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 SkillsSix 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 SkillsMBA, JD, CFA, or CFP preferredProactive, takes initiative, and uses critical thinking to solve problemsDynamic 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 EstateJPMorganChase, 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/VeteransJ.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.
- ...U.S. Private Bank - Private Banker - Executive Director Jacksonville, FL, United States Job Information Job Identification 210610543 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 03/24/2025, 07:44 PM Locations 820 A1a N Ste E5, Ponte...SuggestedFull timeTemporary workWork experience placementLocal areaShift work
- Join to apply for the U.S. Private Bank - Private Banker - Executive Director role at JPMorganChase 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description We are actively looking for exceptionally talented...SuggestedLocal areaWorldwide
$250k
...The Private Banker Func Group Manager manages a team of senior professionals. The job requires... ...Develops medium- to long-term plans and executes functional strategies for the market under... ...fundamental interests of the Private Bank. Help team members acquire the experience...SuggestedFull time- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are you... ...are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
- ...Relationship Banker Business SpecialistAt PNC, our people are our greatest differentiator... ...share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue.... ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage....SuggestedWork experience placementWork at officeShift work
- ...Relationship Banker - Jacksonville North Market - Spanish Required... ...years of age. Acknowledge ( Bank of America employees are... ...goals. Responsibilities: Executes the bank's risk culture and strives... ...Corp.”). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
- ...the companys success. As a Relationship Banker Business Specialist within PNC's Retail Branch... ...of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue.... ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage. Identifies...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...client's investment needs. Additionally, they align Merrill Lynch and Bank of America products and services where appropriate. This position... ...), this person will be responsible for maintaining our existing U.S. client relationships by providing day to day service and...Full timeImmediate startFlexible hoursShift workDay shift
$136.8k - $205.2k
...performance, and operational execution, assess forecast risks and opportunities... ..., FL and report to the Director of ENT OU Finance. This is an... ...may be specific to each role.U.S. Work Authorization & Sponsorship... ...personal information (such as bank account or Social Security...Full timeH1bWork at officeLocal areaImmediate startFlexible hours- Job Description:At Bank of America, we’re creating real, meaningful relationships with individuals... ...with one out of two households in the U.S. to help eventually grow your business.... ...manage complexity, prioritize tasks and execute in a fast-paced environment.Likes to learn...Full timeShift workDay shift
- ...Relationship Banker - Jacksonville North Market - Spanish Required Jacksonville, Florida... ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...financial goals. **Responsibilities:** + Executes the bank's risk culture and strives for operational...Work at officeFlexible hoursShift workWeekend workDay shift
- ...PNC is seeking a Relationship Banker Business Specialist in Jacksonville, FL. Based in the Skinner Lake branch, you will drive client acquisition and nurture business banking relationships under 2MM in sales revenue. You will leverage ecosystem partners, deliver tailored...
- ...Commercial Banker You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as... ...Commercial Banker on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for growing and retaining...Flexible hours
- ...Engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM Accurately and efficiently processing cash transactions for clients as needed Having deep conversations with...Weekend work
- ...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...Work at officeMonday to FridayFlexible hoursShift workDay shift
$136.8k - $205.2k
...performance, and operational execution, assess forecast risks and opportunities... ..., FL and report to the Director of ENT OU Finance. This is an... ...be specific to each role. U.S. Work Authorization & Sponsorship... ...personal information (such as bank account or Social Security...H1bWork at officeLocal areaImmediate startFlexible hours- ...relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within...
$200k - $300k
...$200,000.00 - $300,000.00Category: Private Client Product Services, ExecutiveCompany... ...the team/project.The Private Bank at Citi (CPB) is part of the Institutional... ..., portfolio advice and after sales execution (in partnership with the Banker team)Leverage existing client...Full timeWork at officeLocal area$225k - $300k
Leads the Bank’s enterprise insider threat program, defining strategy, governance, and operating... ...signals (data fusion). Delivers executive‑level reporting and insights on insider threat... ...agency agreement contract for service to submit resumes. #J-18808-Ljbffr BMO U.S.Contract workPart timeFor contractorsLocal area- ...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
- A leading financial services firm is seeking a Relationship Banker in Jacksonville, FL. The role involves building and managing client... ...financial technology solutions. Candidates should have retail banking experience, strong communication skills, and an ability to tailor...
- ...career as a Client Services Associate with an innovative global bank in Jacksonville, FL. Contract role with possibility of extension... ...solutio ns.Confidently articulate the value proposition for our Private Client and digital programs availab le.Directly responsible for...Contract workWork experience placementWork at officeWorldwide2 days per week3 days per week
- ...Chief Executive Officer (CEO) About the Company Well-established and rapidly growing EdTech... .... Industry E-Learning Type Privately Held About the Role The Company is... ..., with a strong focus on accelerating U.S. sales and developing a cohesive international...
- ...Relationship Banker Business Specialist At PNC, our people are our greatest differentiator and competitive advantage in the markets... ...and expanding share of wallet for Consumer and Business Banking opportunities under 2MM in sales revenue. Proactive lead management...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Vice President, Retirement, Bank/Wire Channel About the Company... ...Insurance Type Privately Held, Private Equity-backed... ...candidate will be responsible for executing a targeted territory sales plan... ...financial professionals and bankers. The RVP must also ensure compliance...
$39.6k - $46.88k
...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- ...Executive Director, Patient Support Services About the Company Late-stage clinical biopharmaceutical company Industry Biotechnology... ...understanding of patient access, reimbursement processes, and U.S. healthcare systems, as well as a proven track record in...
$165k - $230k
...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...This job is responsible for providing advice to business unit executives and senior-level managers on Human Resources (HR) issues. Key...Full timeTemporary workWork at officeFlexible hoursShift workDay shift- ...and a culture of trust that touches every interaction. As the Executive Director , you’ll be the visionary leader behind one of our thriving assisted... ...status, religion, sex, or national origin. If you are a U.S. applicant with a disability who is unable to use our online...Local area
- ...Executive Director About the Company Mission-driven organization providing support services to the local Armenian community Industry... ...which include coalition growth, stakeholder mobilization, and U.S. policy advocacy. The successful candidate will be responsible...Local areaRemote work
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