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

Min 6 yrs required

Full-time

No

Knowledge of banking, credit and investment products
Strong analytical skills and ability to understand complex financial information
Ability to thrive in a fast-paced, team-oriented environment
Strong interpersonal skills and ability to develop and maintain relationships with clients and colleagues
Fluency in Spanish or other non-English languages a plus



Compensation Information



Competitive salary based on experience
Annual performance bonus
Comprehensive benefits package including medical, dental, and vision coverage
Pension plan
Employee stock purchase plan
401(k) matching
Generous vacation time and paid time off
Professional development opportunities and tuition reimbursement

SEO Friendly Job Title: Private Banker - Vice President at . Private Bank in Austin, TX

H1: Join Our Team as a Private Banker - Vice President at . Private Bank in Austin, TX

H2: Advise and Manage Wealth for High Net Worth Clients in a Collaborative and Dynamic Environment

Bold Headlines:

- Join a Dynamic and Collaborative Team at . Morgan’s . Private Bank
- Exceptional Opportunity for Talented Private Bankers to Advance Their Careers
- Provide First-Class Client Experience and Build Long-Term Relationships
- Utilize Your Expertise in Investments, Financial Planning, Credit, and Banking
- Work with an Institutional Platform and Experienced Specialists
- Competitive Salary, Bonus, and Comprehensive Benefits Package Offered
- Thrive in a Fast-Paced and Team-Oriented Environment
- Take Advantage of Professional Development Opportunities and Tuition Reimbursement

Job Summary:

The . Private Bank is seeking a highly skilled and motivated Private Banker - Vice President to join their team in Austin, TX. In this role, you will be responsible for providing exceptional advisory services to high net worth clients, managing their wealth and helping them achieve their financial goals. You will have the opportunity to work with a team of talented colleagues and utilize an institutional platform to advance your career.

Responsibilities:

- Establish and maintain strong relationships with clients by understanding their needs and providing targeted advice
- Generate new business and acquire assets from both existing and new clients
- Advise clients on all aspects of their balance sheet, including investments, financial planning, credit, and banking
- Collaborate with internal specialists to provide interdisciplinary expertise
- Connect clients with other lines of business within . Morgan Chase & Co.
- Ensure compliance with all risk and control policies and regulatory guidelines

Qualifications:

- Minimum of six years of experience in Private Banking or Financial Services
- Bachelor's degree required; advanced degree or certifications preferred
- Series 7, 66, and insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Established community presence and network
- Experience in investments, wealth planning, credit, and banking
- Focused on providing exceptional client experience

Preferred Qualifications:

- Proactive and solution-oriented with strong critical thinking skills
- Excellent communication and presentation skills
- Organized and disciplined approach to business
- In-depth knowledge of equity, fixed income, and alternative investments
- Familiarity with banking, credit, and investment products
- Strong analytical skills and ability to understand complex financial information
- Ability to thrive in a fast-paced, team-oriented environment
- Strong interpersonal skills and ability to develop and maintain relationships
- Fluency in Spanish or other non-English languages a plus

Compensation:

- Competitive salary based on experience
- Annual performance bonus
- Comprehensive benefits package, including medical, dental, and vision coverage
- Pension plan
- Employee stock purchase plan
- 401(k) matching
- Generous vacation time and paid time off
- Professional development opportunities and tuition reimbursement

Not specified

Comprehensive benefits package including healthcare, retirement, and vacation time

Not specified

Bachelor's degree required; MBA, JD, CFA, or CFP preferred

Interested candidates should apply through the . Morgan careers website

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