U.S. Private Bank - Private Banker - Vice President or Executive Director
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.
- ...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
- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving... ...Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving... ...Provide exceptional client service and flawless execution on client requests, inquiries and transactions such as money...SuggestedWork at office
- ...set new standards for excellence in the U.S. Private Bank. As the Head of U.S. Private Bank... ...), with accountability for day‑to‑day execution, talent strategy, risk and controls, service... ...Must currently hold Managing Director or Executive Director title, external...SuggestedLocal area
- ...leading financial institution in the US is actively seeking a Private Banker responsible for advising families on managing their wealth.... ...new business. Candidates should have over six years in Private Banking or Financial Services, a Bachelor's Degree, and required...Suggested
$138.72k - $208.08k
...motivated and experienced Vice President to serve as a... ...relationships, lead transaction execution, and drive business... ...a mix of public and private primarily North American... ...between senior bankers, clients, and internal... ...the safeguarding of the bank, its clients, and assets...Full time$200k
...Job Summary Private Bankers at Citi develop and deepen client relationships to understand... ...processes, and delivering high quality private banking services while protecting the bank and... ...into CPB clients Identify and execute new business opportunities with existing...Full time- ...Lending Specialist In The Private Bank We are actively looking for exceptionally talented individuals... ...to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial... ...clients Advise, negotiate and execute loan structures Structure solutions to...
- ...are seeking an accomplished Vice President of Finance to lead financial... ...strategy and performance for a private-equity-backed, multi-state... ...retail company. This executive will serve as a key strategic... ...management, credit facilities, and banking relationships. Serve as the...
$200k
...Overview Private Bankers at Citi develop and deepen client relationships in order to thoroughly... ...are able to deliver quality Private Bank client relationships (solutions and services... ...into CPB clients Identify and execute on new business opportunities with existing...Full time- J.P. Morgan in Houston is seeking a Private Banker to manage client relationships and provide expert financial advice. The ideal candidate will have over six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Responsibilities include...
- ...logging into your account. JOB FUNCTION / SUMMARY: Private Banker 4's coordinates the integrated delivery of wealth products and... ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to...Local area
- ...Private Client Banker In Branch Banking You have a passion for taking care of our customers and employees and making them feel welcomed and valued by... ...business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the...Immediate startAfternoon shift
- ...Senior Private Wealth Banker Acting as a trusted advisor, finding and recommending the right financial solutions to help our high-net-worth... ...study and 8-10 years of directly related experience in credit/banking and/or 14-16 years of equivalent combination of education...Local area
- ...apply for the Personal Banker I role at Frost 1 day ago... ...providing unparalleled banking services. Who You Are... ...one of the 50 largest U.S. banks by asset size... ...Stafford-Houston, TX U.S. Private Bank - Private Banker - Vice President or Executive Director Business Banking...Full timeMonday to Friday
$200k
...Citi is seeking a Private Banker in Houston, Texas, who will develop and deepen relationships with clients, creating tailored wealth management... ...in the financial services industry, specifically in private banking, and possess strong communication and analytical skills. This...Full time- A leading financial services firm in Houston seeks a Private Banker 4 to coordinate the delivery of wealth products and services to high... ...The ideal candidate has over 10 years of experience in Private Banking or Wealth Management. Responsibilities include developing...
- Fairygodboss is seeking a Private Banker in Houston, Texas to advise families on wealth management. You will leverage your financial planning... ...support. The ideal candidate has 6+ years in Private Banking, a Bachelor's Degree, and is licensed. A focus on client experience...Local area
- Santander Private Banking International seeks a Private Banker to deliver superior service to affluent clients with over $4MM in assets. Your role involves expanding and retaining client relationships by partnering with specialists and providing tailored investment solutions...
- ...Program Governance and Resiliency (Vice President) at JPMorganChase within Card... ...governance and resiliency execution across a diverse portfolio of... ...one Consumer and Community Banking (CCB) Operations Function/... ...processing. We're proud to lead the U.S. in credit card sales and...
- ...Regional Vice President, Retirement, Bank/Wire Channel About the Company Top-tier... ...Insurance Type Privately Held, Private Equity-backed... ...candidate will be responsible for executing a targeted territory sales... ...financial professionals, bankers, and others in the...
- ...Divisional Vice President, Retirement Sales, Bank & Wirehouse Distribution Channel About the Company Top-tier provider of retirement plans, employee... ...insurance services Industry Insurance Type Privately Held, Private Equity-backed Founded 2004...Work experience placement
- Hancock Whitney Corp. seeks a Private Banker 4 to coordinate wealth products for high net worth clients, spanning investments, risk management... .... A Bachelor’s degree and significant experience in Private Banking or Wealth Management are crucial. The position will also...
- Senior Private Wealth Banker Senior Private Wealth Banker is primarily responsible for making and... ...strategic customer relationships. Develop and execute tailored solutions and strategies for... ...directly related experience in credit/banking and/or 8-10 years of equivalent...
$20 - $21 per hour
Introduction Since 1973, East West Bank has served as a pathway to... ...over 110 locations across the U.S. and Asia, we are the premier... ...estate, entertainment and media, private equity and venture capital, and... ...the next generation Relationship Banker at East West Bank means you are...$325k - $400k
...section visibility As a Senior Vice President, you will lead the team's... ...and marketing, negotiations and execution, as well as ongoing post-investment... ...formation but may include investment banking, venture or growth investing, or private banking experience. You must...Temporary workWork at officeRemote workWork from homeFlexible hours$20 per hour
Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President Houston, TX, United States Job Information Job... ...M and connect with their key executives (CFO, VP of Finance, etc.)... ...as well as Asset Management, Private Bank and Investment Bank colleagues...Full timeLocal area- JPMorgan Chase & Co. is looking for a Private Client Banker in Houston, Texas. In this role, you will serve as the main point of contact for affluent clients and manage their complete banking relationship. You will be responsible for helping clients with their financial...
- Fairygodboss is hiring a Private Client Banker in Houston, Texas. In this role, you will manage the banking relationship for affluent clients, ensuring they receive tailored advice and services. This position requires strong communication skills and experience in client...
- ...trillion and assets under management of $1.4 trillion. J.P. Morgan Private Bank has been helping the world's wealthiest individuals, families... ..., high risk escalations from end-to-end and outreach to executive level stakeholders. Job Responsibilities Coordinate and...Local area
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