Senior Private Banker & Wealth Architect
JPMorgan Chase & Co.
JPMorgan Chase & Co. in New York seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You will apply investment, planning, credit and banking knowledge to current clients and help acquire new assets. You will work with a local team and an institutional platform to deliver best-in-class client service. The role emphasizes holistic balance-sheet advice, risk-aware solutions, and strong client relationships, with licenses required within #J-18808-Ljbffr JPMorgan Chase & Co.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Private Banker & Wealth Architect in New York, NY vacancy
- ...New York to create and deepen relationships with high net worth clients. The ideal candidate needs at least 7 years of experience in wealth management, strong marketing and sales skills, and a comprehensive knowledge of financial solutions. Responsibilities include...Senior
- A leading financial services firm is seeking a Senior Advanced Planning Consultant to develop sophisticated wealth strategies for high-net-worth clients. The ideal candidate will have over 10 years of experience in planning roles and strong interpersonal skills to successfully...Senior
$88.4k - $132.6k
Citigroup Inc. is looking for a Wealth Relationship Management (Branch) Sr. Analyst in New York. This role requires strong analytical and financial skills to support affluent clients and deepen relationships through tailored financial solutions. The candidate should possess...Senior- A leading wealth management firm in New York is seeking a Senior Trading Associate to manage the complete trade lifecycle, from order execution through settlement. You will ensure compliance with regulations while collaborating closely with financial advisors and operations...Senior
- JPMorgan Chase & Co. is seeking a Private Banker Associate in the U.S. Private Bank to assist a Senior Banker in managing client books, acquiring new clients, and delivering comprehensive wealth management solutions. The role emphasizes coordinating client information,...Senior
- ...located at 270 Park Ave, New York, NY, seeks a Private Banker Associate for the U.S. Private Bank. You will assist a Senior Banker in building and managing client books,... ...and financial planning to deliver comprehensive wealth solutions. The role emphasizes collaboration...Senior
$220k - $415k
Deutsche Bank is seeking a Private Banker to cultivate client relationships within Wealth Management. Responsibilities include generating substantial annual revenue and ensuring compliance standards are met. The ideal candidate will have relevant experience, strong sales...Senior- ..., Inc. represents a growing multi-discipline bank seeking a Senior Advisor/Banker who leads with investments and manages full-service UHNW/HNW... ...book, self-sourcing capabilities, and a proven track record in wealth management with a significant AUM. Series 7 and 66 licenses...Senior
$90k - $150k
..., collaborating with external advisors, and pursuing new business opportunities. The ideal candidate will have at least 5 years in wealth management, relevant licenses, and strong communication skills. This full-time, in-person role offers a salary between $90,000 and...SeniorFull time$125k - $200k
A forward-thinking wealth management firm is seeking a Wealth Advisor to enhance client investment experiences. The role emphasizes managing high-net-worth clients, delivering bespoke financial advice, and driving product growth through collaboration. Candidates should...Senior- Citi is looking for a Senior Private Banker for the Indonesia Team to identify and convert prospects into clients while managing relationships across generations. You'll use your extensive Private Banking experience to provide strategic advice, tailored solutions, and develop...Senior
- A leading financial institution is seeking a talented individual for the Private Banking division in New York. You will manage client relationships, develop targeted solutions, and collaborate with specialists to deliver exceptional service. The ideal candidate has over...Senior
- Cohen & Steers, based in New York, seeks a Senior Associate, Internal Advisor Consultant to support financial advisors nationwide. You... ...development across mutual funds, SMAs, Closed End Funds, private vehicles, and CITs. The role requires 2-3 years' experience in...Senior
$350k
...regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage,... ...About the Role Our client is seeking a Senior Advisor/ Banker who leads with investments. Manage,... ...degree with 7+ years' experience in the wealth management industry as either a Financial...SeniorAvior Executive Search, Inc
New York, NY3 days ago- Director/Executive Director/MD Private Banker, Private Banking and Wealth Management, Dubai, UAE is a client-facing role focused on expanding the wealth management franchise of a Dubai-based investment and advisory firm. The candidate will act as the principal contact...
- Banco Santander SA is seeking a Private Banker focused on Latin America to manage high-net-worth clients. Your role includes building and maintaining client relationships while delivering tailored wealth management solutions. The ideal candidate will have a strong background...Senior
- Citigroup Inc. in New York seeks a Senior Portfolio Specialist to translate Citi Wealth CIO investment views into client‑facing portfolio construction recommendations and analytics. You will design bespoke asset allocation strategies, perform in‑depth risk and performance...Senior
- ...Institutional Investment Solutions (IIS) in New York seeks a senior professional to partner with U.S. Private Bank Advisors and deliver IIS capabilities to our... ...governance and policy frameworks for long-term wealth management. The role emphasizes delivering holistic advice...SeniorWork at office
$170.5k - $284.1k
...Wealth Advisor Accountable for a revenue goal met through the acquisition of new clients from internal and external sources, and the retention and expansion of a book of business. Consults and coordinates on the delivery of solutions for a comprehensive wealth management...SeniorTemporary workWork experience placementWilmington Trust
New York, NY1 day ago- ...leading global financial services firm, seeks a Private Banker Associate in the U.S. Private Bank to support Senior Bankers in client acquisition and retention. You... ...and trust services and help deliver comprehensive wealth management solutions to clients. The role...Senior
- Senior Private Banker (Indonesia Team) - Citi Private Bank Job Req Id: 26930832 Location: Singapore Job Type: On-Site/Resident Posted: Jan.... ...families, offering customized services to protect and grow wealth. Employee Support Citi provides programs and services for...Senior
- A wealth management platform is seeking an experienced Financial Planner to craft tailored financial plans, collaborate with a dynamic team, and contribute to tech innovations in the financial sector. The ideal candidate will hold relevant financial certifications and...Senior
- ...provide high-level advice and service to clients. The role involves onboarding new clients and servicing existing ones while focusing on wealth management, tax reduction, and estate planning. Candidates should have a four-year degree, CFP designation, and over 7 years of...Senior
- A financial technology company is seeking a Senior Financial Planner to join their innovative team in New York or McLean. This role involves... ...health coverage and a 401k plan. Exciting opportunities to change the wealth management space await. #J-18808-Ljbffr RangeSenior
- A financial planning firm is seeking a Senior Financial Advisor to provide expert financial planning services in a hybrid role based in... ...focus on building a client base, delivering tailored retirement and wealth management strategies. This position also offers a pathway to...Senior
- Northern Trust, based in New York City, seeks a Wealth Advisor to provide financial guidance to clients. In this role, you will develop personalized wealth profiles and design integrated wealth plans while collaborating with multiple professionals. Ideal candidates have...Senior
- Larson Maddox is partnering with a highly respected global wealth management firm to hire a Wealth Advisor for the Greater Pittsburgh market. You will inherit and grow an established HNW/UHNW client book and deliver comprehensive financial planning and investment solutions...Senior
- Merceradvisors is seeking a Wealth Path Wealth Advisor in New York City. This role focuses on providing tailored financial advice and support to a diverse client base. Candidates should have a strong background in finance, investment knowledge, and a client-oriented mindset...Senior
$175k - $225k
Lazard Ltd, based in New York, is looking for a Portfolio & Wealth Advisor to enhance client relationships and financial planning. This role emphasizes proactive communication and investment strategy development for ultra high-net-worth clients. The successful candidate...Senior- Citi is seeking a Wealth Relationship Manager in San Francisco to deepen relationships with affluent clients and provide holistic financial planning. The role emphasizes discovery, profiling, and delivering tailored banking and investment solutions with strong compliance...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Private Banker & Wealth Architect. Be the first to apply!
Related searches
- private mortgage banker New York, NY
- personal banker New York, NY
- private banker New York, NY
- srs distribution New York, NY
- senior operations coordinator New York, NY
- senior associate architect New York, NY
- senior revenue operations analyst New York, NY
- senior dynamics crm developer New York, NY
- senior application security New York, NY
- senior account director New York, NY