Senior Private Banker - Wealth Advisory & Client Growth
JPMorgan Chase
JPMorgan Chase in the United States is seeking an experienced Private Banking professional to manage client relationships and provide holistic wealth solutions. You will work with a team across markets to deliver tailored advice and assets growth, while maintaining strong governance and risk standards. The role emphasizes client experience, an extensive network, and deep knowledge of investments, wealth planning, credit, and banking concepts. #J-18808-Ljbffr JPMorgan Chase
- JPMorgan Private Bank is actively seeking exceptionally talented professionals who are collaborative, confident and client‑focused to deliver a first‑class experience to clients. You will... ...on balance sheets, asset allocation, wealth planning, credit and banking needs, and...Senior
- EP Wealth Advisors is seeking a Senior Client Relationship Associate to partner with wealth advisory, financial planning, and internal support teams. You will focus on client satisfaction, retention, and growth, acting as the primary contact for inquiries related to accounts...Senior
- ...United States is seeking a seasoned Private Banking professional to manage relationships... ...guidance, and drive asset growth. The role emphasizes client-centric service, cross-functional collaboration... ...risk controls across an integrated wealth management team. The candidate...Senior
- One Capital Management LLC seeks a Senior Associate | Client Services to support an advisor or team, delivering comprehensive wealth and investment services to private clients and institutions. You will maintain relationships, coordinate onboarding, and collaborate across...Senior
- JPMorgan Chase & Co. is seeking a Senior Business Relationship Manager in its... ...portfolio of large, profitable business clients and drive growth through new client acquisition and... ..., cross-collaborating with Private Bank, Asset Wealth Management, and other units, and ensuring...Senior
- ...leading CPA firm in Thousand Oaks, CA, is seeking a Senior Tax Manager to lead client engagements and contribute to the growth of the California practice. This role requires... ...integrity, innovation, and long-term growth. #J-18808-Ljbffr Whitman Advisory Job CommunitySenior
- ...EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $49.1 billion AUM as of June 30, 2026, serving predominately high net worth individuals... ...and wealth management strategies to individual clients. This role focuses on building long-term relationships...Temporary workWork at officeImmediate startFlexible hours
$117k - $175k
...this by driving Responsible Growth and delivering for our clients, teammates, communities... ...portfolio performance.The Senior Credit Underwriter (SCU) partners... ...with strategic wealth clients. This role supports... ...yacht, unsecured, insurance, private equity, and subscription‑finance...SeniorFull timeWork at officeDay shift$55 per hour
...Job Description Job Description Senior Client Manager / Tax Technical Lead — CPA or EA Privity... ...will also play an important role in the growth of the firm. We want someone who... ...accounting services Additional compliance and advisory services offered through Privity CPA...SeniorHourly payWork at officeImmediate start$46.8k - $63k
...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... ...utilizing a proactive and disciplined approach to generate growth in their balances. You will help acquire new clients by...Full timeImmediate startAfternoon shift$170k - $225k
...U.S. Private Bank - Private Banker - Vice President or Executive Director Westlake Village, CA, United States Job Information... ...Job Identification: 210633297 Job Category: Client Advisory Business Unit: Asset & Wealth Management Posting Date: 06/04/2025, 04:24...Full timeTemporary workWork experience placementLocal area- Chase is seeking a Senior Business Relationship Manager within Consumer & Community Banking... ...a portfolio of profitable business clients. You will acquire new relationships, deepen... ...experience, collaboration with partners, and growth of client revenue in the $3M+ range. #J-...Senior
$70k - $90k
...Full Time Area of Interest: Private Client Company Description One Capital... ...(“OCM”) is a leading global wealth management firm that offers... ...Description OCM is in search of a Senior Associate | Client Services... ...working in investment advisory, asset management, or a financial...SeniorFull timeWork at officeFlexible hours- One Capital Management, LLC is seeking a Wealth Management Senior Analyst (Director) in Westlake Village, CA. This role leads sophisticated analyses and presents strategic recommendations to private clients, foundations, and advisors. You will mentor junior team members...Senior
$32.5 - $36 per hour
...will play a key role in growing TurboTax’s client base within the local community,... ...opportunities with TurboTax’s network of growth-minded professionals and marketing support... ...a plus \n Experience in holistic tax advisory services beyond tax filing \n Must be...SeniorLocal area$90k - $140k
...ambition and experience to drive the business development of our client base? Can you build collaborative relationships with internal... ...solutions and identify new business opportunities? We’re looking for a Wealth Strategy Associate to: build important relationships with those...SeniorFull timeFlexible hours$61k - $119k
...business where you can help your clients achieve their goals through... ...Funding Investment & Advisory Services Trust Services Retirement... ...plans—including investments for growth, insurance for protection,... ...SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (...Full timeContract workFor contractors- ...Relationship Banker Simi Valley, California;Westlake Village... ...by driving Responsible Growth and delivering for our clients, teammates, communities... ...Management Client Solutions Advisory Relationship Building... ....”). Bank of America Private Bank is a division of Bank...Work at officeFlexible hoursShift workWeekend workDay shift
$141k - $290k
...Senior Manager Tax Position Weaver is a full-service national accounting, advisory and consulting firm with opportunities for professionals... ...just in their professional growth, but also in their ability... ...join our growing firm! A Private Client Services Tax Senior Manager...SeniorImmediate startFlexible hours$140k - $190k
...family & friends can overlap. We want to help you achieve growth by giving you access to a network of smart and supportive people, willing to listen to your ideas. Our CFO Advisory Services team helps our clients scale for growth and manage significant business...SeniorFull timeContract workWork experience placementLocal areaWork from homeFlexible hours$88.9k - $133.9k
...We want to help you achieve growth by giving you access to a network... ...your ideas. Our Transaction Advisory Services practice focuses on... ...that works with strategic private and public companies as well... ...diverse set of colleagues to serve clients in the areas of financial due...SeniorFull timeContract workLocal areaFlexible hours- EP Wealth Advisors (EPWA) is a wealth management firm serving high net worth clients with a focus on personalized financial advice and comprehensive wealth strategies. The Wealth Advisor role emphasizes building long-term relationships, understanding client goals, and coordinating...Flexible hours
- Bank of America Merrill Wealth Management is seeking to grow its Advisor Development talent pool in the Westlake Village area. The program focuses on serving high-net-worth clients with a broad suite of investment and banking solutions, guided by seasoned mentors and extensive...
- Atria Senior Living in Thousand Oaks, California is seeking a Med Tech (RMA) to assist with daily medication administration and resident... ...in a warm, supportive environment. We value on-the-job growth and offer a pathway for advancement. State-specific certifications...Senior
- ...tax compliance, planning, and advisory services. We are known for professionalism... ..., and personalized client service. Position... ...We are seeking an experienced Senior Tax Accountant for a full-time... ...Collaborative, professional environment with growth opportunities....SeniorFull time
- ...Oaks, CA is seeking a full-time Occupational Therapist (OT) for a Senior Living Community. You will evaluate patients, develop treatment... .... The role offers comprehensive benefits and opportunities for growth in a supportive therapy department. #J-18808-Ljbffr Relient HealthSeniorFull time
- A boutique CPA firm in Thousand Oaks seeks a Senior Client Manager to oversee client relationships and manage internal teams. The role requires an active CPA or EA license and over 7 years of tax experience, including leadership capabilities. Responsibilities include ensuring...SeniorHourly payRemote work
$98k - $162.5k
...Westlake Village is seeking a Senior Credit Underwriter. This role demands... ...of experience in commercial or private wealth management, focusing on ultra-high-net-worth clients. Responsibilities include... ...supporting employee wellness and growth. #J-18808-Ljbffr Bank of...Senior- Senior Helpers Thousand Oaks is seeking compassionate Caregivers to support clients in Newbury Park, Thousand Oaks, Oak Park, Agoura Hills and Westlake Village. Earn hourly pay between 18.50 and 25.00 while making a meaningful difference in daily living. You will work one...SeniorHourly payFlexible hours
- Inszone Insurance Services is seeking a Senior Commercial Insurance Account Manager to support a diverse book of house accounts and cross... ...with a focus on timely endorsements, renewals, and high-quality client service. The team emphasizes professionalism, collaboration, and...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker - Wealth Advisory & Client Growth. Be the first to apply!
- senior operations technician Westlake Village, CA
- senior cloud service delivery manager Westlake Village, CA
- senior financial analyst remote Westlake Village, CA
- senior manager tax Westlake Village, CA
- senior magento developer Westlake Village, CA
- international tax senior Westlake Village, CA
- senior network engineer remote Westlake Village, CA
- senior performance tester Westlake Village, CA
- senior manager pmo Westlake Village, CA
- senior cloud network engineer Westlake Village, CA



