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 Estate
- ...U.S. Private Bank - Private Banker - Vice President or Executive Director Oklahoma City, OK, United States Job Information Job Identification 210672070 Job Category Client Advisory Business Unit Asset & Wealth Management Posting Date 2025-09-29, 10:24 a.m. Locations 21...SuggestedFull timeTemporary workWork experience placementLocal areaShift work
- ...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 Managers... .... We're proud to lead the U.S. in credit card sales and deposit...SuggestedImmediate startAfternoon shift
- ...Senior Private Wealth Banker Location: Oklahoma City - OKC Areas of Interest: Wealth Management Pay... ...customer relationships. Develop and execute tailored solutions and strategies for... ...directly related experience in credit/banking and/or 8-10 years of equivalent combination...Suggested
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- ...City -OKC Areas of Interest: Consumer Banking Pay Transparency Salary Range: Not... ...Financial Securities, Inc. and BOK Financial Private Wealth, Inc. BOKF, NA operates TransFund... ...and each other. Join us as a Personal Banker and kickstart your career with our industry...Local area
- ...Position Summary The Vice President of Corporate... ...organizations in the U.S. This role is responsible... ...for shaping and executing CVS Health's... ...Team and Board of Directors on inorganic... ...relationships with investment banks, financial... ...investment banking, private equity, or a...Hourly payFull timeTemporary workLocal 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 Program Banker Analyst in the U.S. Private Bank, you will work on an integrated...Work experience placement
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- ...Senior Vice President of LIHTC Asset Management About the Company Leader in the LIHTC... ...Industry Real Estate Type Privately Held About the Role The Company is... ...asset management and a strong knowledge of banking or syndication within the financial services...
- ...Senior Vice President of LIHTC Asset Management About the Company Financial services company... ...Financial Services Type Privately Held About the Role The Company is... ...management, particularly within syndication or banking, and a proven ability to analyze...
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- ...Vice President, Agribusiness Underwriting About the Company Esteemed financial institution... ...Financial Services Type Privately Held Founded 1916 Employees 20... ...Transmission Financial Services Banking Crowdfunding Financial Services...TraineeshipInternship
- ...Vice President, Applied AI Growth, Healthcare Markets About the Company Leading outsourcing... ...transportation and logistics banking and financial services operations &... ...position requires a senior client-facing executive who can lead the design and sale of industry...
- ...Vice President of Business Development About the Company Industry... ...Financial Services Type Privately Held About the Role... ...exceeding growth targets, and executing go-to-market strategies to position... ...deep integrations with banks, payment networks, and digital...Worldwide
- ...Vice President, National Financial Business Development About the Company... ...Services Type Privately Held Founded 1852 Employees... ...sales strategies, and executing business development plans to... ...preferably within the financial, banking, supply chain, or service...Contract workWork at office
- ...Vice President, Treasury About the Company Industry-leading mortgage lender Industry Financial Services Type Privately Held Founded 1990 Employees 5001-10,000 Categories Financial Services Banking Northeast Specialties va loans...
- ...Vice President, Corporate Controller About the Company Top-tier provider of high-quality... ...Industry Consumer Services Type Privately Held About the Role The Company is... ...acting as the subject matter expert on U.S. GAAP, and ensuring the integrity of financial...
- ...Vice President, Risk & Underwriting Manager, Payments About the Company Fast-paced payments... ...Financial Services Type Privately Held About the Role The Company is... ...minimum of 5 years' experience in payments, banking, risk, or compliance, with a strong...
- ...Associate Vice President, Technology Strategy & Operations About the... ...Financial Services Type Privately Held Founded 1935... ...501-1000 Categories Banking Financial Services Lending... ...translating strategic priorities into execution, driving decision follow-...Work at office
- ...Associate Vice President, Strategic Planning About the Company Prominent... ...Insurance Type Privately Held Founded 1926 Employees... ...10,001+ Categories Banking Finance Financial... ...projects, from conception to execution, and requires the ability to...
- ...Vice President, Controller About the Company Prominent credit union serving the local community Industry Financial Services... ...progressive accounting leadership experience in a credit union or bank is required. The role demands a professional with in-depth knowledge...Local area
- ...Vice President of Employee Experience, Human Resources Technology About the Company Full-service financial institution Industry... ...Employees 1001-5000 Categories Financial Services Banking & Mortgages B2C Specialties banking credit union...
- ...development milestones. Key Responsibilities Define and execute the scientific vision for the biology platform Lead discovery... ...Research Pharmaceutical Manufacturing Venture Capital and Private Equity Principals We’re unlocking community knowledge in a...Full timeRemote workFlexible hours
- ...Vice President, Executive Search & Business Development About the Company Nationally recognized executive search firm Industry Staffing and Recruiting Type Privately Held Founded 1979 Employees 1-10 Categories Consulting & Professional Services...
- ...Associate Vice President, Capital Development About the Company A $10bn+ private equity firm with an external alternative investment platform. Industry Venture Capital & Private Equity Type Privately Held About the Role The Company is seeking an...
$38.25k
...a real difference. Relationship Banker Role As a Relationship Banker you... ...tailored solutions for banking, lending and investment products... ...Relationship Banker role. District Executive, District Operations Manager and Region President endorsement of performance - Required...Hourly payContract workWork experience placementWork at officeShift workAfternoon shift- ...The Cape Cod Five Cents Savings Bank is seeking a Relationship Banker I to provide exceptional customer care at a full-service Cape Cod 5 Retail Banking Center location. You will assist customers with transactions, address inquiries, and help resolve issues in a courteous...Daily paid
- ...Relationship Banker IDo you approach serving every customer like they are your family member? Are you intuitively aware of the overall... ...meeting deadlines and never miss the little details?At First United Bank we are dedicated to building a culture of care in the...Temporary workShift work
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