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

Min 6 yrs required

Full-time

No

Salary Information



The salary for this position is based on experience and qualifications. However, the average salary for a Private Banker in the United States is around $100,000 per year, with potential for bonuses and commission based on performance.

Job Title:

Private Banker - Vice President

Experience:

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

Job Description:

Join the team at . Morgan's . Private Bank as a Private Banker and provide first-class experiences to high net worth clients. Use your knowledge of investments, financial planning, credit and banking to advise clients on building, preserving and managing their wealth. Collaborate with a team of talented colleagues and have the opportunity to take your career to the next level.

Responsibilities:

- Build and maintain relationships with clients
- Generate new business and acquire assets
- Advise clients on their overall balance sheet
- Partner with internal specialists
- Connect clients across all lines of business at . Morgan Chase & Co.
- Ensure solutions meet clients' short and long term goals
- Adhere to risk and control policies and regulatory guidelines

Qualifications:

- Six plus years of work experience in Private Banking or Financial Services
- Bachelor's degree required
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered with requirement to obtain licenses within 90 days
- Proven sales success and strong business acumen
- Strong community presence and established network
- Experience or understanding of investments, wealth planning, credit and banking concepts
- Client-focused with strong communication skills and organizational abilities

Preferred Qualifications:

- MBA, JD, CFA, or CFP preferred
- Proactive and critical thinking problem solver
- Dynamic and professional with exceptional presentation skills
- Strong organizational skills and disciplined approach
- In-depth knowledge of equity, fixed income, and alternative investments

Salary Information:

- Based on experience and qualifications
- Average salary for Private Banker in the United States is $100,000 per year
- Potential for bonuses and commission based on performance

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