U.S. Private Bank - Private Banker - Executive Director
JPMorganChase
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 the 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; 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. 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. Compensation and Benefits We offer a competitive total rewards package including base salary determined based on 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 such as 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. Equal Opportunity Employment JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. 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. #J-18808-Ljbffr JPMorganChase
- ...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
- ...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
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients... ...clients and communities we serve. The Private Banker is responsible for selling, promoting... ...the client experience through consistent execution of client service plans. Engages with specialists...SuggestedWork at office
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals... ...financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and...SuggestedRemote work- ...businesses, a role as a Relationship Executive might be perfect for you. You... ..., transaction-oriented banker who partners across a broad... ...in Mid-Corporate Commercial Banking, you are responsible for acquiring... ...rata bank, direct lending/private credit, institutional term...SuggestedFlexible hours
- ...financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing... ...candidate will possess over six years of experience in Private Banking or Financial Services, focusing on client relationships while...
- F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...
- ...Industries - Healthcare for the Commercial Bank. Learn more about the career areas and... ...business at wellsfargojobs.com.As an Executive Director on the Healthcare team, you will lead... ...investment banking, leveraged finance, private credit, or private equityStrong leadership...Full timeWork experience placementWork at officeShift work
- ...Title: Floating Relationship Banker Business Unit: Retail Reports... ...proficiency of basic consumer banking transactions, account servicing... ...incumbent is responsible for the execution of branch leads at the... ...legally authorized to work in the U.S. will be considered. #J-1880...Work at office
- ...people experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the branch...Immediate startAfternoon shift
- About this role:Wells Fargo is seeking an Executive Director - Tax Transformation, Data and... ...environment such as financial services, banking, or large public companiesStrong understanding... ...industry experience and familiarity with U.S. GAAP and accounting for income taxesAdvanced...Full timeWork experience placement
$140k - $175k
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... ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Full timeWork experience placementLocal area- ...At Bank of America, we are guided by a common purpose to help make financial lives... ...counterparts. The Security Incident Response Executive will be responsible for designing,... ...law enforcement, intelligence agencies and private-sector security partners Maintain...Work at officeLocal areaFlexible hoursShift workNight shiftDay shift
$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ..., REIT tax structuring and compliance, executive compensation, master planning and... ...General understanding of key concepts under U.S. Generally Accepted Accounting Principles...Full time- ...complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and... ...Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation,... ...”). MCC is an innovative and independent U.S. foreign assistance agency that is...Contract workFor contractorsWork experience placementWork at officeLocal areaFlexible hours
- ...wide variety of engagements for Private Companies, Fortune 1,000... ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation... ...DetailsWorks directly with executive leadership.#TechnicalCrossCuttingJobs... ...Our Heroes Program of the U.S. Chamber of Commerce...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...and on-prem environments in a large-scale banking ecosystem. This role designs scalable... ...balances strategy, design, and hands-on execution—proving concepts through code, solving complex... ...across hybrid cloud, public cloud, private cloud, and on-premises platforms. 7+ years...Full timeWork at officeRemote work2 days per week3 days per week
$310k
...Charlotte, Chicago, or New York (Open to other U.S. office locations including Houston, Los... ...candidate will focus on lender-side private warehouse and trade receivables financings... ...structuring.Key ResponsibilitiesRepresent banks, funds, and financial institutions in structured...Work at office$94k - $171k
...appointments and pass exams.Sr. Managing Director (above qualifications apply along with below... ...-term illness. Employees don’t accrue a bank of time off under FTO and there is no set... ...recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeNight shift$110.4k - $140.76k
...Financial Planning and Analysis & Financial BenchmarkingKnowledge of banking operations and related regulatory issuesAbility to manage... ...different, and we think being different makes us better. In the U.S., Grant Thornton delivers professional services through two specialized...InternshipSeasonal workWork at officeLocal areaFlexible hours3 days per week- Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...with one out of two households in the U.S. to help eventually grow your business.Provide... ...in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...Executive Director, Tax Transformation, Data & Technology About the Company Successful multinational... ...+ Categories Financial Services Banking & Mortgages Asset Management... ...financial services industry, familiarity with U.S. GAAP, and a professional...
- ...Consumer & Retail in Global Banking Join J.P. Morgan's... ...driving our focus on private capital markets. This... ...transaction scenarios for U.S.-based small and mid-... ...coverage and industry bankers to generate actionable... ...to align coverage and execution resources Market opportunities...Work at officeHome office
$140k - $175k
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... ...what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$125k - $190k
...Description Alvarez & Marsal Private Equity Performance ImprovementManager: Operations & Manufacturing(OPEN TO ALL U.S. LOCATIONS)About Alvarez & MarsalAlvarez & Marsal (A... ...EngineeringDemonstrated track record working with C-suite executives as well as private equity deal and...Full timePart timeFlexible hours- ...College Belmont Abbey College a private, non‑profit Catholic... ...authentic, lived Catholic identity. U.S. News and World Report ranks... ...fiscal sustainability. As an executive administrator, the Vice President... ...be the primary liaison with banks, lenders, rating agencies, auditors...Work at officeImmediate start
- ...F.N.B. Corporation is seeking a Floating Relationship Banker in Charlotte, NC. The role develops proficiency in basic consumer banking transactions, account servicing, and lending, with responsibility for executing branch leads under supervision and delivering excellent...
- ...or 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
- ...Bank of America is hiring for a front-line role where you will engage clients in the lobby, educate them on self-service options, and accurately process cash transactions. You will build relationships to understand financial needs and connect clients to suitable solutions...Work at officeWeekend work
- ...Bank of America’s Charlotte South Market is seeking a Relationship Banker to engage clients in the lobby, educate them on self‑service options and help process transactions. You will build relationships that meet clients’ financial needs and connect them to suitable solutions...
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