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.
- ...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
- ...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
- 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
- ...the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering,... ...Responsibilities Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...Belmont Abbey College a private, non‑profit Catholic... ...lived Catholic identity. U.S. News and World... ...of future leaders. The Vice President will be the key architect... .... As an executive administrator, the Vice... ...primary liaison with banks, lenders, rating agencies...SuggestedWork at officeImmediate start
- ...:15PM SUMMARY The Relationship Banker is a trusted advisor who engages... ...promoting and selling the bank's products and services. This role... ...not limited to mortgage, wealth, private client, and business banking. •... ...12 states across the southern U.S. The Company and its subsidiaries...Temporary workWork at officeMonday to Friday
- ...:15PM Summary The Relationship Banker is a trusted advisor who engages... ...promoting and selling the bank’s products and services. This role... ...not limited to mortgage, wealth, private client, and business banking.... ...12 states across the southern U.S. The Company and its subsidiaries...Temporary workWork at officeMonday to Friday
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping 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...Work 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- ...this role: Wells Fargo is seeking an Private Mortgage Banker (SAFE) in Consumer Lending as part of... ..., builders, financial professionals, bank stores, past customers, and other non-... ...and company. They are accountable for execution of all applicable risk programs (Credit...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend 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...
- First Citizens in Charlotte seeks a Private Banker to provide comprehensive banking solutions for high net worth clients. You will manage a diverse portfolio, focusing on credit and wealth management while collaborating with wealth partners to enhance client experiences...
- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...Investment Management Type Privately Held About the Role The Company is... ...management, financial planning, private banking, or related fields, with a preference for...
- ...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...
- At Bank of America, we are guided by a common purpose to help make financial lives better... ...technical, managerial, business executives, and vendors. Remote work may be permitted... ...platforms, containerized environments, and both Private and Public Cloud infrastructures to...Work at officeRemote workFlexible hoursShift workDay shift
- ...Private Client Banker You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building... ...financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase...Immediate startAfternoon shift
- ...Position Title: Relationship Banker Business Unit: Retail Reports... ...proficiency of basic consumer banking transactions, account servicing... ...incumbent is responsible for the execution of branch leads at the... ...legally authorized to work in the U.S. will be considered. #J-1880...Work at office
- ...Vice President Transaction Development Join J.P. Morgan's Global Banking team as a Vice President in Transaction... ...our focus on private capital markets.... ...scenarios for U.S.-based small... ...coverage and industry bankers to generate... ...coverage and execution resources Market...Work at officeHome office
- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial technology... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Immediate startAfternoon shift
- ...Float Personal Banker 1 - NC South Region Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next... ...levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based...Work at office
- BCG Attorney Search is seeking a Banking and Finance Associate to join their Charlotte, NC law... .... Key responsibilities include handling private credit transactions and engaging in structured... ...skills and be members of the Bar in a U.S. State. Comprehensive health benefits are...
- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management... ...team, and collaborating with the executive team and cross-functional stakeholders... ...company's expansion both in the U.S. and globally. Hiring...For contractors
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most...Immediate startAfternoon shift
$73.5k - $139.7k
...firm, while at the same time operating in private company environments on a daily basis. We... ...the purpose of reconciliations. Approves bank reconciliations and general ledger account... ...e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing...Full timeWork experience placementInternshipWork at officeLocal area- ...Float Personal Banker Associate I - South Region (Charlotte, NC) Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to... ...levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary...Work at office
- ...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 Accounting About the Company Innovative SaaS... ...Internet Type Privately Held Founded 1997... ...clear priorities and strong execution. This role is pivotal in leading... ...cash management, treasury, banking, tax coordination, or related...
- ...Best Children’s Hospitals in the nation by U.S. News and World Report and in eight... ...economy which includes being the second-largest banking hub in the country behind New York City.... ...the nation. In addition to many exceptional private and independent schools, the region offers...Live inLocal area
- ...to the company’s success. As a Business Banking Specialist within PNC's retail banking organization... ...ecosystem partners, including PNCWM, PNC Private Bank, Business Banking and Mortgage.... ...with the Branch Manager and Business Banker to follow up on independent opportunities...Full timeTemporary workPart timeWork experience placementWork at officeShift work
- ...Senior Vice President, Asset Based Lending About the Company Progressive banking institution specializing in asset-based lending Industry Banking Type Privately Held About the Role The Senior Vice President, Asset Based Lending Relationship...
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