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 EstateJPMorgan Chase, 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.J.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 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
- ...Private Banker Associate We are actively looking for exceptionally talented individuals... ...to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...information, communicating with clients and executing on client needs Support the Senior...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
$43k - $75k
...1 Sheridan Road 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 creatively to new challenges. U.S. Only: This position will act as an originator...SuggestedPart timeLocal areaImmediate startDay shift$52.8k - $79.2k
...the time), the Personal/Universal Banker is responsible for delivering an exceptional... ...clients with a full range of banking products and services. Responsible for executing and/or submitting various... ...must be authorized to work in the U.S. without the need for employment...SuggestedWork experience placementH1bFlexible hours- ...leading financial institution in Chicago is seeking an experienced Private Banker to advise clients on wealth management, asset allocation, and... ...'s degree and significant prior experience in Private Banking. The position offers competitive compensation and a comprehensive...
- JPMorgan Chase & Co. in Illinois seeks a Private Client Banker to manage a select client group, deepening relationships with affluent customers... ..., a history of acquiring clients, and compliance with banking regulations, including licensing requirements. Weekend and evening...Weekend workAfternoon shift
- ...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 Program Banker Analyst in the U.S. Private Bank, you will work on an integrated...Work experience placement
$200k
...additional information, please review .**Private Bankers at Citi develop and deepen client... ...they are able to deliver quality Private Bank client relationships (solutions and services... ...prospects into CPB clients.* Identify and execute on new business opportunities with...Full time- ...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
- ...What you’ll be doing As a Private Banker, you will cultivate new and manage existing high-net... ...client relationships, providing tailored banking and lending solutions. You will oversee... ...relationships, ensuring strong sales execution, portfolio management, and adherence to...Local areaRemote work
- J.P. Morgan’s U.S. Private Bank is seeking ambitious Analysts to join a two-year program. You will work with bankers, investment specialists, capital advisors, and estate experts to bring in and serve clients, with the potential to advance to Associate based on performance...
- U.S. Bank is seeking a Relationship Banker to engage customers across multiple channels, assess financial needs, and provide tailored guidance. You will open accounts, process requests, and promote digital banking solutions while maintaining regulatory compliance. A strong...
- ...customer needs, and provide guidance on financial solutions across banking and lending products. You will collaborate with branch teams and... ...communication, and the ability to grow relationships through personalized advice and efficient use of #J-18808-Ljbffr BMO U.S.
$55.8k - $89.4k
...servicing, asset management and banking services, Northern Trust (... ...time), the Personal/Universal Banker is responsible for delivering... ...and services. Responsible for executing and/or submitting various administrative... ...be authorized to work in the U.S. without the need for...Work experience placementH1bWorldwideFlexible hours- ...Vice President, Special Situations Investment Banking, Financial Advisory Services About the Company... ...Banking Type Privately Held Founded 2001... ...pivotal in leading the execution of a variety of transactions... ...Title Managing Director Functions ~ Finance...
- ...Regional Vice President, Retirement, Bank/Wire Channel About the Company Top-tier provider of retirement... ...Industry Insurance Type Privately Held, Private Equity-backed... ..., and a Sales Support Specialist to execute a targeted territory sales plan. The...
$85k - $240k
Job-ID: 118002Category: Vice PresidentLocation: Chicago, IL, United... ...(PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...philanthropic planning and private banking and lending services. As... ...highest ethical standard in execution Curate a network of intermediaries...$125k - $210k
...J.P. Morgan Wealth Management - Vice President - Private Wealth Planner J.P. Morgan Wealth Management is seeking a Certified Financial Planner... ...P. Morgan Private Client, marking the initial engagement of bank-only clients with Wealth Management. The successful...Work at office- ...Vice President, Regulatory Counsel About the Company... ...Services Type Privately Held Founded 199... ...Analysis Funds Banking Financial Contracts... ...the ability to drive execution and results are essential... ...Title Managing Director, Chief Compliance Officer...
$120k - $250k
...Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest... ...with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture...Full timeContract workPart timeWork experience placementLocal areaShift work- JPMorgan Chase in Northbrook, IL seeks a Private Client Banker in Branch Banking to be the main point of contact for a select group of affluent clients, manage their banking relationship, and drive growth through referrals and education tailored to their financial needs...
- JPMorgan Chase & Co. is seeking a Private Client Banker in Branch Banking to serve a select group of affluent clients and others at the branch. You will manage full banking relationships, proactively grow balances, solicit referrals, and work with specialists to address...
- ...Vice President, U.S. Compliance About the Company Top financial technology (FinTech) platform & insurance brokerage operator Industry Management Consulting Type Privately Held Founded 2006 Employees 10,001+ Funding $200+ million Categories...
- ...Vice President, Commercial Success About the Company Acclaimed provider... ...& Services Technology Banking Business Careers... ..., Commercial Success to lead U.S. commercialization, revenue... ...portfolio. The role will develop and execute commercial strategy and...Work at office
- ...Vice President, U.S. Compliance About the Company Top financial technology (FinTech) platform & insurance brokerage operator Industry Management Consulting Type Privately Held Founded 2006 Employees 10,001+ Funding $200+ million Categories...
$300k
...a relationship-oriented bank for the modern world. We... ...opportunities and manage risk.CIBC U.S. Middle Market Investment Banking advises private equity sponsors,... ...500 million.As Managing Director, you will help expand... ...You will originate and execute M&A and financing engagements...Full time- ...the United States, designed to meet the needs of over 180,000 U.S. employees and serving as a cornerstone of our value proposition... ...marketplace trends. As a U.S. Benefits Design and Strategy Vice President, you will support plan operations, evaluate opportunities for...Full timeWork experience placementVisa sponsorship
- ...Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help... ...our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and...Full timeH1bWork at officeRemote workWork from homeFlexible hours
$226k - $376k
...partner with the Chief Financial Officer, executive leadership, segment leaders, and... ...Oxley controls.Experience partnering with private-equity sponsors, public-company executives... ...a recruitment event. Never provide your banking information to a third party purporting...Full timeFlexible hours
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