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In-House
Los Angeles, CA, United States
U.S. Private Bank - Private Banker - Vice President or Executive Director
Attorney
Company Review
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
May 02, 2024
Aug 15, 2024
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