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In-House
Indianapolis, IN, United States
U.S. Private Bank - Private Banker - Vice President or Executive Director
Attorney
Company Review
Full-time
No
Compensation and Benefits Competitive salary and bonus Comprehensive benefits package, including health, dental, vision, and life insurance Retirement savings options including 401(k) and pension plans Paid time off, including vacation and holidays Professional development opportunities and tuition reimbursement Employee discounts on various products and services 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. SEO Friendly Job Title: Vice President or Executive Director - Private Banker at . Morgan . Private Bank in Indianapolis, IN H1 Heading: Join Our Team at . Morgan . Private Bank as a Private Banker in Indianapolis, IN H2 Heading: Exciting Opportunity for a Vice President or Executive Director Private Banker at . Morgan in Indianapolis, IN Bold Headlines: - Join a Collaborative and Motivated Team at . Morgan's . Private Bank - Use Your Entrepreneurial Mindset to Challenge Yourself and Advance Your Career - Provide First-Class Client Experiences and Build Lasting Relationships - Generate Business Results and Acquire New Assets for the Firm - Advise Clients on Their Overall Balance Sheet and Connect Them with . Morgan's Resources - Adhere to Risk and Control Policies to Ensure Client Satisfaction and Security - Utilize Your Six Plus Years of Experience in Private Banking or Financial Services - Bachelor's Degree Required, MBA or Other Advanced Degree Preferred - Series 7, 66, and Insurance Licenses Required, Unlicensed Candidates Considered - Proven Sales Success and Strong Business Acumen Required - Focus on Client Experience and Work Diligently on Their Behalf - Competitive Salary and Bonus with Comprehensive Benefits Package - Professional Development Opportunities and Employee Discounts Available - Join a Global Leader in Financial Services with a Strong Commitment to Philanthropy and Community Service.
Not specified.
Relationship Management, Trust Building, Financial Advisory, Sales, Networking, Communication, Presentation, Organizational, Critical Thinking, Problem Solving, Risk Management, Regulatory Compliance, Securities Knowledge, Market Knowledge, Business Acumen, Client Experience.
Bachelor's Degree, MBA, JD, CFA, CFP.
Visit the careers website to submit an application.
Qualification and Experience Bachelor's Degree, MBA, JD, CFA, CFP, Series 7 License, Series 66 License, Insurance License.
Legal
May 06, 2024
Aug 19, 2024
Qualification and ExperienceBachelor's Degree, MBA, JD, CFA, CFP, Series 7 License, Series 66 License, Insurance License.
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