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.
- ...U.S. Private Bank - Private Banker - Executive Director 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...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
- ...Private Banker In The International Private Bank 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 International Private Bank. If you have...SuggestedTemporary workWork experience placementLocal area
- ...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
$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...SuggestedWork 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- ...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
- ...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...Work experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Executive Director, U.S. Insurance Debt Advisory About the Company Leading international bank Industry Banking Type Privately Held Founded 1857 Employees 10,001+ Categories Banking Financial Services Finance Banking & Mortgages...
- ...Job Description J.P. Morgan Private Bank is seeking a Vice President to join its Family Office Services & Strategy team. This role sits... ...offices. As a senior member of the team, you will own and execute high-impact strategic initiatives that drive growth of the family...Work at office
- ...and relationships with 75% of U.S. franchised automotive dealers... ...floorplan products to cash management, private banking, and payment processing. As the Executive Director, Chase Auto High Net Worth... ...improves client experience, banker and partner engagement, application...
- ...helping shape the growth and execution strategy for J.P. Morgan Wealth Management, Banking & Liquidity Solutions,... ....As an Executive Director, Strategy and Execution... ...in wealth management or private banking, with the ability... ...’re proud to lead the U.S. in credit card sales...Temporary work
$260k - $350k
...New York City Company Retained by a global private bank Requirements 7-10+ years of experience as a Relationship Manager, Private Banker, or Wealth/Financial Advisor Strong book... ...as CFP, CFA are a plus Seniority Level Director Employment Type Full-time Job Function Sales...Full timeLocal area- ...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...
$25 - $38.46 per hour
## Private Client BankerApplylocations: Wexford, PAtime type: Full timeposted on: Posted Todaytime... ...KeyBank communities. The Private Client Banker (PCB) is part of the Key Private Client... ...Retail, Key Investment Services, Private Bank, Mortgage or Business Banking. At KeyBank...Hourly payWork experience placementFlexible hoursDay shift$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$123.75k
...the possibilities we want to talk to you! Santander offers private bankers the strength of a global financial institution with deep local... ...billion in total assets under management and 314,000 private banking customers in 2025. For our Private Bankers, this means...Hourly payFull timeContract workLocal areaShift work$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... ...will work in close partnership with the Executive Director – Corporate Deposits to execute growth...Full timeTemporary work- ...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...
$350k
...Overview Managing Director, Capital Solutions... ...One’s Commercial Bank. Capital One Commercial... ...Bank, a top 10 U.S. commercial bank,... ...advisory services to private equity sponsors and... ...: Advisory and execution for continuation vehicles... ...as the lead senior banker overseeing the...Full timePart timeWork at officeLocal area- The J.P. Morgan Private Bank offers individuals and families personalized, comprehensive financial solutions that integrate sophisticated... ...to communicate with Senior Management, including C level executives (CEO, CFO, CTO, etc.)Risk Management experienceSolid Client Relationship...
$220k - $415k
...Position Overview J ob Title Private Banker (Evergreen) Corporate Title Director Location New York, NY Overview As a Private Banker within... ...relationships and cultivating new relationships for the Bank. Their primary focus is on growth - increasing “...Full timeWork at officeLocal areaRemote workWork from home- ...connected merchant and banking experiences. Knot is like... .... You will be asked to execute projects ranging from "... ...Knot's board of directors." Join the CEO in meetings... ...people moving from Private Equity / Venture Capital... ...you and your dependents (U.S.) ~ Unlimited PTO...Work at office
$25 - $30.29 per hour
...Company Overview The Staten Island Workforce1 Career Center is partnering with JPMorgan Chase Bank to find qualified candidates for a Private Client Banker in Staten Island, New York. Chase is a leading financial services organization providing banking and financial...- ...personalization and improve efficiency across design, photography, video, and interactive media. As the Executive Director of Creative Technology & Experience within the Private Bank, you are responsible for advancing an experience-led, visually driven, AI-accelerated creative...
- ...Description Organization Description 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 or...Work experience placementWork at office
- ...Description Our Consumer & Community Banking division serves our Chase customers through... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth... ...operational workflows. As an AI/ML Executive Director within Consumer & Community Banking (CCB...
- ...Description Come join us in reshaping the future of banking with AI! As an Applied AI Modeling Executive Director, within our AI Modeling Data and Analytics... ...loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have...
- ...Applied Ai/Ml Executive Director Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal... ...and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...Work experience placement
- Executive DirectorPrivate Bank, Portfolio Solutions Group - Head of Equity Investment SpecialistsJ.P. Morgan Asset & Wealth Management, with... ...lens, the team partners with each region and channel (Private Bank and U.S. Wealth Management) in understanding their respective...Work at officeLocal area
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