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

Min 6 yrs required

Full-time

No

. Morgan . Private Bank – Private Banker – Vice President

. Morgan is actively looking for an exceptionally talented individual to join their team of Private Bankers to provide clients with a first-class experience. The successful candidate will have an entrepreneurial mindset and be motivated to take their career to the next level.

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
Drive 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 Information
. Morgan offers a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility.

. Morgan . Private Bank – Private Banker – Vice President

. Morgan is actively looking for an exceptionally talented individual to join their team of Private Bankers and provide clients with a first-class experience. This is an opportunity for those with an entrepreneurial mindset to challenge themselves and take their career to the next level.

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
Drive 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 and Benefits
. Morgan offers a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

Overview
. Morgan Asset & Wealth Management delivers industry-leading

Comprehensive Health Care Coverage, On-site Health and Wellness Centers, Retirement Savings Plan, Backup Childcare, Tuition Reimbursement, Mental Health Support, Financial Coaching

Proactive, Takes Initiative, Critical Thinking, Sales Success, Business Acumen, Community Presence, Investment Knowledge, Wealth Planning, Credit, Banking, Presentation Skills, Organizational Skills, Equity and Fixed Income Markets, Alternative Investments

Bachelor's Degree

Apply online

Qualification and Experience Bachelor's Degree, MBA, JD, CFA, CFP Preferred

Legal