U.S. Private Bank - Private Banker - Vice President

Min 6 yrs required

Full-time

No

. Private Bank - Private Banker - Vice President: A Dynamic Opportunity in Seattle, WA

H1: Join . Morgan's . Private Bank as a Private Banker - Vice President in Seattle, WA
H2: Build Your Career in Wealth Management with . Morgan

Are you a highly motivated and collaborative individual looking for an opportunity to excel in the world of wealth management? Look no further than . Morgan's . Private Bank. Our team is seeking talented professionals to join us as Private Bankers in Seattle, WA. With a focus on providing a first-class experience to clients, this role offers the chance to work alongside a team of talented colleagues and take your career to the next level.

As a Private Banker, you will have the opportunity to advise families on building, preserving, and managing their wealth. This includes utilizing your knowledge of investments, financial planning, credit, and banking to provide comprehensive advice to clients and attract new business. With the support of an institutional platform and a team of specialists, you will have the resources and expertise to help clients achieve their goals.

Responsibilities:

- Build and maintain relationships with clients by understanding their needs and providing targeted advice
- Generate business and acquire new assets from both existing and new clients
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs
- Collaborate with internal specialists to provide interdisciplinary expertise when needed
- Connect clients with all lines of business within . Morgan Chase & Co.
- Ensure compliance with risk and control policies, regulatory guidelines, and security measures

Qualifications:

- Minimum of six years of experience in Private Banking or Financial Services
- Bachelor's degree required
- Series 7, 66, and Insurance licenses required; unlicensed candidates considered with ability to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Established network and community presence
- Experience or understanding of investments, wealth planning, credit, and banking
- Strong focus on client experience

Preferred Qualifications:

- MBA, JD, CFA, or CFP preferred
- Proactive and critical thinker with strong problem-solving skills
- Dynamic and credible professional with exceptional presentation skills
- Organized and disciplined approach to business
- In-depth knowledge of equity, fixed income, and alternative investments

At . Morgan's . Private Bank, we value collaboration, motivation, and a drive for excellence. Join our team in Seattle, WA and take the next step in your career in wealth management. Competitive salary and benefits package offered. Apply now to join our team and make a difference in the lives of our clients.

Sales, Business Acumen, Wealth Planning, Credit, Banking, Investments

Bachelor's Degree required, MBA, JD, CFA, or CFP preferred.

Interested candidates can apply online through the company's website or through a job portal.

Qualification and Experience Bachelor's Degree, Series 7, 66, and Insurance licenses (or ability to obtain within 90 days)

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