U.S. Private Bank - Private Banker - Vice President or Executive Director
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.
- ...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
- ...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....SuggestedTemporary workWork experience placement
- TwinThread is seeking a Vice President or Executive Director for their U.S. Private Bank in Charlotte, NC. The Private Banker role involves managing client relationships and advising on wealth management, investments, and financial planning. Candidates must have a Bachelor...Suggested
- JPMorgan Chase & Co. is seeking an accomplished Private Banker for our U.S. Private Bank in Charlotte. You will advise families on wealth-building, preservation and management, leveraging investments, planning, credit and banking to serve existing clients and attract new...Suggested
- J.P. Morgan in Charlotte, NC is seeking a Private Banker, responsible for advising families on wealth management. The role requires over... ...show a deep understanding of investments, wealth planning, and banking. A comprehensive benefits package and competitive salary are...
- ...for your future. Position Title: Private Banker 3 Business Unit: Private Banking Reports To: Varies Based On Assignment... ...services to business owners and executives, professionals and Centers of... ...legally authorized to work in the U.S. will be considered. #J-18808-Ljbffr...Work at office
$168.61k - $281.09k
...recordkeeping business. The role, Vice President, Assistant General Counsel,... ...least one jurisdiction in the U.S.8+ years of experience at a... ...collective investment trusts, private funds, managed accounts and other... ...regarding an applicant’s bank or credit card. Should you have...Full timeWork from home- ...Vice President Transaction Development Consumer & Retail in Global Banking Join J.P. Morgan's Global Banking... ...our focus on private capital markets.... ...scenarios for U.S.-based small and... ...and industry bankers to generate actionable... ...coverage and execution resources...Work at officeHome office
$82.1k - $172.5k
Make banking a Fifth Third better® We connect... ...-facing deal execution role (Senior Associate... ...securitization and private placement (144a or... ...across senior bankers and external advisors... ...Senior Associate or Vice President - Asset Backed... ...grade across the U.S. Individual salaries...Work experience placement- F.N.B. Corporation in Charlotte, NC seeks a Private Banker 3 to market private banking services to business owners and executives and to grow client relationships. The role emphasizes cross-selling wealth and insurance products and coordinating with COIs to expand opportunities...
- JPMorganChase in Charlotte, NC is seeking an experienced Private Banker to manage client relationships and provide comprehensive financial... ...acumen, and at least six years of experience in Private Banking or Financial Services. This role requires active management of...
- ...F.N.B. Corporation in Charlotte, NC is seeking a Private Banker 3 to market private banking services to business owners and executives. You will build strong relationships and provide high quality service to clients across deposits, loans, wealth, and insurance products...Private practice
- ...F.N.B. Corporation is seeking a Private Banker 3 to market private banking services to business owners and executives within an assigned region. You will manage client relationships to drive cross-sell opportunities across banking, wealth, and insurance while delivering...
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients... ...the clients and communities we serve. The Private Banker is responsible for selling, promoting... ...the client experience through consistent execution of client service plans. Engages with specialists...Work at office
- ...company’s success. As a Virtual Premier Banker within PNC's Wealth Management organization... ...position. Job Description Develop and execute strategies to proactively drive Mass Affluent... ..., experience, and acquired knowledge of bank products and services and positions...Full timeTemporary workPart timeWork experience placementWork at office
$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...Remote work- ...financial institution in Charlotte is seeking an experienced Private Banker to provide exceptional advice to wealthy families on managing... ...candidate will possess over six years of experience in Private Banking or Financial Services, focusing on client relationships while...
$133k - $181k
...financial services, including banking, leasing, securities,... ...SMBC is seeking a Vice President to lead the Credit... ...development and delivery of executive content for regulatory... ...the Board of Directors, Risk Committee, Executive... ...products; and knowledge of U.S. and international...Full timeWork at officeLocal areaWork from homeWorldwide- ...Vice President, Tax - Private Wealth About the Company Globally-recognized private markets investment... ...Services Investment Management Banking Finance FinTech Venture... ...Hiring Manager Title Managing Director Functions ~ Finance Confidential
- ...businesses, a role as a Relationship Executive might be perfect for you. You... ..., transaction-oriented banker who partners across a broad... ...in Mid-Corporate Commercial Banking, you are responsible for acquiring... ...rata bank, direct lending/private credit, institutional term...Flexible hours
$168.61k - $281.09k
...corporate legal advice team as Vice President, Assistant General Counsel.... ...enforcement defense, and/or agency or private civil litigation/arbitration... ...management firms in the U.S. As a leader in the financial... ...information regarding an applicant’s bank or credit card. Should you...Full timeWork from home- F.N.B. Corporation's Private Banking team in Charlotte, NC is seeking a seasoned Private Banker to develop and manage relationships with business owners, executives, professionals and centers of influence. The role focuses on cross-selling deposits, loans, wealth and insurance...
- ...readiness.Partner closely with executive leadership, legal counsel,... ...experience researching and applying U.S. GAAP and SEC regulations,... ...legal advisors, and Boards of Directors.Experience supporting mergers... ...within a large public company, private equity-backed organization, or...Work at officeRemote work
$46.8k - $60.32k
...Line of Business: Personal & Commercial Banking Job Description: This role is a... ...strong product knowledge, and disciplined execution that drive meaningful client outcomes while... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Full timeWork at officeLocal areaWork from homeFlexible hours- TwinThread is seeking a Private Banker to manage and grow client relationships in Charlotte, North Carolina. In this role, you will advise families on wealth management strategies, focusing on their financial goals to ensure optimal asset allocation and investment management...
- ...Senior Vice President, Head of Compliance About the Company Accomplished... ...Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...across the organization. This executive will provide strategic...
- ...financial services, including banking, leasing, securities, credit cards... ...risk-based assessments of U.S. regulatory reporting processes... ...works under the supervision of the Director (assessment owner) and plays a critical role in the execution of RRQA assessments—covering...Work at officeLocal areaWork from homeWorldwide
- ...capabilities to the table, including public and private fixed income, public and private equity,... ...-down distribution approach tailored to U.S. insurers, drawing on expertise from... ..., Collaboration, Drives for Results, Executive Presence, Influence, Market Research Competitive...Full timeWork at office
- ...to develop proficiency of basic consumer banking transactions, account servicing, and lending... .... The incumbent is responsible for the execution of branch leads at the direction of the... ...only candidates who are legally authorized to work in the U.S. will be considered....Work at office
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