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
$170k - $225k
...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
$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- ...The Private Banker Sr. Principal is an internally and externally recognized subject matter expert... ...long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full...Suggested
- ...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... ...Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade execution...Suggested
- 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...
$190k - $225k
...Position Summary The Vice President, Finance is the... ...key member of the executive team. Reporting to... ...closely with the private-equity sponsor, this... ...planning, and banking relationships. Build... ...Controller, Finance Director, or VP) within a... ...Applicants must be a "U.S. Person" as...Permanent employmentContract work$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...Part timeShift 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
$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$10 per hour
...Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of... ...with Branch, Wealth Management and Private Bank to identify and deliver appropriate... ...processing. We're proud to lead the U.S. in credit card sales and deposit growth...Work experience placementWork at office$160k - $180k
Associate Vice President - Finance and Accounting Join the... ...on responsibility and execution of fund operations and... ...countries including the U.S., Cayman Islands,... ...of cash movement with banks in accordance with legal... ...strategies (e.g., credit, private equity, real assets...Temporary workLocal areaFlexible hours$200k
## Investment Banking Vice President - Consumer (Beauty, Personal Care & Wellness... ..., family-owned companies, private equity sponsors and major... ...will support both execution and deal origination efforts... ...process* Supporting senior bankers in establishing relationships...Work at officeLocal areaRemote work$200k
...specialty investment bank and provides M&A, capital... ...-owned companies, private equity sponsors and major... ...Investment Banking Vice President to join our Beauty, Personal... ...will support both execution and deal origination efforts... ...senior bankers in establishing relationships...Work at officeLocal areaRemote work$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- ...Citi is seeking a strategic Banker SAFE Act in Los Angeles, California. This role involves identifying and advising high-net-worth... ...needs. The ideal candidate will have over 15 years of Private Banking experience, strong communication skills, and a proven track record...
$200k - $300k
...Citibank (Switzerland) AG is seeking a highly experienced UHNW Banker to join our Los Angeles team. This role requires over 15 years of Private Banking expertise and a strong ability to manage and grow client relationships. The successful candidate will provide strategic...$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- ...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... ...Banking clients. Job Responsibilities Consult on and execute brokerage trades, including: advising the client on trade...
- 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...
- ...Relationship Executive You are customer focused, enjoy building relationships and providing financial... ...acquisition and ongoing relationships. Multinational bankers work closely with product partners, Corporate Client Banking, Global Corporate Banking, and Core, therefore...Flexible hours
- ...Citi is searching for a Private Banker Senior Principal in Los Angeles to provide expert financial advice and build lasting client relationships. The role requires over 15 years in Private Banking with a focus on Ultra High Net Worth (UHNW) clients. Successful candidates...
$200k - $300k
...Citigroup Inc. seeks a Private Banker in Los Angeles, California, responsible for building long-term client relationships and providing... ...financial advice. The ideal candidate will have 15+ years of Private Banking experience, specifically with ultra-high-net-worth clients,...Full time$65k - $125k
MidFirst Business Credit, Inc. is seeking a Preferred Banker based in Los Angeles, CA. This role focuses on maintaining and cultivating... ...with high net-worth clients while providing exceptional banking services. The ideal candidate will leverage their experience to...$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- ...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
- ...Divisional Vice President, Retirement Sales, Bank & Wirehouse Distribution Channel About the Company Top-tier provider of retirement plans, employee... ...insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2004...Work experience placement
- ...Vice President Recruiter in Private Banking Our New Joiner Experience function is committed to delivering a complete candidate experience from the moment a candidate applies through their first 30 days with the company. As a Vice President Recruiter in Private Banking...
- ...qualifications. The role requires developing internal and external networks, providing superior service, and ensuring compliance with banking standards. This position offers a competitive salary and the opportunity to drive meaningful change at BMO. #J-18808-Ljbffr BMO
- Private Banker job at IDB. Beverly Hills, CA. Israel Discount Bank of New York, also known by its registered service mark, “IDB Bank”, is a full service commercial bank chartered by the State of New York and a member of the Federal Deposit Insurance Corporation (FDIC)....Local area
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