U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
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 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 Six 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 MBA, JD, CFA, or CFP preferred Proactive, takes initiative, and uses critical thinking to solve problems 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 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. Location Grand Rapids, MI, United States #J-18808-Ljbffr
- ...Personal Banker Associate I page is loaded## Personal Banker Associate Ilocations: Wyoming... ...to apply)job requisition id: R67041**Make banking a Fifth Third better(R)**GENERAL FUNCTION:... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
$122.4k - $228k
...valued segment within a stable and thriving bank.BMO is the 8th largest bank in North... ...lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to... ...applying our Risk Management Framework in the execution of your role, in line with our Risk...SuggestedFull timeContract workPart timeWork experience placementLocal areaShift work- ...Senior Government Not-for-Profit in Business Banking, you’ll manage existing client... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth... ...in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial...Suggested
$164.4k - $285.6k
...ServiceWe are seeking a highly motivated Market Executive to lead a team of relationship managers in... ...satisfaction.BMO is the 8th largest bank in North America and the 4th largest commercial... ...with aggressive growth ambitions in the U.S. We are driven by a single purpose: to...SuggestedFull timeContract workPart timeWork experience placementLocal area$18 - $22 per hour
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$17 - $27.5 per hour
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- ...Relationship Banker Lansing, Michigan;Wyoming, Michigan **To proceed with your application... ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for...Work at officeFlexible hoursShift workWeekend workDay shift
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- ...existing loan customers in assigned portfolio. Must have the ability to establish and promote business development efforts throughout the bank’s market which lead to relationship and lending opportunities. This position requires a high level of organizational skills and...Bank staff
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- ...Bachelor's degree in Finance, Business, Accounting, Economics, or a related field. 5+ years of experience in wealth management, private banking, financial advisory, or relationship management. CFP®, CFA®, CPWA®, ChFC®, or similar professional designation preferred, or...
- ...Market President About the Company A bank seeking a Market President to grow commercial lending and deposits. Industry Banking Type Privately Held About the Role The Company is in search of a Market President to join their team. The successful...
$62.3k - $199k
OverviewOld National Bank has been serving clients and communities since 1834. With over... ...and insight from other lenders and Executives to deliver the best possible loan terms... ...unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific...Work experience placement- ...Associate Banker At Chase, we are passionate about creating memorable experiences for our... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Part time
$100k
...leveraging organizational resources and support • 3+ years of experience in financial services, wealth management, financial planning, insurance, banking, or a related advisory profession Compensation: $100,000+ at plan yearly • Compensation: $100,000 per year...Flexible hours- ...Chief Lending Officer (CLO) About the Company Respected community bank Industry Banking Type Privately Held About the Role The Company is in search of a Chief Lending Officer to join their team. The successful candidate will be responsible for maintaining...Work at office
$61k - $119k
...member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI. *Individuals are required to have a minimum of three years of service at...Full timeContract workFor contractorsWork at office$250k
...centers around providing the very best available banking and accounting talent. In fact, most of our recruiters are former bankers or accountants themselves! We know how to... ...a new opportunity or a bank or company president trying to fill an essential position, The Symicor...Work at office- ...Personal Banker Associate I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become...Work experience placementWork at office
$130k - $180k
...presentation skills; able to effectively articulate investment management and financial planning options to clients Experience in banking or financial services is preferred Bachelor’s degree in Business or other related field of study CFA/CFP is strongly...Full timeInternshipLocal area
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