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
- ...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
- Join now to apply for the U.S. Private Bank - Private Banker - Managing Director role at JPMorganChase . We are actively looking for exceptionally talented... ...Private Banker jobs in Dallas, TX. Seniority level Executive Employment type Full‑time Job function Finance...SuggestedFull timeTemporary workLocal 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
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial... ...career to the next level. As a Private Banker Associate in the U.S. Private Bank, you... ...information, communicating with clients and executing on client needs Support the Senior...Suggested
- ...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...Local area
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...you are responsible for helping the Banker win new clients and deepen and... ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked...
- ...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...Local 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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...Local area
- ...relationships, advise on asset allocation, and provide tailored solutions. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This role emphasizes client experience and proactive...
- ..., and implementation. Execute investment solutions in... ...accounts, hedge funds, private equity, private credit,... ...investment product specialists, banking teams, risk and... ...across advisors, bankers, product teams, risk, compliance... ...managers in the U.S. Private Bank providing...Work at officeLocal area
$200k
...Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi 23 hours ago Be among the... ...prospects into CPB clients. Identify and execute on new business opportunities with... ...$27,550.00-$125,000.00 2 weeks ago U.S. Private Bank - Private Banker -...Full time- ...Make banking a Fifth Third better® We connect great people to great... ...specialists to ensure the Private Banking client experience is delivered... .... Senior Private Banker At Fifth Third, we... ...within this pay grade across the U.S. Individual salaries within...Work at office
- JPMorgan Chase & Co.'s U.S. Private Bank in Dallas seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking expertise to enhance existing client relationships and...
- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...you are responsible for helping the Banker win new clients and deepen and... ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked...
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth... ...Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant...
- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...
- ...Private Client Banker You have a passion for taking care of our customers and employees and making... ...As a Private Client Banker in Branch Banking, you are the main point of contact for... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit...Immediate startAfternoon shift
- ...SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service...
- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice... ...should have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree. The role...
$105k - $140k
...Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management... ...growth and wealth management opportunities. Support the Bank’s strong Private Banking culture through on-going client contact...Temporary workLocal areaRemote workFlexible hours- ...Busey in Dallas seeks a Private Banker II to build and actively manage a portfolio of high-net-worth personal and business deposit, wealth... ...delivering advised solutions, and coordinating with Digital Banking to open and service accounts while maintaining #J-18808-Ljbffr...
- ...Chief of Staff, U.S. Consumer Cards About the Company Renowned commercial investment banking company with an international reach... ...Cards business. This senior Director-level role is pivotal in driving... ...responsible for the development and execution of the business's strategic...Immediate start
- ...Req ID 78623 Location Dallas -DAL Areas of Interest Private Banking Pay Transparency Salary Range Not Available Application Deadline 09/2... ...preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no...
- ...Req ID 78623 Location Dallas -DAL Areas of Interest Private Banking Pay Transparency Salary Range Not Available Application Deadline 09/2... ...preserve, and protect their wealth is what you'll do as a Private Banker. We believe that no financial challenge is too big and no...
- ...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 (...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate start
- # Managing Director, Broker-Dealer (U.S)EquitonManaging DirectorReal EstateReal EstateOn-siteLocationDallas... ...focused on raising capital for private real estate investment offerings.**Key... ...**- Serve as the firm's designated Executive Representative and senior leader for...Relocation
- A leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance...
- ...and monitoring of alternative asset managers for the Global Private Bank, and advising clients on allocations to alternative investments... ...include working closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product launches and ongoing...
- Busey seeks an experienced Private Banker II in Dallas to manage an existing portfolio of personal and business deposits, wealth management... ...requires a Bachelor’s in Accounting or Finance, 3-5 years banking experience, and knowledge of Microsoft Office; NMLS registration...Work at office
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