U.S. Private Bank - Private Banker - Executive Director
Chase
Private BankerWe 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 ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect 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 approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresRequired qualifications, capabilities and skillsSeven plus years of work experience in Private Banking or Financial ServicesBachelor's Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven sales success and strong business acumenStrong community presence with an established networkExperience or demonstrated understanding of investments, wealth planning, credit and banking conceptsFocuses on the client experience and works tirelessly on the client's behalfPreferred qualifications, capabilities and skillsProactive, takes initiative, and uses critical thinking to solve problemsMBA, JD, CFA, or CFP preferredDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real EstateAbout UsJPMorganChase, 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/VeteransAbout the TeamJ.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.
- ...Private Banker 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...SuggestedTemporary workWork experience placementLocal area
$150k - $165k
...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 Banker In The International Private BankWe are actively looking for exceptionally talented individuals who are collaborative, confident... ...to clients within J.P. Morgan's International Private Bank. If you have an entrepreneurial mindset and are looking to constantly...SuggestedTemporary workWork experience placementLocal area
- Safra National Bank of New York ("Safra National... ...nationally chartered U.S. Bank supervised by... ...is a leading private bank with a devoted team... ...overview: The Managing Director -Senior Private Banker is responsible for originating... ...service and flawless execution on client requests,...SuggestedWork at office
$250k
...establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full... ...Client Coverage Job Family Private Banker Time Type Full time Primary Location...SuggestedFull time$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California... ...Develops medium- to long-term plans and executes functional strategies for the market... ...fundamental interests of the Private Bank.* Help team members acquire the experience...Full time- ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial...Temporary workWork experience placementLocal area
$122.4k - $228k
...Develops, manages, retains and grows profitable banking relationships with high‑net‑worth clients... ...personalized interaction. Develops and executes a business plan to profitably grow... ...driven decision making – In‑depth / Expert. U.S. Only: This position will act as an...Local areaShift work$122.4k - $228k
...Develops, manages, retains and grows profitable banking relationships with high-net-worth clients... ...personalized interaction. Develops and executes a business plan to profitably grow... ...decision making - In-depth / Expert. U.S. Only: This position will act as an originator...Contract workPart timeLocal areaShift work- BMO Financial Group is seeking an accomplished banking professional to manage and grow a portfolio of high and ultra-high-net-worth clients in the U.S. You will design and execute solutions that protect and grow client wealth while maintaining risk controls and regulatory...
$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco California... ...Posted Todayjob requisition id: 26967523The Banker SAFE Act is a strategic professional who... ...regarding what can and cannot be executed on their behalf.* Maintain full understanding...Full time- ...As an Area Manager in Business Banking, you'll lead a team of... ...Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase,... ...processing. We’re proud to lead the U.S. in credit card sales and... ...satisfaction. Our business bankers work in the Consumer Bank to provide...Work at officeLocal area
$80k - $100k
The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate... ...will have at least three years of experience in private banking, preferably serving high net-worth clientele....- ...advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and... ...of likeminded, passionate Innovation Economy bankers FEDERAL DEPOSIT INSURANCE ACT:This position...
- ...relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role will be to acquire, grow and retain profitable relationships within these industry...Local area
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...Immediate startAfternoon shift
- ...institution located in San Francisco is seeking an experienced Private Banker to advise clients on building and managing their wealth. The... ...candidate will have over 8 years of experience in private banking, knowledge of investments, and must be fluent in English and...
- ...Step into a high-visibility role leading San Francisco's Private Bank Client Center—where you’ll run world-class daily operations and help... ...in a complex, team-oriented, and fast-paced environment with bankers, product partners, and operations teams. Your role will involve...Work at officeLocal areaFlexible hours
$300k - $350k
...range $300,000.00/yr - $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director: $250K–$300K TOTAL COMP: $500K+++ Bonus :... ...annual bonus is based on performance Must Haves Private Bank experience only (not wirehouse or retail banking) Proven...Full timeWork at office$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...Temporary workWork experience placementImmediate start$80k - $100k
Private Banker, PBO - 101 California Street At Citizens Private Bank, as a Private Banker, you will have the opportunity to work in service, support, and sales, while creating a world class/white glove experience for our UHNW clients and prospects in our Private Bank Offices...Work at officeLocal areaFlexible hours- East West Bank in San Francisco is seeking a seasoned Business Relationship... ...across commercial lending, private banking, and treasury services... ...and regional managers to execute marketing plans, manage loan... ...cross-border banking between U.S. and Asia. #J-18808-Ljbffr...
- Citi is seeking a seasoned professional for a Private Banking role in San Francisco, California. This position focuses on building long-term relationships with clients while providing strategic financial advice tailored to individual needs. The ideal candidate will have...
$150k - $250k
...retirement and trust services.Morgan Stanley Private Bank, NA is seeking a high potential... ...Specialist will collaborate with Private Bankers and Financial Advisors/Private Wealth Advisors... ...objectives.Establish a reputation of execution and excellence while maintaining...Temporary work- Relationship Executive - Life Sciences Banking We are looking for a customer‑focused professional who enjoys building relationships and providing financial... ...team of likeminded, passionate Innovation Economy bankers. Benefits We offer a competitive total rewards package including...
- A financial services firm in San Francisco is looking for Private Bankers and Investment Counselors to serve high-net-worth clients. This role requires strong private banking experience and a solid track record in client management. Candidates will work closely with teams...Full timePart time
$200k - $300k
...unique needs of successful professionals and executives. Job Summary We are seeking an experienced and highly motivated Private Banker to join our dynamic Wealth at Work team,... ..., private stock, and other sophisticated banking and lending products specifically tailored...Full time- ...clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset... ...career to the next level. As a Private Banker Senior Associate in the International... ...information, communicating with clients and executing on client needs. Support the Senior...
- ...Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage... ...business, institutional, government, and private client banking relationships. You will be... ...on a flat corporate structure and our bankers are entrusted with considerable...Remote work
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others in the Branch. You will manage full banking relationships, proactively drive growth in client balances, and solicit referrals to expand our client...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to U.S. Private Bank - Private Banker - Executive Director. Be the first to apply!
- private mortgage banker San Francisco, CA
- personal banker San Francisco, CA
- private banker San Francisco, CA
- executive director for marketing & public relations San Francisco, CA
- search executive San Francisco, CA
- executive search company San Francisco, CA
- chief digital officer San Francisco, CA
- technical executive San Francisco, CA
- executive assistant to chief executive officer San Francisco, CA
- executive director marketing San Francisco, CA


