U.S. Private Bank – Private Banker – Vice President or Executive Director

6-6 yrs required

Full-time

No

Ability to work independently and collaboratively to drive results
Ability to manage multiple tasks and prioritize effectively
Ability to work in a fast-paced, team environment


. Morgan . Private Bank- Private Banker - Vice President or Executive Director

. Morgan is looking for an experienced Private Banker to join our . Private Bank team. The successful candidate will have a minimum of six years of experience in Private Banking or Financial Services and a Bachelor’s Degree. Series 7, 66 and Insurance licenses are required for the position, although unlicensed candidates may be considered but will be required to obtain licenses within 90 days of start date.

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
Drive 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 . Morgan 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
Focuses on the client experience and works tirelessly on the client’s behalf
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
Ability to work independently and collaboratively to drive results
Ability to manage multiple tasks and prioritize effectively
Ability to work in a fast-paced, team environment

Salary:

The base salary for this position is $170,, in San Francisco, CA, United States.

. Morgan US Private Bank is looking for an experienced Private Banker to join our team in San Francisco, CA. The successful 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.

Job Responsibilities:

Manage and maintain relationships with clients by earning trust, understanding client needs, providing targeted advice, developing solutions and delivering an exceptional client experience
Drive 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 . Morgan 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

Required Qualifications, Capabilities, Skills:

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, Capabilities, Skills:

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
Ability to work independently and collaboratively to drive results
Ability to manage multiple tasks and prioritize effectively
Ability to work in a fast-paced, team environment

Salary:

The base salary for this position is $170,, in San Francisco, CA, United States.

. Morgan . Private Bank is looking for an experienced Private Banker to join our team in San Francisco, CA. This position offers an exciting

Sales, Business Acumen, Investment Management, Wealth Planning, Credit, Banking, Equity and Fixed Income Markets, Alternative Investments

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

Visit . Morgan's website

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

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