U.S. Private Bank - Private Banker - 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, 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.About 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.
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- ...Strategies (DWS) within J.P. Morgan’s U.S. Private Bank. The Business Development Manager will... ...stakeholders across the Private Bank to execute business development efforts across six... ...ensuring consistent follow-through with bankers. Coordinate targeted client and prospect...SuggestedContract workWork experience placement
- ...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... ...internal sales leader for the credit product, liaising with Bankers and Investors to ensure credit is a core part of the J.P....SuggestedLocal area
- ...Management delivers industry-leading investment management and private banking solutions. Wealth Management helps individuals, families and... .... Job Responsibilities Work directly with C-suite executives and their advisors to address complex executive compensation...SuggestedWork experience placementBank staffWork at office
- ...Immediate opening for a Private Banker with a regional financial institution focused on bridging the U.S. and Asia, serving high-net-worth individuals... ..., family offices, corporate executives, and business owners with sophisticated private banking and wealth management solutions...SuggestedFor contractorsWork at officeImmediate start
$165k - $275k
Morgan Stanley's U.S. Banks Capital Reporting team within Finance leads regulatory capital calculations, reporting, and disclosures for MSBNA and MSPBNA. The Executive Director will drive capital forecasting, ROE analysis, and manage a team of reporting professionals. You...- Morgan Stanley is seeking an Executive Director to lead the U.S. Banks Capital Reporting function. The role oversees regulatory capital calculations, forecasting, and reporting across MSBNA and MSPBNA, collaborating with regulators and senior management. The position requires...
- ...Engagement will join J.P. Morgan Private Advisory and the Family... ...the vision, development, and execution of the firm’s strategy to engage... ...Define and lead the private bank-wide strategy for next generation... ...within the Private Bank (bankers, investors, subject matter experts...Work at office
- ...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...
$250k
...Our client, a major global bank that is rapidly expanding its U.S. platform, is seeking an Executive Director to lead the coverage of financial risk management and lending... ...lending portfolios, including corporate banking, private credit, and NBFI lending, across the full...Work experience placement- ...class experience to clients within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and are looking to... ...Advisors. You will partner with local leadership on developing and executing on the strategy of the local market, including hiring and...Temporary workWork experience placementBank staffLocal area
- ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident, and motivated professionals to deliver a first-class client experience within J.P. Morgan's International Private Bank. If you have an entrepreneurial...Temporary workWork experience placementLocal area
$65k - $180k
Introduction Since 1973, East West Bank has served as a pathway to... ...over 110 locations across the U.S. and Asia, we are the premier... ...estate, entertainment and media, private equity and venture capital, and... ...are currently seeking a Private Banker. This position will focus on...Work at office$65k - $180k
...Private Banker | New York Our client is a well-established, publicly traded commercial bank with over five decades of history behind it. They've built a strong niche facilitating cross-border business between the U.S. and China, and have grown into one of the largest...Work at office- ...to grow your career" in the U.S. Join us! About this role... ...Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as... ...builders, financial professionals, bank stores, past customers, and... .... They are accountable for execution of all applicable risk...Hourly payMinimum wageWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$210k - $260k
...for arranging, structuring and executing complex large-scale Export &... ...covered by ECAs, Multilaterals and private insurers) with corporates,... ...opportunities and coordination of bank meetings Drive the... ...eligibility to work with BBVA in the U.S. is required as the company...Full timeWork at office- ...for you to join a dynamic, diverse team within J.P. Morgan’s U.S. Private Bank. We are actively looking for exceptionally talented individuals... ...construction and tactical asset allocation shifts Execute investment solutions in client accounts in accordance with client...Shift work
- ...High & High Net Worth Global Private Bank clients servicing our global... ...locations who work with clients and bankers to guide them in their home... ...Mortgage Solutions, regional U.S. Mortgage Team Leads, Key... ...Operations, to set and execute the vision of the product strategy...
$210k - $235k
...of corporations, institutional investors, banks, governments and supranational organisations... ...research, advisory, distribution, execution, corporate access, and corporate broking services... ...the coverage of the Telecom sector in the U.S. as well as covering the Research...Full timeWork at office- ...Fiduciary Investment Solutions team and partner closely with U.S. Private Bank Advisors to deliver JPM’s capabilities to our largest and most... ...to implementing an investment plan, and will develop and execute customized, tax-aware investment strategies aligned with their...
$240k - $300k
...inside Global Market, which belongs to Corporate and Investment Banking, serving clients worldwide offering financial services to Corporates... ...bonus. *Employment eligibility to work with BBVA in the U.S. is required as the company will not pursue visa sponsorship for...Permanent employmentFull timeWork at officeLocal areaWorldwide$200k - $225k
...multinational Industrials clients in the U.S., with responsibility for client... ...Serving as a trusted advisor to senior executives, the Banker brings industry expertise, strategic insight... ...strengthen Citi's position as a core banking partner. Identify, originate and execute...Full time$180.5k - $285k
...,500.00-$285,000.00; Jersey City,NJ $180,500.00-$285,000.00 Job Description Role overview J.P. Morgan U.S. Private Bank is hiring anExecutive Director, Product Managerto lead thedigital capabilities for our Margin product. Margin is a strategically important lending...Full time$110k - $190k
...retirement and trust services.Morgan Stanley U.S. Banks are expanding their corporate deposits strategy and seek a Sales Director to lead distribution and origination... ...role will work in close partnership with the Executive Director - Corporate Deposits to execute growth...Temporary work- ...Executive Director Private Bank, Portfolio Solutions Group – Head of Equity Investment Specialists J.P. Morgan Asset & Wealth Management, with client... ...partners with each region and channel (Private Bank and U.S. Wealth Management) in understanding their respective...Work at officeLocal area
- ...Responsibilities Shares the value of Chase Private Client with clients that may... ...Actively manages their banking relationship through an advice... ...Client Advisors, Mortgage Bankers and Business Relationship... ...processing. We're proud to lead the U.S. in credit card sales and...Immediate startAfternoon shift
- ...Job Description The Private Bank Commercial Real Estate ("CRE") Group team will... ...portfolio, by developing and executing on the strategic vision for the product... ...Estate Solutions. Partner with U.S. Lending Advisors and coverage Bankers to identify and execute financing...
$200k - $300k
...Since 1973, East West Bank has served as a pathway... ...0 locations across the U.S. and Asia, we are the... ...entertainment and media, private equity and venture... ...relationships, disciplined credit execution, cross-border expertise... ...The SVP/Managing Director, Syndications will be...Full timeBank staffWork at office$165k - $225k
...Private Banking - Banker / Sr Banker - Latin America Coverage - New York Country: United States of America It Starts Here: Santander is a global leader and innovator in the financial services industry and is evolving from a high-impact brand...Hourly payFull timeContract workLocal areaShift work$350k
...Managing Director, Capital Solutions Capital... ...Capital One’s Commercial Bank. Capital One... ...Commercial Bank, a top 10 U.S. commercial bank,... ...services to private equity sponsors and... ...Solutions: Advisory and execution for continuation... ...as the lead senior banker overseeing the...Full timeWork at officeLocal area
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