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

Private Client Banking Advisor for Affluent Clients

JPMorgan Chase & Co.

JPMorgan Chase & Co. is looking for a Private Client Banker in Roslyn Heights, NY. The role involves managing banking relationships for affluent clients and providing tailored financial advice. Candidates must have at least one year of banking experience, strong communication skills, and compliance qualifications. High school education is required, with preferred qualifications including a college degree. This position requires adherence to regulatory standards, including Dodd Frank compliance. #J-18808-Ljbffr JPMorgan Chase & Co.

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Private Client Banking Advisor for Affluent Clients in Roslyn Heights, NY vacancy
  • JPMorgan Chase & Co. is seeking a Private Client Advisor to join their team in Wantagh, NY. In this role, you will provide comprehensive financial planning and advice to clients, ensuring exceptional service by building strong relationships and offering tailored investment... 
    Private client

    JPMorgan Chase & Co.

    Hempstead, NY
    4 days ago
  • $132.1k - $301.6k

     ...side by side with a range of clients from our most venerable institutions...  ...dynamic new entrants across Banking and Capital Markets, Wealth...  ...our dynamic FSO team! Private Tax is a growing practice...  ...you to develop into a trusted advisor to clients. You will work with... 
    Private client
    Work experience placement
    Summer holiday
    Local area
    Immediate start
    Flexible hours

    EY

    Jericho, NY
    3 days ago
  • $70k - $120k

    Citibank (Switzerland) AG is seeking a Wealth Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should... 
    Private client
    Full time

    Citibank (Switzerland) AG

    Huntington, NY
    4 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer...  ...’ success and the goals of the bank, while fostering a culture of diversity... 
    Private client

    JPMorgan Chase & Co.

    Jackson Heights, NY
    4 days ago
  • $16.28 - $25.06 per hour

     ...Branch Banking Client Consultant II Location: Roslyn, NY 11576 Job Summary: Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our clients... 
    Suggested
    Local area

    Flagstar Bank

    Roslyn, NY
    3 days ago
  • $17 - $22.55 per hour

     ...Branch Banking Client Consultant I Location: Roslyn, NY 11576 Job Summary: Branch Banking Client Consultant I is responsible for interacting with clients and providing exceptional service by greeting them as they enter one of our branches and providing them with... 
    Local area

    Flagstar Bank

    Roslyn, NY
    1 day ago
  • $72.65k - $90k

     ...Preferred Banker - Garden City, NY Peapack Private Bank & Trust is a well-recognized, high-performing boutique bank and a leader in wealth...  ...of sought-after products and services designed to help our clients establish, maintain, and grow their legacy through an... 
    Private client

    Peapack Private Bank & Trust

    Mineola, NY
    4 days ago
  • $50k - $55k

    A local banking institution is seeking an entry-level position to provide exceptional client support at their New York Branch. The role includes answering calls, assisting customers with transactions, and ensuring a welcoming environment. Ideal candidates will have a high... 
    Full time
    Local area

    Esquire Bank

    Jericho, NY
    4 days ago
  •  ...and reconcile monthly deposits related to clients' Social Security and SNAP benefits within...  ..., transfers between the company bank accounts and client accounts, and rent and...  ...Monitor government contract receivables and private pay – accounts including but not limited... 
    Private client
    Contract work
    Work at office
    Flexible hours

    AHRC Nassau

    Glen Head, NY
    17 days ago
  •  ...we have an enthusiasm for helping our clients, taking care of our employees, building...  ...meet their financial needs.  As a Private Client Advisor in Chase Wealth Management, you will offer...  ...’ success and the goals of the bank, while fostering a culture of diversity... 
    Private client

    JPMorgan Chase & Co.

    Westbury, NY
    10 days ago
  • J.P. Morgan Chase is looking for a Financial Advisor in Wantagh, NY, who will champion team success and manage client relationships. You will build a book of business, deliver personalized investment solutions, and educate clients on utilizing technology for their investments... 
    Private client

    Fairygodboss

    Wantagh, NY
    15 hours ago
  • JPMorgan Chase & Co. in Hicksville, NY, seeks a Private Client Advisor to provide comprehensive financial planning and investment solutions to individuals and families. Responsibilities include building client relationships, advising on financial needs, and embracing digital... 
    Private client

    JPMorgan Chase & Co.

    Hicksville, NY
    1 day ago
  • $16.28 - $25.06 per hour

    Flagstar Bank is hiring a Branch Banking Client Consultant II-Licensed in Oceanside, NY. This role focuses on delivering exceptional client service by assisting with financial transactions and resolving client inquiries. The ideal candidate will have up to 3 years of customer... 
    Hourly pay

    Flagstar Bank

    Hempstead, NY
    4 days ago
  • $116.2k - $212.9k

     ...side by side with a range of clients from our most venerable institutions...  ...dynamic new entrants across Banking and Capital Markets, Wealth...  ...on advising corporate and private equity clients on all aspects...  ...clients as trusted business advisors. Your key responsibilities... 
    Private client
    Work experience placement
    Summer holiday
    Flexible hours

    EY

    Jericho, NY
    3 days ago
  • A leading financial services company is seeking a Private Client Banker in the Town of Huntington. The role entails managing relationships with affluent clients while providing tailored financial advice. Candidates should possess at least a high school degree and a proven... 
    Private client

    JPMorgan Chase & Co.

    Huntington, NY
    1 day ago
  • $350k

     ...Senior Advisor/Banker Our client is a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust, Credit, and Insurance. Due to its active growth in key markets across the U.S. we have been asked to exclusively identify... 

    Avior Executive Search, Inc

    Jericho, NY
    8 days ago
  •  ...Commercial Private Banker The Commercial Private Banker is a relationship-focused role responsible for...  ...commercial, corporate, and commercial real estate (CRE) clients. This role focuses on delivering a full range of banking solutions including commercial lending, deposit... 
    Private client
    Local area

    BankUnited

    Melville, NY
    1 day ago
  • $16.28 - $25.06 per hour

     ...Position Title Branch Banking Client Consultant II-Float Location Bellerose, NY 11426 Job Summary A Branch Banking-Client Consultant II- Float travels between assigned branches in order to provide customers with high quality, prompt, and professional... 
    Local area

    Flagstar Bank

    Bellerose, NY
    3 days ago
  • $18.34 - $27.68 per hour

     ...Branch Banking Client Consultant II- Licensed Location: Ozone Park, NY 11416 Branch Banking Client Consultant II-Licensed provides best in class experience by resolving concerns and providing various product details that focus on meeting the financial needs of our... 
    Local area

    Flagstar Bank

    Ozone Park, NY
    3 days ago
  • $20.25 - $33.74 per hour

     ...Branch Banking Client Platform Specialist Location: Bellmore, NY 11710 Job Summary: The Branch Banking Client Platform Specialist is responsible for driving new deposit acquisition and expanding existing deposit relationships within an assigned territory. This... 

    Flagstar Bank

    Bellmore, NY
    3 days ago
  • A community-focused commercial bank in Hicksville is seeking a Banking Relationship Specialist to drive client relationships and support branch sales. The ideal candidate will have strong sales skills, 1-3 years of banking experience, and a commitment to a ‘People First... 

    ConnectOne Bancorp, Inc.

    Hicksville, NY
    1 day ago
  • A leading financial institution in New York is seeking a Branch Banking Client Consultant I - Float. This role involves traveling between assigned branches to provide exceptional financial services. Responsibilities include processing transactions, supporting sales targets... 

    Flagstar Bank

    Hicksville, NY
    15 hours ago
  •  ...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 in...  ...with Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship... 
    Private client
    Immediate start
    Afternoon shift

    JPMorgan Chase & Co.

    Flushing, NY
    13 days ago
  •  ...At Bank of America, we are guided by a common purpose to help...  ...Growth and delivering for our clients, teammates, communities and shareholders...  ...access to the full array of Private Bank and the bank's...  ...and prospects as their trusted advisor, providing integrated recommendations... 
    Private client
    Work at office
    Shift work
    Day shift

    Bank of America Corporation

    Melville, NY
    more than 2 months ago
  • $103.6k - $189.7k

     ...side by side with a range of clients from our most venerable institutions...  ...dynamic new entrants across Banking and Capital Markets, Wealth...  ...facets of hedge fund, private equity fund and mutual fund taxation...  ...and status as a trusted advisor to maintain and further our reputation... 
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Jericho, NY
    7 days ago
  • $76k - $125.3k

     ...side by side with a range of clients from our most venerable institutions...  ...dynamic new entrants across Banking and Capital Markets, Wealth...  ...facets of hedge fund, private equity fund and mutual fund taxation...  ...and status as a trusted advisor to maintain and further our reputation... 
    Summer holiday
    Work at office
    Local area
    Flexible hours

    EY

    Jericho, NY
    4 days ago
  • $70k - $90k

     ...Job Title P&C Private Client Group (PCG/affluent lines) is a division of NFP Property & Casualty. We are a retail operation for affluent and wealthy individuals and families seeking personal lines products in the United States, parts of Europe, and Canada. Our headquarters... 
    Private client
    Work at office
    Remote work

    NFP

    Plainview, NY
    13 days ago
  • $70k

     ...serve the entire continuum of wealth clients. The unified business supports...  ...individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through...  ...Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial... 
    Private client
    Full time
    Work at office

    Citigroup Inc.

    East Meadow, NY
    15 hours ago
  • A leading financial services firm in Greenvale is seeking an experienced Private Banker to manage client relationships, drive business results, and provide comprehensive wealth management solutions. The ideal candidate has over 6 years in financial services, a Bachelor'... 
    Private client

    JPMorgan Chase & Co.

    Greenvale, NY
    15 hours ago
  • $88k - $123.74k

     ...advisory firm in New York, NY, is seeking a Senior Tax Associate to provide comprehensive tax compliance and advisory services to private wealth clients. The role requires a bachelor's degree and at least two years of relevant experience in a public accounting firm.... 
    Private client
    Flexible hours

    Baker Tilly International

    Uniondale, NY
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Private Client Banking Advisor for Affluent Clients. Be the first to apply!