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 This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. #J-18808-Ljbffr JPMorgan Chase & Co.
$170k - $225k
...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...SuggestedTemporary workWork experience placementLocal area$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo... ...workplaces "to grow your career" in the U.S. Join us! About This Role: Wells Fargo... ...as their primary point of contact for banking products and services through scheduled appointments...SuggestedTemporary workWork experience placementImmediate start$37 - $65.5 per hour
...Senior Branch Premier Banker (SAFE) Are you looking for more? Find it here. At Wells Fargo... ...workplaces "to grow your career" in the U.S. Join us! About This Role: Wells Fargo... ...as their primary point of contact for banking products and services through scheduled appointments...SuggestedTemporary workWork experience placementImmediate start$132.5k - $205k
...Job Type Full-time Description At Sunflower Bank, N.A., we're experiencing great growth. Since our founding in 18... ...highly motivated individual to fill the position of a full-time Private Banker at our San Diego, CA Location . The salary range...SuggestedFull timeFlexible hours$127.63k - $237.01k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client relationships with high- net- worth and ultra-high-net-worth individuals... ...financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and...SuggestedRemote work- ...Vice President, Tax - Private Wealth About the Company Globally-recognized private markets investment... ...Services Investment Management Banking Finance FinTech Venture... ...Hiring Manager Title Managing Director Functions ~ Finance Confidential
- ...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...
$170k - $225k
A leading financial institution in San Diego is seeking a Private Banker to manage and advise clients on building and preserving their wealth... ...candidate will have over six years of experience in private banking, along with a bachelor’s degree and necessary licenses. The...- JPMorgan Chase & Co. in San Diego seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will utilize investments, financial planning, credit and banking knowledge to service current clients and attract new assets. Join a...Local area
- ...Senior Vice President of Consumer Lending About the Company Large federal credit union in the southwest U.S. Industry Banking Type Non Profit Founded 1935 Employees 20... ...well as the ability to develop and execute consumer lending strategies. The...
- ...Vice President of Accounting About the Company Well-established credit union Industry Banking Type Non Profit Founded 1948 Employees... ...to the CFO and the Executive Leadership Team. Applicants... ...role. Strong knowledge of U.S. GAAP, financial reporting...
- ...Senior Vice President, Head of Compliance About the Company Accomplished... ...Services Type Privately Held, Private Equity-backed... ...& Services Technology Banking Lending Services Credit... ...across the organization. This executive will provide strategic...
$41.71k - $69k
...Join us in building something new. This Bank Manager requisition supports our DeNovo branch... ...our Risk Management Framework in the execution of your role, in line with our Risk Culture... ...Analytical and problem solving skills - Good. U.S. Only: This position will act as an...Local areaImmediate startDay shift$27.22 - $33.26 per hour
...Job Title Relationship Bankers Job Description Relationship Bankers build relationships... ..., assessing and attending to customers' banking needs, obtaining and processing customer... ...Expectations This role requires working from a U.S. Bank location for all scheduled work...Temporary work$43.68k - $69.9k
...Retail Personal Banker I Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step... ...levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on...Work experience placementWork at office$185k - $215k
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life,...Work experience placementWork at officeLocal areaRemote workFlexible hours3 days per week- ...Senior Vice President of Sales About the Company Private equity-backed technology company focused on risk management... ...team, and collaborating with the executive team and cross-functional stakeholders... ...company's expansion both in the U.S. and globally. Hiring...For contractors
$128.75k - $214.65k
...apply today.Job Overview:The Vice President, People Integration Partner is... ...responsible for leading and executing all People-related activities... ...wealth management firms in the U.S. As a leader in the... ...information regarding an applicant’s bank or credit card. Should you...Full timeWork from home$145.44k - $242.36k
...a range of self-service, consulting, and execution-based solutions and services to support our... ...fastest growing wealth management firms in the U.S. As a leader in the financial advisor-... ..., or information regarding an applicant’s bank or credit card. Should you have any...Full timeWork from home- Job Title:Vice President, Portfolio ManagementLocation:Beverly HillsWhat you'll do:As Vice President... ...complex loans in compliance with the Bank's lending policies and procedures. The... ...work with the Vice President, Commercial Banker to manage loans to ensure the credit...Full time
$120k - $150k
...requiredLead contract negotiations planning and execution, in collaboration with internal... ...Mortgage Loan Program and free access to an Axos Bank Account with Self-Directed TradingAbout... ...Right to Work NoticesAxos participates in the U.S. Department of Homeland Security E-...Full timeContract workWork at officeLocal area- ...Vice President, Strategic Finance About the Company A PE-backed multinational... ...Medical Devices Type Privately Held, Private Equity-backed... ...transaction services, investment banking, and ideally, in-house FP&A or finance director roles. The role requires a detail...Contract work
- ...Vice President, Global Alliance Management About the Company A global leader in generic... ...Industry Pharmaceuticals Type Privately Held, Private Equity-backed About the... ...of over 40 key partnerships across the U.S., India, and Europe. This includes assessing...Worldwide
$170k - $212.55k
Job Title:Vice President, Portfolio Management Team Leader - Juris Banking LendingLocation:CA - San Diego, 450 B StWhat you'll... ...driving day-to-day lending team execution and cross-functional collaboration... ...team that includes commercial bankers, business development officers,...Full time$130k - $160.58k
Job Title:Vice President, Commercial Underwriter- CommercialLocation:San Francisco - MontgomeryWhat you'll do:As a Vice President, Commercial... ...of credit, traditional asset based lines of credit and other Bank lending products. You'll build internal relationships by...Full time- ...Western Alliance Bank, a subsidiary of Western Alliance Bancorporation, seeks a Vice President, Portfolio Manager - Mid Market. You will analyze, underwrite, and coordinate... .... You will partner with the Commercial Banker to manage credit risk, interface with clients,...
- ...Global Private Bank Full-time Advisor Program Launch your career in private banking, supporting... ...solutions. You'll work with a team of bankers, investment specialists, wealth advisors,... ...experience Attend college/university in the U.S. Expected graduation date of...Full timeWork experience placementImmediate startVisa sponsorship
- ...Senior Vice President, Retail Asset Management Finance Lead About the Company Renowned commercial investment banking company with an international reach Industry Financial... ..., reporting, and governance execution to support the U.S. Branch Network. The...
- ...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 of Finance About the Company A well-established financial... ...Services Type Privately Held About the Role The... ...and will work closely with executive leadership to provide financial... ...the financial services, banking, or credit union sectors, is...
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