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

Wealth-Focused Private Client Banker

JPMorgan Chase & Co.

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 has at least one year of experience in banking and is capable of developing strong client relationships while adhering to policies and compliance standards. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Wealth-Focused Private Client Banker in Sunnyvale, CA vacancy
  • A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management advice. The role requires over six years of experience in Private Banking and a Bachelor’s Degree. Key responsibilities include... 
    Private client

    JPMorgan Chase & Co.

    Palo Alto, CA
    5 days ago
  • JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires a proactive approach to service delivery and client acquisition, utilizing excellent communication skills to ensure client... 
    Private client
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Palo Alto, CA
    4 days ago
  •  ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients,...  ...needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...  .... This will be done with a consistent focus on relationship management, not... 
    Private client

    JPMorgan Chase

    Sunnyvale, CA
    4 days ago
  • $250k

    ## Managing Director, Private Banker, Palo AltoApplylocations: Palo Alto...  ...entails growing the existing client business, along with an acquisition...  ...grow such business through a focused and high quality team.*...  ...clients’ businesses and sources of wealth generation.* Anticipate... 
    Private client
    Full time

    Jobleads-US

    Palo Alto, CA
    3 days ago
  •  ...Private Wealth Planner The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The...  ...through a discovery process, providing a report that focuses on achieving their goals and the asset allocation needed... 
    Private client
    Work at office

    Chase

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

    ## Wealth Relationship Manager - PruneridgeApplylocations: Santa Clara California United...  ...Anticipate 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

    Santa Clara, CA
    10 hours ago
  •  ...Cresset Capital in Menlo Park is seeking an Associate for their Private Wealth Client Services team. This entry-level position is crucial in providing exceptional client experiences for high-net-worth individuals, supporting wealth advisors in various tasks. The ideal... 
    Private client

    Cresset Capital

    Menlo Park, CA
    3 days ago
  • $88.4k - $132.6k

     ...Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act The Wealth Relationship Mgmt....  ...Anticipate the complex financial needs of the client and offer solutions through a wide range...  ...experience Job Family Group: Private Client Coverage Job Family: Financial... 
    Private client
    Full time
    Work at office

    Citigroup

    Mountain View, CA
    4 days ago
  • JPMorgan Chase & Co. in Cupertino is seeking a Private Client Banker to manage banking relationships for affluent clients. This role involves providing tailored advice and education to meet client financial needs, while ensuring compliance with regulatory standards. The... 
    Private client

    JPMorgan Chase & Co.

    Cupertino, CA
    3 days ago
  • $106k - $150k

     ...First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This role emphasizes personalized guidance and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate... 

    First Citizens Wealth

    Santa Clara, CA
    4 days ago
  •  ...major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs.... 

    PowerToFly

    Mountain View, CA
    3 days ago
  • $109.12k - $163.68k

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

    Citigroup Inc.

    Palo Alto, CA
    5 days 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
  • 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
    3 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...  ...have 1+ years of experience in financial services with a focus on client acquisition. A high school degree is required; a... 
    Private client
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Los Altos, CA
    2 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase

    Sunnyvale, CA
    5 days ago
  • $106k - $150k

     ...a team dedicated to helping clients build stronger financial futures...  ...investments, insurance, and wealth planning, the First Citizens...  ...works closely with Commercial Bankers and Wealth Consultants to...  ...relationship management, banking, Private Banking or Wealth Management... 
    Temporary work
    Local area

    First Citizens Wealth

    Santa Clara, CA
    3 days ago
  •  ...Position Summary The Senior Client Relationship Analyst provides exceptional service to the client while supporting the Polk Wealth Management team. Through regular interactions with...  ...commitments and direct/co‑investments, with a focus on venture, growth equity, and thematic... 
    Private client
    Work experience placement
    Local area

    711 MS Smith Barney, LLC

    Palo Alto, CA
    3 days ago
  •  ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion... 
    Private client
    Immediate start
    Afternoon shift

    Chase

    Sunnyvale, CA
    1 day ago
  •  ...TwinThread is seeking a Private Client Advisor in San Jose, California. In this role, you will provide comprehensive financial planning and advice to clients, ranging from beginners to high-net-worth individuals. Responsibilities include personalizing investment solutions... 
    Private client

    Aumni

    San Jose, CA
    3 days ago
  • $100.8k - $162.4k

     ...life, while enabling them to preserve their wealth for future generations, and provide for...  ...and communities they care about. We focus on exceeding expectations, simplifying lives...  ...Advisor in delivering exceptional services to clients, with the potential to lead less complex... 
    Permanent employment
    Temporary work
    Work at office
    Flexible hours

    Corient

    Menlo Park, CA
    4 days ago
  • $127k - $250k

     ...Director, Wealth Advisor At BNY, our culture allows us to run our company better and...  ...breakthrough technologies to collaborate with clients, driving transformative solutions that...  ...preferred, with financial services experience focused on a particular client type or product (e... 
    Temporary work
    Work experience placement
    Local area
    Worldwide
    Flexible hours

    BNY

    Menlo Park, CA
    1 day ago
  • $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...  ...-building skills. This will be done with a consistent focus on relationship management, not portfolio management... 
    Private client

    JPMorganChase

    Palo Alto, CA
    5 days ago
  •  ...BCG Attorney Search is seeking a Private Client Services Associate Attorney for their San Jose office. The ideal candidate should have 2-4...  ...experience in estate planning and a strong interest in tax and family wealth planning. The role involves drafting estate planning documents... 
    Private client
    Work at office

    BCG Attorney Search

    San Jose, CA
    3 days ago
  • $170k - $210k

     ...legally bound to act in our clients' best interests - always.*...  ...advantages and challenges. Regis Wealth Advisors work hand-in-hand with...  ...will help a wide range of private investors, business owners, company...  ...The Senior Wealth Advisor focuses on deepening relationships... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    Menlo Park, CA
    1 day ago
  • $136.8k - $198.38k

     ...San Francisco Bay area and is excited to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a...  ...high-net-worth client households. This role is focused on retaining and growing net assets over time by delivering... 
    16 hours
    Temporary work
    Work experience placement
    Casual work
    Private practice
    Work at office
    Local area
    Remote work
    Work from home
    Flexible hours

    Empower Careers

    San Jose, CA
    3 days ago
  •  ...Mcknights is seeking a Private Client Advisor in San Jose, California to provide personalized financial planning and invest in client relationships. You'll develop a book of business while fostering a diverse team culture. Successful candidates should have at least 2... 
    Private client

    Mcknights

    San Jose, CA
    3 days ago
  •  ...seeking a highly seasoned professional to manage high net worth client relationships in San Jose, California. The role involves building...  ...and investment professionals while effectively managing complex wealth issues. Candidates need at least 10 years of wealth management... 

    U.S. Bank

    San Jose, CA
    3 days ago
  •  ...Partner / Partner Group – Private Client Global Law Firm with a Boutique Feel | Multiple U.S. Locations Our client, a global law firm...  ..., including: Estate planning, wills, and succession Wealth structuring, tax and estate planning Family and business governance... 
    Private client
    Private practice
    Work at office
    Worldwide
    3 days per week

    Lighthouse Legal Search

    Santa Clara, CA
    2 days ago
  •  ...TwinThread is seeking a Private Client Advisor to provide comprehensive financial planning and advice to individuals and families. You will offer tailored investment solutions while building a book of business and enhancing client relationships. The ideal candidate has... 
    Private client

    Aumni

    San Jose, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth-Focused Private Client Banker. Be the first to apply!