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

Full-time 3 views

In-House

Los Angeles, CA, United States

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

Attorney

Min 6 yrs required

Full-time

No

Compensation



Competitive base salary plus bonus
Comprehensive benefits package, including medical, dental, and vision coverage
Pension plan
401(k) with company match
Generous paid time off
Relocation assistance available for qualified candidates



H1 and H2 Headings:

H1: . Private Bank - Private Banker - Vice President/Executive Director Opportunity
H2: Join the Elite Team at . Morgan's . Private Bank in Los Angeles

H1: Job Description: Private Banker in the . Private Bank
H2: Advise Clients on Building and Managing Wealth with . Morgan

H1: Job Responsibilities
H2: Fulfill Client Needs and Generate Business Results as a Private Banker

H1: Required Qualifications, Capabilities, and Skills
H2: Six Plus Years of Experience in Private Banking or Financial Services Required

H1: Preferred Qualifications, Capabilities, and Skills
H2: Proactive, Dynamic Professionals with In-Depth Knowledge of Financial Markets Preferred

H1: Compensation
H2: Competitive Salary, Benefits, and Relocation Assistance Available for Qualified Candidates

Bold Headlines:

- Exceptional Opportunity at . Morgan's . Private Bank
- Join a Collaborative and Motivated Team in Los Angeles
- Manage and Maintain Relationships with High Net Worth Clients
- Generate Business Results and Acquire New Assets
- Advise Clients on All Aspects of Their Balance Sheet
- Partner with Internal Specialists for Interdisciplinary Expertise
- Fulfill Client Needs and Objectives through Holistic Planning
- Adhere to Risk and Control Policies for Client Protection
- Six Plus Years of Experience in Private Banking or Financial Services Required
- Proactive and Dynamic Professionals with In-Depth Knowledge Preferred
- Competitive Salary, Benefits, and Relocation Assistance Available

SEO Friendly Job Title:

Private Banker - . Private Bank - Vice President/Executive Director Opportunity in Los Angeles, CA

Bullet Points:

- Seeking talented and motivated individuals for Private Banker role at . Morgan's . Private Bank
- Responsible for advising high net worth families on wealth management strategies
- Opportunity to work with a team of skilled colleagues and access institutional resources
- Develop relationships with clients, generate new business, and provide exceptional client experience
- Must have 6+ years of experience in Private Banking or Financial Services
- Series 7, 66, and insurance licenses required, unlicensed candidates considered
- Strong sales skills and business acumen necessary
- Preferred qualifications include MBA, JD, CFA, or CFP
- Proactive, dynamic, and organized professionals with in-depth knowledge of financial markets preferred
- Competitive salary, comprehensive benefits package, and relocation assistance available for qualified candidates.

Not required

English

Bachelor's Degree required, MBA, JD, CFA, or CFP preferred

Legal

Aug 15, 2024
May 02, 2024
Mar 21, 2024

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In-House

Attorney

Min 6 yrs required

Full-time

Legal

May 02, 2024

Aug 15, 2024

May 02, 2024

Profile

Compensation



Competitive base salary plus bonus
Comprehensive benefits package, including medical, dental, and vision coverage
Pension plan
401(k) with company match
Generous paid time off
Relocation assistance available for qualified candidates



H1 and H2 Headings:

H1: . Private Bank - Private Banker - Vice President/Executive Director Opportunity
H2: Join the Elite Team at . Morgan's . Private Bank in Los Angeles

H1: Job Description: Private Banker in the . Private Bank
H2: Advise Clients on Building and Managing Wealth with . Morgan

H1: Job Responsibilities
H2: Fulfill Client Needs and Generate Business Results as a Private Banker

H1: Required Qualifications, Capabilities, and Skills
H2: Six Plus Years of Experience in Private Banking or Financial Services Required

H1: Preferred Qualifications, Capabilities, and Skills
H2: Proactive, Dynamic Professionals with In-Depth Knowledge of Financial Markets Preferred

H1: Compensation
H2: Competitive Salary, Benefits, and Relocation Assistance Available for Qualified Candidates

Bold Headlines:

- Exceptional Opportunity at . Morgan's . Private Bank
- Join a Collaborative and Motivated Team in Los Angeles
- Manage and Maintain Relationships with High Net Worth Clients
- Generate Business Results and Acquire New Assets
- Advise Clients on All Aspects of Their Balance Sheet
- Partner with Internal Specialists for Interdisciplinary Expertise
- Fulfill Client Needs and Objectives through Holistic Planning
- Adhere to Risk and Control Policies for Client Protection
- Six Plus Years of Experience in Private Banking or Financial Services Required
- Proactive and Dynamic Professionals with In-Depth Knowledge Preferred
- Competitive Salary, Benefits, and Relocation Assistance Available

SEO Friendly Job Title:

Private Banker - . Private Bank - Vice President/Executive Director Opportunity in Los Angeles, CA

Bullet Points:

- Seeking talented and motivated individuals for Private Banker role at . Morgan's . Private Bank
- Responsible for advising high net worth families on wealth management strategies
- Opportunity to work with a team of skilled colleagues and access institutional resources
- Develop relationships with clients, generate new business, and provide exceptional client experience
- Must have 6+ years of experience in Private Banking or Financial Services
- Series 7, 66, and insurance licenses required, unlicensed candidates considered
- Strong sales skills and business acumen necessary
- Preferred qualifications include MBA, JD, CFA, or CFP
- Proactive, dynamic, and organized professionals with in-depth knowledge of financial markets preferred
- Competitive salary, comprehensive benefits package, and relocation assistance available for qualified candidates.

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