U.S. Private Bank - Private Banker - Vice President or Executive Director
JPMorganChase
Job Description 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
ABOUT US
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 About The Team 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. #J-18808-Ljbffr JPMorganChase- ...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
$37 - $65.5 per hour
..."to grow your career" in the U.S. Join us! About this role: Wells... ...a Senior Branch Premier Banker (SAFE) to play a pivotal role... ...primary point of contact for banking products and services through... ...company. They are accountable for execution of all applicable risk programs...SuggestedTemporary workWork experience placementImmediate start$250k
...client families that cross generations to establish long‑term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full understanding of client goals and risk tolerance to...SuggestedFull time- ...Applicants must be legally authorized to work in the U.S. as HSBC will not engage in immigration... ...relationships with the most influential Private Bank clients, often including family offices, foundations, and C‑suite executives Develop and execute bespoke financial...Suggested
- ...Opportunity Overview Private Banker | South Bay Los Angeles Location: El Segundo, California An established regional banking organization is expanding its Private Banking presence... ...net-worth individuals, business owners, executives, entrepreneurs, and professional...SuggestedTemporary workFor contractorsWork at officeLocal area
- ...Personal Banker I - Marina Del Rey General Function The Personal Banker I position will provide... ...reporting all types of risks within the bank’s risk appetite. Essential Duties &... ...all roles within this pay grade across the U.S.; individual salaries within this range...Work at office
- ...and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of... ...loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most...Immediate startAfternoon shift
$250k
...approaches and strategies for the area. Citi Private Bank’s objective is to further enhance its... ...advise clients on brokerage activity and execute trades seamlessly. Appropriately assess... ...knowledge of sophisticated areas. ~ U.S. Only: S7, S66 (or 63 & 65) & S31; NOTE...Full timeLocal area- ...realtors, builders, financial professionals, bank stores, past customers, and other non-... ...understanding of and adherence to Private Mortgage Banking Sales functional area, policies... ...and company. They are accountable for execution of all applicable risk programs (Credit,...Hourly payMinimum wageWork experience placementWork at officeImmediate start
$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals... ...financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and...Remote work$300k
B Capital is seeking a Vice President/Director to join our Capital Formation... ...record of raising capital for private funds or private companies... ...intermediaries (consultants, private banks, placement agents, and other... ...nine locations in the U.S. and Asia. The firm’s...Full timeWork at officeLocal area- ...Responsibilities Hadrian is seeking a Vice President of Strategic Finance &... ...finance with mission execution Own strategic finance initiatives... ...stakeholders—including banks, investors, rating agencies,... ...or related; CFA/CPA preferred U.S. citizenship required (ITAR...Permanent employmentFull timeContract workRelocationFlexible hours
$225k - $250k
...CONFIDENTIAL SEARCH Vice President of Finance Los Angeles, CA (Brentwood) | Hybrid | Full-Time About... ..., board decks, and investor updates to the executive team and investor group. Manage ABL relationship and bank compliance reporting including covenant tracking...Permanent employmentFull timeWork at office2 days per week3 days per week$200k - $225k
...Vice President of Finance Our client is a fast-growing, well-funded Series A beauty and consumer goods... ...packages, board decks, and investor updates to the executive team and investor group. Manage ABL relationship and bank compliance reporting including covenant...Work at office$45.9k - $75.9k
...1733 Ocean Ave. 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 problem solving skills - Good. U.S. Only: This position will act as an originator...Part timeLocal areaImmediate startDay shift$45.9k - $75.9k
...identify financial solutions and preferred banking channels while recommending tailored... ...applying our Risk Management Framework in the execution of your role, in line with our Risk... ...Analytical and problem solving skills - Good. U.S. Only: This position will act as an...Contract workPart timeLocal areaImmediate startDay shift$25 - $31 per hour
...About the Role: Relationship Bankers build meaningful, long-term client relationships by exhibiting Breakthrough Client Service Standards... ...sound financial advice, and often collaborating with internal Bank partners. Relationship bankers are expected to be active in the...Weekend work- ...consumer and business customer relationships Lead discovery‑driven conversations to understand customer goals and deliver tailored banking and credit strategies that strengthen relationships, increase retention, and drive balanced growth across deposits, lending, and investments...Work experience placement
$58.19k - $81.21k
...Citigroup Inc. is seeking a Personal Banker in Manhattan Beach, California, responsible for assisting in sales and service activities... ...candidates will have 0-2 years of relevant experience, preferably in banking or retail, along with a Bachelor's degree. Competitive benefits...$22 - $33 per hour
...providing sound financial advice and collaborating with internal partners. Engage customers in community outreach and digital/traditional banking education. Lead client and prospect financial reviews, uncover additional needs, and recommend solutions. Open new deposit accounts...Hourly pay$22.33 - $33.18 per hour
...support your career in finance? Your search is over… WaFd Bank is hiring a Personal Banker. WaFd Bank has been a financial leader for over a... ...and/or veteran status, or disability in accordance with Executive Order 11246, Section 503 of the Rehabilitation Act of 19...Work at office- ...Bank of America in California seeks a client‑focused associate to engage lobby clients and guide them through self‑service channels. You will educate on mobile/online banking and ATM transactions and process cash accurately. Build strong client relationships, follow procedures...Weekend work
$100k - $275k
...development opportunities Sources new clients in alignment with the bank's established risk appetite Leads the client team to deliver... ...willing to obtain licenses within 90 days of start date 12+ years of private banking and/or complex financial services experience or...Shift workDay shift$233k - $300.19k
...Job Title Managing Director, Innovation Banking Location Beverly Hills... ...position responsible for executing the division\'s strategic... ...lead a group of Commercial Bankers, Business Development Officers... ...general portfolio of the Private Banking team, as part of the...$275.93k - $362.18k
...global advantage in major regions of the U.S. and in many of the world’s leading financial... ...to develop strategy, cultivate executive-level client relationships, and play a leadership... ...across Municipal Advisory and Public-Private Partnership (P3) advisory services. You will...Local areaWorldwideNight shift- ...Chase & Co. in Hawthorne, California is looking for a Relationship Banker to represent the brand and provide exceptional service. In this... ...valued. The ideal candidate has sales experience in retail banking and excellent communication skills to cater to differing client...Afternoon shift
- ...diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth...Immediate startAfternoon shift
$233k - $300.19k
...Overview Managing Director, Innovation Banking, provides senior leadership to execute the division's strategic plan. Lead a group of Commercial Bankers, Business Development Officers, and Portfolio... ...the team’s portfolio within the Private Banking line as part of the...Full time$57.5k - $106.5k
...team members to deliver a comprehensive banking solution in the best interest of the customer... ...of solutions. Supports the execution of strategic initiatives in collaboration... ...know the nature of your request and your contact information. #J-18808-Ljbffr BMO U.S.Part timeLocal area- ...LP is seeking an experienced leader to drive municipal advisory growth and public-private partnership initiatives in the public sector and higher education space. You will build executive relationships, originate complex advisory engagements, and collaborate across...Full time
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