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

Min 6 yrs required

Full-time

No

Company Overview

Company is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, Company serves millions of . consumers and many of the world's most prominent corporate, institutional and government clients under its . Morgan and Chase brands.


Job Title: . Private Bank – Private Banker – Vice President or Executive Director

Job Summary

Company is actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within the . Private Bank. As a Private Banker, you will be responsible for advising families on building, preserving and managing their wealth, using your knowledge of investments, financial planning, credit and banking. You will work alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

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
- 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 your 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

Salary

The salary range for this position is $170,,.

Overview

Company is a leader in investment banking, financial services for consumers and small business, commercial banking, financial transaction processing, and asset management. A component of the Dow Jones Industrial Average, Company serves millions of . consumers and many of the world's most prominent corporate, institutional and government clients under its . Morgan and Chase brands.

Company is actively searching for talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within the . Private Bank. As a Private Banker, you will have the opportunity to work alongside a team of talented colleagues from other markets, businesses and functions while providing clients with advice to build, preserve and manage their wealth.

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
- 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 your 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

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Sales success, Business acumen, Investments, Wealth planning, Credit and banking concepts, Proactive, Takes initiative, Critical thinking, Dynamic and credible professional, Communication with clarity, Presentation skills, Organizational skills

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

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

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