Private Client Banker: Elite Wealth & Relationship Builder
JPMorganChase
JPMorganChase in Huntington Beach seeks a Private Client Banker in Branch Banking to serve affluent clients and manage their complete banking relationship. You will actively solicit referrals and collaborate with specialists to meet clients' financial needs. The role emphasizes relationship-building, compliance, and offering education and advice to help clients maximize their finances. This is a full-time, on-site position in a Chase branch. #J-18808-Ljbffr JPMorganChase
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Private Client Banker: Elite Wealth & Relationship Builder in Huntington Beach, CA vacancy
$83.92k - $125.88k
...Posted: 2026-07-13Location: Irvine, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client Coverage, WealthCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge,...Private clientFull timeWork at office$250k
## Managing Director, Private Banker, Orange CountyApplylocations: Costa... ...growing the existing client business, along with an acquisition... ...’ businesses and sources of wealth generation.* Anticipate... ...solutions that strengthen client relationships with the firm.* Help clients...Private clientFull timeCitibank (Switzerland) AG
Costa Mesa, CA3 days ago$150k - $190k
We’re building a relationship-oriented bank for the modern world. We... ...doing what’s right for our clients.At CIBC, we embrace your strengths... ...comWhat you'll be doingAs a Private Wealth Business Development Officer... ...and Wealth Specialists, Bankers, Business Development Team Members...Private clientFull timeRemote work- A leading financial services company is seeking a Private Client Advisor to provide comprehensive financial planning and advice. This role requires at least two years of experience as a Financial Advisor and a valid Series 7 and Series 66 license. You will be responsible...Private client
- JPMorgan Chase & Co. is searching for a Private Client Investment Associate in Huntington Beach, CA. The role focuses on... ...support to Private Client Advisors, enhancing client relationships and assisting with wealth planning. The ideal candidate will need a valid Series...Private client
- ...Chase in Newport Beach, CA is seeking a Private Client Investment Associate to provide client service, operational support, and wealth-management assistance to Private Client... ...movements, and trades; building client relationships; supporting account reviews and wealth planning...Private client
- ...we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary... ...to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service...Private client
- ...and business advisory firm is seeking a Manager for their Private Client Services. The role involves managing client... ...degree in Accounting or Finance. Join us and contribute to elite client relationships while enjoying a competitive salary and comprehensive benefits...Private client
- ...service while supporting our diverse workforce. As a Private Client Investment Associate in J.P. Morgan Wealth Management, you will provide client service,... ...Aid Advisors by building and maintaining client relationships through processing requests, resolving issues, and...Private client
$132.5k - $205k
...Private Banker Position Sunflower Bank, N.A. is looking for an energetic, highly motivated... ...to build and enhance long-term client relationships with High-Net-Worth individuals and families... ...balances (deposit, credit, wealth management). Responsibilities...Private clientFull timeFlexible hoursSunflower Bank
Irvine, CA2 days ago- A wealth management firm in Newport Beach seeks a Wealth Advisor to build client relationships, drive business growth, and deliver holistic wealth solutions. The ideal candidate... ...and growing the firm's influence in the market. #J-18808-Ljbffr Corient Private Wealth LLC.
- Citigroup Inc. is seeking a Wealth Relationship Manager in Fountain Valley, California. This seasoned professional position involves building strong relationships with affluent clients and providing personalized financial planning solutions. The ideal candidate will have...
$130k - $300k
...breakthrough technologies to collaborate with clients, driving transformative solutions that... ...team member for the role of Director, Wealth Advisor to join our Wealth Management... ...in the following ways: Serve as the lead relationship manager and primary point of contact for...Temporary workWork experience placementLocal areaWorldwideFlexible hours- TwinThread is looking for a Private Client Advisor in Westminster, California. The role involves providing comprehensive financial planning and advice to clients, emphasizing relationship management and client acquisition. Successful candidates will demonstrate integrity...Private client
- ...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 clientImmediate startAfternoon shift
- Citi is seeking a Wealth Relationship Manager in Fountain Valley, California. In this role, you'll manage affluent clients, offering tailored financial solutions based on your strong analytical and financial skills. You'll work closely with product specialists and ensure...
- Bank of America’s Merrill Wealth Management is seeking candidates for the Merrill Advisor Development... ...individuals to identify needs, develop relationships, review goals, and deliver personalized recommendations aligned with client objectives. You will be mentored by Merrill...Traineeship
- A leading wealth management firm in Newport Beach is seeking an experienced Wealth Advisor to enhance client relationships and drive business growth. Responsibilities include identifying and acquiring high-net-worth clients, providing tailored wealth solutions, and conducting...
- Northern Trust Corp seeks a Senior Personal Banker to work on-site in Newport Beach, CA. You will service client accounts, process wires and transfers,... ...and maintain accurate records to support relationship management and wealth services. The role requires 3-5 years of...Work at office
$200k - $300k
...The Banker SAFE Act is a strategic professional who... ...convert prospects into clients. Demonstrate an in-... ...and sources of wealth generation. Anticipate... ...financial matters. Build relationships with client families... ...to the Citi Private Bank. Effectively manage...Private clientFull time$150k
At JPMorgan Private Client, we are devoted to providing distinguished experiences that resonate... ...by our unparalleled expertise. As a Relationship Manager in JPMorgan Private Client, you... ...the vast financial possibilities their wealth affords, leveraging the formidable capabilities...Private clientTemporary workWork at officeImmediate start- ...enabling them to preserve their wealth for future generations, and... ...to deliver a differentiated client experience. If you want to... ...thrives on building trusted client relationships, generating new business, and... ...in financial services, private banking, or wealth management...Permanent employmentTemporary workWork at officeFlexible hours
CI Financial Careers
Newport Beach, CA4 days ago $25 - $44 per hour
Job Description Merrill Wealth Management is a leading provider of comprehensive wealth management... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to...Private clientHourly paySeasonal workWork at officeWork from homeShift workDay shift$250k
...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany:... ...further enhance its ability to build relationships with, and service the investment needs... ...traditional and alternative investments with wealth planning and private banking services...Private clientFull timeLocal area- A leading financial services firm is seeking a Private Client Advisor to provide comprehensive financial planning and advice. You will... ...valid Series 7 license, and the ability to build lasting client relationships. This role emphasizes education, digital innovation, and...Private client
- Join J.P. Morgan Chase as a Private Client Advisor in Los Alamitos, CA. This role involves delivering personalized investment solutions and providing comprehensive financial planning to clients, ensuring an exceptional investor experience. Candidates need at least 2 years...Private client
- A leading financial services firm is seeking a Private Client Advisor in Westminster, CA. This role requires at least 2 years in financial advisory and a strong commitment to client relationships. Advisors will offer personalized solutions while promoting diversity and...Private client
- ...leading global ultra‑high‑net‑worth wealth manager that empowers clients to secure their wealth and legacy... ...thrives on building trusted client relationships, generating new business, and delivering... ...acquisition in financial services, private banking, or wealth management....Permanent employmentTemporary workWork at officeFlexible hours
$85k - $150k
...independent fiduciary legally bound to act in our clients’ best interests — always.*Mercer... ...methodology here.Job Summary:The Wealth Path Wealth Advisor works in a client-focused... ...reports and present recommendations to client relationship managerSO’s - FPAdvanced knowledge of...Temporary workWork at officeLocal areaMonday to FridayFlexible hours- J.P. Morgan Chase is looking for a dedicated Financial Advisor to build client relationships and deliver personalized investment solutions. The ideal candidate will demonstrate expertise in financial markets and possess relevant licenses including Series 7 and Series 6...Private client
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Private Client Banker: Elite Wealth & Relationship Builder. Be the first to apply!
