U.S. Private Bank - Private Banker - Vice President or 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.
- ...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
- ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...to the next level. As a Private Banker Associate in the U.S. Private Bank, you... ...information, communicating with clients and executing on client needs Support the Senior...Suggested
- ...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...SuggestedLocal area
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ...you are responsible for helping the Banker win new clients and deepen and... ...equity and alternative investmentsAble to execute trades smoothly and seamlessly and tasked...Suggested
- ...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...SuggestedLocal area
- ...relationships, advise on asset allocation, and provide tailored solutions. The ideal candidate will have over six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This role emphasizes client experience and proactive...
- ...We are seeking a high potential candidate (“Private Bankers” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build Advisor product... ..., units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully...Work at office
- ...selection, and implementation. Execute investment solutions in... ...accounts, hedge funds, private equity, private credit,... ...product specialists, banking teams, risk and... ...effectively across advisors, bankers, product teams, risk,... ...managers in the U.S. Private Bank providing...Work at officeLocal area
- ...alternative asset managers for the Global Private Bank, and advising clients on allocations... ...Hong Kong, Singapore, and Mumbai. As Vice President - Alternative Investment Specialist,... ...closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new...
- A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth... ...Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant...
$200k
...Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi 23 hours... ...CPB clients. Identify and execute on new business opportunities... ...00-$125,000.00 2 weeks ago U.S. Private Bank - Private Banker - Vice President or Executive Director Relationship...Full time- A leading financial institution is seeking a talented individual for a Private Banking role in Dallas, Texas. The successful candidate will manage client relationships, provide strategic advice on wealth and investment management, and uphold the highest standards of compliance...
- ...Senior Private Banker Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover... ...levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on...Work at office
$200k
...Join to apply for the Citi Private Bank - UHNW Private Banker - Director / MD role at Citi 23 hours... ...CPB clients. Identify and execute on new business opportunities... ...00-$125,000.00 2 weeks ago U.S. Private Bank - Private Banker - Vice President or Executive Director Relationship...Full time- ...(SES) provides holistic advice and execution for clients with large, concentrated... ...Wealth Management teams and clients on U.S. regulatory considerations and... ...solutions)Prior experience partnering with private wealth advisors, private banking, or corporate issuer stakeholders...
- ...retirement products and services, brokerage and banking services including trusts and estates,... ...asset managers for the Global Private Bank, and advising clients on allocations... ...closely with Investment Advisors and Bankers in the U.S., as well as with clients, on new product...
- JPMorganChase in the U.S. Private Bank seeks a Program Banker Analyst to join an integrated team shaping client strategies and introducing new relationships. You’ll work with bankers, investment specialists, and estate experts to deliver tailored solutions and have a path...
- ....P. Morgan’s Global Banking team as a Vice President in Transaction Development... ...our focus on private capital markets. This... ...transaction scenarios for U.S.-based small and... ...and industry bankers to generate actionable... ...align coverage and execution resourcesMarket opportunities...Home office
- ...retirement products, brokerage, and banking services. About Global Alternative... ...alternative asset managers for the Global Private Bank, advising clients on... ...Responsibilities Work closely with U.S. Investment Advisors, Bankers, and clients on new product launches...Worldwide
- Department Description: The Private Foundations Services Team (PFS) of the J.P. Morgan Private Bank serves as a clearinghouse for the... ...clients, offering guidance and execution support for Private Foundations... ...multiple internal partners in local U.S. markets around grant making...Local area
$169.6k - $254.4k
...07-27Location: Dallas, Texas, United StatesSalary: $169,600.00 - $254,400.00Category: Commercial and Business Sales, Professional, Banking & InternationalCompany: CitiSeeking a Relationship Manager to join our growing Healthcare Industry Vertical within Citi’s Commercial...Full time$110k - $190k
...excellence of its advice and execution in financial markets. With... ...-and a market leader in the U.S., Europe and Asia as well... ...everything they do.Morgan Stanley Private Bank, National Association (“... ...division of MSPBNA, is seeking a Vice President Quality Assurance Team...Temporary workWorldwide- Frost is seeking a Private Banking Officer II in Dallas, Texas, to manage client relationships and assist families with their financial needs. You will develop tailored plans for clients with investable assets of $1.5-5 million and ensure comprehensive financial service...
- ...annuities, insurance, retirement, and trust services. Morgan Stanley Private Bank, National Association (“MSPBNA”), as part of Wealth Management,... ...Deputy and can be located in Coppell, Tempe or within the U.S. Key Responsibilities: Underwrite and analyze multifaceted...Self employment
- ...United States. As part of our U.S. expansion strategy, we are... ...on raising capital for private real estate investment offerings... ...channels. We are seeking a Vice President, U.S. Broker-Dealer Operations... ...serve as the firm's designated Executive Representative and senior executive...Work at officeRelocation
- ...J.P. Morgan in Dallas is seeking an experienced Private Banker to manage and maintain client relationships, offering expert financial advice... ...should have at least six years of experience in Private Banking or Financial Services and hold a Bachelor’s Degree. The role...
- ...solutions, with strategies spanning public and private asset classes, industries, and... ...companies, sovereign wealth funds, central banks, financial institutions, pension plans, endowments... ...businesses. You will work alongside Deal Execution teams, Sales, Product Managers,...
- ...SouthState Bank in Dallas, TX seeks an experienced Private/Business Banker to drive growth and manage a portfolio of business clients. You will develop and execute plans to expand loans and deposits, while delivering personalized financial solutions and exceptional service...
- ...investment management, banking, and tailored lending... ...solutions. Within AWM, the Private Bank delivers... ...ImpactThe Underwriting Vice President serves as a senior credit... ...Investor teams, Credit Executives, Risk, and Legal to... ...ExecutionCollaborate with Bankers, Capital Advisors,...Worldwide
- OPERATIONSTransaction Banking Operations is part of Transaction Banking within the Investment Banking Division. We are responsible for... ...and reputation. For every new product launched and every trade executed, it is Operations that develops and manages the processes and controls...Work at officeLocal area
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