US Private Bank - Private Banker - Vice President/Executive Director - Financial Sponsors

6-6 yrs required

Full-time

No

Summary
. Morgan is actively looking for an exceptionally talented individual to join their . Private Bank team as a Vice President/Executive Director of Financial Sponsors. This position is responsible for advising families on building, preserving and managing their wealth. The successful candidate will have at least six years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and a Series 7, 66 and Insurance licenses.

The ideal candidate is someone who has an entrepreneurial mindset, is collaborative, confident and motivated to provide a first-class experience to clients. They should have a strong business acumen and the ability to generate business results and acquire new assets from both existing and new clients. They should also have a strong community presence with an established network, demonstrate strong organizational skills and be able to provide interdisciplinary expertise to clients when needed.

The base pay/salary for this position is between $170,, depending on experience, location and skill set. Additional details about total compensation and benefits will be provided during the hiring process. This is a full-time position based in New York, NY.

. Morgan is an equal opportunity employer and places a high value on diversity and inclusion at their company. They do not discriminate on the basis of any protected attribute and are willing to make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

## Job Information

* Job Identification: 210409574
* Job Category: Client Advisory
* Business Unit: Asset & Wealth Management
* Posting Date: 04/22/2023, 01:27 AM
* Location: 390 Madison Ave, New York, NY, 10017, US
* Job Schedule: Full time
* Base Pay/Salary: New York,NY $170,,

## Job Description

. Morgan is actively looking for an exceptionally talented individual to join their . Private Bank team as a Vice President/Executive Director of Financial Sponsors. This position is responsible for advising families on building, preserving and managing their wealth. The successful candidate will have at least six years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and a Series 7, 66 and Insurance licenses.

## 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 clients across all lines of business of . 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, Skills

* Six plus years of work experience in Private Banking or Financial Services
* Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
* 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, Skills

* 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

## About Us

JPMorgan Chase & Co., 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 . 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 recognize that our people are our strength and the diverse talents and perspectives that 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. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer

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

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

Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred

Apply online

Qualification and Experience Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred, Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

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