Private Banker jobs in California

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that is customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a supervisor or manager. The Private Banker works on projects/matters of limited complexity in a support role. Work is closely managed. To be a Private Banker typically requires 0-2 years of related experience. (Copyright 2021

Client Service Officer
  • Citi
  • Paramount, CA
  • Deliver wealth management services to CITI PRIVATE BANK clients with guidance from the Banker teams. * Manage and execute client transactions with respect to business and individual banking, credit ...
  • 18 hours ago

Private Client Banker-Manhattan Beach Blvd - Manhattan Beach, CA
  • JPMorgan Chase
  • Manhattan Beach, CA
  • As a Private Client Banker, you are the main point of contact for a select group of Chase's affluent clients, as well as other customers in the Branch. You'll manage their complete banking ...
  • yesterday

Banking Internal Audit Manager
  • Crowe
  • Los Angeles, CA
  • Crowe uses its deep industry expertise to provide audit services to public and private entities while also helping clients reach their goals with tax, advisory, risk and performance services. Crowe ...
  • yesterday

Director of Accounting
  • East West Bank
  • Pasadena, CA
  • ... private equity and venture capital, and high-tech help build sustainable businesses and expand our associates potential for career advancement. Headquartered in California, East West Bank (Nasdaq
  • 2 days ago

Chase Wealth Management - Private Client Advisor - Los Angeles, CA (Olympic and Westwood)
  • JPMorgan Chase Bank, N.A.
  • Los Angeles, CA
  • As part of Consumer Banking, the branch-based Chase Wealth Management Private Client Advisor offers comprehensive financial planning and advice to individuals and families. Your expertise will ...
  • 4 days ago

Investment Counselor Lead
  • Citigroup
  • Los Angeles, CA
  • The Private Bank at Citi (CPB) is part of the Institutional Clients Group and offers a wide range of products and solutions, including investment strategies, banking and lending, trust and ...
  • 4 days ago

Wealth Management Banker - Rohnert Park, CA
  • US Bank National Assoc
  • Rohnert Park, CA
  • Provides expert advice and counsel in the area of private banking client relationships. The WMB is responsible for leading the development of deep, advisory relationships with affluent clients ...
  • 6 days ago

Private Banker
  • City National Bank
  • Westlake Village, CA
  • PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated ...
  • 6 days ago

California is a state in the Pacific Region of the United States. With 39.6 million residents, California is the most populous U.S. state and the third-largest by area. The state capital is Sacramento. The Greater Los Angeles Area and the San Francisco Bay Area are the nation's second and fifth most populous urban regions, with 18.7 million and 9.7 million residents respectively. Los Angeles is California's most populous city, and the country's second most populous, after New York City. California also has the nation's most populous county, Los Angeles County, and its largest county by area, S...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$77,998 to $111,501

Private Banker in Bellevue, WA
Supports branch goal focusing on identifying and referring a range of bank products and services to the appropriate business partners.
December 08, 2020
Private Banker in Aliso Viejo, CA
Demonstrates proficiency with appropriate banking center systems and routines to support sales process.
April 14, 2021
Build strategic partnership with Financial Center as a valued team member.
January 25, 2021