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
- ...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
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by... ...business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...SuggestedImmediate startAfternoon shift
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping... ...clients and communities we serve. Private Bankers support the Wealth Management division'... ...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
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ...financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase...SuggestedImmediate startAfternoon shift
- ...Personal Banker Associate I General Function Selected candidates are intended to become a... ...leadership (Financial Centers) or aisle time (Bank Marts) and tele‑consulting. This role is... ...all roles within this pay grade across the U.S. Individual salaries within this range...Work experience placementWork at office
- ...Make banking a Fifth Third better We connect great people to great opportunities. Are you ready... ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...roles within this pay grade across the U.S. Individual salaries within this range will...Work experience placementWork at office
- ...Teller/Relationship Banker Serves as the front-line point of... ...for retail branch customers executing activities required to meet sales... ...appropriate service areas or banking representatives. Executes... ...partners including mortgage, private wealth management and merchant...Work at officeNight shift
- ...to the companys success. As a Relationship Banker Business Specialist (Bilingual in Spanish preferred) within PNC's Retail Banking organization, you will be based at PNC's Davie... ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage....Full timeTemporary workPart timeWork experience placementWork at officeShift work
$165k - $200k
...U.S. Bank Financial Advisor 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...Temporary workWork experience placementWork at officeRemote workFlexible hours3 days per week$165k - $200k
...U.S. Bank Financial Advisor 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...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...boasting a stable and client-focused environment. In their Private Wealth Management division, significant investments are being made... ...guiding clients in wealth and estate planning, investments, banking, and more. The position requires leveraging client knowledge and...
- ...opportunity to contribute to the company's success. As a Personal Banker (Bilingual in Spanish preferred) within PNC's Retail Banker... ...successful in this position. Preferred Skills Accountability, Banking, Client Loyalty, Customer Experience (CX), Customer Service,...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...experience, education, and required certifications/licensures needed to be successful in this position. Preferred Skills Accountability Banking Client Loyalty Customer Experience (CX) Customer Service Identifying Opportunities Leveraging Technology Proactive Sales...Full timeTemporary workWork experience placementWork at office
- ...include the lush, "Bora Bora" style lagoon with private cabanas and butler service; a 42,000... ...Seminole Reservation along State Road 7 (U.S. Highway 441), and is 10 minutes from Fort... ...incumbent is responsible for the assigned bank and for enforcing accounting controls to...Shift work
- ...Personal Banker Associate I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become...Work experience placementWork at office
- ...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...
- ...assists in the assessment of risk and management of the Bank’s loan portfolio by providing analytical and... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...
- ...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...Work at officeFlexible hoursShift workWeekend workDay shift
$250k
...Personal Banker SAFE Act 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... ...relevant experience ~ Previous banking, retail, or sales experience...- ...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....
- ...Personal Banker Associate II Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. General Function: Selected candidates are intended to become a...Work experience placementWork at office
- ...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
$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- ...Middle Market Banking Team Member As an expert and senior member of the Middle Market... ...Duties and Responsibilities Plans and executes a direct sales calling program to add... ...partners such as treasury management, private wealth management, and other line-of-business...Work at officeLocal area
- ...Bank Of America Private Bank Client Advisor 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...Work at officeShift workDay shift
- ...partners to provide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships....Local areaFlexible hours
- ...Commercial Community Bank Manager Responsible for the overall performance and execution of the Commercial Community Bank's strategy across multiple markets within... ...Directly manages a team of 5 or more Commercial Bankers and acts as a key integrator across the markets...Temporary workWork at office
$70.6k - $139.8k
...experience. Your background should have experience working with Banking, Asset Management and Private Equity clients. This position requires meeting the... ...supervision. Being able to multi-task since planning, executing, and wrapping up various engagements may have to be...Local areaWorldwideHome office- ...with a growing health and wellness franchisor seeking a Chief Executive Officer to lead the next phase of growth, franchise expansion,... ...entrepreneurial, and growth‑oriented environments Experience working with private equity, founders, or investor groups is a plus Strong...
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