U.S. Private Bank - Private Banker - Vice President
Aumni
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 JPMorganChase, 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans 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. Join a team delivering premiere service to high net worth clients through holistic financial advisement. #J-18808-Ljbffr
- ...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
- ...joint venture at the connection point of Banking & Sales and Trading. SFS partners... ...solutions for strategic situations, including private and emerging financial innovations. Our... ...Markets teams. Job Summary: As a Vice President in the Strategic Financing Solutions (...Suggested
- ...first‑class client experience within J.P. Morgan’s International Private Bank. If you have an entrepreneurial mindset and thrive on... ...level while maintaining a client‑first approach. As a Private Banker in the International Private Bank, you will advise offshore clients...SuggestedTemporary workWork experience placementLocal area
- ...The Corporate & Investment Bank is a global leader across investment banking, wholesale... ...interest expense/balance sheet profile. As a Vice President within J.P. Morgan’s Corporate... ...practical knowledge of the application of U.S. GAAP guidance to financing and derivatives...SuggestedFlexible hours
- ...Corporate Development, Digital Partnerships – Vice President New York, NY, United States Job... ...of business – including the Consumer Bank, Business Bank, Wealth Management, Card Services... ...processing. We’re proud to lead the U.S. in credit card sales and deposit growth...SuggestedFull time
- ...Consumer & Community Bank Digital Assets and Blockchain Solutions, Strategy & Partnerships Vice President New York, NY, United States Job Information Job Identification... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth...Full timeWork at office
$18.5 - $23.42 per hour
...8.50 - $23.42The role of the Relationship Banker is to deliver high quality customer service... ...one year experience in related banking positions preferredPrevious customer service... ...authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship...Full timeTemporary workPart timeBank staffWork visaFlexible hours- ...their retained search for the Vice President for Finance and... ...operations, cash flow management, banking relationships, and liquidity... ...investment advisors and investment bankers, hardware and software and... ...in higher education and/or private-industry administration, including...Full timeContract workWork at office
- ...Program Banker AnalystWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...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...Work experience placement
- ...deliver expert guidance on liquidity and banking products, supporting clients’ long-term... ...innovative investment strategies. As a Vice President, Liquidity & Banking Specialist within... ...with field leadership to implement the U.S. Wealth Management strategy...Temporary work
$200k - $260k
...TIAA), provides customized financing solutions to middle market private equity firms and their portfolio companies across the capital structure... ...manager of TIAA), provides customized financing solutions to U.S. middle market private equity firms and their portfolio...Contract workWork at office- ...define, focus and realize their goals. As the Solutions Team Vice President, you will be a key member of the Defined Contribution (DC)... ...industry experience, preferably within wealth management, private banking, or brokerage firms Specific knowledge of investment products...Remote work
$20.19 - $30.77 per hour
...advisor, and partner to the people and businesses in our Key Bank communities. Personal Bankers engage clients in deeper conversations to uncover needs... ...hire to complete Form I-9 and present proof of identity and U.S. work eligibility. An Automated Employment Decision Tool...Hourly payTemporary workDay shift- ...Associate Relationship Banker At Chase, we are passionate about creating memorable experiences... ...the utmost hospitality, using the latest banking solutions and cutting-edge financial... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth...Immediate startAfternoon shift
$83.96k - $111.96k
...Rochester market. Provides holistic advice and solutions to business banking customers with an advanced level of independence. Source, develop... ...Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an...Full timeTemporary workPart timeWork experience placementLocal areaWork visaMonday to FridayFlexible hours- ...About this role: Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home Lending. Learn more about our career... ...borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources...Hourly payMinimum wageFull timeWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
- ...Relationship BankerThe Relationship Banker is responsible for establishing, growing, and deepening new and existing customer relationships... ...opportunities and customer needs, recommending appropriate bank products and services, and referring to Lending and Treasury Management...Work at officeRemote workWeekend workAfternoon shift
$20.67 - $31.25 per hour
...the people and businesses in our KeyBank communities. Personal Bankers engage clients in deeper conversations to uncover needs and provide... ...take pride in serving our clients and making them feel that no bank will fight harder for them. Essential Functions Embodies a...Hourly payWork experience placementFlexible hoursDay shift$25 - $26.77 per hour
...Bank Of America Job Opportunity At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...our Real Estate, Lodging, Gaming, and Homebuilding investment banking team, advising leading companies and financial institutions across... ...of market trends and collaborate closely with senior bankers on developing and implementing strategic financial solutions for...Work experience placement
$235k - $310k
...credit agreements, and security documents. The firm prefers candidates with experience in direct lending, private equity sponsor-side matters, or working for banks and lending counsel. Posting details The Opportunity Our New York office is looking for a Banking...Permanent employmentFull timeContract workWork at office- ...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...
- ...Personal Bank job responsibilities: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly...
$20.55 - $34.25 per hour
...Branch Customer Experience Specialist Identifies customers' needs through the bank's retail sales process to provide proactive basic sales solutions through customer outreach for basic customer needs and/or refer complex customer needs to the appropriate team member...Hourly pay$25 - $26.77 per hour
...Bank Of America Job At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every...Hourly payWork at officeFlexible hoursShift workWeekend workDay shift- ...exceeding expectations, and embracing diversity and inclusion. As a Relationship Banker in a Chase Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and...Immediate startAfternoon shift
- JPMorganChase is seeking an Associate Relationship Banker to welcome clients, understand their financial needs, and offer thoughtful... ...leverage Chase Mobile App, Chase.com, and ATMs to help clients access banking services with hospitality and expertise. The role emphasizes...
- JPMorgan Chase & Co. is seeking a Relationship Banker in a Chase Branch to represent our brand with hospitality and advisory service.... ...knowledge to offer tailored solutions, while promoting digital banking tools. The role emphasizes building trust, understanding clients...
- ...Vice President for Institutional Initiatives About the Company Top-ranked private university Industry Higher Education Type Educational Institution Founded 1829 Employees 1001-5000 Categories Rochester Institute of Technology Education...
$20.25 - $24.75 per hour
...At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions... ...you excel at—all from Day One. Job Description Relationship Bankers build relationships with customers, engaging them via multiple...Full timeTemporary workLocal area
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