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

Min 6 yrs required

Full-time

No

Salary Information

The salary for this position ranges from $130,000 to $180,000 per year, depending on experience and qualifications.

Job Title

. Private Bank – Private Banker – Vice President

Experience

Six plus years of work experience in Private Banking or Financial Services

Job Responsibilities

Manage and maintain relationships with clients
Generate business results and acquire new assets
Advise clients on their overall balance sheet
Partner with internal specialists
Connect clients across all lines of business
Ensure proposed solutions fulfill clients' needs and objectives
Adhere to risk and control policies and regulations

Required Qualifications, Capabilities, and Skills

Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
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

Preferred Qualifications, Capabilities, and Skills

MBA, JD, CFA, or CFP preferred
Proactive and takes initiative
Dynamic and credible professional with exceptional communication and presentation skills
Strong organizational skills and disciplined approach
In-depth knowledge of equity and fixed income markets and alternative investments

Salary Information

The salary for this position ranges from $130,000 to $180,000 per year, depending on experience and qualifications.

H1: Join Our Team as a Private Banker – Vice President at . Private Bank in Charlotte, NC

H2: Be Part of a Dynamic Team and Help Clients Achieve Their Financial Goals

Are you a highly motivated and collaborative individual with a passion for providing exceptional client experiences? Look no further – . Morgan's . Private Bank is seeking a Private Banker – Vice President in Charlotte, NC to join our team and help our clients build, preserve, and manage their wealth.

As a Private Banker, you will have the opportunity to work with a talented team of colleagues from various markets, businesses, and functions to take your career to the next level. You will also have access to an institutional platform with resources, specialists, and intellectual capital to support your clients' needs.

In this role, you will manage and maintain relationships with clients, generate new business, and advise clients on their overall balance sheet, including investments, wealth planning, credit, and banking needs. You will also have the opportunity to work with internal specialists and connect your clients across all lines of business within . Morgan Chase & Co.

We are looking for candidates with at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and proven sales success. A strong community presence and an established network are also preferred. In-depth knowledge of investments, wealth planning, credit, and banking concepts is essential, as well as a focus on the client experience and adherence to risk and control policies and regulations.

If you have an entrepreneurial mindset and are ready to challenge yourself, join our team as a Private Banker – Vice President at . Private Bank in Charlotte, NC. With a salary range of $130,000 to $180,000 per year, depending on experience and qualifications, this is an opportunity you do not want to miss. Apply now and become a part of our dynamic team!

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