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.
- ...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... ...Private Banking clients. Job ResponsibilitiesConsult on and execute brokerage trades, including: advising the client on trade execution...Suggested
$350k
...a growing super regional full-service bank encompassing Private Banking, Lending, Branch, Brokerage, Trust... ...growth in key markets across the U.S. we have been asked to exclusively identify... ...client is seeking a Senior Advisor/ Banker who leads with investments. Manage,...Suggested- ...Vice President, Investment Operations, Global Asset Management About the Company Established... ...& Professional Services Finance Banking Banking Services Banks and... ...play a key role in the development of its U.S. ETF business, with a specific focus on...SuggestedWork at office
- ...building and maintaining high-net-worth client relationships across banking, lending, and investments? This is a unique opportunity to manage... ...business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used...SuggestedTemporary workWork at officeLocal areaImmediate start
- ...financial planning, investment management, banking and comprehensive advice to a wide range... ...-edge technology, data and design. Private Wealth Management (PWM) Goldman Sachs Private... ...quality and efficiency within the PWM team Execute equity, fixed income, mutual fund, and...Suggested
- ...entities (operating businesses, private foundations, etc.). Our role... ...be a plus. As an Executive Director, Wealth Planne r within J.P.... ...products and platforms (investment, banking and lending) available to our... .... We’re proud to lead the U.S. in credit card sales and...Work at officeLocal area
- ...servicing, asset management and banking services, Northern Trust is... ...identifying client needs. Executes and/or submits client account... ...as a mentor to fellow Personal Bankers, offering guidance, encouragement... ...be authorized to work in the U.S. without the need for employment...Work experience placementH1bWorldwideFlexible hours
$300k - $425k
...and you have the support to build a career you truly love. The Private Banker role at Partners Federal Credit Union is built for financial... ..., strong work/life balance, and a career path that blends banking expertise with growing investment skills. Unlike the high‑pressure...Work experience placementWork from homeFlexible hoursShift workAfternoon shift- A growing, private equity-backed organization is seeking a Senior Vice President of Human Resources to lead its people function. Reporting... ...directly to the CEO, this executive will serve as a strategic... ...team and supporting a primarily U.S.-based, multi-state workforce...
- ReKruiting Advisors LLC. in West Palm Beach is seeking a Financial Advisor in Private Banking. The role involves advising clients on financial products, increasing and retaining client assets, and mentoring financial advisors. The ideal candidate will analyze clients' financial...
- ...the high net worth segment. The Private Client Relationship Manager II... ...for HNW clients across banking lending and High Net Worth Investing... ...with TD BankImplements and executes a differentiated service model... ...other departments within TD Bank U.S.Proven business development...Full timeLocal areaWork from homeFlexible hours
- Financial Advisor - Private Bank Financial Advisory - Private Wealth: Covers jobs responsible for advising clients regarding advantages and... ...coaching with team members Partner with and mentor Licensed Bankers or Regional Bank Private Bankers #J-18808-Ljbffr ReKruiting...Work at officeImmediate start
$65k - $80.2k
...Wealth Management Advisor At U.S. Bank, we're passionate about helping customers and the communities where we live and work. The fifth... ...investment and insurance products and services Knowledge of private banking products and services, including credit processes and...Temporary workWork experience placementLocal areaFlexible hours$150k - $225k
...Description Alvarez & Marsal Private Equity Performance Improvement Director: Operations & Manufacturing (OPEN TO ALL U.S. LOCATIONS) About Alvarez &... ...Demonstrated track record working with C-suite executives as well as private equity deal and...Full timePart timeFlexible hours- ...of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in West Palm Beach, FL at our Datura Branch.Job DescriptionAcquires and deepens the...Full timeTemporary workPart timeWork at office
- ...of our employees feel respected, valued and have an opportunity to contribute to the company’s success. As a Personal Banker within PNC's Retail Bank Organization, you will be based in West Palm Beach, FL 33405 at the East Forest Hill Branch. Bilingual Spanish required...Full timeTemporary workWork experience placementWork at officeShift work
- ...or financial goals to other internal specialists.4. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.5. Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer...Temporary workNight shiftWeekend work
- ...needs or financial goals to other internal specialists.Participates fully in all components of the established Truist Retail Community Bank Leadership Routines.Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer and...Full timePart timeShift workNight shiftWeekend workDay shift
- ...At Valley Bank, we believe in people's growth potential. We invest in it. We protect it... ...our associates as well. The Relationship Banker is responsible for driving branch growth... ...acquiring new ones through consistent sales execution, lead management, and proactive cross...
- Wells Fargo is seeking a Senior Lead Technology Banking Relationship Manager to join our technology banking team. This individual will... ...with internal stakeholders, and partnering with senior peers to execute more complex transactionsReview, understand, and offer the full...Full timeWork experience placement
- ...relationships and providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker on the Healthcare Services, Emerging Middle Market Banking team, you will be responsible for growing and retaining profitable relationships within...
- ...Vice President of Capital Formation About the Company Well-established alternative investment platform with a multi-billion-dollar... ...investment business. Industry Investment Management Type Privately Held About the Role The Company is in search of a Vice...
- ...Vice President, Investment Team About the Company Growth-focused investment firm investing... ...cycle, from sourcing and evaluating to executing and supporting investments. This role... ...in growth equity, venture capital, or private equity, with a strong emphasis on consumer...Relocation
$29.39 - $48.99 per hour
...Maintain a thorough knowledge of various Bank resources to facilitate client service delivery... ...support and information to clients, Private Client Advisors and Trust Advisors as... ...communicate internally with Bank management and executives and externally with clients and their...Hourly payFull timeWork experience placementWork at office- ...Lake Worth, FL Full time R70698 Make banking a Fifth Third better®We connect great... ...are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding... ...all roles within this pay grade across the U.S. Individual salaries within this range will...Full timeWork experience placementWork at office
$170k - $225k
...with us: Metropolitan Commercial Bank (the "Bank") is a full-service... ..., small businesses, private and public middle-market and corporate... ...by Independent Community Bankers of America among the top ten successful... ...law or this form, visit the U.S. Department of Labor’s...Contract workFor contractorsFor subcontractorWork at officeLocal area$74k - $138k
...client penetration for banking, investments and deposits... ...of the integrated private banking services and offerings... ...issues. Supports the execution of strategic... ...withClients, Prospects, Bankers and Risk Management to... ...decision making - In-depth. U.S. Only: This position...Part timeLocal area$80k - $150k
Location:3507 Kyoto Gardens Drive, Palm Beach Gardens FloridaJob SummaryKey Private Bank (KPB) is dedicated to serving our clients' financial needs through expert advice and personalized banking, borrowing, and investment solutions. The Associate Relationship Manager (...Full timeWork at officeLocal areaFlexible hoursNight shift- Valley Bank in West Palm Beach is seeking a Relationship Banker to drive branch growth by deepening existing customer relationships and acquiring new ones through sales execution and proactive cross selling. You will deliver exceptional service and maintain knowledge of...
- ...or financial goals to other internal specialists. Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. Commits to advancing individual knowledge of sales techniques and product knowledge by attending sales, service...Full timePart timeWork at officeShift workNight shiftWeekend workDay shift
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