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

Min 6 yrs required

Full-time

No

Experience with and in-depth knowledge of banking, credit and investment products used by high net worth clients
Knowledge of the local market, including key industries, companies, competitors and economic trends
Fluency in a foreign language is a plus



Company 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. The Firm and its Foundation give approximately US$200 million annually to nonprofit organizations around the world. We also lead volunteer service activities for employees in local communities by utilizing our many resources, including those that stem from access to capital, economies of scale, global reach and expertise.



. Morgan Private Bank is a global wealth management leader that delivers the highest quality advice, service, capabilities and products to high net worth individuals and families in 36 countries around the world. We deliver highly customized and comprehensive solutions to help clients with the many complexities they face on their balance sheets.

H1: Join the Elite Team at . Morgan - Private Banker Vice President Opportunity!
H2: Seeking Talented Private Bankers for a First-Class Experience

Bold Headline: Build, Preserve, and Manage Wealth as a Private Banker at . Morgan

. Morgan, a global leader in financial services, is seeking talented and motivated individuals to join their . Private Bank team as Private Bankers. This prestigious position offers the opportunity to work with high net worth clients and provide them with top-notch financial advice and solutions.

As a Private Banker, you will have the chance to work alongside a team of highly skilled colleagues from various markets, businesses, and functions. This collaborative environment provides the perfect opportunity to challenge yourself and take your career to the next level.

Responsibilities:

- Build and maintain strong relationships with clients by understanding their needs and providing personalized advice
- Generate new business and acquire assets from both existing and new clients
- Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs
- Collaborate with internal specialists to provide comprehensive expertise for clients
- Connect clients with all lines of business at . Morgan Chase & Co.
- Ensure compliance with risk and control policies, regulatory guidelines, and security measures

Requirements:

- Minimum of six years of experience in Private Banking or Financial Services
- Bachelor's degree required
- Series 7, 66, and Insurance licenses required; unlicensed candidates must obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Established network and community presence
- Familiarity with investments, wealth planning, credit, and banking concepts
- Client-centric mindset and dedication to providing exceptional service

Preferred Qualifications:

- MBA, JD, CFA, or CFP preferred
- Proactive, critical thinker with strong problem-solving skills
- Dynamic and credible professional with excellent communication and presentation abilities
- Strong organizational skills and disciplined approach to business
- In-depth knowledge of equity, fixed income, and alternative investments, as well as banking, credit, and investment products for high net worth clients
- Familiarity with local market and economic trends
- Fluency in a foreign language is a plus

At . Morgan, we strive to deliver the highest quality advice, service, and products to our high net worth clients in over 100 countries. Our commitment to giving back to our communities is also evident through our annual contributions of approximately US$200 million to nonprofit organizations around the world. Join our elite team and make a difference in the world of wealth management.

Don't miss this opportunity to build, preserve, and manage wealth as a Private Banker at . Morgan. Apply now and take your career to new heights.

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Relationship Management, Business Development, Asset Allocation, Investment Management, Wealth Planning, Credit, Banking, Sales, Business Acumen, Networking, Trust and Estate Planning, Trust and Estate Administration, Cash Management, Mortgage

Bachelor's Degree (required), MBA, JD, CFA, CFP (preferred)

Submit application online and email resume, cover letter, and additional materials to specified email address.

Qualification and Experience Bachelor's Degree, Series 7, 66 and Insurance licenses (or ability to obtain within 90 days), MBA, JD, CFA, CFP (preferred)

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