U.S. Private Bank – Private Banker – Managing Director

Min 6 yrs required

Full-time

No

Job Title:

Private Banker - Managing Director

Experience:

- Six or more years of experience in Private Banking or Financial Services
- Experience with investments, wealth planning, credit, and banking concepts
- Proven sales success and strong business acumen

Salary Information:

Base Pay/Salary in New York, NY: $300,, per year

Job Description Headline:

Join . Morgan's . Private Bank as a Private Banker – Managing Director

H1 Heading:

. Private Bank - Private Banker - Managing Director

H2 Headings:

- Build and maintain relationships with clients
- Generate business results and acquire new assets
- Advise clients on overall balance sheet
- Partner with internal specialists
- Connect clients across all lines of business
- Adhere to risk and control policies
- Six plus years of experience required
- Bachelor's degree required, advanced degrees preferred
- Series 7, 66, and Insurance licenses required
- Proven sales success and strong business acumen preferred
- Dynamic and credible professional with exceptional presentation skills preferred
- Experience with equity and fixed income markets and alternative investments preferred

Job Responsibilities Bullet Points:

- Manage and maintain relationships with clients
- Generate business results and acquire new assets
- Advise clients on their overall balance sheet
- Partner with internal specialists for interdisciplinary expertise
- Connect clients across all lines of business of . Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' needs and objectives
- Adhere to risk and control policies, regulatory guidelines, and security measures

Required Qualifications Bullet Points:

- Six plus years of work experience in Private Banking or Financial Services
- Bachelor's Degree required; advanced degrees preferred
- Series 7, 66, and Insurance licenses required
- 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 Bullet Points:

- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional with exceptional presentation skills
- Demonstrates strong organizational skills
- Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estate.

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