U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
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 JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. #J-18808-Ljbffr Aumni
- ...Private Banker 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...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
- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset... ..., you are responsible for helping the Banker win new clients and deepen and... ...and alternative investments Ability to execute trades smoothly and seamlessly and tasked...Suggested
$170k - $350k
...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...SuggestedLocal area- ...Senior Executive Compensation Advisor J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth...SuggestedWork experience placementBank staffWork at office
- JPMorgan Chase & Co. is actively seeking a Private Banker to provide exceptional client experience within its U.S. Private Bank. Applicants should have at least three years of experience in Private Banking or Financial Services, a Bachelor's Degree, and the necessary licenses...
$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad... ...Develops medium- to long-term plans and executes functional strategies for the market... ...the fundamental interests of the Private Bank. Help team members acquire the experience...Full time$250k
...The Private Banker Func Group Mgr manages a team of senior professionals. The job requires a broad... ...Develops medium- to long-term plans and executes functional strategies for the market... ...the fundamental interests of the Private Bank. Help team members acquire the experience...Full time- TwinThread is seeking an experienced Private Banker to join our team in Los Angeles. This role focuses on advising clients in building and... ...your expertise in financial planning, investments, and banking to deliver exceptional service. Qualified candidates should have...
- ...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... ...for the credit product, liaising with Market Managers, Bankers and Investors to ensure credit is a core part of the J.P. Morgan...Local area
- ...Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and... ...estate disposition analysis capabilities. Develop and execute a strategic vision and roadmap for the digital transformation...
$122.4k - $228k
...Develops, manages, retains and grows profitable banking relationships with high-net-worth clients... ...personalized interaction. Develops and executes a business plan to profitably grow... ...decision making - In-depth / Expert. U.S. Only: This position will act as an originator...Contract workPart timeLocal areaShift work- Fairygodboss is seeking an experienced Private Banker to join J.P. Morgan's U.S. Private Bank team. In this role, you will advise clients on building and managing their wealth, ensuring an exceptional client experience. The ideal candidate should have over six years of...Bank staff
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan... ..., marking the initial engagement of bank-only clients with Wealth Management. As... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth...Work at office
- ...Private Client Banker You have a passion for taking care of our customers and employees and making... ...As a Private Client Banker in Branch Banking, you are the main point of contact for... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit...Immediate startAfternoon shift
$215k - $275k
...The Managing Director, U.S. Business Banking Credit Risk & Strategy provides senior first-line credit risk leadership for U.S. Business Banking.... ...representative of U.S. Business Banking Credit Risk with regulators, executive leadership, internal governance forums, and enterprise...Contract workPart timeLocal area$200k - $265k
...This leader is responsible for leading large-scale operational execution, capability enablement, technology delivery, and continuous improvement across U.S. Business Banking. The role oversees enterprise lending operations, workforce capability and training, process transformation...Contract workPart timeLocal area$10 per hour
...Relationship Manager Senior (BRM) Acquisition banker in Business Banking, you'll be developing and managing a... ...internally in partnership with Private Bank, Asset Wealth Management, Middle... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit...Work experience placementWork at office- ...Wealth - Lending Advisor - Vice President Working at Citi is far... ...Wealth Advisors, Regional Directors, and Group Executives, helping them to deliver lending... ...the Citigold and Citi Private Client (CGCPC) segments.... ...wealth management or private bank lending, including...
- ...Private Banker Opportunity Actively seeking a Private Banker for a very successful regional financial institution. Responsible for new... ...worth client relationships. Coordinates and leverages a team of banking, trust, and investment professionals around client that meets...Work experience placement
- ...Vice President, Originations About the Company Respected lower middle market lender Industry... ...Financial Services Type Privately Held About the Role The Company is... ...such as technology-focused investment banking boutiques, venture capital investors, and...Work at office
- ...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,...Work experience placementWork at officeImmediate start
$200k - $300k
The Banker SAFE Act is a strategic professional who closely follows the latest trends in... ...long‑term connections to the Citi Private Bank. Effectively manage client expectations... ...Citi. Ensure clients experience seamless execution of internal processes and Citigroup services...Full time$200k - $300k
The Banker SAFE Act is a strategic professional who closely follows latest trends in own... ...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...Full time- Citi in Los Angeles is seeking a strategic professional for the Banker SAFE Act position. This role involves engaging with high-net-... .... The candidate should have 15+ years of experience in private banking, demonstrating expertise in relationship selling and financial...
- ...Vice President, Media & Communications We are seeking a... ...Communications Investment Banking professional, you'll... ...of contact and lead banker on deals Reviewing... ...bankers to move marketing/execution processes forward... ...prospects, as well as private equity sponsors and other...Work experience placement
- A leading global financial services firm is looking for a Private Banker in California to provide wealth management services. The role involves... ...Candidates must have over six years of experience in private banking or financial services and a Bachelor's Degree. Licenses are...
- ...Vice President of Finance About the Company Prominent real estate development company Industry Real Estate Type Privately Held About the Role The Company is in need of a VP of... ...includes building and maintaining banking relationships, negotiating...Work from home
$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Los Angeles, California, to provide strategic financial advice to ultra-high-net... ...will have over 15 years of substantial experience in private banking and a strong capacity for building long-term client...Full time$200k - $300k
Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing strategic... ...advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth clients,...Full time
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