U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
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 JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. 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. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Join a team delivering premiere service to high net worth clients through holistic financial advisement. #J-18808-Ljbffr Aumni
- ...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
- J.P. Morgan's U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving, and managing wealth using investments, planning, credit, and banking. You will expand the client base and deliver holistic solutions within a stabilizing risk...SuggestedLocal area
- JPMorgan Chase & Co. in Walnut Creek, CA seeks an experienced Private Banker to advise high-net-worth clients on wealth strategies,... ...focus, proven sales success, and a strong network in private banking with relevant licenses or the ability to obtain them within 9...Suggested
- JPMorganChase in Walnut Creek, CA is seeking a Private Banker to advise families on building, preserving and managing wealth, using expertise in investments, credit and banking to advise current clients and attract new assets. You will be part of a local team supported...SuggestedLocal area
$50k - $100k
...identify financial solutions and preferred banking channels while recommending tailored... ...applying our Risk Management Framework in the execution of your role, in line with our Risk... ...Analytical and problem solving skills - Good. U.S. Only: This position will act as an...SuggestedContract workPart timeLocal areaImmediate startDay shift- JPMorgan Chase & Co. in Walnut Creek, CA is seeking an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to optimize balance sheets and achieve goals. You will work with a local team...Local area
- Fifth Third Bank in Walnut Creek, CA seeks a Wealth Management Advisor II to act as trusted advisor and team coordinator for Private Bank clients. You will lead a group of specialists to deliver wealth planning, investments, private banking, risk management and trust services...
$121.9k - $262.1k
...left to apply): R73262**Make banking a Fifth Third better** We connect... ...to simplify complexity for Private Bank clients by challenging and... ...services. Ensures delivery and execution of Private Bank experience and... ...this pay grade across the U.S. Individual salaries within...Full timeWork experience placementPrivate practiceWork at office$22 - $28 per hour
Walnut Creek, California Full time JR103550 About the Role: The Personal Banker is responsible for delivering an exceptional client experience by adhering to the bank’s Breakthrough Client Experience Standards. They will acquire new and expand existing relationships with...Full timeLocal areaImmediate start- Bank of America is hiring a Client Service Associate to educate clients in the lobby and assist with self-service banking, including mobile and online channels. The role processes cash transactions accurately and builds relationships to meet financial needs. Candidates...RelocationWeekend work
- BMO Financial Group is seeking a customer-focused banking professional in the United States, with a strong emphasis on needs-based assessments... ..., recommending personal and small business products, and guiding customers through digital channels. #J-18808-Ljbffr BMO U.S.
- JPMorgan Chase & Co. is seeking a Relationship Banker at a Chase Branch in California. You will represent our brand and provide welcoming, attentive service while using our latest banking solutions to meet clients' financial needs. You will acquire, manage, and retain...Weekend workAfternoon shift
- BMO Harris Bank is expanding its De Novo branch network and seeking a Retail Relationship Banker who will deliver exceptional service and build strong community relationships. You will assess customer needs, guide them to financial solutions, and collaborate across channels...
- Columbia Bank in Walnut Creek, CA is seeking a Personal Banker to deliver an exceptional client experience and expand client relationships. You will identify needs, offer appropriate banking products, and refer clients to business partners when needed. You will also originate...
$50k - $100k
...Rossmoor Parkway Job Family Group: Retail Banking Sales & Service Join us in building something new. This Retail Relationship Banker requisition supports our De Novo branch expansion... ...our Risk Management Framework in the execution of your role, in line with our Risk...Contract workPart timeLocal areaImmediate startDay shift- ...Relationship Banker At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel... ...and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly...Immediate startAfternoon shift
- ...Relationship Banker Dublin, California;San Ramon, California; Dublin... ...of age. Acknowledge ( Bank of America employees are... ...law. 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
$22 - $29 per hour
...Line of Business: Personal & Commercial Banking Job Description: This role is a... ...by deep product knowledge and disciplined execution while upholding TDs risk and regulatory standards... ...Licensing Act of 2008 (SAFE Act) 12 U.S.C. 5102 et seq. and its implementing regulations...Full timeWork at officeLocal areaWork from homeFlexible hours- ...offering a unique brand of relationship banking and fostering a culture where... ...Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of... ...+ years of experience as an investment executive, financial advisor, certified financial...Full timeLocal areaImmediate start
$100 - $150 per hour
...unique part-time opportunity to provide executive leadership for a California-based client... ...Job Description The Affiliate, Executive Director provides executive management services... ...environmental solutions for municipalities, private industry, and government agencies. We...Hourly payFull timeTemporary workPart time$165k - $210k
Executive Director of External Relations and Engagement (0457U), School of Social Welfare #88417 About... ...progress that benefits California, the U.S., and beyond. Together, we change the... ..., peer programs, foundations, private donors, alumni, and the public to cultivate...Full timeLocal areaRemote workNight shift1 day per week$33.06 - $40.4 per hour
...Job Title Bilingual Relationship Bankers 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....Temporary work$70.35k - $205.8k
...Key responsibilities of the Investment Banking Management Consulting Consultant may include... ...Assist and collaborate with senior leaders to execute large-scale, complex transformation... ...See more information on our benefits here: U.S. Employee Benefits | Accenture ( Role...Work experience placementLive inWork at officeLocal area- ...reports to the Managing Director/Head of Capital... ...reports to the President of CS Powertech and... ...all public and private debt and equity financing... ...and transaction execution.Responsibilities:... ...across the U.S., Thailand, and... ...relationships with banks, lenders, institutional...WorldwideFlexible hours
$70.31k - $80k
...Wealth Advisor LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients... ...environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement....Work at officeLocal area- ...solutions to meet their financial needs. As a Private Client Investment Associate in J.P. Morgan... ...OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT... ...payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth...
$27 - $41 per hour
...Relationship Banker (SAFE) Wells Fargo is seeking a Relationship Banker (SAFE) to join our National Branch Network, where trusted... ...affluent customers, as the primary point of contact for everyday banking needs, products and services through scheduled appointments, lobby...Temporary workWork experience placementImmediate start- 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...Work at officeFlexible hoursShift workWeekend workDay shift
$25.19 - $28.96 per hour
...: 1054 Salary Range: $25.19 To $28.96 Hourly Department: Retail Bank Employment Status: Full-Time, Hourly (40hrs), Non-Exempt Supervises... ...with experience & qualifications) F & M Bank’s Personal Bankers are responsible for building relationships and providing expert...Hourly payFull timeWork experience placementLocal area- Fremont Bank in California seeks a Senior Relationship Banker to deliver world-class service and grow client relationships. You will advise on retail and business products, build partnerships, and expand relationships through outbound calling and prospecting. Some time...
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