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

Min 6 yrs required

Full-time

No

Salary

The salary for this position starts at $150,000 and is commensurate with experience.


# Private Banker - Vice President or Executive Director

## Job Description

. Morgan's . 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 for this position starts at $150,000 and is commensurate with experience.

## Overview

Company is looking for an experienced Private Banker to join their team in the . Private Bank. The Private Banker will be responsible for advising families on building, preserving and managing their wealth, as well as generating new client acquisition. The successful candidate will have six plus years of work experience in Private Banking or Financial Services, and a Bachelor's Degree is required; MBA, JD, CFA, or CFP preferred. Series 7, 66 and Insurance licenses are also required for the position.

## 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 for this position starts at $150,000 and is commensurate with experience.

## Summary

Company is seeking an experienced Private Banker to join their . Private Bank team. The Private Banker will be responsible for advising families on building, preserving and managing their wealth,

Not specified

Not specified

Not specified

Sales, Business Acumen, Wealth Planning, Investment Management, Credit, Banking

Bachelor’s Degree

Qualification and Experience Bachelor’s Degree, Series 7, 66 and Insurance licenses

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