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
- ...SUMMARY The Relationship Banker is a trusted advisor who engages... ...actively promoting and selling the bank's products and services. This... ...limited to mortgage, wealth, private client, and business banking.... ...12 states across the southern U.S. The Company and its subsidiaries...SuggestedTemporary workWork at office
- ...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
- ...Relationship Banker Job Category: Banking Requisition Number: RELAT017245 Location: On site at location... ...but not limited to mortgage, wealth, private client, and business banking. Proactive... ...in 12 states across the southern U.S. The Company and its subsidiaries offer...Temporary workWork at office
- JOB FUNCTION / SUMMARY Private Banker 4’s coordinates the integrated delivery of wealth products and services to high net worth clients for... ...for loan structure based on client needs and in accordance with bank policy, then packages and presents loan proposals to...Local 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...
- Regions Bank is seeking a Relationship Banker I in Westwego, Louisiana. The successful candidate will provide exceptional customer service, manage transactions, and educate customers on banking solutions. Ideal candidates possess strong communication skills and a commitment...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...
- ...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
- ...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
- ...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
$48k - $100k
...envision through a personal relationship with a trusted advisory team, equipped with the investment insights of Merrill coupled with the banking convenience of Bank of America. We value diversity and empower employees to bring their whole selves to work. Job Description If...Shift workDay shift- ...needs, and refer customers to appropriate internal specialists, executing highly customized solutions Recommend investment products and... ...Merrill offerings Position the extensive capabilities of Merrill and Bank of America Collect necessary client profile data, following...Interim roleImmediate startShift workDay shift
- ...access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in‑office... ...customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs Recommending investment...Interim roleWork at officeLocal areaImmediate startShift workDay shift
- ...financial institution in Harvey, Louisiana is seeking a Relationship Banker I to enhance customer experiences by processing transactions... ...abilities and the capability to assist customers with various banking needs. Responsibilities include conducting cash transactions,...
- Nola Bank (I/O) in New Orleans is looking for a motivated Universal Banker to join their Retail Banking team. You'll provide exceptional service, handle transactions, and develop relationships while ensuring compliance with regulations. The ideal candidate has at least...
- A banking institution in Gretna is seeking a Relationship Banker II to engage with customers, identify their needs, and offer financial solutions. Responsibilities include achieving branch targets, educating clients on banking products and digital services, and resolving...Full time
- BankPlus is seeking a dedicated relationship banker in New Orleans, LA, responsible for building customer relationships and providing tailored banking solutions. The ideal candidate will ensure prompt transaction processing and educate customers on banking technology. Applicants...
- Gulf Coast Bank & Trust Company in Gretna, Louisiana, is seeking a Certified Relationship Banker II to provide essential client contact, assess needs, and offer financial solutions. This role requires collaborating with clients to open accounts, address issues, and drive...
- ...driven, integrated customer and banker experiences within the... ...small business, and commercial banking-related enablement and will serve... ...12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business...
- ...the best investment solutions to meet their financial needs. A Private Client Advisor in Chase Wealth Management offers comprehensive financial... ...innovations to help clients become more digitally confident and bank when, where, and how they want. Required Qualifications,...
- ...Sales Manager or Market President, the Commercial... ...Adhering to the guidance of bank policy and standards, this... ...Promptly notifies the Director of Portfolio Management... ...Banking, Equipment Finance, Private Banking, etc. Annual... ...or other commercial bankers is preferred. Excellent...Work at officeLocal area
- ...commitment to talent development, they are now hiring bankers to join their Consumer, Small, and Business Banking division. Why join this team? Comprehensive benefits... ...include Saturdays Must be eligible to work in the U.S. (Visa sponsorship not available) What you’ll do Build...Full timePart timeImmediate startShift workDay shift
- ...Position Summary Nola Bank is seeking a customer-focused, energetic, and relationship-driven Universal Banker to serve as a key member of the Retail Banking team. Reporting directly to the Sr. Banker, the Universal Banker is responsible for delivering exceptional customer...Work at officeLocal area
- ...Tankerman PIC - Dangerous Liquid (DL) Cargoes endorsement Must hold a valid USCG/STCW medical certificate. Must hold a valid TWIC card and U.S. Passport. Familiarity with EMD 645’s and Detroit 8V71 Generators is preferred. Education / Experience Five years’ experience as...Full timePart timeFor contractors
- ...organization. The CFO provides executive leadership in financial... ...partners closely with the company's private equity partners, ensuring... ...working capital. Oversee banking relationships and financing activities... ...~ Controller, VP Finance, Director of Finance, or business unit...Work at officeMonday to Friday
- ...J.P. Morgan - Vice President - Practice Management Consultant New Orleans, LA, United States Job Description The Practice Management Consultant... ...and financial planning Exceptional written skills and strong executive communications experience Strong presentation skills and...
- ...Retail Bankers are the face of our organization and are critical in caring for our customers each day. As a Retail Banker you will receive... ...sales by proactively identifying, marketing, and recommending bank products and services beneficial to customers. Processing transactions...Full time
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!
- senior vice president of operations Harahan, LA
- vice president of field operations Harahan, LA
- housing executive Harahan, LA
- private rn Harahan, LA
- private Harahan, LA
- private equity internship summer Harahan, LA
- entry level private equity Harahan, LA
- private banking Harahan, LA
- private care Harahan, LA
- private equity associate Harahan, LA

