U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorgan Chase & Co.
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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...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
$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
...client families that cross generations to 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 understanding of client goals and risk tolerance to...SuggestedFull time- ...Opportunity Overview Private Banker | South Bay Los Angeles Location: El Segundo, California An established regional banking organization is expanding its Private Banking presence... ...net-worth individuals, business owners, executives, entrepreneurs, and professional...SuggestedTemporary workFor contractorsWork at officeLocal area
- ...this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of... ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...and company. They are accountable for execution of all applicable risk programs (...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$41.71k - $69k
...new. This Retail Relationship Banker role supports our DeNovo branch... ...solutions and preferred banking channels while recommending tailored... ...Management Framework in the execution of your role, in line with our... ...problem solving skills - Good. U.S. Only: This position will act...Part timeLocal areaImmediate startDay shift- ...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... ...loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most...Immediate startAfternoon shift
$250k
...approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its... ...advise clients on brokerage activity and execute trades seamlessly. Appropriately assess... ...knowledge of sophisticated areas. ~ U.S. Only: S7, S66 (or 63 & 65) & S31; NOTE...Full timeLocal area$20 - $26 per hour
Introduction Since 1973, East West Bank has served as a pathway to success. With over 110 locations across the U.S. and Asia, we are the premier financial bridge between... ...like real estate, entertainment and media, private equity and venture capital, and high-tech help...Full timeWork 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 brokerage...Remote work$300k
...Vice President/Director, Capital Formation B Capital | Posted Mar 13 Full... ...record of raising capital for private funds or private companies... ...intermediaries (consultants, private banks, placement agents, and other... ...nine locations in the U.S. and Asia. The firm’s...Full timeWork at officeLocal area- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more... ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$45.9k - $75.9k
...Beach Blvd. Job Family Group: Retail Banking Sales & Service Branch placement will be... ...applying our Risk Management Framework in the execution of your role, in line with our Risk... ...and problem solving skills - Good. U.S. Only: This position will act as an originator...Contract workPart timeLocal areaImmediate startDay shift$22 - $33 per hour
...providing sound financial advice and collaborating with internal partners. Engage customers in community outreach and digital/traditional banking education. Lead client and prospect financial reviews, uncover additional needs, and recommend solutions. Open new deposit accounts...Hourly pay- ...U.S. Bank is seeking a Float Client Relationship Consultant to build confidence with customers by meeting in person, assessing banking needs, and guiding them through deposit and loan options. You will educate clients and tailor financial solutions to their goals. The...
$28.8 - $35 per hour
...Union as a Full-Time Member Experience Specialist II (Personal Banker) in Hawthorne, CA, and play a meaningful role in helping members... ...serve as a trusted resource, assisting members with everyday banking needs, opening new accounts, processing transactions, and guiding...Hourly payFull time$22.33 - $33.18 per hour
...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
$58.19k - $81.21k
...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
$22 - $33 per hour
...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$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$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- ...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...
$57.5k - $106.5k
...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
...U.S. Bank Wealth Management 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 placement3 days per week$250k - $275k
...customer and fierce protector of the P&L. As Vice President of Operations, reporting to the CEO, you are the single executive accountable for the operational performance of... ...operational decisions into financial outcomes A U.S. government Top Secret/SCI clearance, or the...For contractorsShift work$100k - $275k
...development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver... ...to obtain licenses within 90 days of start date 12+ years of private banking and/or complex financial services experience or equivalent...Shift workDay shift$200k - $225k
...Vice President of Finance Our client is a fast-growing, well-funded Series A beauty and consumer goods... ...packages, board decks, and investor updates to the executive team and investor group. Manage ABL relationship and bank compliance reporting including covenant...Work at office- ...institutional to identify a Wealth Advisor to add to the growing private wealth division. This rock solid bank has been around for over 150 years and is seeking a... ...and corporate bank clients - giving you access to 10+ bankers' existing clients. NO COLD CALLING! This role offers a...Local area
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