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

6-10 yrs required

Full-time

No

Salary Information


Salary for this position will be commensurate with experience.


## Summary

. Morgan is looking for an experienced Private Banker to join their . Private Bank team in Nashville, TN. 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. This position requires a dynamic and credible professional who communicates with clarity and has exceptional presentation skills, with the ability to 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.

The Private Banker will be responsible for advising families on building, preserving and managing their wealth and use their knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. They will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help clients achieve their desired goals.

The job responsibilities for a Private Banker include:

* 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 . 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

The successful candidate should have the following qualifications, capabilities, and 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
* 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 for this position will be commensurate with experience.

## H1: . Private Bank – Private Banker – Executive Director or Vice President
## H2: Job Information

* Job Identification: 210477397
* Job Category: Client Advisory
* Business Unit: Asset & Wealth Management
* Posting Date: 01/02/2024, 05:25 PM
* Locations: 1201 Demonbreun St, Nashville, TN, 37203, US
* Apply Before: 12/31/2024, 05:25 PM
* Job Schedule: Full time

## H2: Job Description

. Morgan 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. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working 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.

As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

## H2: 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 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

## H2: Required Qualifications, Capabilities, Skills

* Six plus years of work experience in Private Banking or Financial Services
* Bachelor’

Not required but preferred.

Medical, Dental, Vision, 401K, Life Insurance, Disability Insurance, Flexible Spending Accounts, Tuition Reimbursement, Employee Stock Purchase Plan, and more.

English.

Sales, Business Acumen, Communication, Presentation, Networking, Relationship Building, Problem Solving, Analytical Thinking, Organizational Skills, Market Knowledge, Strategic Planning, Risk Assessment, Compliance.

Interested candidates should submit their resume and cover letter through the . Morgan careers website.

Qualification and Experience Bachelor's Degree, MBA, JD, CFA, CFP, Series 7, 66 and Insurance licenses.

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