US Private Bank - Private Banker - Vice President

Min 6 yrs required

Full-time

No

Experienced in developing and delivering presentations to large groups
Demonstrates strong relationship management skills



# Vice President, Private Banker

Company is seeking an experienced Private Banker to join its . Private Bank team. 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.

## Qualifications

Successful candidates will have:

* 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

Ideal candidates will also have:

* 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
* Experienced in developing and delivering presentations to large groups
* Demonstrates strong relationship management skills

## Job Responsibilities

As a Private Banker, you will:

* 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 your 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

## Job Information

* Job Identification 210405538
* Job Category: Client Advisory
* Posting Date: 10/23/2023, 09:05 PM
* Job Schedule: Full time
* Locations: 390 Madison Ave, New York, NY, 10017, US
* Base Pay/Salary: New York,NY $170,,

Company is looking for an exceptional Private Banker to join its . Private Bank team. 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.

This is an excellent opportunity for an experienced Private Banker to join a successful team and take their career to the next level. The ideal candidate will have six plus years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, and Series 7, 66 and Insurance licenses. Proven sales success, strong business acumen, and a strong community presence with an established network are also essential for this role.

## Qualifications

* 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

Ideal candidates will also have:

* 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
* Experienced in developing and delivering presentations to large groups
* Demonstrates strong relationship management skills

## Job Responsibilities

As a Private Banker, you will:

* 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

Client Advisory, Asset Allocation, Investment Management, Wealth Planning, Credit, Banking, Sales, Business Acumen, Community Presence

Bachelor’s Degree, MBA, JD, CFA, CFP

Visit for more information on how to apply for this position.

Qualification and Experience Bachelor’s Degree, MBA, JD, CFA, CFP

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