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

Min 6 yrs required

Full-time

No

Salary

The salary range for this position is commensurate with experience.



. Morgan . Private Bank - Private Banker - Vice President or Executive Director

The . Private Bank is actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition.

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 . 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 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

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:

The salary range for this position is commensurate with experience.

. Morgan . Private Bank is seeking a highly talented and experienced Private Banker to join their team at the Vice President or Executive Director level. The ideal candidate will have six plus years of work experience in Private Banking or Financial Services and a Bachelor’s Degree. They will also have Series 7, 66 and Insurance licenses and a proven track record of sales success.

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. The successful candidate will have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

The salary range for this position is commensurate with experience.

## Summary
. Morgan . Private Bank is looking for an experienced Private Banker to join their team at the Vice President or Executive Director level. The ideal candidate will have six plus years of work experience in Private Banking or Financial Services and a Bachelor’s Degree. They will also have Series 7, 66 and Insurance licenses and a proven track record of sales success.

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. The successful candidate should have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

The salary range for this position is commensurate with experience.

## . Morgan . Private Bank - Private Banker - Vice President or Executive Director

. Morgan . Private Bank is actively seeking an experienced, talented and motivated individual to join their team as a Private Banker at the Vice President or Executive Director level. The successful candidate must have a minimum of six years of work experience in Private Banking or Financial Services and a Bachelor’s Degree. They must also have Series 7, 66 and Insurance licenses and a proven track record of sales success.

This role will involve 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. The Private Banker will also be responsible for generating business results and acquiring new assets, both from existing client base and new client acquisition. The successful candidate should have experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

The salary range for this position is commensurate with experience.

## Job Responsibilities

As a

Client Advisory, Asset Allocation, Investment Management, Wealth Planning, Credit and Banking

Bachelor’s Degree, MBA, JD, CFA, CFP

Qualification and Experience Bachelor’s Degree, MBA, JD, CFA, CFP

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