Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

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.

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the U.S. Private Bank - Private Banker - Vice President or Executive Director in Houston, TX vacancy
  •  ...seeking a strategic, hands-on Vice President of Finance to join our...  ...in investment banking, financial leadership within a private equity-backed company, or...  ...Lead the development and execution of financial strategies...  ...in 19 markets across the U.S. and is one of the largest... 
    Suggested

    David Weekley Homes

    Houston, TX
    4 days ago
  •  ...the 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... 
    Suggested
    Work at office

    Testing Site - JPMC

    Houston, TX
    6 days ago
  •  ...Texas Capital Bank is seeking a seasoned private banking professional to lead client relationships and deliver integrated wealth management solutions...  ...with investment advisors, trust professionals and bankers to coordinate strategies, manage a portfolio, and ensure... 
    Suggested

    Jobleads-US

    Houston, TX
    3 days ago
  • $169.6k - $254.4k

     ...The Banker SAFE Act is a strategic professional who stays abreast of developments within...  ...establish long-term connections to the Citi Private Bank. Effectively manage client expectations regarding what can and cannot be executed on their behalf. Maintain full... 
    Suggested
    Full time

    Citigroup Inc.

    Houston, TX
    1 day ago
  •  ...Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for investments, borrowing...  ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to... 
    Suggested
    Local area

    Hancock Whitney

    Houston, TX
    5 days ago
  • $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...  ..., entertainment and media, private equity and venture capital, and...  ...the next generation Relationship Banker at East West Bank means you are... 

    East West Bank

    Houston, TX
    5 days ago
  •  ...are seeking an accomplished Vice President of Finance to lead...  ...strategy and performance for a private-equity-backed, multi-state consumer...  ...retail company. This executive will serve as a key strategic...  ...management, credit facilities, and banking relationships. Serve as... 

    Leap Brands

    Houston, TX
    4 days ago
  • $10 per hour

     ...Relationship Manager Senior (BRM) Deepening banker in Business Banking, you'll be managing a portfolio of...  ...with Branch, Wealth Management and Private Bank to identify and deliver appropriate...  ...processing. We're proud to lead the U.S. in credit card sales and deposit growth... 
    Work experience placement
    Work at office

    JPMorgan Chase

    Houston, TX
    4 days ago
  •  ...Regional Vice President, Retirement, Bank/Wire Channel About the Company Top-tier provider of retirement...  ...Industry Insurance Type Privately Held, Private Equity-backed...  ..., and a Sales Support Specialist to execute a targeted territory sales plan. The... 

    Confidential

    Houston, TX
    2 days ago
  • $200k - $225k

     ...Corporate & Investment Banking. Our banking professionals...  ...advice and transaction executions worldwide.TD Securities offers its U.S. based employees the...  ...develop into a senior banker. You will be exposed to...  ...in the industry. Vice Presidents lead corporate banking... 
    Full time
    Local area
    Work from home
    Worldwide
    Flexible hours

    TD Bank

    Houston, TX
    5 days ago
  •  ...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 time
    Monday to Friday

    Frost

    Houston, TX
    2 days ago
  •  ...Vice President, Revenue Operations About the Company Technology-...  ...Industry Insurance Type Privately Held, Private Equity-backed...  ...Biz Services Services Banking Risk Management...  ...unit and partner with senior executives to improve revenue performance... 

    Confidential

    Houston, TX
    5 days ago
  • $200k - $210k

     ...Investment Banking Vice President, HSBC Securities (USA) Inc., Houston...  .... Oversee transaction execution by managing high-level...  ...and support senior bankers in strategic discussions. Support Directors and Managing Directors...  ...authorized to work in the U.S. as HSBC will not... 
    Full time
    Contract work
    Work experience placement
    Monday to Friday

    HSBC Holdings plc

    Houston, TX
    5 days ago
  • $200k - $225k

     ...Corporate & Investment Banking. Our banking professionals...  ...advice and transaction executions worldwide. TD Securities offers its U.S. based employees the...  ...develop into a senior banker. You will be exposed to...  ...in the industry. Vice Presidents lead corporate banking... 
    Work experience placement
    Local area
    Work from home
    Worldwide
    Flexible hours

    TD Bank Group

    Houston, TX
    1 day ago
  •  ...Associate Vice President of Research Computing About the Company Ambitious private research university Industry Higher Education Type Educational Institution...  ...Specialties marketing corporate banking energy finance nanotechnology entrepreneurship... 

    Confidential

    Houston, TX
    5 days ago
  •  ...Vice President & Director of Athletics About the Company Ambitious private research university Industry Higher Education...  ...Specialties marketing corporate banking energy finance...  ...interpersonal skills, and the executive presence necessary to represent... 

    Confidential

    Houston, TX
    5 days ago
  •  ...Vice President, Deputy General Counsel, Product, Regulatory & Litigation...  ...enforcement legal functions across U.S. and international...  ...legal leaders, and advising executives, board members, and regulators...  ...product, technology, engineering, banking, compliance, and other teams... 

    Confidential

    Houston, TX
    5 days ago
  •  ...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

    JPMorgan Chase & Co.

    Houston, TX
    5 days ago
  •  ...client relationship management and investment banking services including strategic advisory services to corporate and private equity clients related to buyside and...  ...ideas to sales pitches, including due diligence execution and client pitch preparation5. Leads all aspects... 
    Full time
    Part time
    Bank staff
    Shift work
    Day shift

    Truist

    Houston, TX
    3 days ago
  • 2027 Investment Banking Summer Associate Program - Houston...  ...closely with senior bankers on pitches and live...  ...Participating in the execution of financings, M&A and...  ...in number and value of U.S. shale sell-side M&A...  ...raised over $30 billion in private capital since 2012 utilizing... 
    Summer work
    Internship
    Worldwide

    Jefferies

    Houston, TX
    5 days ago
  •  ..., tax and management planning purposes. Vice Presidents work on a variety of assignments, including...  ...analysis on a wide range of public and private entities using all accepted approaches...  ...will be happy to walk you through your U.S.-specific benefits, which include:Healthcare... 
    Temporary work

    Kroll

    Houston, TX
    4 days ago
  • $250k

     ...looking for an Investment Banking Vice President to join our Upstream...  ...to lead junior bankers throughout a transaction...  ...advice and diligent execution, no matter the economic...  ...capital markets, private placements, restructuring...  ...offices across the U.S. and in London, Aberdeen... 
    Temporary work
    Work at office

    Piper Sandler & Co.

    Houston, TX
    2 days ago
  • $145k - $225k

     ...leading global investment bank recognized for...  ...confidence in the financial executives, boards of directors, special committees,...  ...received the HFM U.S. Hedge Fund...  ...largest hedge funds, private equity funds, direct...  ...open position is for a Vice President based in the Atlanta... 
    Full time
    Work at office
    Worldwide
    Work visa

    Houlihan Lokey

    Houston, TX
    2 days ago
  •  ...Associate Vice President, Deputy Chief Underwriter, Life About the Company Top-tier provider...  ...Industry Insurance Type Privately Held, Private Equity-backed Founded...  ...and shaping underwriting strategy. This executive role involves driving excellence in underwriting... 

    Confidential

    Houston, TX
    5 days ago
  •  ...Relationship Banker - Houston Loop area Houston, Texas To proceed...  ...of age. Acknowledge ( Bank of America employees are...  ...goals. Responsibilities : • Executes the bank's risk culture and strives...  ...Corp.”). Bank of America Private Bank is a division of Bank of... 
    Work at office
    Flexible hours
    Shift work
    Weekend work
    Day shift

    Bank of America

    Houston, TX
    2 days ago
  •  ...Managing buy-side and sell-side financial due diligence engagements for private equity, lender, and corporate clientsExamining historical trends...  ..., as neededYour recruiter will be happy to walk you through your U.S.-specific benefits, which include:Healthcare Coverage:... 
    Temporary work
    Work at office

    Kroll

    Houston, TX
    1 day ago
  •  ...providing financial advice to your clients. A role as a Commercial Banker is for you.As a Commercial Banker within Commercial &...  ...Industries (C&SI) specializing in Innovation Economy, Startup Banking, you will be responsible for growing and retaining profitable relationships... 

    Chase

    Houston, TX
    3 days ago
  •  ...of partners toprovide strategic financial advice to businesses, a role as a Commercial Banker might be perfect for you. As a Commercial Bankerin Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships.You... 
    Local area
    Flexible hours

    Testing Site - JPMC

    Houston, TX
    2 days ago
  •  ...Vice President, Business Development About the Company Global investment...  ...Services Type Privately Held About the Role The...  ...term relationships within the U.S. market. This role is pivotal...  ...senior leadership to shape and execute the distribution strategy.... 

    Confidential

    Houston, TX
    3 days ago
  •  ...Max: 145000We’re seeking a future team member for the role of Vice President, Client Processing to join our Loans Enablement Operations...  ...this role, you’ll make an impact in the following ways:Lead the execution of client transactions by applying advanced knowledge in... 
    Full time
    Work experience placement
    Worldwide
    Flexible hours

    The Bank of New York Mellon

    Houston, TX
    4 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to U.S. Private Bank - Private Banker - Vice President or Executive Director. Be the first to apply!