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

Full-time 3 views

In-House

Irvine, CA, United States

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

Attorney

Min 6 yrs required

Full-time

No

Experience with and in-depth knowledge of trust and estate planning, insurance and tax matters



. Morgan Overview

. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. We have a sophisticated local market presence in Europe, Middle East and Africa which is complemented by staff around the world who support our growth and serve our clients 24 hours a day, 365 days a year. We are excited to expand our team in Irvine, CA and are looking for talented individuals who are passionate about providing exceptional client experiences and driving results.



Bullet Points:

-Position: Private Banker - Vice President
-Company: . Morgan
-Location: Irvine, CA, United States
-Job Category: Client Advisory
-Experience: 6+ years in Private Banking or Financial Services
-Education: Bachelor's Degree required, MBA, JD, CFA, or CFP preferred
-Salary: $170,, per year
-Job Schedule: Full time
-Job Shift: Day
-Posting Date: 03/11/2024
-Apply Before: 04/30/2024
-Base Pay/Salary: Irvine,CA $170,,
-Job Identification: 210495883
-Business Unit: Asset & Wealth Management
-Required Licenses: Series 7, 66 and Insurance licenses (unlicensed candidates considered, but required to obtain within 90 days of start date)

SEO Friendly Job Title: Private Banker - Vice President at . Morgan in Irvine, CA

H1: Join Our Team as a Private Banker at . Morgan in Irvine, CA

H2: Responsibilities and Qualifications for Private Banker - Vice President at . Morgan in Irvine, CA

Bold Headlines:

- Exceptional Opportunity for Private Banker - Vice President at . Morgan in Irvine, CA
- Be Part of a Collaborative and Motivated Team at . Morgan's . Private Bank
- Build, Preserve, and Manage Wealth for Clients at . Morgan in Irvine, CA
- Join a Global Leader in Financial Services - . Morgan in Irvine, CA
- Drive Results and Acquire New Assets as a Private Banker - Vice President at . Morgan in Irvine, CA

Legal

Jul 15, 2024
Apr 01, 2024
Mar 21, 2024

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In-House

Attorney

Min 6 yrs required

Full-time

Legal

Apr 01, 2024

Jul 15, 2024

Apr 01, 2024

Profile

Experience with and in-depth knowledge of trust and estate planning, insurance and tax matters



. Morgan Overview

. Morgan is a global leader in financial services, offering solutions to the world's most important corporations, governments and institutions in more than 100 countries. We have a sophisticated local market presence in Europe, Middle East and Africa which is complemented by staff around the world who support our growth and serve our clients 24 hours a day, 365 days a year. We are excited to expand our team in Irvine, CA and are looking for talented individuals who are passionate about providing exceptional client experiences and driving results.



Bullet Points:

-Position: Private Banker - Vice President
-Company: . Morgan
-Location: Irvine, CA, United States
-Job Category: Client Advisory
-Experience: 6+ years in Private Banking or Financial Services
-Education: Bachelor's Degree required, MBA, JD, CFA, or CFP preferred
-Salary: $170,, per year
-Job Schedule: Full time
-Job Shift: Day
-Posting Date: 03/11/2024
-Apply Before: 04/30/2024
-Base Pay/Salary: Irvine,CA $170,,
-Job Identification: 210495883
-Business Unit: Asset & Wealth Management
-Required Licenses: Series 7, 66 and Insurance licenses (unlicensed candidates considered, but required to obtain within 90 days of start date)

SEO Friendly Job Title: Private Banker - Vice President at . Morgan in Irvine, CA

H1: Join Our Team as a Private Banker at . Morgan in Irvine, CA

H2: Responsibilities and Qualifications for Private Banker - Vice President at . Morgan in Irvine, CA

Bold Headlines:

- Exceptional Opportunity for Private Banker - Vice President at . Morgan in Irvine, CA
- Be Part of a Collaborative and Motivated Team at . Morgan's . Private Bank
- Build, Preserve, and Manage Wealth for Clients at . Morgan in Irvine, CA
- Join a Global Leader in Financial Services - . Morgan in Irvine, CA
- Drive Results and Acquire New Assets as a Private Banker - Vice President at . Morgan in Irvine, CA

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