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

Min 6 yrs required

Full-time

No

Salary Information



The salary range for this position is $100,000 to $200,000 annually, depending on experience and qualifications.

SEO Friendly Job Title

Private Banker - Vice President

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Join . Morgan as a Private Banker - Vice President

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Become a Part of the . Private Bank Team

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Exceptional Opportunity for Experienced Private Bankers at . Morgan

Bullet Points

- Seeking talented individuals for Private Banker role
- Collaborative, confident and motivated candidates preferred
- Opportunity to work with a team of talented colleagues
- Use knowledge of investments, financial planning, credit and banking to advise clients
- Responsible for maintaining and managing client relationships
- Generate new business and acquire new assets
- Partner with internal specialists to provide interdisciplinary expertise
- Strict adherence to risk and control policies and regulatory guidelines
- Six plus years of experience in Private Banking or Financial Services required
- Bachelor's Degree and relevant licenses (Series 7, 66, and Insurance) required
- Proven sales success and strong business acumen preferred
- MBA, JD, CFA, or CFP preferred
- Dynamic and credible professional with exceptional presentation skills
- Salary range of $100,000 to $200,000 annually, depending on experience and qualifications

At . Morgan's . Private Bank, we are looking for dynamic and experienced Private Bankers to join our team as a Vice President. In this role, you will have the opportunity to work with a team of talented colleagues from various markets, businesses, and functions, and take your career to the next level. We are seeking individuals who are collaborative, confident, and motivated to provide a first-class experience to our clients.

As a Private Banker, you will be responsible for advising families on building, preserving, and managing their wealth. This includes using your knowledge of investments, financial planning, credit, and banking to advise clients on all aspects of their balance sheet. You will also have the opportunity to generate new business and acquire new assets, both from existing and new clients. Our institutional platform provides the necessary resources, specialists, and intellectual capital to help you provide the best solutions for our clients.

To be successful in this role, you must have at least six years of experience in Private Banking or Financial Services. A Bachelor's Degree is required, and relevant licenses (Series 7, 66, and Insurance) are also required for this position. However, unlicensed candidates will be considered, but must obtain the necessary licenses within 90 days of their start date. We are looking for candidates with proven sales success, strong business acumen, and a strong community presence with an established network.

Preferred qualifications for this role include an MBA, JD, CFA, or CFP. We are seeking proactive individuals who take initiative and use critical thinking to solve problems. Strong organizational skills and a disciplined approach to business are also important for this role. Additionally, experience and in-depth knowledge of the equity and fixed income markets and alternative investments, such as Hedge Funds, Private Equity, and Real Estate, are preferred.

At . Morgan, we value the client experience and work tirelessly on their behalf. We strictly adhere to all risk and control policies, regulatory guidelines, and security measures to ensure the best outcomes for our clients. The salary range for this position is $100,000 to $200,000 annually, depending on experience and qualifications.

Join us at . Morgan's . Private Bank and become a part of our team as a Private Banker - Vice President. This is an exceptional opportunity for experienced Private Bankers to take their career to the next level. Apply now and become a part of our dynamic and successful team.

Not specified

Medical, Dental, Vision, Life Insurance, Disability, 401(k) Plan, Paid Time Off, Continuing Education and Career Development

Not specified

Sales, Relationship Management, Business Acumen, Networking, Communication, Organizational Skills, Risk Management, Regulatory Compliance, Presentation Skills, Teamwork

Bachelor's Degree

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

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