U.S. Private Bank - Private Banker - Vice President or Executive Director
Aumni
U.S. Private Bank – Private Banker – Vice President or Executive Director New Orleans, LA, United States 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 Benefits 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. EEO Statement 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-18808-Ljbffr
- ...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
- A leading financial services firm is seeking a Private Banker in New Orleans. This role involves advising families on managing their wealth... ...and requires a minimum of six years of experience in Private Banking or Financial Services. Candidates must possess a Bachelor’s...Suggested
- ...financial services firm located in New Orleans is seeking a Private Banker to manage client relationships and provide tailored financial... ...advice. The role requires over six years of experience in private banking or financial services, along with a Bachelor's degree....Suggested
- ...financial services company located in New Orleans is seeking a Private Banker to provide wealth management services to high net worth... ...for revenue generation and maintaining credit quality standards in the firm's banking activities. #J-18808-Ljbffr Hancock WhitneySuggested
- ...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...SuggestedLocal area
- Hancock Whitney Corp. is seeking a Private Banker to coordinate the delivery of wealth products to high net worth clients. This role involves... ...ideal candidate should have extensive experience in Private Banking and possess relevant financial licenses. Responsibilities...
$60k
...!About the roleThe Regional Vice President (RVP) reports to the Divisional... ...Specialist to align and execute on a targeted territory sales... ...for Financial Professionals, Bankers, and others within the Industry... ...wholesaling experience in the bank and/or wirehouse distribution...Full timeImmediate startRemote workWork from homeFlexible hours- ...appropriate steps to safeguard and protect private and personally identifiable information... ...Description: At Regions, the Relationship Banker I is responsible for providing an... ...for candidates with prior teller, limited banking, or some retail sales experience who are...Full timeFlexible hours
- Regions Bank is seeking a Relationship Banker II in Westwego, Louisiana. This role entails meeting with customers to assess financial needs and provide appropriate solutions. Ideal candidates will have a high school diploma and strong communication skills. The position...
$39.6k
Job Description At Regions, the Relationship Banker I is responsible for providing an exceptional customer experience, both on the cash... ...exciting opportunity for candidates with prior teller, limited banking, or some retail sales experience who are interested in...Full timeFlexible hours- Regions Bank in Westwego, Louisiana is seeking a Relationship Banker I to deliver exceptional customer service while managing transactions. This role emphasizes building personal connections with customers and resolving service inquiries. Ideal candidates will have previous...Full time
- TwinThread is seeking a Private Banker (VP or Executive Director) in New Orleans, LA. In this role, you will advise clients on wealth management and develop... ...ideal candidate will have over six years in Private Banking and strong sales skills. We offer a competitive salary...
- ...SUMMARY The Relationship Banker is a trusted advisor who engages... ...actively promoting and selling the bank’s products and services. This... ...not limited to mortgage, wealth, private client, and business banking.... ...12 states across the southern U.S. The Company and its subsidiaries...Temporary workWork at officeMonday to Friday
$46.12k
...appropriate steps to safeguard and protect private and personally identifiable information... ...Description At Regions, the Relationship Banker II is responsible for meeting with... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal customer...Full timeFlexible hours- ...potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management,...Work at office
- ...Head Of Commercial Banking Strategy... ...Strategy sets and executes the multi-year strategic... ...translating strategy into banker and relationship... ...with Regional Presidents, Finance and Sales... ...Banking, Community, Private Client, and... ...across the southern U.S. The Company and...
- ...financial transactions and opening accounts in a retail banking environment. Introduce bank products and services... ...Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and...Monday to Friday
- ...appropriate steps to safeguard and protect private and personally identifiable information... ...Description: At Regions, the Relationship Banker II is responsible for meeting with... ...and ATM offerings, all designed to make banking easier Provides a consistent optimal customer...Full timeFlexible hours
- ...partners and subject matter experts to address specialized financial needs. Proactively educate clients on self-service and digital banking options (mobile, online, ATMs, and emerging technologies) to ensure 24/7 account access. Drive proactive sales conversations and...Work at officeLocal areaAfternoon shift
- ...Quality Talent Group is hiring bankers for a leading national bank to join their Consumer, Small, and Business Banking division. This position involves building strong customer relationships and assisting with account management and service requests. Ideal candidates will...
- ...Associate, Investment Banking, Leveraged Finance Join a purpose driven... ...! Purpose: Responsible for executing on a broad range of non-... ...with the Analysts/Associate Directors to support the Directors/MDs... ...supporting the needs of coverage bankers within industry groups. Provide...Work experience placement
- ...service companies and commercial private client ventures. Work... ...renewals and annual reviews in the Bank's commercial loan system;... ...orally and in writing with senior executives, business unit management and... ...12 states across the southern U.S. The Company and its...Work experience placement
- ...financial planning services to new and existing Private Wealth Management clients Identifies... ...clients, both new and existing bank clients Recognize financial planning,... ...financial or estate plan prepared Present and execute financial, estate, or tax plans...Local area
- ...Float Universal Banker Provide quality, accurate and timely customer... ...opening accounts in a retail banking environment. Introduce bank products... ...12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small...
- ...individual for a customer-facing role. You will enhance customer relationships by providing exceptional service and meeting their banking needs. The ideal candidate should have at least two years of experience in a similar field, strong sales skills, and proficiency in...Work at office
- Gulf Coast Bank & Trust is seeking a Certified Relationship Banker I in Metairie, Louisiana. In this role, you will serve as the first point of contact for clients, helping to assess their banking needs and providing information on various products and services. You will...
- ...institution in New Orleans seeks to hire a Certified Relationship Banker I. This position acts as the first line of contact for clients,... ...flexibility with hours and duties may vary, including branch operational tasks. #J-18808-Ljbffr Gulf Coast Bank and Trust Company
- Relationship Banker plays a vital role in fostering client relationships by proactively identifying opportunities and referrals that... ...customer loyalty and significantly contributes to the success of the banking center. Key Responsibilities Build and maintain strong...Local area
$46.12k
Job Description At Regions, the Relationship Banker II is responsible for meeting with customers and prospects both in person and on... ...such as mobile, online, and ATM offerings, all designed to make banking easier Provides a consistent optimal customer experience, which...Full timeFlexible hours- Regions Bank is seeking a Relationship Banker II in New Orleans, Louisiana. The role involves meeting customers' financial needs through guidance and product offerings, conducting outbound calls to enhance customer relations, and educating clients about digital banking...
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