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

Full-time 1 views

In-House

Miami, FL, United States

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

Attorney

Min 6 yrs required

Full-time

No

Salary Information

The salary for this position ranges from $150,000 to $250,000 per year, depending on experience and qualifications.

Job Title

Executive Director - Private Banker

Experience

Minimum 6 years of experience in Private Banking or Financial Services

H1 and H2 Headings

H1: Join Our Team as an Executive Director - Private Banker at . Morgan's . Private Bank

H2: Take Your Career to the Next Level with . Morgan's . Private Bank

Bold Headlines

- Exceptional Opportunity for Talented Individuals at . Morgan's . Private Bank
- Be Part of a Collaborative and Motivated Team as an Executive Director - Private Banker
- Advise Clients on Wealth Management and Build Your Own Business with . Morgan's . Private Bank

The . Private Bank, part of . Morgan's Asset & Wealth Management business unit, is seeking a highly skilled and driven Executive Director - Private Banker to join our team in Miami, FL. As a Private Banker, you will have the opportunity to work with high net worth families, providing them with expert advice on managing their wealth and achieving their financial goals. If you are a self-motivated individual with a passion for finance and a desire to constantly challenge yourself, . Morgan is the perfect place for you to grow and excel in your career.

As an Executive Director - Private Banker, you will have access to a strong institutional platform and a team of talented colleagues from various backgrounds and disciplines. You will also have the opportunity to connect your clients with all the resources and expertise of . Morgan Chase & Co. to provide them with comprehensive financial solutions. Your main responsibilities will include managing and maintaining client relationships, generating new business, advising on wealth management strategies, and collaborating with internal specialists to deliver exceptional service.

To be successful in this role, you must have at least six years of experience in Private Banking or Financial Services, as well as a Bachelor's Degree. You should also possess strong business acumen and a proven track record in sales. Additionally, having an established network and community presence will be advantageous. Candidates who are unlicensed will be considered, but will be required to obtain Series 7, 66, and Insurance licenses within 90 days of their start date.

We highly value individuals who are proactive, take initiative, and have strong critical thinking skills. As an Executive Director - Private Banker, you must also possess exceptional presentation and communication skills, as well as strong organizational abilities. A background in equity and fixed income markets, as well as alternative investments, will be beneficial.

At . Morgan, we prioritize the client experience and adhere strictly to risk and control policies, regulatory guidelines, and security measures. We also offer a competitive salary range of $150,000 to $250,000 per year, depending on experience and qualifications. If you are ready to join our team and take your career to the next level, apply now before the deadline on April 29, 2024, at 9:01 PM.

Not applicable for this position

English

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

Legal

Jul 15, 2024
Apr 01, 2024
Mar 18, 2024

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In-House

Attorney

Min 6 yrs required

Full-time

Legal

Apr 01, 2024

Jul 15, 2024

Apr 01, 2024

Profile

Salary Information

The salary for this position ranges from $150,000 to $250,000 per year, depending on experience and qualifications.

Job Title

Executive Director - Private Banker

Experience

Minimum 6 years of experience in Private Banking or Financial Services

H1 and H2 Headings

H1: Join Our Team as an Executive Director - Private Banker at . Morgan's . Private Bank

H2: Take Your Career to the Next Level with . Morgan's . Private Bank

Bold Headlines

- Exceptional Opportunity for Talented Individuals at . Morgan's . Private Bank
- Be Part of a Collaborative and Motivated Team as an Executive Director - Private Banker
- Advise Clients on Wealth Management and Build Your Own Business with . Morgan's . Private Bank

The . Private Bank, part of . Morgan's Asset & Wealth Management business unit, is seeking a highly skilled and driven Executive Director - Private Banker to join our team in Miami, FL. As a Private Banker, you will have the opportunity to work with high net worth families, providing them with expert advice on managing their wealth and achieving their financial goals. If you are a self-motivated individual with a passion for finance and a desire to constantly challenge yourself, . Morgan is the perfect place for you to grow and excel in your career.

As an Executive Director - Private Banker, you will have access to a strong institutional platform and a team of talented colleagues from various backgrounds and disciplines. You will also have the opportunity to connect your clients with all the resources and expertise of . Morgan Chase & Co. to provide them with comprehensive financial solutions. Your main responsibilities will include managing and maintaining client relationships, generating new business, advising on wealth management strategies, and collaborating with internal specialists to deliver exceptional service.

To be successful in this role, you must have at least six years of experience in Private Banking or Financial Services, as well as a Bachelor's Degree. You should also possess strong business acumen and a proven track record in sales. Additionally, having an established network and community presence will be advantageous. Candidates who are unlicensed will be considered, but will be required to obtain Series 7, 66, and Insurance licenses within 90 days of their start date.

We highly value individuals who are proactive, take initiative, and have strong critical thinking skills. As an Executive Director - Private Banker, you must also possess exceptional presentation and communication skills, as well as strong organizational abilities. A background in equity and fixed income markets, as well as alternative investments, will be beneficial.

At . Morgan, we prioritize the client experience and adhere strictly to risk and control policies, regulatory guidelines, and security measures. We also offer a competitive salary range of $150,000 to $250,000 per year, depending on experience and qualifications. If you are ready to join our team and take your career to the next level, apply now before the deadline on April 29, 2024, at 9:01 PM.

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