!*! Job Summary Job Summary Under limited direction and in partnership with Banking Consultants, responsible for Private Client Banking (PCB) sales and growth objectives and service performance from Home ...
!*! Job Summary Job Summary Under limited direction and in partnership with Banking Consultants, responsible for Private Client Banking (PCB) sales and growth objectives and service performance from Home ...
Private Client Financial Education Specialist (Remote)
Beverly Hills, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Private Client Financial Education Specialist to support a ... This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly ...
Quick apply
Private Client Financial Education Specialist (Remote)
Beverly Hills, CA · Remote
$70K - $75K/yr
Position Overview We are seeking a Private Client Financial Education Specialist to support a ... This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly ...
Private Client Financial Education Specialist
Beverly Hills, CA · On-site +1
$70K - $75K/yr
This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly ... private client roles, advanced education leadership, or management positions within the ...
Private Client Financial Education Specialist
Beverly Hills, CA · On-site +1
$70K - $75K/yr
This role operates in a remote/hybrid capacity while supporting clients in and around the Beverly ... private client roles, advanced education leadership, or management positions within the ...
As a representative of Citizens Private Bank, provide ongoing exceptional client service ... Schedule: 12pm - 8:30pm, Monday - Friday, hybrid 4 days on-site, 1 day remote Some job boards have ...
As a representative of Citizens Private Bank, provide ongoing exceptional client service ... Schedule: 12pm - 8:30pm, Monday - Friday, hybrid 4 days on-site, 1 day remote Some job boards have ...
As a representative of Citizens Private Bank, provide ongoing exceptional client service ... Schedule: 12pm - 8:30pm, Monday - Friday, hybrid 4 days on-site, 1 day remote Some job boards have ...
As a representative of Citizens Private Bank, provide ongoing exceptional client service ... Schedule: 12pm - 8:30pm, Monday - Friday, hybrid 4 days on-site, 1 day remote Some job boards have ...
Underwriter/Senior Underwriter
Schaumburg, IL · On-site +1
PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: As a member of our Private Client Select underwriting team you will focus on ...
Underwriter/Senior Underwriter
Schaumburg, IL · On-site +1
PCS has a geographically diverse workforce and supports hybrid and remote business-based flexibility. Job Summary: As a member of our Private Client Select underwriting team you will focus on ...
Experienced Tax Associate - Private Client Services
Owings Mills, MD · On-site +1
$55K - $74K/yr
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve ... Remote Preferred Location: Denver
Experienced Tax Associate - Private Client Services
Owings Mills, MD · On-site +1
$55K - $74K/yr
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve ... Remote Preferred Location: Denver
The Account Manager plays a vital support role within our Private Client personal lines team, assisting Account Executives in delivering seamless service to High-Net-Worth Clients. You will ensure ...
The Account Manager plays a vital support role within our Private Client personal lines team, assisting Account Executives in delivering seamless service to High-Net-Worth Clients. You will ensure ...
Experienced Tax Associate - Private Client Services
Manhattan, NY · Remote
$64K - $85K/yr
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve ... Remote Preferred Location: Denver
Experienced Tax Associate - Private Client Services
Manhattan, NY · Remote
$64K - $85K/yr
We are also engaged by the attorneys, financial professionals, bankers, and investors who serve ... Remote Preferred Location: Denver
Wealth Education Specialist (Remote)
Palm Beach, FL · Remote
$75K - $80K/yr
... client experience aligned with private-office standards. This position is designed for individuals ... This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach ...
Quick apply
Wealth Education Specialist (Remote)
Palm Beach, FL · Remote
$75K - $80K/yr
... client experience aligned with private-office standards. This position is designed for individuals ... This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach ...
Virtual Banker II - Columbus, OH
Westerville, OH · On-site +1
$18.50 - $22.75/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Virtual Banker II - Columbus, OH
Westerville, OH · On-site +1
$18.50 - $22.75/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Virtual Banker II- Detroit, MI
Detroit, MI · On-site +1
$16 - $20/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Virtual Banker II- Detroit, MI
Detroit, MI · On-site +1
$16 - $20/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Virtual Banker II- Tempe, AZ
Tempe, AZ · On-site +1
$18.75 - $22.75/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Virtual Banker II- Tempe, AZ
Tempe, AZ · On-site +1
$18.75 - $22.75/hr
As a Virtual Banker II within Consumer Banking, you will represent our brand and culture with the ... Partner with One Chase Partners (Private Client Advisors, Home Lending Advisors, and Business ...
Senior Associate Attorney / Senior Counsel Trusts & Estates
Pasadena, CA · On-site +1
$140K/yr
... Private Client matters to join its growing practice. The firm is flexible regarding hybrid or remote arrangements depending on the candidate. This role is ideal for an experienced attorney who can ...
Quick apply
Senior Associate Attorney / Senior Counsel Trusts & Estates
Pasadena, CA · On-site +1
$140K/yr
... Private Client matters to join its growing practice. The firm is flexible regarding hybrid or remote arrangements depending on the candidate. This role is ideal for an experienced attorney who can ...
Private Client- Midwest Associate Regional Director
MO · Remote
$135K - $170K/yr
This is a remote or hybrid role managing a Midwest territory. As part of an industry-leading team ... Aon Private Risk Management (APRM) designs, implements, and services customized personal risk ...
Private Client- Midwest Associate Regional Director
MO · Remote
$135K - $170K/yr
This is a remote or hybrid role managing a Midwest territory. As part of an industry-leading team ... Aon Private Risk Management (APRM) designs, implements, and services customized personal risk ...
Wealth Education Specialist
Palm Beach, FL · On-site +1
$75K - $80K/yr
... client experience aligned with private-office standards. This position is designed for individuals ... This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach ...
Wealth Education Specialist
Palm Beach, FL · On-site +1
$75K - $80K/yr
... client experience aligned with private-office standards. This position is designed for individuals ... This role operates in a remote or hybrid capacity while supporting clients in and around Palm Beach ...
Client Success Manager - Private Client Services
$55K - $70K/yr
Ability to work in a remote environment with a high degree autonomy * Attention to detail and accuracy is a must * Exceptional verbal and written communication skills; must be able to resolve client ...
Client Success Manager - Private Client Services
$55K - $70K/yr
Ability to work in a remote environment with a high degree autonomy * Attention to detail and accuracy is a must * Exceptional verbal and written communication skills; must be able to resolve client ...
Private Bank Wealth Advisor III
Morgantown, WV · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Private Bank Wealth Advisor III
Morgantown, WV · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Private Bank Wealth Advisor III
Cincinnati, OH · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Private Bank Wealth Advisor III
Birmingham, AL · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Private Bank Wealth Advisor III
Birmingham, AL · On-site +1
The Private Bank Wealth Advisor III is the primary client relationship manager in the Huntington ... Remote roles will also have the opportunity to come together in our offices for moments that matter.
Remote Private Client Banker information
See salary details
$31K - $38.6K
6% of jobs
$38.6K - $46.2K
13% of jobs
$47.4K is the 25th percentile. Wages below this are outliers.
$46.2K - $53.8K
39% of jobs
$61K is the 75th percentile. Wages above this are outliers.
$53.8K - $61.4K
18% of jobs
$61.4K - $69K
8% of jobs
$69K - $76.5K
1% of jobs
$76.5K - $84.1K
0% of jobs
$84.1K - $91.7K
2% of jobs
$91.7K - $99.3K
12% of jobs
$99.3K - $106.9K
1% of jobs
$106.9K - $114.5K
0% of jobs
$31K
$64.1K
$114.5K
How much do remote private client banker jobs pay per year?
Which banks allow remote working?
Do private bankers get paid well?
What are the key skills and qualifications needed to thrive as a Remote Private Client Banker, and why are they important?
What is the difference between Remote Private Client Banker vs Remote Personal Banker?
| Aspect | Remote Private Client Banker | Remote Personal Banker |
|---|---|---|
| Credentials | FINRA Series 7/66, CFP (optional) | FINRA Series 6/7, possibly Series 63/66 |
| Work Environment | High-net-worth client interactions, personalized financial services | General banking services, retail customer support |
| Employer & Industry | Private banks, wealth management firms | Retail banks, commercial banking |
| Search & Comparison Intent | High-net-worth client services, wealth management roles | Basic banking, retail customer service roles |
The Remote Private Client Banker focuses on serving high-net-worth clients with specialized financial solutions, requiring relevant certifications like Series 7/66. In contrast, the Remote Personal Banker handles everyday banking needs for general customers, often with Series 6/7. Both roles are remote but differ in client type, credentials, and industry focus.
How much do private client bankers make?
What jobs pay 10,000 a month without a degree?
How does a Remote Private Client Banker maintain strong client relationships without in-person meetings?
What is a Remote Private Client Banker?

Full-time
Posted 9 hours ago
Raymond James rating
7.9
Based on 65 frontline employees who took The Breakroom Quiz
82nd of 138 rated financial services
Job description
Job Summary
Job Summary
Under limited direction and in partnership with Banking Consultants, responsible for Private Client Banking (PCB) sales and growth objectives and service performance from Home Office. Support in building PCB product awareness and understanding among Financial Advisors and Sales Assistants. Support marketing, training or education efforts of FAs and SAs in collaboration with banking consultant team (e.g. general product, campaigns, initiatives, technology enhancements, etc.) Works in partnership with all internal support groups to ensure consistent and high quality service.
Essential Duties and Responsibilities
Essential Duties and Responsibilities
· Partner with Internal and External Banking Consultants (IBC/BC) and Financial Advisor (FA) to support growth initiatives, training, and education regarding private client banking products.
· Act as back up to banking consultants and assist PCB partners in scheduling meetings or calls (e.g. face to face visits, load balancing).
· Proactively prepare and follow-up with FAs/SAs in relation to branch visits, webinar attendance, and service-related escalations. Create client proposals.
· Manage inbound call volume from FAs/SAs determining needs and introducing appropriate partners, departments to maintain high level of service
· Build relationships with internal partners in SBL, Mortgage, and Cash Solutions in support of growth objectives.
· Establish a reputation of execution and excellence through partner feedback
· Offer direct or indirect solutions for FA and/or Branch inquiries regarding private client banking products and services.
· Understand the competitive landscape and develop strategies to provide solutions to FAs and clients.
· Create and monitor tasks in Client Relationship Management (CRM).
· Work with and communicate effectively with banking consultants, FAs, and product partners
· Assist in developing tactical plans and completing special projects as needed.
· Develops and maintains strong relationships across all levels of the organization.
· Performs other duties and responsibilities as assigned.
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