U.S. Private Bank - Private Banker - Vice President
Next Frontier Capital
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 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 also 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
- ...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
$10 per hour
...Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of... ...with Branch, Wealth Management and Private Bank to identify and deliver appropriate... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...SuggestedWork experience placementWork at office- ...Fairygodboss is hiring a Private Banker in Fort Lauderdale, Florida, to advise families on building and managing their wealth. In this role... ...candidate has at least six years of experience in Private Banking, a Bachelor's Degree, and necessary licenses (Series 7, 66, and...Suggested
- ...Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client... ...of sales and marketing techniques. Provides customized banking solutions based on the needs of the client in coordination with...SuggestedWork at office
- ...We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product awareness and understanding of the full cash management and lending platform within their assigned office...Work at office
- ...Relationship Banker Location: On site at location listed in job posting... ...promoting and selling the bank's products and services. This role... ...limited to mortgage, wealth, private client, and business banking.... ...12 states across the southern U.S. The Company and its subsidiaries...Temporary workWork at officeMonday to Friday
- ...Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready... ...are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding... ...roles within this pay grade across the U.S. Individual salaries within this range will...Work experience placementWork at office
- ...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 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
$61k
...$80.00 hourly (Remote, Full-time) Personal Financial Advisor (Private Wealth). Certified Financial Advisor (CFA). AI data lab for training... ...) This position is primarily responsible for supporting the Bank’s business plan and established goals through customary activity...Hourly payFull timeContract workTraineeshipLocal areaRemote work$41.58k
...appropriate steps to safeguard and protect private and personally identifiable information... ...Description At Regions, the Relationship Banker I is responsible for providing an exceptional... ...candidates with prior teller, limited banking, or some retail sales experience who are...Full timeFlexible hours- ...Private Wealth Advisor Our client is on a mission to empower customers and communities with smart financial decisions, fostering growth... ...guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge...
- ...Universal Banker Location: On site at location listed in job posting... ...and opening accounts in a retail banking environment. Introduce bank... ...12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business...Monday to Friday
- ...Bank Of America At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every...Work at officeFlexible hoursShift workWeekend workDay shift
- ...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 a...Work experience placementWork at office
- ...SouthState Bank, National Association, is seeking a seasoned Commercial Lending professional in Fort Lauderdale to drive new business and manage a commercial loan and deposit portfolio. You will assess credit requests, structure loans, and ensure adherence to bank policies...
- ...feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC Sunrise & Federal Branch, 1150 North Federal Highway, Ft Lauderdale...Work experience placement
- ...Fifth Third in Fort Lauderdale, FL, is seeking a Personal Banker Associate II focused on customer relationship building and product... ...Candidates will engage customers, assess financial needs, and promote banking products while ensuring compliance and customer satisfaction....
- ...best workplaces "to grow your career" in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this... ...relationships with customers by supporting everyday banking needs through in‑branch interactions,...Work experience placementFlexible hours
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...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...
- ...Vice President, Government Relations About the Company Large private research university Industry Higher Education Type Educational Institution Founded 1964 Employees 1001-5000 Categories Education Colleges & Universities Nova Southeastern...Local area
- A leading financial institution is seeking an experienced professional to manage client relationships and drive new business development. Responsibilities include sourcing clients and advocating for their needs while collaborating with team specialists. The ideal candidate...
- ...Senior Vice President, Research & Economic Development About the Company Large private research university Industry Higher Education Type Educational Institution Founded 1964 Employees 1001-5000 Categories Education Colleges & Universities...
- ...Vice President of Finance About the Company Boutique investment manager specializing in small-bay flex industrial properties. Industry Real Estate Type Privately Held About the Role The Company is seeking a Vice President of Finance to join their...Flexible hours
- ...The Opportunity Spring Footwear is seeking an experienced Vice President of Finance to join our Executive Leadership Team and help guide... ...of financial integrity. Support external audits, banking relationships, tax compliance, and corporate reporting requirements...
- ...At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We... ...Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client...Work at officeShift workDay shift
- Leader in People Architecture, Strategy, & Team Development VICE PRESIDENT, FAMILY OFFICE OPERATIONS Confidential Single Family Office (... ...service‑oriented culture that adheres to the highest standards of private wealth management. Implement and refine best‑in‑class...Full timeContract workWork at office
$43.89k - $150k
...dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information... ...At Regions, the Financial Advisor establishes a portfolio of bank customers based on meeting the financial objectives of the customer...Full timeTemporary workLocal areaFlexible hours- ...8:15 AM-5:00 PM SUMMARY The Relationship Banker is a trusted advisor who engages clients... ...growth by actively promoting and selling the bank’s products and services. This role... ...including but not limited to mortgage, wealth, private client, and business banking. Proactive...Temporary workWork at officeMonday to Friday
- ...opportunity to contribute to the companys success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banker... ...successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
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