U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
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 Proactive, takes initiative, and uses critical thinking to solve problems MBA, JD, CFA, or CFP preferred 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 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.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. Join a team delivering premiere service to high net worth clients through holistic financial advisement. #J-18808-Ljbffr
$157.23k - $192.17k
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...n \n Since 1973, East West Bank has served as a pathway to success... ...over 120 locations across the U.S. and Asia, we are the... ...estate, entertainment and media, private equity and venture capital, and... ...relationships with C-level executives. \n ~ Strong interpersonal communication...- ...personally and professionally. U.S. Program The U.S. Program... .... Your Role The President, U.S. Program, leads the foundation... ...implementation and execution. Success in this role requires... ...-level changes across public, private, nonprofit, philanthropic, research...H1bLocal area
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- ...Relationship Banker Bellevue, Washington **To proceed with your application... ...of age.** Acknowledge ( **Bank of America employees are... ...goals. **Responsibilities:** + Executes the bank's risk culture and strives... ...BofA Corp."). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
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- U.S. Bank is seeking a Premier Relationship Banker to build trusted relationships with customers across in-person, by appointment, and virtual channels. The role includes educating clients on deposits and loans, offering digital banking solutions, and originating consumer...
- U.S. Bank is seeking a Relationship Banker to engage customers across in-person, appointment, and virtual channels, providing tailored financial guidance while promoting digital-first solutions. You will develop trust by assessing banking needs, processing account information...
$20 - $26.39 per hour
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 and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Temporary workLocal areaRemote workWork from home- U.S. Bank is seeking a Relationship Banker who builds strong client relationships through in-person and digital channels, identifying financial needs and offering appropriate deposit and loan products. The role involves engaging customers, opening accounts, processing...
$37.56 - $45.9 per hour
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$725 per month
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