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

Min 6 yrs required

Full-time

No

Ability to multi-task and manage competing priorities
Ability to work under pressure, meet deadlines and effectively manage multiple assignments
Demonstrates strong attention to detail and accuracy
Proven ability to work in a team environment



Salary Information

The salary range for this position is $100,000 - $150,000 per annum.



# . Private Bank - Private Banker - Vice President

## Job Information

* Job Identification 210414802
* Job Category: Client Advisory
* Posting Date: 05/09/2023, 08:37 PM
* Job Schedule: Full time
* Job Shift: Day
* Locations: 111 E Wisconsin Ave, Milwaukee, WI, 53202, US

## Job Description

Company is actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within Company’s . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, Company 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, 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 clients across all lines of business of Company 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
* Ability to multi-task and manage competing priorities
* Ability to work under pressure, meet deadlines and effectively manage multiple assignments
* Demonstrates strong attention to detail and accuracy
* Proven ability to work in a team environment

## Salary Information

The salary range for this position is $100,000 - $150,000 per annum.

Company is looking for an experienced Private Banker for their . Private Bank division in Milwaukee, WI. As a Private Banker, you will be 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.

To be successful in this role, you must have a minimum of six plus years of work experience in Private Banking or Financial Services and a Bachelor’s Degree. Additionally, you must possess Series 7, 66 and Insurance licenses and demonstrate proven sales success and strong business acumen.

Your responsibilities will include managing and maintaining relationships with clients, generating business results and acquiring new assets, advising clients on their overall balance sheet, partnering with internal specialists, connecting clients across all lines of business, and ensuring that proposed solutions fulfill clients' needs and objectives.

To be successful in this role, you must be proactive, take initiative, use critical thinking to solve problems, have dynamic and credible communication and presentation skills, demonstrate strong organizational skills, have experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, have the ability to multi-task and manage competing priorities, and have the ability to work under pressure, meet deadlines, and effectively manage multiple assignments.

The salary range for this position is $100,000 - $150,000

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