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

Full-time 2 views

In-House

Tampa, FL, United States

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

Attorney

Min 6 yrs required

Full-time

No

Salary Information

The average salary for an Executive Director Private Banker in Tampa, FL is $200,000 per year. This salary can vary depending on experience, qualifications, and performance. Some private bankers may also receive bonuses and other incentives based on their business results and contributions to the overall success of the private bank.

Job Title

Executive Director Private Banker

Experience Information

Six plus years of experience in Private Banking or Financial Services.

H1 and H2 Friendly Headings

H1: Executive Director Private Banker - Join Our Team at . Morgan Chase & Co.
H2: Provide Exceptional Wealth Management Services to High Net Worth Clients

H1: . Private Bank - Private Banker - Executive Director Opportunity
H2: Collaborate with Talented Colleagues and Grow Your Career at . Morgan Chase & Co.

H1: Private Banker - Tampa, FL - Competitive Salary and Benefits
H2: Use Your Financial Expertise to Advise High Net Worth Clients and Drive Business Results

H1: Join Our Team as an Executive Director Private Banker in Tampa, FL
H2: Utilize Your Investment Knowledge and Business Acumen to Provide Top-Notch Service to Clients

Bold Headlines

Join Our Team at . Morgan Chase & Co. as an Executive Director Private Banker in Tampa, FL
Exceptional Opportunity to Provide Wealth Management Services to High Net Worth Clients
Collaborate with Talented Colleagues and Grow Your Career at . Morgan Chase & Co.
Competitive Salary and Benefits for Private Banker in Tampa, FL
Utilize Your Financial Expertise to Advise High Net Worth Clients and Drive Business Results
Join Our Team as an Executive Director Private Banker in Tampa, FL
Top-Notch Service for High Net Worth Clients - Executive Director Private Banker Position in Tampa, FL

Bullet Points

- Join a top financial institution and work with a team of talented colleagues from different markets, businesses, and functions
- Provide first-class wealth management services to high net worth clients
- Use your investment knowledge and business acumen to advise clients on all aspects of their balance sheet
- Generate new client acquisition and business results
- Partner with internal specialists to provide interdisciplinary expertise to clients
- Connect clients with all lines of business within . Morgan Chase & Co.
- Adhere to risk and control policies, regulatory guidelines, and security measures
- 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 with ability to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence and established network
- MBA, JD, CFA, or CFP preferred
- Proactive, critical thinker with strong problem-solving skills
- Dynamic and credible professional with exceptional presentation skills
- Strong organizational skills and disciplined approach to business
- In-depth knowledge of equity and fixed income markets, as well as alternative investments
- Salary information: $200,000 per year, with potential for bonuses and incentives based on performance and business results.

Not specified

Medical, Dental, Vision, 401(k) with company match, Vacation and Paid Time Off, Flexible Spending Accounts, Commuter Benefits

Not specified

Sales, Business Acumen, Client Relationship Management, Financial Planning, Credit and Banking, Risk Management, Regulatory Compliance, Networking, Presentation Skills, Organizational Skills, Investment Management, Alternative Investments

Bachelor's Degree (required), MBA, JD, CFA, CFP (preferred)

Interested candidates should apply online using the provided link and can reach out to the recruiting team at with any questions.

Qualification and Experience Bachelor's Degree, Series 7, 66, and Insurance Licenses (required), MBA, JD, CFA, CFP (preferred)

Legal

Jul 18, 2024
Apr 04, 2024
Apr 01, 2024

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Job Feedback

In-House

Attorney

Min 6 yrs required

Full-time

Legal

Apr 04, 2024

Jul 18, 2024

Apr 04, 2024

Profile

Salary Information

The average salary for an Executive Director Private Banker in Tampa, FL is $200,000 per year. This salary can vary depending on experience, qualifications, and performance. Some private bankers may also receive bonuses and other incentives based on their business results and contributions to the overall success of the private bank.

Job Title

Executive Director Private Banker

Experience Information

Six plus years of experience in Private Banking or Financial Services.

H1 and H2 Friendly Headings

H1: Executive Director Private Banker - Join Our Team at . Morgan Chase & Co.
H2: Provide Exceptional Wealth Management Services to High Net Worth Clients

H1: . Private Bank - Private Banker - Executive Director Opportunity
H2: Collaborate with Talented Colleagues and Grow Your Career at . Morgan Chase & Co.

H1: Private Banker - Tampa, FL - Competitive Salary and Benefits
H2: Use Your Financial Expertise to Advise High Net Worth Clients and Drive Business Results

H1: Join Our Team as an Executive Director Private Banker in Tampa, FL
H2: Utilize Your Investment Knowledge and Business Acumen to Provide Top-Notch Service to Clients

Bold Headlines

Join Our Team at . Morgan Chase & Co. as an Executive Director Private Banker in Tampa, FL
Exceptional Opportunity to Provide Wealth Management Services to High Net Worth Clients
Collaborate with Talented Colleagues and Grow Your Career at . Morgan Chase & Co.
Competitive Salary and Benefits for Private Banker in Tampa, FL
Utilize Your Financial Expertise to Advise High Net Worth Clients and Drive Business Results
Join Our Team as an Executive Director Private Banker in Tampa, FL
Top-Notch Service for High Net Worth Clients - Executive Director Private Banker Position in Tampa, FL

Bullet Points

- Join a top financial institution and work with a team of talented colleagues from different markets, businesses, and functions
- Provide first-class wealth management services to high net worth clients
- Use your investment knowledge and business acumen to advise clients on all aspects of their balance sheet
- Generate new client acquisition and business results
- Partner with internal specialists to provide interdisciplinary expertise to clients
- Connect clients with all lines of business within . Morgan Chase & Co.
- Adhere to risk and control policies, regulatory guidelines, and security measures
- 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 with ability to obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Strong community presence and established network
- MBA, JD, CFA, or CFP preferred
- Proactive, critical thinker with strong problem-solving skills
- Dynamic and credible professional with exceptional presentation skills
- Strong organizational skills and disciplined approach to business
- In-depth knowledge of equity and fixed income markets, as well as alternative investments
- Salary information: $200,000 per year, with potential for bonuses and incentives based on performance and business results.



Qualification and Experience

Bachelor's Degree, Series 7, 66, and Insurance Licenses (required), MBA, JD, CFA, CFP (preferred)

Additional info

Interested candidates should apply online using the provided link and can reach out to the recruiting team at with any questions.

Company info
Apply for this Attorney job

Upload Resume:

Apply Later

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