U.S. Private Bank - Private Banker - Vice President
JPMorgan Chase & Co.
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 #J-18808-Ljbffr JPMorgan Chase & Co.
- ...Private Banker In The U.S. Private BankWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated... ...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly...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
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$10 per hour
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...Job Description The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales,... ...Qualifications: \n \n ~0-2 years of relevant experience \n ~ Previous banking, retail, or sales experience preferred \n ~ Knowledge of...Full time- ...Bank Of AmericaAt 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 day....Work at officeFlexible hoursWeekend workDay shift
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...The Personal Banker SAFE Act is an entry level position responsible for the assistance in the execution of sales, products or service... ...Qualifications: ~0-2 years of relevant experience ~ Previous banking, retail, or sales experience preferred ~ Knowledge of Smart...Full time- ...Private Client Advisor At J.P. Morgan Chase, we have an enthusiasm for helping our clients... ...teammates' success and the goals of the bank, while fostering a culture of diversity... ...payment processing. We're proud to lead the U.S. in credit card sales and deposit growth...
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...Relationship Banker II At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person... ...as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which...Full timeFlexible hours- ...financial goals to other internal specialists. # Participates fully in all components of the established Truist Retail Community Bank Leadership Routines. # Commits to advancing individual knowledge of sales techniques and product knowledge to better serve consumer...Full timePart timeWork at officeNight shiftWeekend work
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