U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase
Overview 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. 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 About Us 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 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 About The Team 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. #J-18808-Ljbffr JPMorganChase
$37 - $65.5 per hour
..."to grow your career" in the U.S. Join us! About this role: Wells... ...a Senior Branch Premier Banker (SAFE) to play a pivotal role... ...primary point of contact for banking products and services through... ...company. They are accountable for execution of all applicable risk programs...SuggestedTemporary workWork experience placementImmediate start$10 per hour
...Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a... ...internally in partnership with Private Bank, Asset Wealth Management, Middle... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit...SuggestedWork experience placementWork at office$23 - $31 per hour
...“to grow your career” in the U.S. Join us! About this role:... ...seeking an Associate Personal Banker (SAFE) to join our National Branch... ...by supporting everyday banking needs through in‑branch interactions... .... They are accountable for execution of all applicable risk programs...SuggestedFull timeWork experience placementFlexible hours- ...embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent... ...hospitality, delivering the latest banking solutions and cutting-edge financial technology... ...processing. We’re proud to lead the U.S. in credit card sales and deposit...SuggestedImmediate startAfternoon shift
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- ...Relationship Banker Simi Valley, California To proceed with your application, you... ...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 operational...Work at officeFlexible hoursShift workWeekend workDay shift
$10 per hour
...a Business Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you’ll be developing and managing a portfolio of large profitable... ...strong referral network internally in partnership with Private Bank, Asset Wealth Management, Middle Market and One Chase...Work experience placementWork at office- ...Fairygodboss is looking for an Associate Relationship Banker to provide exceptional client service and represent our brand in Simi Valley... ..., you'll leverage your financial knowledge to address clients' banking needs and contribute to branch success. The ideal candidate has...
$70k - $80k
...history for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make... ...clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new...Temporary workWork at officeMonday to FridayShift workDay shift$70k - $80k
A leading financial institution in Thousand Oaks is looking for a Financial Advisor. This role provides advice and customized solutions to clients for achieving their financial goals. Responsibilities include developing financial plans and strategizing investments based...$48k - $100k
...and policies Source prospective clients and capitalize on referrals Deliver customized solutions and leverage the full resources of Bank of America Merrill Understand all aspects of an optimal practice and complete the training and development required to continue a successful...Shift workDay shift- ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...relationships with one out of two households in the U.S. to help eventually grow your business.... ...in a complex, fast-paced environment. Executes multiple tasks simultaneously. Learns...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Bank of America is seeking a proactive professional in Thousand Oaks, CA to begin Securities Industry licenses through personalized classes and to build and manage client relationships. You will guide clients with financial solutions and deliver Bank of America’s core...
$70k - $80k
...products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions Recommends banking and investments... ...clients. Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment. Likes to learn, adapts to new...Temporary workMonday to FridayShift workDay shift- ...Act requirements for residential loan mortgage originations. Build, manage, and deepen client relationships across a portfolio of banking and investment accounts. Provide comprehensive financial advice, conduct client reviews, and present solutions to help achieve financial...Immediate start
$80k - $90k
...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$23 - $31 per hour
...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker (SAFE) to join our National Branch. In this frontline... ...will build relationships with customers by supporting everyday banking needs through in-branch interactions, scheduled conversations,...Work experience placementFlexible hours$23.83 - $29.79 per hour
...Description Job Description Description: Job Title: Personal Banker III – Full-time – Westlake Branch Overview: We are... ...a dynamic Personal Banker III, who is an experienced branch banking advisor in establishing, developing and retaining relationships...Hourly payFull timeFlexible hours$21 - $26 per hour
...Description: Overview: We are seeking a dynamic Personal Banker II, who is an experienced advisor in establishing, developing,... ...Demonstrated success meeting and/or exceeding established sales goals Banking experience Cash Handling experience Strong “People” skills,...Full timeWork experience placement- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth...Immediate startAfternoon shift
- ...Oaks, CA branch for a Financial Service Consultant II (Personal Banker) to join our team! The Financial Service Consultant II is responsible... ...2 years experience as a personal banker at a credit union or bank setting Proven track record of taking initiative,...Temporary workLocal areaImmediate start
- ...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...
- ...decades Helmet House has supplied Powersports Dealers across the U.S. with two of the world’s top helmet brands. Helmet House is... ...powersport dealers/retailers throughout the U.S. The Regional Vice President will be responsible for setting sales targets, evaluating and optimizing...Work at office
$200k - $250k
...Details Position Information Position Title Vice President for University Advancement Position Category Staff... ...Advancement serves as the University's senior advancement executive responsible for providing visionary leadership for philanthropy...Work at office- ...Vice President of DATA ENGINEERING Leads and manages a team of data science professionals, collaborating with stakeholders and the practice... ...that align with the company's goals. Develop and execute the data science roadmap, ensuring the application of advanced...Full time
- A leading powersports supplier is seeking a Regional Vice President to lead and optimize sales operations across the U.S. The role requires strong leadership skills, retail multi-store experience, and excellent communication abilities. Responsibilities include setting sales...
$200k - $250k
...each person's dignity. Basic Function: Executing multiple high-impact initiatives to achieve overall university goals, the Vice President for Finance and Administration (VPFA)... ...Qualifications: Higher Education experience in a private institution.Experience overseeing...Full timeWork experience placementCasual workWork at office- ...Executive Director, External Engagement About the Company Pioneering developer & manufacturer of innovative therapeutic medicines... ...and measurement frameworks. Hiring Manager Title Vice President, Corporate Affairs Functions ~ Marketing...
$200k - $250k
Vice President for Growth and Advancement Position Title Vice President for Growth and Advancement Position Category Staff (Exempt) FLSA... ...leadership, the Vice President leads enrollment planning and execution across undergraduate, graduate, and professional programs,...Work at office$63.3k - $117.2k
...Responsibilities Proactively develop and execute sales strategies to attract new business clients... ...accurate information about business banking products and services. Understand customer... ...reasonable accommodations to individuals with disabilities. #J-18808-Ljbffr BMO U.S.Local areaWorldwide
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