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.
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Charlotte, NC, United States Job Description We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first‑class experience to clients...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
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...attributing FTP costs and benefits to businesses Executes firm-wide transfer pricing processes in... ...making Role Overview The FTP Execution Vice President (VP) is responsible for supporting... .... The candidate exhibits knowledge of bank balance sheet management and the evolving...Full timeLocal area- ...Vice President of Solutions, Financial Services About the Company Leading cloud-based workplace productivity... ...for leading the global strategy, innovation, and execution of the company's solutions across the banking, insurance, and asset management sectors. This...Work at office
$140k - $175k
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Temporary workWork experience placementLocal area- ...Vice President, Treasury About the Company Industry-leading mortgage lender Industry... ...Financial Services Type Privately Held Founded 1990 Employees... ...Categories Financial Services Banking Northeast Specialties...
- ...Vice President of Business Development About the Company Industry... ...Financial Services Type Privately Held About the Role... ...exceeding growth targets, and executing go-to-market strategies to position... ...deep integrations with banks, payment networks, and digital...Worldwide
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- ...Relationship Banker Location: On site at location listed in job posting. Schedule: Monday... ...growth by actively promoting and selling the bank's products and services. This role... ...including but not limited to mortgage, wealth, private client, and business banking. Proactive...Temporary workWork at officeMonday to Friday
- ...help people experience our Customer Promise by providing education and advice tailored to their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase’s affluent clients and other customers in the branch...Immediate startAfternoon shift
- ...our most complex Commercial & Investment Bank clients across the country. As a Client Success... .... This role will work closely with Bankers, Treasury Management Officers, Client Service... ...Officer plays an important role in the execution of the firm's retention, growth, and...Work experience placementWork at office
$168.61k - $281.09k
...Under the direction of Senior Vice President, Associate General Counsel,... ...interact well with business executives and provide pragmatic advice... ...wealth management firms in the U.S. As a leader in the financial... ...regarding an applicant’s bank or credit card. Should you...Work from home$70k - $100k
...data‑driven reporting to guide execution priorities, contributes to... ...Provide operational support for U.S. Cashiering and Treasury activities... ..., and assisting with routine banking inquiries. Stakeholder and... ...; this includes supporting Private Client and Health & Benefits....Permanent employmentFull timeLive inWork at officeFlexible hours- ...Vice President of Employee Experience, Human Resources Technology About the Company Full-service financial institution Industry... ...1001-5000 Categories Financial Services Banking & Mortgages B2C Specialties banking credit...
$140k - $175k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...what you excel at—all from Day One. Job Description U.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Temporary workWork experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...clients to solutions that meet the financial goals. Responsibilities: Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
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