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 Skills10 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 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.
- ...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
- ...the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,... ...responsibilities Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,... ...responsibilities Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- JPMorganChase in Houston seeks a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking knowledge to advise current clients and attract new assets within...SuggestedLocal area
- Sunflower Bank, N.A. in Houston, TX seeks a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. The role serves as trusted advisor, coordinating across the bank to tailor solutions and drive client satisfaction and...Suggested
$200k
...Job Summary Private Bankers at Citi develop and deepen client relationships to understand... ...processes, and delivering high quality private banking services while protecting the bank and... ...into CPB clients Identify and execute new business opportunities with existing...Full time- ...Job Function / Summary Private Banker 4 coordinates the integrated delivery of wealth products and services to high net worth clients for... ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to appropriate...Local area
$200k
...Overview Private Bankers at Citi develop and deepen client relationships in order to thoroughly... ...are able to deliver quality Private Bank client relationships (solutions and services... ...into CPB clients Identify and execute on new business opportunities with existing...Full time- ...Frost in Houston, TX is seeking a Private Banking Officer II to help affluent clients manage their financial lives, collaborating with Frost lines of business to build tailored plans. You will develop relationships, generate new business, and lead a team-oriented approach...
- ...Sunflower Bank, N.A. in Houston, TX is seeking a Private Banker to build and enhance long-term relationships with High-Net-Worth individuals and families. As a trusted advisor, you will manage client relationships across the bank, leveraging resources to proactively recommend...
- ...Private Banker Sunflower Bank, N.A. is looking for a Private Banker to join our growing team in Houston, TX. The Private Banker position is responsible for building and enhancing long-term client relationships with High-Net-Worth individuals and families. As a trusted...Flexible hours
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education...Local area
- ...apply for the Personal Banker I role at Frost 1 day ago... ...providing unparalleled banking services. Who You Are... ...one of the 50 largest U.S. banks by asset size... ...Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice President or Executive Director Business Banking...Full timeMonday to Friday
- Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning... ...support. The ideal candidate has 6+ years in Private Banking, a Bachelor's Degree, and is licensed. A focus on client experience...Local area
$200k
...Citi is seeking a Private Banker in Houston, Texas, who will develop and deepen relationships with clients, creating tailored wealth management... ...in the financial services industry, specifically in private banking, and possess strong communication and analytical skills. This...Full time$20 - $21 per hour
Introduction Since 1973, East West Bank has served as a pathway to... ...over 110 locations across the U.S. and Asia, we are the premier... ...estate, entertainment and media, private equity and venture capital, and... ...the next generation Relationship Banker at East West Bank means you are...- Chase is seeking a Private Client Banker in Branch Banking to be the main contact for affluent clients and a broader customer base within the branch. You will manage the complete banking relationship using a proactive, disciplined approach to grow balances and provide personalized...
- ...Private Client Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed... ...culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined...Afternoon shift
- JPMorgan Chase & Co. in Houston is seeking a Private Client Banker to be the main contact for a select group of affluent clients, managing their banking relationships with a proactive, advice-based approach. You will collaborate with Specialists to connect clients with...
- ...customers in the Branch Manage clients’ complete banking relationship across the company with a... ...sources Share the value of Chase Private Client with eligible clients Provide advice... ...Specialists (Private Client Advisors, Mortgage Bankers and Business Relationship Managers) to...Afternoon shift
- ...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...Immediate startAfternoon shift
- ...servicing, asset management and banking services, Northern Trust (... ...Posting Title**: Sr. Personal Banker**Job Description Summary:**Under... ...and services. Responsible for executing and/or submitting various administrative... ...be authorized to work in the U.S. without the need for...Work experience placementH1bWorldwide
$150k - $250k
...and trust services.Morgan Stanley Private Bank, NA is seeking a high potential sales executive to own regional initiatives. The... ...with RM to lead ongoing MM/Banker talent/performance assessments and... ...ability with PBs, MSSB Division Directors, FAs, Branch Managers, Clients,...Temporary workLocal areaImmediate start$200k - $225k
...multinational Industrials clients in the U.S., with responsibility for client... ...Serving as a trusted advisor to senior executives, the Banker brings industry expertise, strategic insight... ...strengthen Citi's position as a core banking partner. Identify, originate and execute...Full time- ...clients as well as other customers in the branch. Manage clients' banking relationships across the company with a proactive approach to... ...internal and external sources. Share the value of Chase Private Client with eligible clients and connect them to specialists for...Afternoon shift
$200k - $225k
...Healthcare or Consumer clients in the U.S., with responsibility for client acquisition... ...Serving as a trusted advisor to senior executives, the Banker brings industry expertise, strategic... ...strengthen Citi's position as a core banking partner. Identify, originate and...Full time$162k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ...entities using the full range of U.S. and international open sources (media... ...appropriate How You'll Grow As a Managing Director, you will develop in-depth knowledge of...Work at office- ...exceeding expectations, and embracing diversity and inclusion. As a Private Client Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, delivering the latest banking solutions and cutting-edge financial technology combined with...Immediate startAfternoon shift
- ...Program Banker AnalystWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...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...Work experience placement
- ...learn, achieve, and grow. Department Profile: The WM and U.S. Banks Financial Crimes Risk Team is embedded within the Firm’s... ...Financial Crimes Risk Officer VP is responsible for supporting and executing the Firm’s First Line Financial Crimes program for WM and U.S....Full time
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