U.S. Private Bank - Private Banker - Executive Director / Vice President
Aumni
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 a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals. Job Responsibilities Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience Generate business results and acquire new assets, both from existing client base and new client acquisition Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs Partner with internal specialists to provide interdisciplinary expertise to clients when needed Connect your clients across all lines of business of J.P. Morgan Chase & Co. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach Strictly adhere to all risk and control policies, regulatory guidelines and security measures Required qualifications, capabilities and skills Seven plus years of work experience in Private Banking or Financial Services Bachelor’s Degree required Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date Proven sales success and strong business acumen Strong community presence with an established network Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts Focuses on the client experience and works tirelessly on the client’s behalf Preferred qualifications, capabilities and skills Proactive, takes initiative, and uses critical thinking to solve problems MBA, JD, CFA, or CFP preferred Dynamic and credible professional who communicates with clarity and has exceptional presentation skills Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate 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. 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 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 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. Join a team delivering premiere service to high net worth clients through holistic financial advisement. #J-18808-Ljbffr
- ...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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
- JPMorgan Chase is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, using investments, financial planning, credit and banking to serve current clients and attract new assets. You...SuggestedLocal area
- ...JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in the Boston area. You will advise families on building, preserving and managing wealth, leveraging investments, planning, credit and banking to serve current clients and attract new assets. Join...Suggested
- ...J.P. Morgan’s U.S. Private Bank in Boston seeks an accomplished Private Banker to advise families on building, preserving and managing wealth. You will use investments, wealth planning, credit and banking to support clients’ balance sheets and drive new client acquisition...SuggestedLocal area
$134.28k - $164.12k
...Wealth Banking Services Private Banking At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all...SuggestedTemporary workWork experience placement3 days per week$170k - $267.5k
Role OverviewWe are seeking a highly experienced and dynamic leader to serve as Head of U.S. Defined Contribution. This executive leadership role is responsible for defining and executing the strategy for State Street Investment Management’s U.S. Defined Contribution business...Full timeTemporary workFlexible hours$115.3k - $212.49k
...Officer: SVP Division: Commercial Department: Private Banking Reports to: Director of Private Banking Status: Exempt Grade: 14 Pay Range: $115,297-$... ...complex, or significant accounts. Partners with commercial bankers, retail bankers, and wealth management colleagues to...Work experience placementWork at office- JPMorgan Chase & Co. in Needham, MA seeks a Private Client Banker in Branch Banking to manage affluent clients and broader customer relationships with an advice-based approach. You will guide clients to the best products and services, and collaborate with specialists to...
$174k - $291.5k
...Inc. (NYSE: BANC) is a bank holding company with over... ...OPPORTUNITY The SVP, Managing Director will be an integral... ..., negotiating and executing lending opportunities to early stage private and public companies in... ...policies and procedures, all U.S. state and federal...Work experience placementLocal areaImmediate startFlexible hoursShift work- ...Retail Banker IWork Location: Quincy, Massachusetts, United States... ...to assist Customers with their banking solutions/needs. This role contributes... ...time & moneyConsistently executes appropriate behaviors to... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...
- ...Banking ProfessionalThis role is a banking professional who plays a vital role in bringing... ...strong product knowledge, and disciplined execution that drive meaningful client outcomes... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Work at office
- ...Line of Business: Personal & Commercial Banking Job Description: This role is a banking professional... ...product knowledge, and disciplined execution that drive meaningful client outcomes... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Work experience placementWork at officeLocal areaWork from homeFlexible hours
- ...Banking Professional This role is a banking professional who plays a vital role in bringing... ...product knowledge, and disciplined execution that drive meaningful client outcomes while... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing...Work at office
$24.25 - $32.5 per hour
...Retail Banker I Work Location: Quincy, Massachusetts, United States... ...: Personal & Commercial Banking Job Description: The Retail... ...time & money Consistently executes appropriate behaviors to deliver... ...Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its...Work at office$24.25 - $32.5 per hour
...of Business: Personal & Commercial Banking Job Description: The Retail Banker I is a customer liaison that is integral... ...saving time & money Consistently executes appropriate behaviors to deliver a... ...Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing...Work at officeLocal areaWork from homeFlexible hours- Make banking a Fifth Third better® We connect great people to great opportunities. Discover... ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...all roles within this pay grade across the U.S. Individual salaries within this range will...Work experience placementWork at office
$140k - $245k
...spectrum of public and private investments, and we... ...#LI-LMIThe PositionAs Vice President, you will serve as LMI... ...capital teams.Monitor U.S. insurance regulatory... ...developments, producing executive-ready insights for the... ...statutory accounting, banking, consulting, or...Local areaFlexible hoursShift work- ...Managing Director, AI Solutions Architecture About the Company Provider of specialized... ...Financial Services Type Privately Held Founded 2000 Employees 501... ...Analysis Real Estate Manufacturing Banking Healthcare Life Sciences CPA Services...Interim role
$350k
...of our region. The Project Executive serves as the principal Owner... ...interests by overseeing the private company financing and executing... ...balancing the interests of bankers, design architects, engineers... ...project finance, infrastructure banking, and commercial lease/...Local area- ...a global investment banking, asset management and... ...management classes (private equity, active funds... ...to transaction execution, structuring, pricing... ...Investment Banking Vice President to help support its... ...directly with Alantra’s U.S. Managing Directors and Partners. The Vice...Work at officeImmediate startOverseas
$250k - $330k
...work experiences and create an unparalleled, direct impact.The Executive Director, U.S. Medical Affairs, Prescription Dermatology, is the senior... ..., or sensitive data (such as Social Security numbers or bank details) during the early stages of recruitment. All legitimate...Full timeContract workTemporary workWork experience placementWork at office$170k - $252.5k
...Risk Management Alternatives - Managing Director, Business Risk Management Alternatives,... ...fund administration and risk services to private equity, hedge funds and private credit funds... ...levels (clients, other 3rd parties, executives, peers, subordinates). Flexibility across...Full timeTemporary workFlexible hours$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ..., REIT tax structuring and compliance, executive compensation, master planning and... ...General understanding of key concepts under U.S. Generally Accepted Accounting Principles...Full time$150k - $190k
...to build a fulfilling career.BBH is recruiting a Corporate Advisory & Banking Relationship Manager in our Boston office. You will be responsible for building the Firm's relationships with privately owned businesses and their owners in the New England region. By providing...Full timeWork at officeLocal area3 days per week- ...Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage... ...business, institutional, government, and private client banking relationships. SDG is co-... ...on a flat corporate structure and our bankers are entrusted with considerable...Work at officeRemote work
$85.1k - $161.7k
...landscapes, performing due diligence, and executing both M&A transactions and private / public financings. The ideal... ...equity, venture capital or investment banking. High upside candidates with... ...visa holders). If you are a recent U.S. college / university graduate possessing...Full timeWork experience placementInternshipWork at officeLocal area- ...Private Equity Fund Admin VPJ.P. Morgan Alternative Fund Services ("AFS") is part of the Securities Services business group in the Corporate & Investment Bank and is one of the largest fund and portfolio administration businesses in the industry, administering over $9...Work at office
- ...Managing Director, AI Strategy & Readiness About the Company Provider of specialized... ...Financial Services Type Privately Held Founded 2000 Employees 501... ...Analysis Real Estate Manufacturing Banking Healthcare Life Sciences CPA Services...Interim roleWork at office
$225k - $337.5k
...Management, United States, Systematic Equity. This role leads the U.S. portfolio management function, ensuring excellence in... ...Systematic Equity portfolio management team, ensuring disciplined execution of investment strategies.Oversee portfolio construction, implementation...Full timeTemporary workFlexible hours- ...Eastern Bank is seeking a Private Banking Business Development Officer in Boston to grow deposits, wealth and revenue by serving small and midsize businesses, nonprofits, professionals and high-net-worth individuals within the bank's assessment area. The role focuses on...
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