U.S. Private Bank - Private Banker - Vice President or Executive Director

6-8 yrs required

Full-time

No

Strong understanding of banking products and services
Fluency in multiple languages a plus
Demonstrated leadership capabilities



About . Morgan Private Bank

. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. The Private Bank delivers highly customized and comprehensive solutions to help clients with the complexities of managing their wealth and achieving their financial goals.



Bullet Points:

- Private Banker position at . Morgan's . Private Bank in San Diego, CA
- Seeking exceptional individuals with an entrepreneurial mindset and a drive to succeed
- Responsible for advising families on building, preserving, and managing their wealth
- Must have at least six years of experience in private banking or financial services
- Bachelor's degree required, MBA, JD, CFA, or CFP preferred
- Must have Series 7, 66, and insurance licenses, or be willing to obtain them within 90 days of start date
- Proven sales success and strong business acumen required
- Must have an established network and strong community presence
- Experience with investments, wealth planning, credit, and banking concepts
- Fluency in multiple languages and leadership capabilities are a plus
- Strong organizational skills and ability to solve problems proactively
- Must strictly adhere to risk and control policies and regulatory guidelines

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Not applicable for this position

Medical, Dental, and Vision insurance, 401(k) with company match, Life insurance and Disability insurance, Paid time off, Tuition reimbursement, Employee stock purchase plan and more.

Fluency in English required, proficiency in additional languages preferred

Relationship management, trust building, client needs assessment, financial planning, credit and banking services, new client acquisition, sales, business acumen, community networking, investment knowledge, risk management, regulatory compliance, presentation skills, organizational skills, market knowledge, alternative investments, referral networking, growth and development, self-motivation, results-driven, client service, investments, wealth planning, credit, banking concepts

Bachelor's degree required, advanced degree

Interested candidates should submit their resume and cover letter to the provided email address.

Qualification and Experience Bachelor's degree, Series 7, 66 and Insurance licenses (or ability to obtain within 90 days), 6+ years of experience in Private Banking or Financial Services (8+ years preferred), MBA, JD, CFA, or CFP (preferred)

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