U.S. Private Bank - Private Banker - Executive Director
Aumni
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 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. #J-18808-Ljbffr
- ...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
- ...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... ...techniques. Provides customized banking solutions based on the needs of the client... ...the client experience through consistent execution of client service plans. Engages with specialists...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... ..., units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully...SuggestedWork at office
$41.58k - $49.22k
...appropriate steps to safeguard and protect private and personally identifiable information... ...Description: At Regions, the Relationship Banker I is responsible for providing an... ...for candidates with prior teller, limited banking, or some retail sales experience who are...Full timeFlexible hours- ...appropriate steps to safeguard and protect private and personally identifiable information... ...Description: At Regions, the Relationship Banker II is responsible for meeting with... ...online, and ATM offerings, all designed to make banking easier Provides a #J-18808-Ljbffr...
$165k - $200k
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 placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...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...
$46.8k - $60.32k
...Line of Business: Personal & Commercial Banking Job Description: This role is a... ...strong product knowledge, and disciplined execution that drive meaningful client outcomes while... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Part timeWork at officeLocal areaWork from homeFlexible hours- OverviewAre you passionate about building relationships with high-net-worth clients and delivering exceptional financial solutions? As a Private Banking Officer, you’ll serve as a trusted advisor to a portfolio of affluent clients, including attorneys, CPAs, physicians, and...Full timeWork at office
- ...Regions Bank in Fort Lauderdale, FL seeks a Relationship Banker II to meet with customers in person and by phone, assess financial needs, and propose suitable banking products and guidance to help customers reach their goals. Ideal candidates bring retail or sales experience...
- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- ...Bank Of AmericaAt Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...processing cash transactions for clients as needed.Responsibilities:Executes the bank's risk culture and strives for operational...Work at officeFlexible hoursWeekend workDay shift
- Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will... ...with internal stakeholders, and partnering with senior peers to execute more complex transactionsReview, understand, and offer the full...Full timeWork experience placement
- ...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
- ...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...
- ...financial transactions and opening accounts in a retail banking environment. Introduce bank products and services... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Monday to Friday
- ...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
$250k
...Personal Banker Safe Act, Bilingual English/Spanish Speaking Preferred, Fort Lauderdale... ...position responsible for the assistance in the execution of sales, products or service activities... ...of relevant experience ~ Previous banking, retail, or sales experience preferred...- ...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... ...transactions for clients as needed. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- Bank of America is seeking a customer-focused professional to engage clients in the lobby, educate on self-service banking, and process cash transactions accurately. You will build relationships, connect clients to suitable financial solutions, and manage daily center...
- ...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby...Temporary workWork experience placementImmediate start
- ...financial goals to other internal specialists. 4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. 5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer...Temporary workWork at officeNight shiftWeekend work
$124.62k - $177.39k
...Job DescriptionAt Regions, the Private Wealth Management Advisor develops and maintains a portfolio of client relationships within the... ...management services, consumer and mortgage credit, and general banking servicesServes as a focused partner, working closely with internal...Flexible hours- ...Associate Personal Banker (SAFE) Wells Fargo is seeking an Associate Personal Banker... ...part of the Consumer, Small & Business Banking division. Learn more about the career areas... ...and company. They are accountable for execution of all applicable risk programs (Credit,...Work experience placementWork at officeImmediate start
$70k - $95.8k
...Job Description: 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 day...Full timeWork at officeFlexible hoursShift workDay shift$91k - $136.24k
...Why Work with Us? At TD Bank US Compliance, we're on a mission... ...setting new industry standards. U.S. Wealth is a fully... ...legal entities (TD Bank N.A., TD Private Client Wealth LLC and TD Wealth... ...issues. Develop and deliver executive-level reporting, metrics, dashboards...Full timeWork experience placementWork at officeLocal areaWork from homeFlexible hours- .... Morgan Chase & Co. in Fort Lauderdale, FL, seeks an experienced Private Banker to advise families on building, preserving, and managing wealth. You will use investments, planning, credit and banking to serve existing clients and attract new assets. You’ll be part of...Local area
$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
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