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.
$132.5k - $205k
...Job Type Full-time Description At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 18... ...highly motivated individual to fill the position of a full-time Private Banker at our San Diego, CA Location . The salary range...SuggestedFull timeFlexible hours$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...SuggestedRemote work- ...CA-WA Private Mortgage Banker (SAFE) Wells Fargo is seeking an CA-WA Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending... ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources...SuggestedWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Senior Vice President of Consumer Lending About the Company Large federal credit union in the southwest U.S. Industry Banking Type Non Profit Founded 1935 Employees 20... ...well as the ability to develop and execute consumer lending strategies. The...Suggested
- ...Vice President of Accounting About the Company Well-established credit union Industry Banking Type Non Profit Founded 1948 Employees... ...to the CFO and the Executive Leadership Team. Applicants... ...role. Strong knowledge of U.S. GAAP, financial reporting...Suggested
- ...Senior Vice President, Head of Compliance About the Company Accomplished... ...Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...across the organization. This executive will provide strategic...
$41.71k - $69k
...Join us in building something new. This Bank Manager requisition supports our DeNovo branch... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture... ...Analytical and problem solving skills - Good. U.S. Only: This position will act as an...Local areaImmediate startDay shift- ...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
$185k - $215k
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,...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week$169.41k - $209.27k
Job Title:Senior Vice President- Commercial BankingLocation:Carmel ValleyWhat you'll do:As a Senior Vice President- Commercial Banking, you'll be responsible for identifying a target market for new business and subsequently developing and establishing a book of new business...Full time$147.39k - $245.66k
...seeking a highly experienced Vice President to lead our Technology Governance... ...and revise associated execution plans, operating model and KPIsUplift... ...management firms in the U.S. As a leader in the financial... ...regarding an applicant’s bank or credit card. Should you have...Full timeWork from homeShift work- Job Title:Vice President, Portfolio ManagementLocation:Beverly HillsWhat you'll do:As Vice President... ...complex loans in compliance with the Bank's lending policies and procedures. The... ...work with the Vice President, Commercial Banker to manage loans to ensure the credit...Full time
$120k - $150k
...requiredLead contract negotiations planning and execution, in collaboration with internal... ...Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAbout... ...Right to Work NoticesAxos participates in the U.S. Department of Homeland Security E-...Full timeContract workWork at officeLocal area- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management... ...team, and collaborating with the executive team and cross-functional stakeholders... ...company's expansion both in the U.S. and globally. Hiring...For contractors
- ...Vice President, Global Alliance Management About the Company A global leader in generic... ...Industry Pharmaceuticals Type Privately Held, Private Equity-backed About the... ...of over 40 key partnerships across the U.S., India, and Europe. This includes assessing...Worldwide
- ...Vice President, Treasury About the Company Industry-leading mortgage lender Industry... ...Financial Services Type Privately Held Founded 1990 Employees... ...Categories Financial Services Banking Northeast Specialties...
- ...Vice President of Financial Planning & Analysis About the Company... ...leadership and insight that supports executive decision-making, enterprise... ...team, and Board of Directors, delivering actionable financial... ...financial services, lending, banking, fintech, or specialty...
$170k - $212.55k
Job Title:Vice President, Portfolio Management Team Leader - Juris Banking LendingLocation:CA - San Diego, 450 B StWhat you'll... ...driving day-to-day lending team execution and cross-functional collaboration... ...team that includes commercial bankers, business development officers,...Full time$100k - $125k
...achievement of performance goals and targets.About This JobAxos Bank is seeking a detail-oriented and experienced Supervisory Senior Underwriter... ....E-Verify and Right to Work NoticesAxos participates in the U.S. Department of Homeland Security E-Verify program in all...Full timeWork at officeLocal areaFlexible hours$135k - $150k
...specialty finance companies, consumer lending platforms, and other non-bank financial institutionsEnsure timely and accurate risk monitoring,... ....E-Verify and Right to Work NoticesAxos participates in the U.S. Department of Homeland Security E-Verify program in all...Full timeWork at officeLocal areaRemote work$112.6k - $200k
...BankAdvise clients on financial solutions and strategiesManage and review client relationshipsDemonstrate a high level of awareness of banking industry and industry-specific trendsDemonstrate a broad knowledge in other banking services offered by other lines of business to...Full timeWork experience placement- ...Vice President of Finance About the Company A growing financial services organization with executive visibility and strong long-term career potential... ...Financial Services Type Privately Held About the Role... ...analysis. Experience in banking, credit union, or...
- ...Vice President of Finance About the Company Well-established financial... ...Services Type Privately Held About the Role The... ...process, and partnering with executive leadership to provide financial... ...the financial services, banking, or credit union industry, is...
- ...Senior Vice President of LIHTC Asset Management About the Company Financial services company... ...Financial Services Type Privately Held About the Role The Company is... ...management, particularly within syndication or banking, and a proven ability to analyze...
- ...Vice President, Agribusiness Underwriting About the Company Esteemed financial institution... ...Financial Services Type Privately Held Founded 1916 Employees 20... ...Transmission Financial Services Banking Crowdfunding Financial Services...TraineeshipInternship
- ...Senior Vice President of LIHTC Asset Management About the Company Leader in the LIHTC... ...Industry Real Estate Type Privately Held About the Role The Company is... ...asset management and a strong knowledge of banking or syndication within the financial services...
- ...Vice President, Applied AI Growth, Healthcare Markets About the Company Leading outsourcing... ...transportation and logistics banking and financial services operations &... ...position requires a senior client-facing executive who can lead the design and sale of industry...
- ...Vice President of Accounting About the Company Innovative SaaS platform... ...Internet Type Privately Held Founded 1997 Employees... ...clear priorities and strong execution. This role is pivotal in... ...cash management, treasury, banking, tax coordination, or related...
- ...Vice President of Solutions, Financial Services About the Company Leading cloud-based workplace productivity... ...for leading the global strategy, innovation, and execution of the company's solutions across the banking, insurance, and asset management sectors. This...Work at office
- ...Vice President, Media & Entertainment Sales About the Company Acclaimed provider of credit... ...Technology & Services Technology Banking Business Careers Chicago... ...tasked with leading the sales strategy, execution, and performance for the identity, audiences...Work at office
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!
- private banker San Diego, CA
- personal banker San Diego, CA
- vice president information technology San Diego, CA
- vice president real estate development San Diego, CA
- vice president research San Diego, CA
- vp hr San Diego, CA
- vice president healthcare San Diego, CA
- vice president product development San Diego, CA
- vp internal audit San Diego, CA
- vice president business solutions San Diego, CA

