U.S. Private Bank - Private Banker - Vice President or Executive Director
Fairygodboss
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. 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
- ...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 in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal 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... ...to take your career to the next level. As a Private Banker in the U.S. Private Bank, you are responsible for advising families...SuggestedTemporary workWork experience placementLocal area
- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving... ...Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving... ...Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...set new standards for excellence in the U.S. Private Bank. As the Head of U.S. Private Bank... ...), with accountability for day‑to‑day execution, talent strategy, risk and controls, service... ...Must currently hold Managing Director or Executive Director title, external...SuggestedLocal area
- ...leading financial institution in the US is actively seeking a Private Banker responsible for advising families on managing their wealth.... ...new business. Candidates should have over six years in Private Banking or Financial Services, a Bachelor's Degree, and required...
$138.72k - $208.08k
## Citi Commercial Bank - Mid-Corp... ...Natural Resources - Vice PresidentApplyremote... ...experienced Vice President to serve as a Relationship... ...lead transaction execution, and drive... ...mix of public and private primarily North American... ...between senior bankers, clients, and internal...Full time- ...Lending Specialist In The Private Bank We are actively looking for exceptionally talented individuals... ...to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...clients Advise, negotiate and execute loan structures Structure solutions to...
- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Responsibilities include...
- ...are seeking an accomplished Vice President of Finance to lead financial... ...strategy and performance for a private-equity-backed, multi-state... ...retail company. This executive will serve as a key strategic... ...management, credit facilities, and banking relationships. Serve as the...
- ...logging into your account. JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and... ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to...Local area
$200k
...Private Bankers at Citi develop and deepen client relationships in order to thoroughly understand... ...are able to deliver quality Private Bank client relationships (solutions and services... ...into CPB clients. Identify and execute on new business opportunities with existing...Full time- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education...Local area
$200k
...Job Summary Private Bankers at Citi develop and deepen client relationships to understand... ...processes, and delivering high quality private banking services while protecting the bank and... ...into CPB clients Identify and execute new business opportunities with existing...Full time- ...apply for the Personal Banker I role at Frost 1 day ago... ...providing unparalleled banking services. Who You Are... ...one of the 50 largest U.S. banks by asset size... ...Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice President or Executive Director Business Banking...Full timeMonday to Friday
$200k
...Citi is seeking a Private Banker in Houston, Texas, who will develop and deepen relationships with clients, creating tailored wealth management... ...in the financial services industry, specifically in private banking, and possess strong communication and analytical skills. This...Full time- Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning... ...support. The ideal candidate has 6+ years in Private Banking, a Bachelor's Degree, and is licensed. A focus on client experience...Local area
- A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high... ...The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include developing...
- Santander Private Banking International seeks a Private Banker to deliver superior service to affluent clients with over $4MM in assets. Your role involves expanding and retaining client relationships by partnering with specialists and providing tailored investment solutions...
- ...Program Governance and Resiliency (Vice President) at JPMorganChase within Card... ...governance and resiliency execution across a diverse portfolio of... ...one Consumer and Community Banking (CCB) Operations Function/... ...processing. We're proud to lead the U.S. in credit card sales and...
- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management... .... A Bachelor’s degree and significant experience in Private Banking or Wealth Management are crucial. The position will also...
- Senior Private Wealth Banker Senior Private Wealth Banker is primarily responsible for making and... ...strategic customer relationships. Develop and execute tailored solutions and strategies for... ...directly related experience in credit/banking and/or 8-10 years of equivalent...
$325k - $400k
...section visibility As a Senior Vice President, you will lead the team's... ...and marketing, negotiations and execution, as well as ongoing post-investment... ...formation but may include investment banking, venture or growth investing, or private banking experience. You must...Temporary workWork at officeRemote workWork from homeFlexible hours$20 per hour
Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President Houston, TX, United States Job Information Job... ...M and connect with their key executives (CFO, VP of Finance, etc.)... ...as well as Asset Management, Private Bank and Investment Bank colleagues...Full timeLocal area- Fairygodboss is hiring a Private Client Banker in Houston, Texas. In this role, you will manage the banking relationship for affluent clients, ensuring they receive tailored advice and services. This position requires strong communication skills and experience in client...
- JPMorgan Chase & Co. is looking for a Private Client Banker in Houston, Texas. In this role, you will serve as the main point of contact for affluent clients and manage their complete banking relationship. You will be responsible for helping clients with their financial...
- ...trillion and assets under management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families... ..., high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities Coordinate and...Local area
$10 per hour
...As a Business Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of large profitable business... ...products and partner with Branch, Wealth Management and Private Bank to identify and deliver appropriate personal financial...Work experience placementWork at office- ...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
- ...servicing, asset management and banking services, Northern Trust (... ...Posting Title**: Sr. Personal Banker**Job Description Summary:**Under... ...and services. Responsible for executing and/or submitting various administrative... ...be authorized to work in the U.S. without the need for...Work experience placementH1bWorldwide
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