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

Affluent Private Client Banker Relationship Advisor

JPMorgan Chase & Co.

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 high school degree is required; a college degree is preferred. The position demands excellent communication skills and compliance with financial regulations. Weekend and evening availability is expected. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Affluent Private Client Banker Relationship Advisor in Los Altos, CA vacancy
  • 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... 
    Private client
    Weekend work
    Afternoon shift

    JPMorgan Chase & Co.

    Palo Alto, CA
    2 days ago
  •  ...valued by building lasting relationships, doing the right thing, exceeding...  ...financial needs. As a Private Client Banker in Branch Banking, you are...  ...a select group of Chase’s affluent clients as well as other customers...  ...(Private Client Advisors, Mortgage Bankers and Business... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Los Altos, CA
    5 days ago
  •  ...experiences for our clients and employees, making...  .... We build lasting relationships by doing the right thing...  .... As a Senior Private Client Banker in a J.P. Morgan or...  ...to a select group of affluent clients. You will manage...  ...with Private Client Advisors and Private Client... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Palo Alto, CA
    2 days ago
  • 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

    Jobleads-US

    Palo Alto, CA
    5 days ago
  • $109.12k - $163.68k

    Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of experience and a Bachelor's degree. Ideal candidates will have prior... 
    Private client
    Full time

    Citigroup Inc.

    Palo Alto, CA
    3 days ago
  • $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... 
    Private client

    JPMorgan Chase & Co.

    Palo Alto, CA
    5 days ago
  • $106k - $150k

     ...dedicated to helping clients build stronger...  ...acquiring and growing relationships with emerging High Net...  ...needs are identified, Affluent Wealth Advisors work with a team of...  ...closely with Commercial Bankers and Wealth...  ...management, banking, Private Banking or Wealth Management... 
    Temporary work
    Local area

    First Citizens

    Palo Alto, CA
    1 day ago
  •  ...valued by building lasting relationships, doing the right thing, exceeding...  ...financial needs. As a Private Client Banker in Branch Banking, you are...  ...a select group of Chase’s affluent clients as well as other...  ...Specialists (Private Client Advisors, Mortgage Bankers and... 
    Private client
    Full time
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    San Carlos, CA
    22 hours ago
  • $200k - $300k

     ...determine technical approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its ability to build relationships with, and service the investment needs of ultra-high net worth clients in the US. Responsibilities: Investment counselors joining... 
    Private client
    Full time
    Local area

    Citi

    Palo Alto, CA
    22 hours ago
  •  ...requires a proven track record in leading teams and providing exceptional services to affluent clients. Responsibilities include developing strategic plans, managing a team of Relationship Managers, and enhancing client relationships. Candidates should have 10+ years of... 
    Private client

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  • $150k

    At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate with our affluent clientele, ensuring they feel valued and delighted by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you will nurture and... 
    Private client
    Temporary work
    Work at office
    Immediate start

    JPMorgan Chase & Co.

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

    Overview The Wealth Relationship Mgmt. (Branch) SAFE Act...  ...incremental wallet share of the affluent and High Net Worth...  ...needs of the client and offer solutions through...  ...and Financial Advisor, Small Business Partners...  ...Citi.* Job Family Group: Private Client Coverage Job Family... 
    Private client
    Full time
    Work at office

    Citigroup Inc.

    Mountain View, CA
    20 hours ago
  •  ...financial services firm in Palo Alto is seeking a dedicated Private Client Advisor to provide personalized investment solutions and...  ...advisory role, demonstrating effective client acquisition and relationship management skills. A valid Series 7 and Series 66 licenses... 
    Private client

    JPMorgan Chase

    Palo Alto, CA
    1 day ago
  • $120 - $150 per hour

    Ernst & Young Oman is seeking a Seasonal Tax Senior Manager for Private Client Services. This role involves reviewing complex individual tax returns and partnering tax compliance for high-net-worth individuals and families. Candidates must have a CPA license or active... 
    Private client
    Remote job
    Hourly pay
    Seasonal work

    Ernst & Young Oman

    Palo Alto, CA
    4 days ago
  • $90 - $120 per hour

    EY is seeking a Seasonal Tax Manager for Private Client Services, focused on high-growth private clients. This role involves reviewing complex individual tax returns, income tax planning for high-net-worth individuals and families, and managing partnership and S-Corp tax... 
    Private client
    Remote job
    Hourly pay
    Seasonal work

    EY

    Palo Alto, CA
    5 days ago
  •  ...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. Candidates... 

    PowerToFly

    Mountain View, CA
    1 day ago
  •  ...Private Banker We are actively looking for exceptionally talented individuals...  ...a first-class experience to clients within J.P. Morgan's U.S....  ...Manage and maintain relationships with clients by earning trust...  ...Management provides individuals, advisors and institutions with... 
    Temporary work
    Work experience placement
    Local area

    Chase

    Palo Alto, CA
    4 days ago
  • Citizens Bank is seeking a Private Banker Associate in Palo Alto, CA. In this role, you will support the Preferred Banking team in client interactions, documentation, and compliance while maintaining exceptional service. You will take part in business development and ensure... 
    Private client

    Citizens Bank

    Palo Alto, CA
    2 days ago
  • $106k - $150k

    First Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor... 

    First Citizens

    Palo Alto, CA
    5 days ago
  • $75k - $95k

    Description As a Private Banker Associate, you will have the opportunity to assist the Preferred Banking team and Relationship Managers in developing relationships with clients, transitioning them to the Bank while maintaining existing relationships using the full range... 
    Local area
    Work from home
    Flexible hours
    Day shift

    Citizens Bank

    Palo Alto, CA
    2 days ago
  • $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... 
    Private client

    Bank of America

    Palo Alto, CA
    4 days ago
  • $30 per hour

     ...certified Pilates instructor looking to grow or establish their client base in a professional, wellness-focused environment. This is a...  ...our Mindbody system to avoid double-booking Capacity for private through quad sessions (up to 4 clients) Rental Rates (Shared-... 
    Private client
    Contract work

    Physiofit Physical Therapy & Wellne

    Los Altos, CA
    26 days ago
  •  ...provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an...  ...to the next level. As a Private Banker in the U.S. Private Bank, you are...  ...Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly... 
    Temporary work
    Work experience placement
    Local area

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago
  • $120 - $150 per hour

    Seasonal Tax Senior Manager - Private Client Services Location: Anywhere in Country Private Client Services (PCS) is a growing practice...  ...a genuine passion for tax, a desire to develop meaningful relationships, and an ambition to deliver above and beyond expectations.... 
    Private client
    Hourly pay
    Seasonal work
    Remote work
    Flexible hours

    Ernst & Young Oman

    Palo Alto, CA
    4 days ago
  • $56k - $132k

     ...Insurance. We are an organization of consultative advisors and problem solvers. We help companies and...  ...: The Senior Account Executive interacts with clients on a day-to-day basis while developing and maintaining relationships with both client and carrier representatives.... 
    Private client

    NFP Corp

    Palo Alto, CA
    4 days ago
  • $76k - $125.3k

     ...contact for a wide range of clients and colleagues, delivering comprehensive...  ...Knowledge of hedge fund and private‑equity K‑1s Researching tax...  ...Building long‑term client relationships based on tailored service...  ...while building your trusted‑advisor profile. What we offer you Our... 
    Private client
    Local area
    Flexible hours

    Ernst & Young Oman

    Palo Alto, CA
    2 days ago
  • Senior Design Manager — AI Private Banker USA, Palo Alto About Us Nu is one of the largest digital financial platforms in the world, with...  ...this experience — shaping how customers interact with our AI advisor, how trust is earned, and how complex insights become simple,... 
    Work at office
    Work from home
    Relocation package
    Flexible hours

    Nubank

    Palo Alto, CA
    3 days ago
  • $109.12k - $163.68k

    The Associate Banker SAFE Act LO is a seasoned professional role....  ...growth and to acquire new target clients Partner with Banker on...  ...employees at target firms Cultivate relationships with firm employees. Source...  ...experience Job Family Group Private Client Coverage Job Family... 
    Private client
    Full time

    Citigroup Inc.

    Palo Alto, CA
    3 days ago
  • $50 - $55 per hour

     ...Estate Staffing is a domestic staffing firm headquartered in Silicon Valley, dedicated to connecting exceptional Private Service Professionals with private clients and family offices across the United States. Built over more than a decade on referrals and repeat clients,... 
    Private client
    Hourly pay
    Monday to Friday

    DM Estate Staffing

    Palo Alto, CA
    3 days ago
  • JPMorgan Private Client Market Director - Palo Alto, CA Job Information...  ...Identification 210596769 Job Category Relationship Manager Business Unit...  .... These managers serve affluent clients with over $1MM in investable...  ...and at least 5 years of Advisor management experience... 
    Private client
    Full time
    Work at office

    JPMorgan Chase & Co.

    Palo Alto, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Affluent Private Client Banker Relationship Advisor. Be the first to apply!