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 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
- U.S. Private Bank - Private Banker - Vice President or Executive Director Join to apply for the U.S. Private Bank - Private Banker - Vice President or Executive Director role at JPMorgan Chase . Job Description We are actively seeking talented individuals who are collaborative...SuggestedTemporary workLocal areaWorldwide
- ...posting. Summary The Relationship Banker is a trusted advisor who... ...actively promoting and selling the bank’s products and services. This role... ...limited to mortgage, wealth, private client, and business banking.... ...12 states across the southern U.S. The Company and its subsidiaries...SuggestedTemporary workWork at office
- ...financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial... ...advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree....Suggested
$46.12k
...appropriate steps to safeguard and protect private and personally identifiable information... ...Description At Regions, the Relationship Banker II is responsible for meeting with customers... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal...SuggestedFull timeFlexible hours- ...Company Overview We are a private equity-backed clinical... ...organization, we are seeking a Vice President of Finance to partner closely... ...operational analyses that support executive decision making. Drive... ...capture. Private Equity, Banking & External Relationships...SuggestedRemote work
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity...Immediate startAfternoon shift
- ...financial transactions and opening accounts in a retail banking environment. Introduce bank products and services... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at office
- ...financial transactions and opening accounts in a retail banking environment. Introduce bank products and services... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at office
- ...partners and subject matter experts to address specialized financial needs.Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access.Drive proactive sales conversations and manage...Work at officeLocal areaAfternoon shift
- ...Bank of America in the United States seeks an experienced senior professional for Global Commercial Banking. You will manage a large client portfolio, deliver tailored financial solutions, and drive profitable relationships with cross-functional collaboration across the...
- ...First Horizon Corp. is seeking a Relationship Banker to engage clients in consultative conversations, understanding their financial... ...emphasizes growth through personalized service, while supporting the banking center's sales objectives and delivering strong client...Work at office
- ...OpportunityWSP is seeking a talented Vice President - Louisiana, Mississippi, and... ...business and the successful execution of traditional maritime/port... ...fic focus on Louisiana and private clients including terminal... ...-AC1 About WSPWSP USA is the U.S. operating company of WSP,...Contract workFor subcontractorWork at officeLocal areaFlexible hours
- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...teammates' success and the goals of the bank, while fostering a culture of diversity... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth...
- ...Senior Relationship Banker - Float This position will provide a senior level of relationship banking coverage for the Greater New Orleans, Louisiana Metropolitan market... ...including but not limited to mortgage, wealth, private client, and business banking. Conduct...Temporary workWork at office
- b1BANK in Metairie, LA is seeking a Universal Banker to deliver high-quality customer service while handling transactions and assessing needs for new accounts. You'll support credit functions, cross-sell bank products, and maintain relationships to help the branch meet...
- ...Vice President of Finance & Accounting About the Company High-growth... ...Services Type Privately Held, Private Equity-backed... ...financial matters and providing the executive team with financial analysis... ...as is a strong knowledge of U.S. GAAP, financial reporting,...
- ...specialists to help clients progress toward their goals. Investment Strategies and Financial Planning: Apply planning and investment knowledge across retirement, education, banking and lending, insurance, estate planning, and evolving market conditions. Charles Schwab Inc.
- ...Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting... ...solutions. You'll work with a team of bankers, investment specialists, wealth advisors,... ...experience Attend college/university in the U.S. Expected graduation date of...Full timeWork experience placementImmediate startVisa sponsorship
- ...of School Direct Reports: Director of Facilities, Director of Human... ...recognized as one of the top private schools in the New Orleans... ...perspective and disciplined execution, overseeing finance and accounting... ...with the school’s banks, lawyers, auditors, investment...Full timeContract workFor contractorsSummer workWork at officeLocal area
- ...Ambassador - Greater New Orleans Area Welcome to the future of banking. At Capital One, we believe your bank should be as mobile, intuitive... ...the bedrock of our environment's safety and integrity. You'll execute high-volume cash transactionsincluding deposits, withdrawals,...Permanent employmentPart timeLocal areaRemote workFlexible hoursShift workNight shift
- ...relationships with clients through effective customer relationship management techniques. Collaborate with other professionals in banking, accounting, and asset management as necessary. Conduct research on market trends and investment opportunities to provide the...Flexible hours
- ...Certified Relationship Banker I The Certified Relationship Banker I provides "first line" contact for clients as they enter the branch... ...: Sells products and services offered by Gulf Coast Bank to current and new clientele. Opens new consumer and business...Work at officeAfternoon shift
$46.12k
...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person... ...as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which...Full timeFlexible hours$39.6k
...Relationship Banker I At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both... ...exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in beginning...Full timeFlexible hours- ...central downtown location on the banks of the Mississippi River. Dine... ...style pool, and plan your own private event at our 34th-floor... ...assisting in the planning and execution of exceptional food preparation... ...manager position. Must have valid U.S. work authorization. What To...WorldwideFlexible hoursShift workNight shiftDay shiftAfternoon shiftEarly shift
- ...As an Area Manager in Business Banking, you'll lead a team of... ...Branch Teams, Commercial Bank, and Private Bank - to foster a One Chase,... ...processing. We’re proud to lead the U.S. in credit card sales and... ...satisfaction. Our business bankers work in the Consumer Bank to provide...Work at officeLocal area
- ...processing of financial transactions in a retail banking environment. Often serving as the first point of... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Part timeWork at officeNight shift
- ...processing of financial transactions in a retail banking environment. Often serving as the first point of... ...Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Work at officeNight shift
$150k - $200k
...Development Commission POSITION: Chief Executive Officer, New Orleans Recreation... ...promotes cooperative planning with public and private entities concerned with recreation. REQUIREMENTS... ...works in conjunction with the Executive Director of the NORD Foundation. ESSENTIAL...Work at officeLocal area- ...Mortgage BankerThe Mortgage Banker will be responsible for establishing and maintaining relationships with Renasant Bank Branch Managers, Realtors, and Builders throughout a designated service area for the purpose of generating production of all one to four family residential...Work at officeLocal areaImmediate startWork from home
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to U.S. Private Bank - Private Banker - Vice President or Executive Director. Be the first to apply!
- senior vice president of operations Harahan, LA
- vice president of field operations Harahan, LA
- nonprofit board member Harahan, LA
- technology executive Harahan, LA
- nonprofit executive Harahan, LA
- board member Harahan, LA
- executive security Harahan, LA
- information technology executive Harahan, LA
- bank executive Harahan, LA
- chief of psychiatry Harahan, LA


