U.S. Private Bank - Private Banker - Executive Director

Min 6 yrs required

Full-time

No

Salary Information



This position is a full-time, day shift role with a competitive salary and benefits package.
The salary range for this position is $190,000 to $250,000 annually, based on experience and qualifications.



Experience Information



Six plus years of work experience in Private Banking or Financial Services is required for this role.
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments is preferred for this role.
MBA, JD, CFA, or CFP is preferred for this role.



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Private Banker - Executive Director



H1 and H2 Friendly Headings



H1: Join the Elite Team of Private Bankers at . Morgan
H2: Become a Private Banker and Help Clients Build and Manage Their Wealth

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- Exceptional Opportunity for Talented Private Bankers
- Collaborative and Motivated Environment at . Morgan
- Take Your Career to the Next Level as a Private Banker
- Advise Clients on Building, Preserving and Managing Wealth
- Join a Team of Talented Colleagues from Various Markets
- Generate Business Results and Acquire New Assets
- Use Your Knowledge to Provide Targeted Advice
- Partner with Specialists to Offer Interdisciplinary Expertise
- Connect Clients Across all Lines of Business at . Morgan
- Strict Adherence to Risk and Control Policies
- Six Plus Years of Experience in Private Banking or Financial Services Required
- Competitive Salary and Benefits Package
- MBA, JD, CFA, or CFP Preferred for This Role


. Private Bank - Private Banker - Executive Director

Join the Elite Team of Private Bankers at . Morgan and take your career to the next level. We are actively seeking talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within . Morgan's . Private Bank. As a Private Banker, you will have the opportunity to work alongside a team of talented colleagues from other markets, businesses, and functions to provide clients with the best possible service.

As a Private Banker in the . Private Bank, you will be responsible for advising families on building, preserving, and managing their wealth. This includes utilizing your knowledge of investments, financial planning, credit, and banking to provide advice to clients and generate new client acquisition. You will be supported by an institutional platform with the resources, specialists, and intellectual capital to help you advise clients on achieving their goals.

Responsibilities:
- Manage and maintain relationships with clients by understanding their needs and providing targeted advice
- Generate business results and acquire new assets from both existing and new clients
- Advise clients on their overall balance sheet and partner with internal specialists to provide interdisciplinary expertise
- Connect clients across all lines of business at . Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' needs and objectives through a holistic goals-based approach
- Adhere to all risk and control policies, regulatory guidelines, and security measures

Required Qualifications:
- Six plus 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)
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or understanding of investments, wealth planning, credit, and banking concepts
- Focus on the client experience and work tirelessly on their behalf

Preferred Qualifications:
- MBA, JD, CFA, or CFP preferred
- Proactive 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 and alternative investments (Hedge Funds, Private Equity, Real Estate)

Salary Information:
- Full-time, day shift role with competitive salary and benefits package
- Salary range of $190,000 to $250,000 annually, based on experience and qualifications

Experience Information:
- Six plus years of experience in Private Banking or Financial Services required
- Preferred experience and knowledge of equity and fixed income markets and alternative investments
- MBA, JD, CFA, or CFP preferred for this role

Private Banker - Executive Director at . Morgan offers a unique opportunity for talented individuals to join an elite team of professionals. With a collaborative and motivated environment, you can take your career to the next level and advise clients on building, preserving, and managing their wealth. Join a team of talented colleagues from various markets, generate business results, and acquire new assets while utilizing your knowledge and partnering with specialists. Adhere to risk and control policies and regulations while enjoying a competitive salary and benefits package. Six plus years of experience in Private Banking or Financial Services is required, with preferred knowledge of equity and fixed income markets and alternative investments. Take the next step in your career and become a Private Banker at . Morgan.

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