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

Min 6 yrs required

Full-time

No

Salary Information

The salary for this position ranges from $150,000 to $250,000 annually, depending on experience and qualifications. In addition, there may be potential for bonuses and other incentives based on performance.

SEO Friendly Job Title: Executive Director/Vice President - Private Banker - . Private Bank

H1 Heading: Join Our Team as a Private Banker in the . Private Bank

H2 Heading: Advise Clients on Wealth Management and Acquire New Assets in the Private Banking Industry

Bold Headlines:

- Exceptional Opportunity: Join . Morgan's . Private Bank as a Private Banker
- Manage and Maintain Client Relationships with a Leading Financial Institution
- Use Your Expertise in Investments, Financial Planning, Credit, and Banking to Advise Clients on Wealth Management
- Collaborate with Talented Colleagues and Access Institutional Resources to Take Your Career to the Next Level
- Competitive Salary and Potential for Bonuses and Incentives based on Performance

Job Summary:

The . Private Bank at . Morgan is seeking an experienced and motivated Executive Director or Vice President for the role of Private Banker. This individual will be responsible for advising clients on building, preserving, and managing their wealth, while also acquiring new assets and generating business results. The ideal candidate will have a strong background in private banking or financial services, with a focus on investments, wealth planning, credit, and banking. This is an exciting opportunity to join a top financial institution and take your career to the next level.

Job Responsibilities:

- Manage and maintain relationships with clients by providing targeted advice and delivering an exceptional client experience
- Generate business results and acquire new assets through both 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 clients with all lines of business at . Morgan Chase & Co.
- Ensure that proposed solutions fulfill clients' needs and objectives through a holistic goals-based planning approach
- Strictly adhere to risk and control policies, regulatory guidelines, and security measures

Required Qualifications, Capabilities, and Skills:

- 6+ years of experience in private banking or financial services
- Bachelor's degree required
- Series 7, 66, and insurance licenses required for position; unlicensed candidates considered but must 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
- Focus on client experience and dedication to working tirelessly on the client's behalf

Preferred Qualifications, Capabilities, and Skills:

- MBA, JD, CFA, or CFP preferred
- Proactive and takes initiative to solve problems
- Dynamic and credible professional with exceptional presentation skills
- Strong organizational skills and disciplined approach to business
- Experience and 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:

The salary for this position ranges from $150,000 to $250,000 annually, depending on experience and qualifications. In addition, there may be potential for bonuses and other incentives based on performance. Join our team and be rewarded for your hard work and dedication to providing exceptional service to clients.

Note: Contact information, including phone, fax, address, and location, has been removed for privacy and safety purposes. The company has been replaced with ". Morgan" and the department with "Private Bank."

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