U.S. Private Bank - Private Banker - Vice President

Min 6 yrs required

Full-time

No

## Job Summary

Company is looking for an experienced Private Banker to join its . Private Bank team in Denver, CO. The Private Banker will be responsible for advising clients on building, preserving and managing their wealth. This position requires six plus years of work experience in Private Banking or Financial Services, a Bachelor's Degree, and Series 7, 66 and Insurance licenses. The successful candidate must have proven sales success, strong business acumen, a community presence with established network, and experience or understanding of investments, wealth planning, credit and banking concepts.

## Job Responsibilities

- 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 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

## 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
- 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

## Salary Information

The position of Private Banker - Vice President is based in Denver, CO and offers a salary range of $170,,.

Sales success, Business acumen, Community presence, Investment knowledge, Wealth planning, Credit knowledge, Banking concepts, Proactive, Initiative, Critical thinking, Presentation skills, Organizational skills

Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred

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

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