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

Min 6 yrs required

Full-time

No

Salary

Salary for the . Private Bank – Private Banker – Executive Director or Vice President role is highly competitive and will be based on prior experience.

## . Private Bank – Private Banker – Executive Director or Vice President

**Job Summary:**
The . Private Bank is actively looking for a talented and motivated individual to join their team as a Private Banker – Executive Director or Vice President. This position is responsible for advising families on building, preserving and managing their wealth, utilizing knowledge of investments, financial planning, credit and banking. The successful candidate will have six or more years of work experience in Private Banking or Financial Services, a Bachelor's Degree, and Series 7, 66 and Insurance licenses.

**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 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

**Required Qualifications, Capabilities, Skills:**
- Six or more 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

**Preferred Qualifications, Capabilities, Skills:**
- 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:**
Salary for the . Private Bank – Private Banker – Executive Director or Vice President role is highly competitive and will be based on prior experience.

Not specified

English

Bachelor's degree required; MBA, JD, CFA, or CFP preferred

Legal