US Private Bank - Private Banker - Vice President

6-10 yrs required

Full-time

No

Overview

Company is actively looking for a Private Banker to join the . Private Bank team in New York, NY. The Private Banker will be responsible for advising families on building, preserving and managing their wealth. This position offers a base pay of $170,,.

H1: Join the Company . Private Bank Team

H2: 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 your clients across all lines of business of Company 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

H2: Required Qualifications, Capabilities, Skills

• Six plus 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

H2: 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

Company is looking for an experienced Private Banker to join their . Private Bank team in New York, NY. The successful candidate will have six plus years of work experience in Private Banking or Financial Services, a Bachelor’s Degree, Series 7, 66 and Insurance licenses, proven sales success, strong business acumen, and a strong community presence with an established network.

The Private Banker will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience. They will also be responsible for generating business results and acquiring new assets, both from existing client base and new client acquisition.

This position offers a base pay of $170,,. Preferred qualifications include being proactive, dynamic and credible, having exceptional presentation skills, strong organizational skills and experience with and in-depth knowledge of the equity and fixed income markets and alternative investments.

If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . Morgan is the place for you. Join the team of talented colleagues from other markets, businesses and functions and take your career to the next level.

Client Advisory, Asset Allocation, Investment Management, Wealth Planning, Credit and Banking, Sales, Business Acumen, Community Presence, Investments, Equity and Fixed Income Markets, Alternative Investments, Hedge Funds, Private Equity and Real Estate.

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

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Qualification and Experience Bachelor’s Degree; MBA, JD, CFA, or CFP preferred; Series 7, 66 and Insurance licenses required for position

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