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 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 BankerWe are actively looking for exceptionally talented individuals who are... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...career to the next level.As a Private Banker in the U.S. Private Bank, you are...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
- ...Chase & Co. in Irvine, CA is seeking a Private Banker to advise families on wealth building and... ...will leverage investments, credit, and banking expertise to serve a high-net-worth client... ...the customer footprint within the U.S. Private Bank. You will work with a local...SuggestedLocal area
$160k - $250k
...highly respected financial institution that is expanding its Private Banking team throughout the Western United States. This is an opportunity... ...relationships with clients and referral sources. The Private Banker will engage in business trust and estate planning, as well as...Suggested$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...SuggestedRemote work$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad... ...Develops medium- to long-term plans and executes functional strategies for the market... ...the fundamental interests of the Private Bank. Help team members acquire the experience...Full time$215.95k - $409.42k
...advantage in major regions of the U.S. and in many of the world’s... ...highly experienced Managing Director to lead and expand our... ...experience in financial services (banking, capital markets, asset management... ...insurance), digital assets, private equity, or fintech ~ Deep expertise...Work at officeLocal areaWorldwideFlexible hoursNight shiftAfternoon shift$50k - $100k
.... First St. Job Family Group: Retail Banking Sales & Service Delivers exceptional service... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture... ...and problem solving skills - Good. U.S. Only: This position will act as an...Contract workPart timeLocal areaImmediate startDay shift- ...BMO Harris Bank in Newport Beach, CA is seeking a senior relationship manager for high- and ultra-high-net-worth clients. You will lead multi-disciplinary deal teams, design credit strategies and deliver integrated wealth solutions with exceptional service. You will cultivate...
$129k - $238k
...from internal partners.Profile the full spectrum of needs of Private Bank target clients and provide tailored advice in collaboration with... ...train and present to small and large audiences of senior and executive level professionals.Proven business development, relationship...Immediate start- ...Columbia Bank in Irvine, CA seeks a senior Private Banker to pursue business development opportunities with high-net-worth clients and lead a client team to deliver comprehensive financial advice. You will partner with product specialists, coordinate planning across investments...
- Relationship Banker - Orange County East Market Irvine, California... ...years of age.** Acknowledge ( **Bank of America employees are... ...goals. **Responsibilities:** + Executes the bank's risk culture and... ...BofA Corp."). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
- U.S. Bank in Costa Mesa, CA is seeking a Relationship Banker to build trusted customer relationships by meeting face-to-face, assessing needs, and guiding financial solutions. You will open accounts, process transactions, and promote digital products to enhance the client...
- ...engage customers, assess needs, and guide them through everyday banking, retail investments, lending, and home financing, including business... ..., risk awareness, and collaborative teamwork within the branch and with BMO partners to deliver a superior #J-18808-Ljbffr BMO U.S.
- ...Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects.... ...expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while...Work at officeShift work
- ...Management Consultant Senior in Business Banking, you will play a crucial role in the business... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth... ...first in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial...
$236.56k - $414.12k
..., asset management and banking services, Northern Trust... ...estate planning, and private banking. We are seeking... ...Additionally, the Senior Managing Director will lead, mentor,... ...including setting and executing, in collaboration with... ...to work in the U.S. without the need for...Full timeH1bWorldwideFlexible hours$185k - $195k
...top 10 public universities by U.S. News & World Report. The campus... ..., faculty, program directors and development officers to build... ...foundations, associations, and private foundations and to facilitate... ...Advancement’s Central unit, the Executive Director of Corporate and Foundation...Work at officeLocal area2 days per week- ...A leading financial institution in Santa Ana is seeking a Portfolio Manager to develop and manage a portfolio of private clients. The ideal candidate will have at least 12 years of experience in sales or relationship management and will be responsible for providing tailored...
$200k - $300k
...The Banker SAFE Act is a strategic professional who closely follows latest trends in own... ...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...Full time- ...Private Client Investment AssociateAt J.P. Morgan Chase, we have an enthusiasm for helping... ...OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES SUBJECT TO... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking in Huntington Beach to manage the banking relationships of affluent clients, delivering tailored education and advice to meet their financial needs. You will actively grow client balances, solicit referrals...
- ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...understanding of and adherence to Private Mortgage Banking Sales functional area, policies... ...and company. They are accountable for execution of all applicable risk programs (Credit,...Hourly payMinimum wageFull timeWork experience placementWork at officeImmediate start
$150k - $230k
IntroductionSince 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 the... ...like real estate, entertainment and media, private equity and venture capital, and high-tech help...Full time- ...Managing Director, Investment Counselor, Orange CountyDiscover your future at CitiWorking... ...approaches and strategies for the area. Citi Private Bank's objective is to further enhance its... ...clients on brokerage activity and execute trades seamlessly.Appropriately assess risk...Local area
$30.77 - $41.83 per hour
...TitleRelationship BankersJob DescriptionRelationship Bankers build relationships with customers by... ..., assessing and attending to customers' banking needs, obtaining and processing customer... ...This role requires working from a U.S. Bank location for all scheduled work days...$25.5 - $31 per hour
...The Relationship Banker is a sales-focused retail banking professional responsible for acquiring new clients, deepening existing relationships, and contributing... ...are part of one of the largest independent banks in the U.S. We are proud of our growth and success over the past...Hourly payFor contractorsWork at officeRemote work- ...Orange County’s Federal Credit Union in Irvine seeks a Relationship Banker/Member Service Representative to blend service, sales and... ...recommend products that fit member needs. You’ll bring 2+ years of banking experience, strong communication, and tech comfort with...
$22 - $28 per hour
...Personal BankerThe Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank's Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with clients by asking questions to identify needs...Immediate start$150k - $230k
...East West Bank is seeking a Sr. Private Client Manager in Irvine, California. In this role, you will assess clients' financial situations and provide tailored financial strategies. You'll engage with High Net Worth clients, ensuring exceptional service and commitment to...
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