U.S. Private Bank - Private Banker - Executive Director

Full-time

No

Salary Information

The salary for this position is competitive and commensurate with experience. In addition, . Morgan offers an extensive benefits package, including medical, dental, and vision coverage, as well as 401(k) and pension plans.

Job Title

- . Private Bank - Private Banker - Executive Director

Experience Information

- Six plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- MBA, JD, CFA, or CFP preferred

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 to provide interdisciplinary expertise
- Connect clients across all lines of business of . Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' needs and objectives
- Adhere to all risk and control policies, regulatory guidelines, and security measures

Qualifications

- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required for position
- Proven sales success and strong business acumen
- Strong community presence with an established network
- Experience or understanding of investments, wealth planning, credit, and banking concepts

Preferred Qualifications

- MBA, JD, CFA, or CFP preferred
- Proactive, takes initiative, and uses critical thinking to solve problems
- Dynamic and credible professional with exceptional presentation skills
- Strong organizational skills and disciplined approach
- Experience and knowledge of equity and fixed income markets and alternative investments

Benefits

- Competitive salary
- Comprehensive benefits package
- Medical, dental, and vision coverage
- 401(k) and pension plans

H1: Join . Morgan's . Private Bank as a Private Banker - Executive Director
H2: Build, Preserve, and Manage Wealth for Clients

Bullet Points:

- Actively seeking talented, collaborative, and motivated individuals
- Opportunity to work with a team of talented colleagues and take your career to the next level
- Responsible for advising families on building, preserving, and managing their wealth
- Use knowledge of investments, financial planning, credit, and banking to advise clients
- Supported by an institutional platform with resources, specialists, and intellectual capital
- Manage and maintain relationships with clients, generate business results, and acquire new assets
- Partner with internal specialists and connect clients across all lines of business
- Adhere to risk and control policies, regulatory guidelines, and security measures
- Bachelor's degree required, with six plus years of work experience in Private Banking or Financial Services
- Preferred qualifications include MBA, JD, CFA, or CFP
- Proven sales success, strong business acumen, and community presence with an established network
- Experience or understanding of investments, wealth planning, credit, and banking concepts
- Competitive salary and comprehensive benefits package, including medical, dental, and vision coverage, 401(k) and pension plans.

Not specified

Not specified

Not specified

Business acumen, sales, networking, investments, wealth planning, credit, banking, risk management, communication, presentation, organizational, alternative investments

Bachelor's degree, MBA, JD, CFA, or CFP (preferred)

Apply online or through a recruitment agency

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

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