U.S. Private Bank - Private Banker - Vice President or Executive Director
Chase
Private BankerWe 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 ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect 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 approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresRequired Qualifications, Capabilities, and SkillsSix plus years of work experience in Private Banking or Financial ServicesBachelor's Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven sales success and strong business acumenStrong community presence with an established networkExperience or demonstrated understanding of investments, wealth planning, credit and banking conceptsFocuses on the client experience and works tirelessly on the client's behalfPreferred Qualifications, Capabilities, and SkillsMBA, JD, CFA, or CFP preferredProactive, takes initiative, and uses critical thinking to solve problemsDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real EstateAbout UsJPMorganChase, 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 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/VeteransAbout the TeamJ.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.
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Charlotte, NC, United States Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients...SuggestedTemporary workWork experience placementLocal area
- ...Private BankerWe are actively looking for exceptionally talented individuals who are... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...career to the next level.As a Private Banker in the U.S. Private Bank, you are...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
- ...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....SuggestedTemporary workWork experience placement
- ...for your future. Position Title: Private Banker 3 Business Unit: Private Banking Reports To: Varies Based On Assignment... ...services to business owners and executives, professionals and Centers of... ...legally authorized to work in the U.S. will be considered. #J-18808-Ljbffr...SuggestedWork at office
$168.61k - $281.09k
...recordkeeping business. The role, Vice President, Assistant General Counsel,... ...least one jurisdiction in the U.S.8+ years of experience at a... ...collective investment trusts, private funds, managed accounts and other... ...regarding an applicant’s bank or credit card. Should you have...Full timeWork from home- ...Belmont Abbey College a private, non‑profit Catholic... ...lived Catholic identity. U.S. News and World... ...of future leaders. The Vice President will be the key architect... .... As an executive administrator, the Vice... ...primary liaison with banks, lenders, rating agencies...Work at officeImmediate start
- ...Vice President Transaction Development Consumer & Retail in Global Banking Join J.P. Morgan's Global Banking... ...our focus on private capital markets.... ...scenarios for U.S.-based small and... ...and industry bankers to generate actionable... ...coverage and execution resources...Work at officeHome office
- ...F.N.B. Corporation in Charlotte, NC is seeking a Private Banker 3 to market private banking services to business owners and executives. You will build strong relationships and provide high quality service to clients across deposits, loans, wealth, and insurance products...Private practice
- ...F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...
$200k
...specialty investment bank and provides M&A, capital... ...-owned companies, private equity sponsors and major... ....Intrepid Investment Bankers is expanding nationally... ...and experienced Vice President for our Business & Financial... ...in the transaction execution processSupporting senior...Full timeWork at officeLocal areaRemote work- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients... ...the clients and communities we serve. The Private Banker is responsible for selling, promoting... ...the client experience through consistent execution of client service plans. Engages with specialists...Work at office
- ...Vice President, Tax - Private Wealth About the Company Globally-recognized private markets investment... ...Services Investment Management Banking Finance FinTech Venture... ...Hiring Manager Title Managing Director Functions ~ Finance Confidential
- ...company's success. As a Virtual Premier Banker within PNC's Wealth Management organization... ...this position.Job DescriptionDevelop and execute strategies to proactively drive Mass... ...skills, experience, and acquired knowledge of bank products and services and positions...Full timeTemporary workPart timeWork at office
- ...financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing... ...candidate will possess over six years of experience in Private Banking or Financial Services, focusing on client relationships while...
- ...businesses, a role as a Relationship Executive might be perfect for you. You... ..., transaction-oriented banker who partners across a broad... ...in Mid-Corporate Commercial Banking, you are responsible for acquiring... ...rata bank, direct lending/private credit, institutional term...Flexible hours
- ...Senior Vice President, Head of Compliance About the Company Accomplished... ...Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...across the organization. This executive will provide strategic...
$145k - $225k
...opportunities.Develop portfolio insights and executive-level reporting that summarize trends,... ...management, payments, transaction banking, treasury services, financial services, technology... ...offering our clients access to a premier U.S. equities business and highly-diverse...Full timeLocal areaWork from homeFlexible hours- ...help people experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the branch...Immediate startAfternoon shift
- ...readiness.Partner closely with executive leadership, legal counsel,... ...experience researching and applying U.S. GAAP and SEC regulations,... ...legal advisors, and Boards of Directors.Experience supporting mergers... ...within a large public company, private equity-backed organization, or...Work at officeRemote work
- Corporate & Investment Bank (CIB) delivers a comprehensive suite... ...regional developers, and public and private corporations.About this role:Wells Fargo is seeking a Vice President, Lead Commercial Real Estate... ...develop recommendations, and execute action plans, including...Full timeWork experience placementWork at office
- ...financial services, including banking, leasing, securities, credit cards... ...risk-based assessments of U.S. regulatory reporting processes... ...works under the supervision of the Director (assessment owner) and plays a critical role in the execution of RRQA assessments—covering...Work at officeLocal areaWork from homeWorldwide
- ...Position Title:** Relationship Banker **Business Unit:** Retail**... ...proficiency of basic consumer banking transactions, account servicing... ...incumbent is responsible for the execution of branch leads at the... ...legally authorized to work in the U.S. will be considered. #J-1880...Work at office
- ...Management Team - Project Manager, Vice President / Associate New York, New... ...of age. Acknowledge ( Bank of America employees are... ...implementation plans to drive successful execution. Manage and execute... ...Corp."). Bank of America Private Bank is a division of Bank of...Work experience placementWork at officeShift workDay shift
- ...following job description:The Vice President, Real Estate Corporate Banking partners with Coverage Bankers to act as a strategic advisor... ...estate clients—including private equity real estate investors... ...portfolio management, and deal execution within a collaborative team environment...Full timePart timeShift workDay shift
- ...Vice President, Actuarial Reserving About the Company Ambitious fronting... ...Insurance Type Privately Held, Private Equity-backed... ...role demands a deep technical execution and offers significant cross-... ...reserving experience within a U.S. regulated insurance carrier...
- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management... ...team, and collaborating with the executive team and cross-functional stakeholders... ...company's expansion both in the U.S. and globally. Hiring...For contractors
- ...U.S. Bank Private Wealth Management is seeking a Private Wealth Advisor to identify, close, and deepen client relationships across the wealth spectrum. The advisor uses expertise in investments, banking, and estate planning to frame and deliver tailored strategies. A team...
- ...Vice President, Global Alliance Management About the Company A global leader in generic... ...Industry Pharmaceuticals Type Privately Held, Private Equity-backed About the... ...of over 40 key partnerships across the U.S., India, and Europe. This includes assessing...Worldwide
$140k - $175k
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... ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Full timeWork experience placementLocal area
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