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In-House
Palm Beach, FL, United States
U.S. Private Bank - Private Banker - Vice President
Attorney
Company Review
6-10 yrs required
Full-time
No
Salary Information The salary for this position will be competitive and commensurate with experience. Job Title . Private Bank - Private Banker - Vice President Experience Level Six or more years of experience in Private Banking or Financial Services, with a Bachelor's Degree required. MBA, JD, CFA, or CFP preferred. Department Client Advisory - Asset & Wealth Management Job Location Palm Beach, FL, United States Job Schedule Full time, day shift Job Shift Day Job Description Join . Morgan's . Private Bank as a Private Banker in Palm Beach, FL. In this role, you will have the opportunity to work with high net worth families, advising them on building, managing, and preserving their wealth. You will also have the opportunity to grow your career by collaborating with talented colleagues and utilizing the resources and expertise of . Morgan's institutional platform. Responsibilities • Build and maintain relationships with clients, providing exceptional service and tailored advice • Generate new business and acquire assets from both existing and new clients • Advise clients on their overall balance sheet, including investments, financial planning, credit, and banking needs • Collaborate with internal specialists to provide holistic solutions to clients • Connect clients with other lines of business within . Morgan Chase & Co. • Ensure compliance with risk and control policies, regulatory guidelines, and security measures Requirements • Six or more years of experience in Private Banking or Financial Services • Bachelor's Degree required • Series 7, 66, and Insurance licenses required (unlicensed candidates considered, but must obtain licenses within 90 days of start date) • Proven sales success and strong business acumen • Established network and strong community presence • Knowledge of investments, wealth planning, credit, and banking concepts • Strong focus on providing an exceptional client experience Preferred Qualifications • MBA, JD, CFA, or CFP preferred • Proactive, problem-solving mindset • Dynamic and credible professional with excellent communication and presentation skills • Organized and disciplined approach to business • In-depth knowledge of equity and fixed income markets, as well as alternative investments such as Hedge Funds, Private Equity, and Real Estate Salary Information Competitive salary based on experience. Grow your career as a Private Banker at . Morgan's . Private Bank in Palm Beach, FL. In this role, you will work with high net worth families, providing them with tailored advice and solutions to help them achieve their financial goals. Collaborate with talented colleagues and utilize the resources and expertise of . Morgan's institutional platform to take your career to the next level. Responsibilities • Build and maintain relationships with high net worth clients, providing exceptional service and tailored advice • Generate new business and acquire assets from both existing and new clients • Advise clients on their overall balance sheet, including investments, financial planning, credit, and banking needs • Collaborate with internal specialists to provide interdisciplinary solutions to clients • Connect clients with other lines of business within . Morgan Chase & Co. • Ensure compliance with risk and control policies, regulatory guidelines, and security measures Requirements • Six or more years of experience in Private Banking or Financial Services • Bachelor's Degree required • Series 7, 66, and Insurance licenses required (unlicensed candidates considered, but must obtain licenses within 90 days of start date) • Proven sales success and strong business acumen • Established network and strong community presence • Knowledge of investments, wealth planning, credit, and banking concepts • Strong focus on providing an exceptional client experience Preferred Qualifications • MBA, JD, CFA, or CFP preferred • Proactive, problem-solving mindset • Dynamic and credible professional with excellent communication and presentation skills • Organized and disciplined approach to business • In-depth knowledge of equity and fixed income markets, as well as alternative investments such as Hedge Funds, Private Equity, and Real Estate Salary Information Competitive salary based on experience.
Not mentioned
Medical, Dental, and Vision coverage; Life Insurance; 401(k) Savings Plan; Tuition Reimbursement; Parental Leave; Employee Stock Purchase Plan; Paid Time Off; Employee Assistance Program; Disability Coverage; Employee Discounts; Remote Work Options
Bachelor's Degree required, MBA, JD, CFA, or CFP preferred.
Visit to search for job ID 210506441 and submit resume. For internal candidates, please apply through the Careers section in Employee Central.
Legal
USD 150000 to 300000 Annually
Jul 22, 2024
Apr 08, 2024
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