U.S. Private Bank - Private Banker - Executive Director
JPMorgan Chase & Co.
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. 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 #J-18808-Ljbffr JPMorgan Chase & Co.
$350k
...super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage... ...in key markets across the U.S. we have been asked to... ...seeking a Senior Advisor/ Banker who leads with investments.... ...Health, and Variable products #J-18808-Ljbffr Avior Executive SearchSuggested- Avior Executive Search is seeking a Senior Advisor/Banker to lead in investments at a growing full-service bank located in Jericho, New York. The ideal candidate will manage relationships with UHNW and HNW clients, leveraging strong networks and collaboration across departments...Suggested
- ...leading financial institution in Manhasset is seeking a Relationship Banker who will provide excellent service to clients. You will manage... ...candidates have at least a year of sales experience in retail banking, strong communication skills, and a passion for providing...Suggested
- ...company located in Manhasset, NY, is seeking a motivated Personal Banker for an entry-level position. The role focuses on assisting in... .... Ideal candidates have 0-2 years of experience, preferably in banking or retail, and possess strong communication skills. This...Suggested
$19.5 - $23 per hour
...financial goals. As a leading commercial bank, we remain passionate about serving our clients... ...work! The Banking Center Relationship Banker 1 role will provide services for Banking... ...retention, and other bank initiatives to execute Banking Center’s growth and profitability...SuggestedFull timeFlexible hoursWeekend work- JPMorgan Chase & Co. is looking for a Private Client Banker in Roslyn Heights, NY. The role involves managing banking relationships for affluent clients and providing tailored financial advice. Candidates must have at least one year of banking experience, strong communication...
- ...firm located in Carle Place, New York, is seeking a Relationship Banker. The role involves building and maintaining relationships with... ..., providing excellent customer service, and recommending banking solutions. Applicants should have at least one year of sales experience...
- Position: Member Service Representative/Personal Banker Location: Greenvale, NY Job Id: 473 # of Openings: 1 Benefits Competitive... ...in the financial industry or in a customer service Previous banking or financial services experience Desire to provide outstanding...Full timeFor contractorsFlexible hours
$19.5 - $23 per hour
...Webster Banking Career Opportunity If you're looking for a meaningful career, you'll find it here at Webster. Founded in 1935, our focus has always been to put people first--doing whatever we can to help individuals, families, businesses and our colleagues achieve their...$25 - $27.88 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through... ...solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Hourly payWork at officeShift workWeekend workDay shift$28.85 per hour
...Member Value Personal Banker - Baldwin The Member Value Personal Banker contributes... ...success of the branch by identifying and executing on ways to deepen and grow member relationships... ...investment needs. Work with Business Banking team to develop opportunities with...Hourly payWork at officeFlexible hoursNight shift$250k
...Personal Banker Safe Act - Nassau North Area Working at Citi is far more than just... ...position responsible for the assistance in the execution of sales, products or service activities... ...of relevant experience ~ Previous banking, retail, or sales experience preferred...- ...to parks, golf courses, and outdoor recreation, strong public and private school options, and convenient travel via nearby JFK and... ...the #1 hospital in the country for neurology and neurosurgery by U.S. News & World Report for four consecutive years. Opportunity...Permanent employmentFull timeRelocation packageDay shift
- ...accordance with Valley's mission statement. Ability to engage customers with friendly and professional service. Knowledge of all Bank products and services and ability to educate and demonstrate customers on such, as well as cross sell various products and services....
$70k - $120k
...Relationship Advisor in Town of Huntington, NY. This role involves building relationships with new and existing clients to manage their bank and brokerage assets, ensuring compliance with KYC/AML guidelines. Candidates should have 5-8 years of experience in financial...Full time- ...operates under the guidance of the Associate Director of Revenue Cycle and Cost Reporting and... ..., transfers between the company bank accounts and client accounts, and rent and... ...Monitor government contract receivables and private pay accounts, including but not limited to...Contract workWork at officeFlexible hours
$70k
...entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client, and captures wealth...Full timeWork at office$70k
...entire continuum of wealth clients. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold® and Citigold® Private Client, and captures wealth...Full timeWork at office$27.59 - $45.98 per hour
M&T Bank Corporation is seeking a Senior Relationship Banker in Oceanside, New York. The role involves developing and retaining customer relationships through proactive outreach and understanding customer needs. Ideal candidates will have at least three years of retail...Hourly pay$250k
Personal Banker SAFE Act (Spanish or Mandarin/Cantonese Preferred) South Huntington Branch... ...responsible for the assistance in the execution of sales, products or service activities... ...years of relevant experience Previous banking, retail, or sales experience preferred...Full time$20.62 - $25.74 per hour
...and highly regarded multi-billion-dollar bank that continues to grow with branches in New... ...employees’ experience. Senior Personal Banker - Jersey City Lafayette - Full-time... ...standards Responsible for sales and service Execute expectations for a positive customer service...Full timeWork at officeLocal areaFlexible hours$250k
The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service activities in coordination with the customer... ...-2 years of relevant experience Previous banking, retail, or sales experience preferred...- Bank of America in Plainview, New York is seeking a motivated individual to engage clients in the lobby and assist them with transactions... ...improving clients' financial lives. Responsibilities include executing risk culture, managing cash, and building relationships with...
- A leading financial services firm is seeking a Relationship Banker in Syosset, NY, to build and manage client relationships using cutting-edge banking technology. The ideal candidate will have at least one year of sales experience in retail banking and strong communication...Full timeWeekend work
$61.28k - $85.52k
Citigroup Inc. is looking for an entry-level Personal Banker in Syosset, NY. This role focuses on supporting sales and service activities... ...should have up to 2 years of experience, preferably in banking or sales, as well as strong communication skills. Citi offers competitive...- A leading financial institution is seeking a Personal Banker SAFE Act for its South Huntington Branch. This entry-level position involves... ...will possess 0-2 years of relevant experience, preferably in banking, retail, or sales, and must have strong communication skills...
- ...-established financial institution is seeking a Senior Personal Banker to provide exceptional service and build long-term customer relationships... ...-facing roles. This position offers competitive pay and a chance to grow within a supportive team. #J-18808-Ljbffr Provident Bank
$22 - $27 per hour
ConnectOne Bank is hiring a Banking Relationship Specialist in Hicksville, NY. This role involves supporting client relationships, performing account openings, and actively engaging in sales activities. Candidates should have 1-3 years of banking experience and strong...Hourly pay- JPMorgan Chase & Co. is seeking a Relationship Banker in Hewlett, NY. In this role, you will deliver exceptional client service and manage... ...should have over a year of sales experience in retail banking, possess excellent communication skills, and be able to create...Weekend work
$19.5 - $23 per hour
Webster Bank in the Town of Oyster Bay is seeking an individual producer to assist in achieving sales and service goals across multiple banking centers. The role includes processing customer financial transactions, evaluating client needs, and ensuring compliance with...Hourly pay
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