Top 29 Private banking Jobs in Los Angeles Ca

U.S. Private Bank - Investment Professional - Associate
JPMorganChase —Los Angeles, CA
- $100,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Health insurance
- Tuition reimbursement
Private Wealth Client Associate
Bank of America —Los Angeles, CA
- $25 - $44 an hour
- Full-time
- Microsoft Word
- Microsoft Excel
- Writing skills
Private Wealth Analyst
City National Bank —Los Angeles, CA
- $87,027 - $138,965 a year
- Full-time
- 3 years
- Business development
- Senior level
- Health insurance
- Dental insurance
8d
2027 | Americas | Los Angeles | Wealth Management, Private Wealth Management | New Associate
Goldman Sachs —Los Angeles, CA
- Full-time
- Mid-level
- 2 years
10h
Private Banking Senior Credit Advisor
HSBC Global Services Limited —Beverly Hills, CA
- Full-time
- Research
- Office
- Residential
- Life insurance
Credit Associate - Private Banking Commercial Real Estate
City National Bank —Los Angeles, CA
- $34.55 - $55.19 an hour
- Full-time
- Mid-level
- Finance
- Analysis skills
- Health insurance
- Dental insurance
Private Banking Relationship Manager - El Segundo
California Bank & Trust —El Segundo, CA
- $157,000 - $211,000 a year
- 6 years
- Word processing
- Office
- Profit sharing
- Paid training
Wealth Strategies Advisor- Private Bank
Bank of America —Los Angeles, CA
- $180,000 - $254,800 a year
- Full-time
- CPA
- 5 years
- Writing skills
SVP, Private Client CRE Lending Officer - RJ Bank
Raymond James Financial, Inc. —Los Angeles, CA
- $175,000 - $225,000 a year
- Full-time
- Finance
- Bachelor's degree
- Travel
- Paid holidays
- Health insurance
Private Client Manager II
Bank of America —Los Angeles, CA
- $110,000 - $215,000 a year
- Full-time
- Background check
- 7 years
- CPA
J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA
JPMorganChase —La Habra, CA
- $26.93 - $37.02 an hour
- Full-time
- Mid-level
- Office
- Marketing
- Health insurance
- Tuition reimbursement
Financial Planner (CFP®) - Private Banking
Flagstar Bank —Beverly Hills, CA
- $63,251.25 - $121,200.00 a year
- Full-time
- CPA
- English
- Mid-level
- Disability insurance
- Health insurance
8d
Private Client Advisor II
Bank of America —El Segundo, CA
- $100,000 - $275,000 a year
- Full-time
- Background check
- Mid-level
- Office
Managing Director, Private Banker, Beverly Hills
Citi —Beverly Hills, CA
- $250,000 - $500,000 a year
- Full-time
- 11+ years
- Office
- Master's degree
- Paid holidays
- Disability insurance
J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)
JPMorganChase —Northridge, CA
- $70,320 a year
- Full-time
- Mid-level
- Bachelor's degree
- Leadership
- Health insurance
- Tuition reimbursement
Experienced Loan Officer (private lending)
F2 Finance —Santa Monica, CA
- $65,000 - $350,000 a year
- Full-time
- Remote
- Google Workspace
- Mid-level
- Office
- Health insurance
- 401(k)
Quick Apply
Private Client Banker - Atlantic & Valley - Alhambra, CA
JPMorganChase —Alhambra, CA
- $22.50 - $30.29 an hour
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
4d
PWM Private Wealth Advisor
U.S. Bank National Association —Pasadena, CA
- $159,970 - $207,020 a year
- Hybrid work
- Writing skills
- Office
- Business development
- Paid holidays
- Disability insurance
U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase —Manhattan Beach, CA
- $170,000 - $225,000 a year
- Full-time
- 6 years
- Bachelor's degree
- Organizational skills
- Health insurance
- Tuition reimbursement
11d
Private Wealth Director
Northern Trust Corp. —Los Angeles, CA
- $236,555 - $414,115 a year
- Full-time
- CPA
- Finance
- Experience equivalent to degree accepted
- Health insurance
- Dental insurance

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private banking jobs near los angeles ca

U.S. Private Bank - Investment Professional - Associate

JPMorganChase -
Los Angeles, CA

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Job Details

Full-time
$100,000 - $135,000 a year

Benefits

Health insurance
Tuition reimbursement
Retirement plan

Qualifications

Presentation software
Series 66
Series 7
Bachelor's degree
Presentation creation
Experience practicing in the securities industry

Full Job Description

JOB DESCRIPTION

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As an Investment Professional in the U.S. Private Bank, you will provide integral daily support to Investors in managing client relationships. Additionally, you will coordinate with a team of talented colleagues and other essential support groups, while maintaining awareness of and sensitivity to confidential nature of Private Banking clients.

Job Responsibilities

Consult on and execute brokerage trades, including: advising the client on trade execution, placing trades, reviewing brokerage trades - compare paper blotter to trade blotter daily, submitting cancel/corrects, making account updates
Create mandates for discretionary accounts
Monitor exceptions and work with Client Advisors to conduct 'what-if' scenario-based analysis. Work with Team Leader to monitor risk metrics across the team
Work with Team Leader to monitor Client Advisor loadings.
Submit and monitor fee schedules and billing
Manage Alternatives documents, including, submission, monitoring and working with clients to complete/correct

Required Qualifications, Capabilities, and Skills

Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Bachelor's Degree required
One plus years of industry related experience
Exceptional follow-up and follow-through skills
PowerPoint and Excel expertise
Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

Preferred Qualifications, Capabilities, and Skills

Familiarity with JP Morgan Private Bank systems Workstation, Connect, DDR/KYC or ability to learn proprietary software
Experience and interest in financial markets and concepts
Excellent interpersonal skills
Self-starter, extremely organized and detail-oriented with strong commitment to accuracy

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans

ABOUT THE TEAM

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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Refine Your Search

private banking jobs in los angeles ca

U.S. Private Bank - Investment Professional - Associate

Private Wealth Client Associate

Private Wealth Analyst

2027 | Americas | Los Angeles | Wealth Management, Private Wealth Management | New Associate

Private Banking Senior Credit Advisor

Credit Associate - Private Banking Commercial Real Estate

Private Banking Relationship Manager - El Segundo

Wealth Strategies Advisor- Private Bank

SVP, Private Client CRE Lending Officer - RJ Bank

Private Client Manager II

J.P. Morgan Wealth Management - Private Client Investment Associate -La Habra, CA

Financial Planner (CFP®) - Private Banking

Private Client Advisor II

Managing Director, Private Banker, Beverly Hills

J.P. Morgan Wealth Management - Private Client Advisor - Northridge / Santa Clarita, CA (area)

Experienced Loan Officer (private lending)

Private Client Banker - Atlantic & Valley - Alhambra, CA

PWM Private Wealth Advisor

U.S. Private Bank - Private Banker - Vice President or Executive Director

Private Wealth Director

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