Private Client Banker Jobs in Menlo Park, CA | Glassdoor
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Private Client Banker Jobs in Menlo Park, CA

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  • 3.7
    Morgan Stanley – Menlo Park, CA
    7 days ago 7d
    Associate PrivateBanker” or “APB”) to join our National Sales Team in the Private Banking Group. The Associate PrivateBanker will… lending financial advice to clients in conjunction with FAs · Partner with assigned PrivateBanker providing direct and backup…
  • 3.6
    J.P. Morgan – San Jose, CA
    NEW
    accordance with the client's asset allocation. PrivateClient Advisors are expected to Coach Personal Bankers (licensed) on recommendations… Chase PrivateClient - PrivateClient Advisor As a PrivateClient Advisor, you will acquire and deepen…
  • 3.4
    Patelco Credit Union – Fremont, CA
    NEW
    Overview: Performs member services, such as opening new accounts, establishing direct deposit accounts, opening…
  • 3.5
    Chase – Hillsborough, CA
    8 days ago 8d
    company to deliver for clients. Apply these talents as a PrivateClientBanker and help drive the client banking experience at… at Chase through our PrivateClient Services offerings. As a PrivateClientBanker, you are the main point of contact for…
  • 3.5
    Wells Fargo – Palo Alto, CA
    NEW
    homeownership. We have an immediate opening for a Private Mortgage Banker. This individual is responsible for producing high… Desired Qualifications Experience working with high net-worth clients Job Expectations This position requires SAFE registration…
  • 3.5
    Silicon Valley Bank – Menlo Park, CA
    Est. Salary $96k-$161k
    NEW
    impacts to the clients/portfolios. Assists in developing the team's client relationships with the oversight of the Private Banking,… Join the SVB team and help bring our clients’ world-changing ideas to life. The SVB Private Bank serves the needs of individuals…
  • 3.5
    Chase – Oakland, CA
    8 days ago 8d
    company to deliver for clients. Apply these talents as a PrivateClientBanker and help drive the client banking experience at… at Chase through our PrivateClient Services offerings. As a PrivateClientBanker, you are the main point of contact for…
  • 3.9
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    19 days ago 19d
    financial solutions tailored to each client's individual needs. Your goal is to discover each client's needs and goals and help map a… and potentially have a lifelong impact on the lives of your clients, families, and your community. Northwestern Mutual offers a…
  • 3.6
    JPMorgan Chase & Co. – Redwood City, CA
    13 days ago 13d
    accordance with the client's asset allocation. PrivateClient Advisors are expected to Coach Personal Bankers (licensed) on recommendations… Job Description: Chase PrivateClient - PrivateClient Advisor As a PrivateClient Advisor, you will acquire and deepen…
  • 3.5
    Chase – Santa Clara, CA
    Est. Salary $31k-$49k
    8 days ago 8d
    company to deliver for clients. Apply these talents as a PrivateClientBanker and help drive the client banking experience at… at Chase through our PrivateClient Services offerings. As a PrivateClientBanker, you are the main point of contact for…
  • 3.7
    Morgan Stanley – Menlo Park, CA
    NEW
    prospect for clients; open new account relationships; and attend second National Performance Training Session. Phase 3: Client Acquisition… for your hard work you will have the opportunity to provide clients with exceptional investment advice to help them reach their…
  • 3.6
    J.P. Morgan – Palo Alto, CA
    Est. Salary $115k-$181k
    8 days ago 8d
    Primary Function As a Banker at J.P. Morgan, you will be accountable for identifying and developing client relationships within… market. As the brand ambassador for J.P. Morgan, the Banker leads new client acquisition and retention through a broad knowledge…
  • 3.7
    Edward Jones – Menlo Park, CA
    NEW
    financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant… investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and…
  • 3.5
    Silicon Valley Bank – Menlo Park, CA
    Est. Salary $39k-$54k
    15 days ago 15d
    industries, capable and caring bankers and a high level of customer service. The Private Bank Sales Associate will be responsible… The SVB Private Bank serves the needs of individuals who are part of the Innovation sector of the U. S economy. This includes…
  • 3.5
    Bank of America – Menlo Park, CA
    NEW
    high-touch client experience through a network of approximately 15,000 client-facing financial advisors to our affluent clients with… FINRA registration exams, learning the client centric goals-based approach for client service, build business acumen to understand…
  • 3.3
    Comerica – Menlo Park, CA
    Est. Salary $37k-$51k
    NEW
    Retail Personal Banker The Retail Personal Banker is responsible for contributing to the overall success of a Retail Banking… Teller) Training and Platform Training Program (Retail Personal Banker Training). Operations a. Ensure compliance with applicable…
  • 2.9
    Bank of the West – Palo Alto, CA
    23 days ago 23d
    sources. Stong ability to look at overall client(s) portfolio and partner with PrivateClient Advisor to make recommedations. Also… Identifies all cross-sell opportunities to PrivateClient Advisors as part of client contact. Conducts presentations at branches…
  • 3.6
    First Republic Bank – Palo Alto, CA
    19 days ago 19d
    documentation, and transitioning the client to First Republic. The Preferred Banker is responsible for assisting Relationship… additional business from existing clients in addition to obtaining referral business. The Preferred Banker will provide ongoing excellent…
  • 3.5
    Chase – Dublin, CA
    5 days ago 5d
    accordance with the client's asset allocation. PrivateClient Advisors are expected to Coach Personal Bankers (licensed) on recommendations… Chase PrivateClient - PrivateClient Advisor As a PrivateClient Advisor, you will acquire and deepen…
  • 3.7
    Edward Jones – Menlo Park, CA
    15 days ago 15d
    financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant… investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and…
  • 4.1
    Omidyar Network – Redwood City, CA
    Today 2hr
    ABOUT OMIDYAR NETWORK: Pierre Omidyar, the founder of eBay, and his wife, Pam, established Omidyar Network (ON) based on…
  • 3.6
    Stanford Federal Credit Union – Palo Alto, CA
    Est. Salary $33k-$46k
    Today 4hr
    information in one-on-one and small group situations to customers, clients, and other employees of the organization. Necessary Special…
  • 3.6
    Fisher Investments – Palo Alto, CA
    13 days ago 13d
    our high net worth clients as an Investment Counselor. You will spend your time educating each of our clients on our investment… each of our clients stay on track to achieve their long-term goals. You will provide a valuable service to your clients, building…
  • 3.6
    JPMorgan Chase & Co – Palo Alto, CA
    Est. Salary $181k-$320k
    29 days ago 29d
    specific portfolio of clients and ensure every client has a positive experience Perform role of chief client strategist by coordinating… with the client and orchestrating the execution of the client plan Exceed the expectations of J.P. Morgan clients by displaying…
  • 3.7
    Penn Mutual – Redwood City, CA
    21 days ago 21d
    wealth management is all about relationships and educating clients, making this a career that cannot be outsourced or replaced… replaced. Responsibilities: Prospecting for clients as you build your practice through referral based activities Maintaining…
  • 3.7
    Edward Jones – Menlo Park, CA
    NEW
    financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant… investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and…
  • 5.0
    Advisor Employee Services – San Jose, CA
    Today 8hr
    advisors & clients • Complete & process new client applications • Maintain database programs • Respond to client inquires as… Putting client needs first is deeply rooted in our culture and at the core of everything we do. In providing excellent client service…
  • 3.6
    JPMorgan Chase & Co. – Oakland, CA
    8 days ago 8d
    accordance with the client's asset allocation. PrivateClient Advisors are expected to Coach Personal Bankers (licensed) on recommendations… Job Description: Chase PrivateClient - PrivateClient Advisor As a PrivateClient Advisor, you will acquire and deepen…
  • 3.5
    TIAA – Palo Alto, CA
    4 days ago 4d
    services. These products and services include Managed Accounts, Private Asset Management, Personal Trust Services, Retirement Plans… on a consultative client approach and team collegiality. Successful Advisors at TIAA understand their client's unique financial…
  • 3.5
    Bank of America – Palo Alto, CA
    5 days ago 5d
    Job Description: Relationship bankers (RBs) are located in the financial center and are responsible for assisting and educating… communication skills with strong influencing skills Pass relationship banker pre-employment assessment Bilingual (fluent verbal and written…
  • 3.7
    Edward Jones – Menlo Park, CA
    Est. Salary $47k-$71k
    NEW
    financial adviser, financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant… investment solutions to help clients work toward their long-term financial goals Develop and deepen client relationships Build and…
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