U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
Job Description 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 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. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans. Location Grand Rapids, MI, United States #J-18808-Ljbffr Aumni
$122.4k - $228k
...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...SuggestedFull timeContract workPart timeWork experience placementLocal areaShift work- ...Senior Government Not-for-Profit in Business Banking, you’ll manage existing client... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth... ...in customer satisfaction. Our business bankers work in the Consumer Bank to provide financial...Suggested
- ...Personal Banker Associate I page is loaded## Personal Banker Associate Ilocations: Wyoming... ...to apply)job requisition id: R67041**Make banking a Fifth Third better(R)**GENERAL FUNCTION:... ...all roles within this pay grade across the U.S. Individual salaries within this range will...SuggestedWork experience placementWork at office
$164.4k - $285.6k
...ServiceWe are seeking a highly motivated Market Executive to lead a team of relationship managers in... ...satisfaction.BMO is the 8th largest bank in North America and the 4th largest commercial... ...with aggressive growth ambitions in the U.S. We are driven by a single purpose: to...SuggestedFull timeContract workPart timeWork experience placementLocal area$18 - $22 per hour
...FirsTier Bank is a family-owned community bank currently servicing 12 branch markets throughout... ...We are currently searching for a Personal Banker to join our Cheyenne North, Wyoming team.... ...to work for any employer in the U.S. We are unable to sponsor or take over sponsorship...SuggestedHourly payFull timeWork at officeWork visaMonday to FridayFlexible hoursShift work- ...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
$17 - $29.75 per hour
...Relationship BankerThe Relationship Banker develops and cultivates long-... ...-selling, establishing new banking relationships, referring... ...Management, Merchant Services, Private Banking, Wealth Management,... ...success/key deliverables include:Executes strategies to improve client...$17 - $27.5 per hour
...Relationship BankerOld National Bank is seeking a Market Relationship Banker to join our Community... ..., Merchant Services, Private Banking, Wealth... ...their service experience.Executes all sales, service, and... ...agreement signed by the Director of Talent Acquisition, SVP...- ...Relationship Banker Lansing, Michigan;Grand Rapids, Michigan; Wyoming... ...of age.** Acknowledge ( **Bank of America employees are required... .... **Responsibilities:** + Executes the bank's risk culture and strives... ...BofA Corp."). Bank of America Private Bank is a division of Bank of...Work at officeFlexible hoursShift workWeekend workDay shift
- ...United Bank of Michigan is seeking a VP/SVP Commercial Lender in Grand Rapids to drive growth by building relationships, expanding the loan book, and closing new business. The role requires strong credit analysis, deal structuring, and ongoing portfolio management in...
- Job Title: Vice President Commercial LenderPrimary Location: 5540 Glenwood, Grand Rapids, MIEmployee... ...and efficient loan processing and execution of loan documents.Ensure full... ...policy, depository services, credit union/banking operations.Solid financial analysis capabilities...Weekly payFull time
- ## Financial Relationship Banker-(Grand Rapids, MI)Applyremote type: Officelocations: Grand... ...8# **Description****Summary:**Our branch banking roles offer a welcoming and inclusive... ...agencies must have a valid, written and fully executed Master Service Agreement and Statement of...Full timeH1bWork at officeRemote workWork from homeFlexible hours
- ...Huntington Bank in Grand Rapids, MI seeks a Financial Relationship Banker to retain and grow consumer and business customer relationships. You will proactively identify financial goals and recommend deposit, loan, and other banking solutions while delivering excellent...
- ...Financial Relationship BankerOur branch banking roles offer a welcoming and inclusive team environment where you are empowered every... ...and our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business...Work at officeRemote workWork from homeFlexible hours
- ...ChoiceOne Bank in Grand Rapids, MI is seeking a Universal Banker – Non-Exempt to deliver exceptional customer service, open new accounts, and educate customers on deposit and lending products. You will build relationships, process transactions, and refer clients to other...Full time
- ...of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Wyoming, MI. PNC is an in-office company that fosters a supportive culture...Full timeTemporary workPart timeWork experience placementWork at office
- ...of our employees feel respected, valued and have an opportunity to contribute to the company's success. As a Personal Banker within PNC's Retail Banking organization, you will be based in Grand Rapids, MI. PNC is an in-office company that fosters a supportive culture...Full timeTemporary workPart timeWork experience placementWork at office
- ...Personal Banker Associate IMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.General Function:Selected candidates are intended to become a Retail Personal...Work experience placementWork at office
- ...Senior Vice President of FinanceOn-Site in Grand Rapids, MIOur client is a rapidly expanding... ...next chapter. This is a highly visible executive opportunity for a finance leader who thrives... ...institutional investors, including private equity, growth equity, or venture capital...
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...to solutions that meet the financial goals. Responsibilities Executes the bank's risk culture and strives for operational excellence...Work at officeFlexible hoursShift workWeekend workDay shift
- Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every... ...home to the extent permitted by applicable law. Responsibilities Executes the bank's risk culture and strives for operational excellence Builds...Work at officeFlexible hoursShift workWeekend workDay shift
- ...“to grow your career” in the U.S. Join us! About this role:... ...seeking an Associate Personal Banker (SAFE) to join our National Branch... ...by supporting everyday banking needs through in‑branch interactions... .... They are accountable for execution of all applicable risk programs...Full timeWork experience placementFlexible hours
- ...Vice President, AccountingHarrison Gray Search is partnering with a private equity-backed, multi-site commercial fleet services platform to identify a Vice President,... ...financial initiatives and rolling up their sleeves to execute detailed accounting work in a fast-paced...Local area
- ...existing loan customers in assigned portfolio. Must have the ability to establish and promote business development efforts throughout the bank’s market which lead to relationship and lending opportunities. This position requires a high level of organizational skills and...Bank staff
- ...Analyst_R71133 Make banking a Fifth Third better®... ...calls from customers and bankers in a call center... ...repeat offenders, and Private Bank client customers.... ...guidelines and procedures to execute the functions of the job... ...this pay grade across the U.S. Individual salaries...Work experience placementShift work
- ...Bachelor's degree in Finance, Business, Accounting, Economics, or a related field. ~5+ years of experience in wealth management, private banking, financial advisory, or relationship management. ~ CFP®, CFA®, CPWA®, ChFC®, or similar professional designation preferred,...
- ...member of the Legal Leadership Team and a strategic advisor to executive leadership. In this role, you will partner closely with senior business... ...law school.· Active license to practice law in at least one U.S. jurisdiction.· 15+ years of progressively responsible legal...Full time
- ...Market President About the Company A bank seeking a Market President to grow commercial lending and deposits. Industry Banking Type Privately Held About the Role The Company is in search of a Market President to join their team. The successful...
$62.3k - $199k
OverviewOld National Bank has been serving clients and communities since 1834. With over... ...and insight from other lenders and Executives to deliver the best possible loan terms... ...unless we have an agreement signed by the Director of Talent Acquisition, SVP, to fill a specific...Work experience placement$115k
...The POWER of a CAREER! At Northpointe Bank, we believe your career should empower you... ...contribute, and make an impact. We’re hiring a Vice President, Deposit Banking to lead the continued... ..., ownership, collaboration, and execution Provide senior leadership with well-developed...Full time
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