U.S. Private Bank - Private Banker - Vice President
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.
- U.S. Private Bank - Private Banker - Vice President or Executive Director Job Information Job Identification 210597944 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 02/11/2025, 09:31 PM Locations San Francisco, CA, United States...SuggestedFull timeTemporary workWork experience placementLocal area
- ...Step into a high-visibility role leading San Francisco's Private Bank Client Center—where you’ll run world-class daily operations and help... ...in a complex, team-oriented, and fast-paced environment with bankers, product partners, and operations teams. Your role will involve...SuggestedWork at officeLocal areaFlexible hours
- JPMorgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank in San Francisco. The role demands at least 6 years in Private Banking, focusing on client relationship management, investment advisory, and asset allocation. Ideal candidates will possess strong...Suggested
$122.4k - $228k
...Develops, manages, retains and grows profitable banking relationships with high‑net‑worth clients and prospects. Assists in the design, development... ...ambiguity. Data‑driven decision making – In‑depth / Expert. U.S. Only: This position will act as an originator of consumer...SuggestedLocal areaShift work$122.4k - $228k
...Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists... ...manage ambiguity. Data driven decision making - In-depth / Expert. U.S. Only This position will act as an originator of consumer loans...SuggestedPart timeLocal areaShift work$166.88k - $222.5k
...company office. Together, Silicon Valley Bank and First Citizens offer you the strength... ...BancShares, Inc. (NASDAQ: FCNCA) is a top 20 U.S. financial institution with more than $2... ...investors. SVB provides commercial and private banking to individuals and companies in the...Work at office- BMO Financial Group is seeking an accomplished banking professional to manage and grow a portfolio of high and ultra-high-net-worth clients in the U.S. You will design and execute solutions that protect and grow client wealth while maintaining risk controls and regulatory...
- ...Institution for Savings is one of America’s oldest banks. The Bank provides commercial mortgage... ...business, institutional, government, and private client banking relationships. You will be... ...on a flat corporate structure and our bankers are entrusted with considerable...Remote work
$250k
...cross generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can... ...Group Private Client Coverage Job Family Private Banker Time Type Full time Primary Location San Francisco...Full time$200k - $225k
...Role Summary The Vice President leads coverage of a portfolio of multinational... ...Industrials clients in the U.S., with responsibility for... ...to senior executives, the Banker brings industry expertise, strategic... ...Citi's position as a core banking partner. Identify,...Full time$200k - $225k
...Role Summary The Vice President leads coverage of a portfolio of multinational... ...or Consumer clients in the U.S., with responsibility for... ...to senior executives, the Banker brings industry expertise, strategic... ...Citi's position as a core banking partner. Identify,...Full time- ...of J.P. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized... ...and today we are a leader in investment banking, consumer and small business banking,... ...-leading investment management and private banking solutions. Asset Management provides...Work at officeLocal area
$250k
## Managing Director, Private Banker, Downtown San FranciscoApplylocations: San Francisco California United Statestime type: Full timeposted... ...and in line with the fundamental interests of the Private Bank.* Help team members acquire the experience to establish credibility...Full time$200k - $300k
## Citi Private Bank - UHNW BankerApplyremote type: Hybridlocations: San Francisco California United Statestime type: Full timeposted on: Posted Todayjob requisition id: 26967523The Banker SAFE Act is a strategic professional who closely follows latest trends in own field...Full time$157.04k - $235.56k
...StatesSalary: $157,040.00 - $235,560.00Category: Private Client Product Services, Professional,... ...and drive regional growth.The Vice President, Lending Advisor serves as a regionally... ...experience in wealth management or private bank lending, including origination, structuring...Full time$80k - $100k
The Hong Kong Study Skills Research Institute is seeking a Private Banker to enhance client relationships and grow deposits. The ideal candidate... ...will have at least three years of experience in private banking, preferably serving high net-worth clientele....$250k - $275k
...Our Healthcare Investment Banking Group is looking for a Vice President to join our West Coast team based in San Francisco. The team covers a wide variety... ...executions of public, including Initial Public Offerings, and private capital markets transactions. The successful candidate...Temporary work- Role SummaryAs a Vice President on the West Region Investment Team, the successful candidate... ...and today we are a leader in investment banking, consumer and small business banking, commercial... ...-leading investment management and private banking solutions. Asset Management...Work at office
- ...The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by... ...business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...Immediate startAfternoon shift
$200k - $225k
...securities firms andinvestment banks in the nation. We provide... ...team is seekingan accomplished Vice President to join our growing practice... ...Youwill work directly with senior bankers and healthcare... ...on IPOs, follow-on offerings, private placements,M&A transactions,...Local areaFlexible hours$300k - $350k
...Base pay range $300,000.00/yr - $350,000.00/yr Position title: Private Bankers and Investment Counselors MD: $350K Director: $250K–$300K... ...role, annual bonus is based on performance Must Haves Private Bank experience only (not wirehouse or retail banking) Proven track...Full timeWork at office- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert... ...Private Client, marking the initial engagement of bank-only clients with Wealth Management. As a Vice President, Private Wealth Planner within J.P. Morgan Wealth...Work at office
$122.54k - $208.72k
...PRIVATE BANKER Develops and manages client relationships with high-net-worth and ultra-high-net-worth individuals and families within a... ...integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and...Remote work$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Wells Fargo is seeking a Senior Branch Premier Banker (SAFE) to play a pivotal role within our... ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...Temporary workWork experience placementImmediate start- ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial...Temporary workWork experience placementLocal area
$85k - $270k
...Sachs Family Office (GSFO) is seeking a Vice President and Trust Relationship Manager to drive... ...as a key intellectual partner to our Private Wealth Advisors, serving as a trusted expert... ...planning, investment management, banking and comprehensive advice to a wide range...Full timeTemporary workPart timeWork at office- ...Private Banker In The International Private Bank 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 International Private Bank. If you have...Temporary workWork experience placementLocal area
- East West Bank in San Francisco is seeking a seasoned Business Relationship Manager to deepen... ...grow new ones across commercial lending, private banking, and treasury services. You will... ..., and cross-border banking between U.S. and Asia. #J-18808-Ljbffr East West Bank
$200k - $300k
...Citibank (Switzerland) AG is seeking an experienced UHNW Banker in San Francisco. This role requires 15+ years in Private Banking, focusing on providing strategic financial advice to ultra-high-net-worth clients. Responsibilities include identifying prospects, managing...
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