seeking a Vice President of Brand Strategy to enhance and manage the company’s brand strategy globally. The role demands strong leadership in both B2B and B2C branding while collaborating across various teams. The ideal candidate will have...$100k - $150k
The Client Advisor role is an exciting opportunity to join a collaborative team of dedicated... ...Coordinate annual unitrust payments and private foundation grant payments with tax... ...individuals and families of substantial wealth. Its more than 1,300 employees are singularly...Temporary workWork at officeRemote work- ...Job Description Wealth Advisor - Build Your Legacy, Empower... ...Flexible) Your Career. Your Clients. Your Way. Are you an... ...design personalized financial strategies that truly make an impact. Whether... ...is built to support your growth-while giving you the space to...Full timeWork at officeRemote workFlexible hours
Ivy Way Placements
Stamford, CT2 days ago - ...Banking Relationship Specialist in White Plains, New York. This role focuses on acquiring and retaining both business and consumer clients through a 'Client First' approach. Responsibilities include supporting client needs, managing accounts, and complying with banking...
$25 - $38.46 per hour
## Licensed Private Client BankerApplylocations: White Plains, NYtime type: Full timeposted on... ...communities. The Private Client Banker (PCB) is part of the Key Private Client... ...managing their finances, including investment strategies, retirement planning, and tax...Hourly payWork experience placementDay shift$175k - $250k
...Wealth Advisor The Wealth Advisor represents Bernstein Private Wealth Management within the communities where they work and reside. Bernstein PWM is widely recognized... ...build substantial, enduring practices around client segments for which they feel a genuine passion....Flexible hoursAllianceBernstein
Stamford, CT2 days ago$120k - $140k
Position: Associate Wealth Advisor Location: Greenwich, CT Status: Full time, in office... ...custodied through Raymond James. We help clients make informed financial decisions through... ...Advisor opportunity offers strong long term growth potential, including opportunities for...Full time$101k - $200k
...significant risk, workforce, wealth management and retirement challenges... ...on life insurance planning strategies, legislative developments,... ...financial professionals, clients, and strategic partners through... ...Demonstrated success driving growth and advisor engagement through...National Financial Partners
Stamford, CT18 hours ago- ...Change Management Oversight VP Morgan Stanley is a... ...Securities, Wealth Management, and Investment... ...advice and services to its clients including brokerage, investment... ...coherent communication strategies that detail the scope,... ...of success and/or growth ~ Have a bachelor's...
Morgan Stanley
Purchase, NY2 days ago - ...Planning, Business Planning, Tax Strategies, Debt Management Wealth & Investment Management -... ...Services, Brokerage, Private Wealth Management Risk... ...financial advisors at help clients reach their goals by... ...Leadership + Professional Growth Opportunities Award-Winning...Work experience placementWork at officeWork visa
Northwestern Mutual
Stamford, CT12 days ago $82k - $250k
...an opportunity to help your clients achieve their goals through financial... ...-building, and development strategies you need to be successful... ...—including investments for growth, insurance for protection, and... ...investments, risk management, and wealth strategies. Our advisors...Northwestern Mutual
Stamford, CT13 days ago- ...Koitecc Solutions in Greenwich, CT is seeking a Relationship Banker to create memorable experiences and build lasting relationships with clients. You will utilize financial knowledge and technology solutions to address client needs, ensuring a welcoming environment. The...
Koitecc Solutions
Greenwich, CT1 day ago - ...just in the business of helping clients with their financial goals -... ...The Executive Wealth Group at Ameriprise Financial... ...investment management, and estate strategies for high-net-worth individuals... ...career track opportunity for a growth-minded advisor who is ready to...Full timePart timeTraineeship
Ameriprise Financial
Greenwich, CT3 days ago $194k - $234k
...ChiefSupply Chain Officers (CSCOs) define both their functional strategy and technology strategy, adoptbest practicesfor managing a best... ...content, and providing insights and recommendations to clients through webinars, in-personpresentationsand client meetings....Immediate startRemote workWorldwideGartner
Stamford, CT1 day ago$70k
...The Wealth Relationship Advisor SAFE Act is a seasoned professional... ...Build relationships with new clients with the goal of bringing in... ...and financial planning strategies preferred ~ Must be a self-... ...experience Job Family Group: Private Client Coverage Job Family...Full timeWork at officeCitigroup Inc
White Plains, NY9 days ago- ...owners create, protect, and grow wealth through personalized, forward-thinking financial strategies. Our approach combines... ...deliver long-term impact and trusted client relationships. Position Overview... ...Build a career with uncapped growth potential Work in a...Flexible hours
WealthBridge Financial Group
Greenwich, CT3 days ago - ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible... ..., preserving and managing their wealth. You will use your knowledge of investments...Temporary workWork experience placementLocal area
$200k
Citi is seeking a Private Banker in Greenwich, Connecticut, to build relationships with ultra-high-net-worth clients. The role involves identifying prospects, understanding client needs... ...advice to help clients manage their wealth. Candidates should have 15+ years of experience...- ...management of the underwriting discipline to ensure profitable growth. In collaboration with other departments, this role will be responsible... ...for developing and executing the Operating Units underwriting strategy, with the goal of maximizing shareholder value and risk-...Contract work
Berkley
Greenwich, CT10 days ago $205k - $300k
...prominent financial services firm is seeking a Market Director of Wealth in White Plains, NY. In this role, you'll lead a team of Financial Advisors, create a culture of excellence, and ensure clients receive top-notch investment solutions. Ideal candidates will have...- Fairygodboss is seeking a Private Client Advisor for its Thornwood, NY location. The role involves offering comprehensive financial planning to individuals and families, leveraging digital tools for an exceptional client experience. Ideal candidates will have at least...
$130k - $150k
...relax, recharge, and enjoy the summer sunshine! Chief Growth Officer Northeast Family Services is a leading multi-state... ...~ Lead the development and implementation of multi-year growth strategies aligned with organizational goals. ~ Conduct market analyses...Contract workTemporary workSummer workWork visaNortheast Family Services
Greenwich, CT3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to VP Private Banker: Wealth Strategy & Client Growth. Be the first to apply!
Related searches
- vice president sustainability Greenwich, CT
- vice president media Greenwich, CT
- vice president manufacturing Greenwich, CT
- vice president Greenwich, CT
- vice president business solutions Greenwich, CT
- vice president risk management Greenwich, CT
- senior vice president of operations Greenwich, CT
- senior associate vice president Greenwich, CT
- vp customer success Greenwich, CT
- vice president global communications Greenwich, CT