U.S. Private Bank - Private Banker - Executive Director
Chase
Private BankerWe 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 ResponsibilitiesManage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experienceGenerate business results and acquire new assets, both from existing client base and new client acquisitionAdvise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needsPartner with internal specialists to provide interdisciplinary expertise to clients when neededConnect 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 approachStrictly adhere to all risk and control policies, regulatory guidelines and security measuresRequired Qualifications, Capabilities, and SkillsSix plus years of work experience in Private Banking or Financial ServicesBachelor's Degree requiredSeries 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start dateProven sales success and strong business acumenStrong community presence with an established networkFocuses on the client experience and works tirelessly on the client's behalfPreferred Qualifications, Capabilities, and SkillsMBA, JD, CFA, or CFP preferredProactive, takes initiative, and uses critical thinking to solve problemsDynamic and credible professional who communicates with clarity and has exceptional presentation skillsDemonstrates strong organizational skills and applies a disciplined and organized approach throughout their businessExperience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate
- ...Private Banker 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...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
- ...F.N.B. Corporation in Charlotte, NC is seeking a Private Banker 3 to market private banking services to business owners and executives. You will build strong relationships and provide high quality service to clients across deposits, loans, wealth, and insurance products...SuggestedPrivate practice
- ...Overview Join First Citizens Bank and be part of a team dedicated to helping clients... ...and communities we serve. The Private Banker is responsible for selling, promoting... ...the client experience through consistent execution of client service plans. Engages with...SuggestedWork at office
$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- ...businesses, a role as a Relationship Executive might be perfect for you. You... ..., transaction-oriented banker who partners across a broad... ...in Mid-Corporate Commercial Banking, you are responsible for acquiring... ...rata bank, direct lending/private credit, institutional term...Flexible hours
- ...Position Title: Relationship Banker Business Unit: Retail Reports... ...proficiency of basic consumer banking transactions, account servicing... ...incumbent is responsible for the execution of branch leads at the... ...legally authorized to work in the U.S. will be considered. #J-1880...Work at office
$23.75 - $29.03 per hour
...Client Relationship ConsultantAt 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...- ...Banking ProfessionalThis role is a banking professional who plays a vital role in bringing... ...strong product knowledge, and disciplined execution that drive meaningful client outcomes... ...Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its...Work at office
$240k - $290k
...to the LPL Chief Compliance Officer, this executive will be responsible for leading the design... ...broker-dealer, registered investment advisor, bank, fintech, or other highly-regulated... ...fastest growing wealth management firms in the U.S. As a leader in the financial advisor-...Full timeWork from home- ...Float Personal Banker 1 - Central Charlotte Area Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the... ...levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary...Work at office
$23.75 - $29.03 per hour
...Job Description 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...Temporary work$140k - $175k
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... ...what you excel at—all from Day One.Job DescriptionU.S. Bank Private Wealth Management (PWM) helps clients identify and achieve...Full timeWork experience placementLocal area- ...future.Position Title: Managing Director of Foreign Exchange... ...foreign exchange trading for the Bank and its customers. The incumbent... ...market liquidity and transaction execution. Enhance the Bank’s ability to... ...legally authorized to work in the U.S. will be considered....Full timeTemporary workWork experience placement
- ...wide variety of engagements for Private Companies, Fortune 1,000... ...Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation... ...DetailsWorks directly with executive leadership.#TechnicalCrossCuttingJobs... ...Our Heroes Program of the U.S. Chamber of Commerce...Full timeContract workTemporary workFor contractorsWork at officeRemote workFlexible hours
- ...complete a wide variety of engagements for Private Companies, Fortune 1,000 Enterprises, and... ...Telecommunications, Hospitality, Pharmaceuticals, Banking & Financial Services, Transportation,... ...”). MCC is an innovative and independent U.S. foreign assistance agency that is...Contract workFor contractorsWork experience placementWork at officeLocal areaFlexible hours
$175k - $350k
Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...Crimes Threat Identification & Liaison Executive is a recognized expert on financial crime... ...threat intelligence and public-private collaboration. Job expectations include exercising...Full timeWork at officeFlexible hoursDay shift$109k - $224k
...multinational corporations, law firms, banks and private equity firms on their most important issues... ..., REIT tax structuring and compliance, executive compensation, master planning and... ...General understanding of key concepts under U.S. Generally Accepted Accounting Principles...Full time$168.61k - $281.09k
...standing, in at least one jurisdiction in the U.S.8+ years of experience at a law firm or... ...on use of collective investment trusts, private funds, managed accounts and other plan... ..., or information regarding an applicant’s bank or credit card. Should you have any questions...Full timeWork from home$168.61k - $281.09k
...compliance, enforcement defense, and/or agency or private civil litigation/arbitration defense.... ...growing wealth management firms in the U.S. As a leader in the financial advisor-mediated... ..., or information regarding an applicant’s bank or credit card. Should you have any...Full timeWork from home$310k
...Charlotte, Chicago, or New York (Open to other U.S. office locations including Houston, Los... ...candidate will focus on lender-side private warehouse and trade receivables financings... .... Key Responsibilities Represent banks, funds, and financial institutions in structured...Work at office$94k - $171k
...appointments and pass exams.Sr. Managing Director (above qualifications apply along with below... ...-term illness. Employees don’t accrue a bank of time off under FTO and there is no set... ...recruitment process. Please review our Workforce (U.S.) Privacy Notice for more details on our...Hourly payPermanent employmentTemporary workWork experience placementH1bWork at officeNight shift- ...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
$124.12k - $206.82k
...will collaborate with the VPII to help plan, execute and measure the success of our key LE... ...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 at officeRemote workWork from home- Job Description:At Bank of America, we are guided by a common purpose to help make financial... ...with one out of two households in the U.S. to help eventually grow your business.Provide... ...in a complex, fast-paced environment.Executes multiple tasks simultaneously.Learns and adapts...Full timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$112k - $116k
...competition inside and beyond traditional banking organizations, and emerging technologies... ...as a strategic advisor, AI operator , and execution partner, using AI to eliminate... ...and coworking arrangements across multiple U.S. markets, including New York City, Charlotte...Work experience placementWork at officeImmediate startWorldwide3 days per week$235k - $390k
...sophisticated securitization, structured finance, private securities offerings, and lending... ...accredited law school. ~ Active membership in a U.S. state bar. ~2-6+ years of... ...offerings ~ Securitization ~ General bank lending ~ Syndicated lending ~ Asset-based...Relocation package- ...Description Summary: Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help... ...our communities for the better. As a Financial Relationship Banker, you play a key role in looking out for our consumer and business...Full timeH1bWork at office
- ...Bank of America’s Charlotte South Market is seeking a Relationship Banker to engage clients in the lobby, educate them on self‑service options and help process transactions. You will build relationships that meet clients’ financial needs and connect them to suitable solutions...
- ...Bank Of America Job OpportunityAt 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...Work at officeFlexible hoursWeekend workDay shift
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