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

Min 6 yrs required

Full-time

No

What We Offer



A competitive and comprehensive total compensation package including bonuses, benefits, and retirement plans
The chance to work with a dynamic and collaborative team in a fast-paced and constantly evolving environment
Opportunities for growth and development within the company and access to a global network of professionals
A commitment to diversity and inclusion in the workplace, with a focus on creating a culture of belonging and respect for all employees
The opportunity to make a meaningful impact on clients’ lives and help them achieve their financial goals



Company Overview



. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.





Summary:

. Morgan is seeking a Vice President or Executive Director for their . Private Bank in Pasadena, CA. The ideal candidate will have at least six years of experience in Private Banking or Financial Services, as well as a Bachelor’s Degree and required licenses. They will be responsible for managing and maintaining relationships with clients, generating new business, and providing expert advice on investments, financial planning, credit, and banking. This is an opportunity for a motivated and talented individual to join a dynamic and collaborative team, with opportunities for growth and development within the company. . Morgan is committed to diversity and inclusion in the workplace and making a meaningful impact on clients’ lives. They are a global leader in financial services, with a strong focus on philanthropy and volunteer service in local communities.

Salary Information:

- Base pay/salary range: $170,,
- Bonuses, benefits, and retirement plans included in total compensation package

Job Title:

- Private Banker - Vice President or Executive Director

Experience Information:

- 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, but must obtain licenses within 90 days of start date
- MBA, JD, CFA, or CFP preferred

Job Description:

- Actively seeking talented individuals with an entrepreneurial mindset to provide a first-class experience to clients in the . Private Bank
- Responsible for advising clients on building, preserving, and managing their wealth
- Use knowledge of investments, financial planning, credit, and banking to advise clients and generate new business
- Work alongside a team of talented colleagues from other markets, businesses, and functions
- Supported by an institutional platform with resources, specialists, and intellectual capital
- Opportunity for career growth and development

Job Responsibilities:

- Manage and maintain relationships with clients by earning trust and understanding their needs
- Generate business results and acquire new assets
- Advise clients on overall balance sheet and connect them with other lines of business within . Morgan
- Partner with internal specialists to provide interdisciplinary expertise
- Ensure proposed solutions meet clients’ short, medium, and long-term goals
- Adhere to risk and control policies, regulatory guidelines, and security measures

Required Qualifications, Capabilities, and Skills:

- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66, and insurance licenses required; unlicensed candidates considered, but must obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence and established network
- Experience or understanding of investments, wealth planning, credit, and banking
- Focus on client experience

Preferred Qualifications, Capabilities, and Skills:

- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional with exceptional presentation skills
- Strong organizational skills and disciplined approach to business
- Experience and knowledge of equity and fixed income markets, as well as alternative investments

What We Offer:

- Competitive and comprehensive total compensation package
- Dynamic and collaborative team environment
- Opportunities for growth and development within the company
- Commitment to diversity and inclusion in the workplace
- Opportunity to make a meaningful impact on clients’ lives

Company Overview:

- Global leader in financial services
- Solutions for corporations, governments, and institutions in over 100 countries
- Strong focus on philanthropy and volunteer service in local communities
- Commitment to diversity and inclusion in the workplace.

Not required

English

Bachelor's degree required; MBA, JD, CFA, or CFP preferred

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