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 EstateJPMorgan Chase, 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.J.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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...Overview We are seeking a high potential candidate (“Private Banker” or “PB”) to join our Sales Team in the Private Banking Group. The Private Banker will build advisor... ..., units, etc. Establish a reputation of execution and excellence. Gain confidence of FAs to fully...SuggestedWork at office- ...What you’ll be doing As a Private Banker, you will cultivate new and manage existing high-net... ...client relationships, providing tailored banking and lending solutions. You will oversee... ...relationships, ensuring strong sales execution, portfolio management, and adherence to...Local areaRemote work
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Job-ID: 118002Category: Vice PresidentLocation: Chicago, IL, United... ...(PWM)Goldman Sachs Private Wealth Management (PWM) specializes... ...philanthropic planning and private banking and lending services. As... ...highest ethical standard in execution Curate a network of intermediaries...$125k - $210k
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...Commercial Sales & ServiceBMO is the 8th largest bank in North America and the 4th largest... ...with aggressive growth ambitions in the U.S. We are driven by a single purpose: to Boldly... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture...Full timeContract workPart timeWork experience placementLocal areaShift work- ...The Vice President for Advancement and President of the Concordia University... ...for developing and executing a comprehensive advancement strategy... ...planning and facilitating Board of Directors meetings, engaging directors... ...Universities–Midwest by U.S. News & World Report. For more...Full timeVisa sponsorshipWork visaNight shiftWeekend work
- ...Vice President, Commercial Success About the Company Acclaimed provider... ...& Services Technology Banking Business Careers... ..., Commercial Success to lead U.S. commercialization, revenue... ...portfolio. The role will develop and execute commercial strategy and...Work at office
- ...Vice President, U.S. Compliance About the Company Top financial technology (FinTech) platform & insurance brokerage operator Industry Management Consulting Type Privately Held Founded 2006 Employees 10,001+ Funding $200+ million Categories...
- ...Vice President, U.S. Compliance About the Company Top financial technology (FinTech) platform & insurance brokerage operator Industry Management Consulting Type Privately Held Founded 2006 Employees 10,001+ Funding $200+ million Categories...
$300k
...a relationship-oriented bank for the modern world. We... ...opportunities and manage risk.CIBC U.S. Middle Market Investment Banking advises private equity sponsors,... ...500 million.As Managing Director, you will help expand... ...You will originate and execute M&A and financing engagements...Full time- ...the United States, designed to meet the needs of over 180,000 U.S. employees and serving as a cornerstone of our value proposition... ...marketplace trends. As a U.S. Benefits Design and Strategy Vice President, you will support plan operations, evaluate opportunities for...Full timeWork experience placementVisa sponsorship
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...partner with the Chief Financial Officer, executive leadership, segment leaders, and... ...Oxley controls.Experience partnering with private-equity sponsors, public-company executives... ...a recruitment event. Never provide your banking information to a third party purporting...Full timeFlexible hours- ...Vice President, Deputy General Counsel, Product, Regulatory & Litigation... ...enforcement legal functions across U.S. and international... ...legal leaders, and advising executives, board members, and regulators... ...product, technology, engineering, banking, compliance, and other teams...
$175k - $230k
...Overview Senior Vice President, Executive Search & Partner – Life Sciences/Healthcare. Location: Virtual/remote, U.S.-based. Travel as needed for client meetings, conferences, and team gatherings. Our client is a premier executive search and talent advisory firm delivering...Base plus commissionRemote work$120k - $250k
...valued segment within a stable and thriving bank.BMO is the 8th largest bank in North... ...lender with aggressive growth ambitions in the U.S. We are driven by a single purpose: to... ...applying our Risk Management Framework in the execution of your role, in line with our Risk...Full timeContract workPart timeWork experience placementLocal areaShift work- ...Associate Vice President, Supplier Risk & Analytics Program Manager... ...Professional Services B2C Banking Care Credit Carecredit... ...Finance Pet Care Financing Private Security Retail Credit... ...risks, improve program execution, and shape technology enhancements...
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$175k - $225k
...trusted financing partner to private equity sponsors and middle-... ...transformation, we are seeking a Vice President, Reliability Engineering &... ...depth with exceptional execution skills and has experience building... ...asset management, lending, banking, private credit, or...Temporary workWork at office$21 - $28 per hour
...be authorized to work in the United States, and be either unemployed or underemployed. Wintrust Wintrust operates fifteen community bank subsidiaries with over 170 banking locations in the greater Chicago and southern Wisconsin market areas. Wintrust is rated a Top Workplace...Full timeLocal areaAll shifts- ...Payments Sales Manager (PSM) Executive DirectorYou are a... ...(PSM) Executive Director on the Asset Managers... ...asset classes, including Private Equity, Private Credit... ...coordination with Product and Banking coverage. In addition,... ...Payments Solutions, bankers and clients at senior...
$49k - $54k
...'s "World's Most Ethical Companies" each of the past four years. BMO has 66 locations across Chicagoland, and opportunities in the banking and finance industry are growing steadily as the economy recovers. Job Highlights Engage with existing and prospective customers through...Full timeTemporary workLocal areaDay shift- ...nationwide at one of the world's most innovative banks. If you are customer focused, enjoy... ...$15MM; provide support to branch-based bankers on sizeable business credit deals as needed... ...across Branch, Wealth Management, Private Bank, Asset & Wealth Management, Middle Market...Work experience placementWork at office
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