Elite Private Client Banker — Silicon Valley
JPMorgan Chase & Co.
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 ideal candidate will have at least one year of experience in financial services, showcasing a commitment to customer relationships and regulatory adherence. Opportunities for growth and professional development within the firm are significant. #J-18808-Ljbffr JPMorgan Chase & Co.
- ...so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients as well as other customers...Private clientImmediate startAfternoon shift
- 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 clientWeekend workAfternoon shift
- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...SuggestedImmediate startAfternoon shift
$70k - $80k
...Job Title This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift$240k - $350k
...Palo Alto is seeking a Transactions Associate to join their growing team in Silicon Valley. The role requires handling a mix of emerging companies and venture capital financing, M&A, private equity, and general corporate counseling. The ideal candidate will have 2-5 years...Suggested- ...Job Description Job Description Finance Associate (2+ Years) – Growth Debt / Private Credit Direct Counsel represents a well-regarded Am Law firm seeking a mid-level Finance Associate to join its market-leading Banking & Private Credit practice, with a focus on growth...Private practice
$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 clientFull time- 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...Private clientWeekend workAfternoon shift
$51.2k - $70.3k
...institutions in the country. Star One Credit Union is one of Silicon Valley's largest, member-owned financial institutions. Star One offers... ...Program Staff Incentive Variable Pay (Bonus) Job Title: Personal Banker Hours: Monday-Thursday 8:45 am - 5:30 pm, Friday 8:45 am - 6:3...Work at officeWorldwide- ...At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering... ...solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive...Private client
- ...Tax Manager TAX – PRIVATE CLIENT SERVICES (PCS) We are a forward-thinking, full-service accounting firm providing modern solutions... ...opportunities around San Jose, California! Known as the heart of Silicon Valley, this vibrant city offers a dynamic career landscape with...Private clientWork at officeLocal areaImmediate startFlexible hours
- ...will bring strong analytical skills, a genuine interest in emerging financial technologies, and the ability to advise sophisticated clients—from established financial institutions to innovative fintech and crypto companies—on their most critical matters. Practice...
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted advice... ...Ave., San Jose, CA 95124 ~100 Kings Village Rd., Scotts Valley, CA 95066 ~74 River St., Santa Cruz, CA 95060 ~14428 Big Basin...Temporary workWork experience placementImmediate start- Bank of America is seeking a Financial Solutions Advisor - Stage I (FSA I) in Mountain View to provide financial advice and client solutions. The role involves obtaining industry licenses and offering product recommendations through client relationship management. Candidates...
- ...for its Palo Alto location. This role 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....Private client
- ...Philosophy and State Specific Information. Professional Attributes High energy and enthusiasm, with a strong commitment to exceeding client expectations. Flexibility and openness to work on a variety of assignments, industries, and roles. Ability to learn quickly, make...Work at officeLocal areaImmediate start
$50 - $55 per hour
...Days, and more DM 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...Private clientHourly payMonday to Friday- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn... ...lock-in; analyze and offer mortgage loan products based on client needs Review and analyze low to moderately complex...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood... ..., and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with...Immediate startAfternoon shift
- JPMorganChase is seeking a Private Client Advisor in Saratoga, California to provide financial planning and personalized investment solutions to clients. The role requires a minimum of 2 years in financial advisory, a Series 7 license, and success in client relationships...Private client
- ...make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day. Being a Great Place to Work and providing a culture of caring is core to...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$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...- Citi is seeking a candidate in Mountain View, California to manage relationships with affluent and High Net Worth clients. The role includes offering tailored financial solutions and ensuring compliance with regulatory standards. Qualifications include 5-8 years of experience...
- ...Mountfitchet Group is hiring a Private Jet Sales Consultant based in San Jose, with training held in Los Angeles. In this full-time role, you will develop relationships with high-net-worth clients, manage charters from inquiry to completion, and utilize your communication...Full time
$235k - $295k
...Direct Counsel is representing an Am Law 100 firm seeking a Private Wealth and Fiduciary Litigation Associate. This is a unique opportunity... ...development, expert analysis, and case strategy Advise clients on complex probate, fiduciary, and inheritance issues...$25 - $27 per hour
...passionate about helping seniors? We're looking for Male Helpers and Caregivers to provide private, non-medical senior care in Saratoga, CA. This role involves assisting a male client in his late 50s who is currently on dialysis. Schedule: Monday-Friday f or 6hrs...Private clientImmediate startMonday to Friday- ...education, legacy, and other life goals through investment advice and guidance. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their...Interim roleWork at officeLocal areaImmediate startShift workDay shift
$127.48k - $184.84k
...services business; # Transition clients to portfolio managers and... ...professionals, investment bankers or others who can introduce him... ...including experience advising private clients on financial matters.... ...by the Bank (ie: Central Valley, Inland Empire, Los Angeles and...Private clientWork at officeFlexible hours- ...Bay Area, California. You will work on uniquely assigned projects under the guidance of your Program Manager for our various Silicon Valley clients. In your day‑to‑day role as an Executive Protection Agent, you will act as a liaison between Surefox and its clients while...Full timeLocal areaImmediate startRelocationNight shiftWeekend work
- ...is seeking a Tax Manager in San Jose, California. The role involves performing technical reviews of tax returns, managing complex client engagements, and providing consultation on tax implications. The ideal candidate should have over 8 years of experience in public accounting...Private clientFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Private Client Banker — Silicon Valley. Be the first to apply!


