U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase
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. 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 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
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$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$250k
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...support your career in finance? Your search is over… WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a... ...and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 19...Work at office- ...“to grow your career” in the U.S. Join us!About this role:Wells... ...a Roving 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...Full timeWork experience placementMonday to FridayFlexible hours
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...Citigroup Inc. is seeking a Personal Banker in Manhattan Beach, California, responsible for assisting in sales and service activities... ...candidates will have 0-2 years of relevant experience, preferably in banking or retail, along with a Bachelor's degree. Competitive benefits...- ...conversations with clients to understand their financial and life priorities Connect clients to solutions that meet their financial goals Execute the bank's risk culture and strive for operational excellence Build relationships with clients to meet their financial needs Follow...Weekend work
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...Relationship Banker Relationship Bankers build meaningful, long-term client relationships by exhibiting breakthrough client service... ...offering sound financial advice, and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the...Weekend work$100k - $275k
...development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver... ...willing to obtain licenses within 90 days of start date 12+ years of private banking and/or complex financial services experience or...Shift workDay shift$169.38k - $207.02k
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 and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Full timeWork experience placementLocal area3 days per week- ...Prepare and present monthly financial reporting packages, board decks, and investor updates to the executive team and investor group. Manage ABL relationship and bank compliance reporting including covenant tracking and lender communications. Build and maintain financial...
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...team members to deliver a comprehensive banking solution in the best interest of the customer... ...of solutions. Supports the execution of strategic initiatives in collaboration... ...know the nature of your request and your contact information. #J-18808-Ljbffr BMO U.S.Part timeLocal area$159.97k - $188.2k
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