U.S. Private Bank - Private Banker - Vice President
JPMorgan Chase
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 JPMorganChase, 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/Veterans #J-18808-Ljbffr JPMorgan Chase
- ...Private BankerWe are actively looking for exceptionally talented individuals who are... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...career to the next level. As a Private Banker in the U.S. Private Bank, you are...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
- ...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 Associate in the U.S. Private Bank, you are responsible for providing...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... ...an Investment Specialist you are responsible for helping the Banker win new clients and deepen and strengthen existing client...Suggested
- ...annuities, insurance, retirement and trust services. 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 awareness and understanding of the full cash...SuggestedWork at office
- ...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 ago Be among the first 2... ...Dallas, TX $27,550.00-$125,000.00 2 weeks ago U.S. Private Bank - Private Banker - Vice President or Executive Director Relationship Manager I...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 ago Be among the first 2... ...Dallas, TX $27,550.00-$125,000.00 2 weeks ago U.S. Private Bank - Private Banker - Vice President or Executive Director Relationship Manager I...Full time- ...responsible for advising Wealth Management teams and clients on U.S. regulatory considerations and execution strategy for... ...liquidity solutions)Prior experience partnering with private wealth advisors, private banking, or corporate issuer stakeholders JPMorganChase, one of...
- ...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...
- Join J.P. Morgan’s Global Banking team as a Vice President in Transaction Development,... ...role in driving our focus on private capital markets. This is... ...transaction scenarios for U.S.-based small and mid-cap... ...sponsor coverage and industry bankers to generate actionable idea...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 philanthropic interest of clients, offering... ...with multiple internal partners in local U.S. markets around grant making for foundations: Develop...Local 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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...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
...truly global-and a market leader in the U.S., Europe and Asia as well as in emerging... ...to everything they do.Morgan Stanley Private Bank, National Association (“MSPBNA”) a division... ..., a division of MSPBNA, is seeking a Vice President Quality Assurance Team Manager to lead the...Temporary workWorldwide- ...presence in the United States. As part of our U.S. expansion strategy, we are... ...broker-dealer focused on raising capital for private real estate investment offerings through... ...institutional investor channels. We are seeking a Vice President, U.S. Broker-Dealer Operations to lead...Work at officeRelocation
- ...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
- 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...
- ...investment and advisory solutions, with strategies spanning public and private asset classes, industries, and geographies. AWM helps it’s... ..., insurance companies, sovereign wealth funds, central banks, financial institutions, pension plans, endowments, foundations,...
- ...planning, investment management, banking, and tailored lending solutions. Within AWM, the Private Bank delivers competitive... .... Your ImpactThe Underwriting Vice President serves as a senior credit professional... ...& ExecutionCollaborate with Bankers, Capital Advisors, Investment...Worldwide
- ...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...
- ...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...
- ...Goldman Sachs Asset Management (GSAM) and Goldman Sachs’ Merchant Bank which brings together Goldman Sachs’ primary long term principal... ...of accounting principles, NAV / Fund AccountingExperience with Private Credit and Alternatives product suitesIn-depth knowledge of Bank...
- OPERATIONSTransaction Banking Operations is part of Transaction Banking within the Investment Banking Division. We are responsible for building, developing and supporting Goldman Sachs’ Transaction Banking offering that is delivering a range of treasury and cash management...Work at officeLocal area
$105k - $140k
...Position Summary The Private Banker II builds and actively manages an existing portfolio of personal and business deposit, wealth management... ...growth and wealth management opportunities. Support the Bank's strong Private Banking culture through on-going client contact...Temporary workWork at officeLocal areaImmediate startFlexible hours
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