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
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
- Overview Make banking a Fifth Third better® We connect great people to great opportunities.... ...candidates will become a Retail Personal Banker I after completing a 9‑week onboarding and... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
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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...SuggestedBank staff
- ...delivering the best experience for our customers. As a Branch Banker within PNC's retail organization, you will be based in Montgomery... ...knowledge, skills, and abilities for a role. Accountability Banking Client Loyalty Customer Experience (CX) Customer Service Identifying...SuggestedTemporary workWork 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
$17 - $27.5 per hour
Market Relationship Banker Location: US-MI-Grand Rapids Overview Old National Bank has been serving clients and communities since 1834. With over $70 billion in... ...offerings to enhance their service experience. Executes all sales, service, and banking transactions accurately...Immediate start- ...Encore Management Group is a private equity firm that invests in and scales services... ...growth. We are currently recruiting a Vice President of Accounting for one of our newly launched... ...and rolling up their sleeves to execute detailed accounting work in a fast‑paced...Local area
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- ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Kentwood, MI. PNC is an in‑office company that fosters a collaborative and...Full timeTemporary workPart timeWork experience placementWork at officeShift work
$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- ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office... ...customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...customer experience. While operating within the Bank’s risk appetite, achieves results by... ...with organizational goals and successful execution. Supervisory Responsibilities May include... ...all roles within this pay grade across the U.S. Individual salaries within this range will...
- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...actions; conduct periodic deal reviews; and execute decisions to renew or modify deals. Work... ...roles within this pay grade across the U.S. Individual salaries within this range will...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Position: Chief Executive Officer (CEO) - PE-Backed Wealth Management Firm Location: Greater Grand Rapids, MI Compensation: Low... ...initiative ~ At least 4+ years of experience in wealth management or private wealth advisory (e.g., major wirehouses or advisory firms) ~...Local area
- ...Mercantile Bank is looking for an enthusiastic, customer-focused Branch Banker to join our team in our Knapp's Corner Branch in Grand Rapids, MI . Depending on your experience, you may be hired as a Customer Service Representative or a Personal Banker. If you're passionate...Bank staffMonday to FridayFlexible hoursWeekend workAfternoon shift
- ...of downtown Grand Rapids, Michigan, is a private 108 bed psychiatric facility that serves... ...professional standards and ensure adequate execution. Consistently evaluate the results of... ...various related services located all over the U.S. States, Washington, D.C., Puerto Rico...Temporary work
$82.1k - $172.5k
...Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...internal applications is a plus. Ability to execute with minimal to no supervision required. All... ...roles within this pay grade across the U.S. Individual salaries within this range will...For contractorsBank staff- ...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management,... ...teammates’ success and the goals of the bank, while fostering a culture of diversity... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth...
- ...belong here! Are you excited for what is ahead? We are too! Scope of Responsibility As Vice President of Operations, you’ll lead enterprise‑level manufacturing strategy and execution across multiple facilities, with full accountability for safety, quality, delivery, and...Weekly payTemporary workWork at office
- ...Stuart are currently partnered with a well-established senior living community in the Grand Rapids area seeking an experienced Executive Director. The ideal candidate will bring a proven track record of building strong teams, driving occupancy, and maintaining high...Local area
- ...Role Description The Executive Director will lead MICEO’s mission to grow employee-owned businesses by overseeing operations, developing strategic partnerships, and driving organizational growth. Key responsibilities include networking with stakeholders, managing communications...Full timeLocal areaRemote work
- ...this application due to a disability, contact this employer to ask for an accommodation or an alternative application process. Executive Director Full Time Grand Rapids, MI, US 8 days ago Requisition ID: 1117 Executive Director – Senior Living – Grand Rapids, MI Reports...Full timeWork at officeLocal area
- ...services for over 30 years to educational institutions, governmental agencies, healthcare systems and the private commercial sector. We are looking for a Project Executive with a minimum of 10 years’ experience to join our team and lead the Grand Rapids, Michigan office....Temporary workRemote work3 days per week
- ...and operational alignment for the North American market. This executive will own annual revenue targets, build strategic client partnerships... ...Client & Executive Relationship Management Engage at VP, Director, and C-level within client organizations. Negotiate MSAs,...Long term contract
- ...positions, complemented by fixed income and a select allocation to private investments. This role is ideal for someone who enjoys staying... ..., including periodic rebalancing, cash management, and trade execution. Partner with advisors on investment-related discussions and...Work at office
$70k - $80k
...&A world in coming semesters, then bigger picture functions -- banking, audit management, CPA liaison, strategic planning, and more, as... ...paid vacation. 10 company holidays. Successful 2nd generation, private held, family owned business. Pay range is $70,000 to $80,000....Part timeFor contractorsWork at officeImmediate startFlexible hours
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