Elite Private Client Banker - Wealth Relationships
JP Morgan Chase
JPMorgan Chase is seeking a Private Client Banker in Branch Banking in Huntington Beach to manage the banking relationships of affluent clients, delivering tailored education and advice to meet their financial needs. You will actively grow client balances, solicit referrals, and collaborate with Specialists to connect clients with experts for specialized financial needs, while ensuring convenient access to self-service options and strict regulatory compliance. #J-18808-Ljbffr JP Morgan Chase
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Elite Private Client Banker - Wealth Relationships in Huntington Beach, CA vacancy
- ...Harris Bank in Newport Beach, CA is seeking a senior relationship manager for high- and ultra-high-net-worth clients. You will lead multi-disciplinary deal teams, design credit strategies and deliver integrated wealth solutions with exceptional service. You will...Suggested
- UBS is seeking a Client Associate in Newport Beach, CA to support a Private Wealth Management Team. You will keep client information current, educate clients on account services, and assist with meeting materials and reports. Strong MS Office skills and a Servant attitude...Private client
$83.92k - $125.88k
...84Posted: 2026-10-22Location: Irvine, California, United StatesSalary: $83,920.00 - $125,880.00Category: Private Client CoverageCompany: CitiThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to...Private clientFull timeWork at office$129k - $238k
...to establish, maintain, and build relationships with high-net-worth clients. This is first and foremost a sales... ...Profile the full spectrum of needs of Private Bank target clients and provide... ...solutions across investments, trust and wealth transfer, credit, deposit and other...Private clientImmediate start$130k
...and Investment News, Mission Wealth is hiring a growth-minded Wealth... ...and the ability to take on clients and grow. You define ambition... ...role, steering client relationships that drive results, we want to... ...Advisors Deliver family office/private client/integrated wealth/...Private clientFull timeImmediate start- ...Columbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive... ...planning across investments, trust and wealth transfer, credit and deposits, and maintain...
$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- The Opportunity Our client is an independent registered investment adviser built around wealth management for digital asset holders.... ...habits and toward an ongoing relationship grounded in fiduciary planning... ...in crypto settings, such as private client or concierge work at a...Private clientFull timeWork at officeRemote workShift work
- ...Columbia Bank seeks a seasoned Private Banker to pursue business development with high-net-worth clients and lead a client team with... ...coordinate investments, trust and wealth transfer, credit, and... ...private banking experience, strong relationship and portfolio management...
- ...JPMorgan Chase in Long Beach, CA, seeks a Private Client Advisor to deliver comprehensive... ...individuals and families, leveraging Chase Wealth Management resources and digital tools. You will build and manage client relationships, apply goals-based planning, stay compliant...Private client
- ...institution in Santa Ana is seeking a Portfolio Manager to develop and manage a portfolio of private clients. The ideal candidate will have at least 12 years of experience in sales or relationship management and will be responsible for providing tailored financial advice and...Private client
- ...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 has 8-10 years of experience with high-net-worth clients, strong analytical skills, and relevant...
- ...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...
$100k
...our core values every day: Integrity, Client Focus, Diverse Perspectives, Long-Term... ...and learn new ones “I can succeed as a Private Wealth Advisor at Capital Group.”As a Private... ...directly with clients to cultivate and foster relationships within Capital Group. You will have the...Private clientFull timeTemporary workLocal areaFlexible hours- ...J.P. Morgan Chase, a leader in private wealth management, seeks a Private Client Advisor to deliver comprehensive financial planning and investment solutions... ...and families. You will build strong client relationships, provide advisory services, and collaborate with partners...Private client
- ...Description We are currently seeking experienced Senior Wealth Advisors to join Beacon Pointe in various locations nationwide... ...wealth management advice and building long‑term relationships with clients. The role partners closely with high–net‑worth individuals...
- ...enabling them to preserve their wealth for future generations, and... ...to deliver a differentiated client experience. If you want to work... ...on building trusted client relationships, generating new business, and... ...acquisition in financial services, private banking, or wealth management...Permanent employmentTemporary workWork at officeFlexible hours
- ...OUR IMPACT At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations... ...data into actionable insights. Cultivate Client Relationships: Engage in extensive telephone and/or face-to-...Work at office
$150k
...Vice President Relationship Manager At JPMorgan Private Client, we help affluent and high-net-worth clients make confident financial decisions by connecting banking, lending, and wealth capabilities across JPMorganChase. As a Vice President Relationship Manager in...Private clientTemporary workWork at office- ...Wealth Relationship Manager SAFE Act - Fountain ValleyThe Wealth Relationship Manager SAFE Act is a seasoned professional role. Applies in-... ...profiling skills.Anticipate the complex financial needs of the client and offer solutions through a wide range of products,...Work at office
- ...Description Job Description Wealth Advisor / Future Equity... ...entrepreneurial culture focused on client outcomes, innovation, and... ...Unlike many consolidators and private-equity-backed organizations,... ...have built meaningful client relationships and are looking for a better...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$250k
...The Private Banker Func Group Mgr manages a team of senior professionals... ...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...Private clientFull time- ...Application Deadline: 10/30/2026 Address: 4400 MacArthur Blvd. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of...Work at officeShift work
- ...Private Client Investment AssociateAt J.P. Morgan Chase, we have an enthusiasm for helping our... ...taking care of our employees, building relationships, and delivering extraordinary customer... ...Client Investment Associate in J.P. Morgan Wealth Management, you will provide client...Private client
- JPMorgan Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and management. You will leverage investments, credit, and banking expertise to serve a high-net-worth client base and help expand the customer footprint within the U.S...Local area
- 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
- ...Relationship Banker - Orange County West Coast Market Garden Grove, California;Newport Beach, California... ...Growth and delivering for our clients, teammates, communities and shareholders... ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America,...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Mercer Advisors Inc. is seeking a Senior Wealth Advisor to deepen relationships with an established base of high net worth clients. You will work with our in-house team of experts to diagnose client needs and propose tailored financial solutions. Our dedicated Sales...
- ...on what actually moves the needle: your clients. As a Financial Advisor on the Savvy... ...platform and resources Develop client relationships and your book of business with the support... ...of the largest RIAs in the country. Wealth management is a $545 billion industry...Work at officeRemote work
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Elite Private Client Banker - Wealth Relationships. Be the first to apply!





