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

Min 6 yrs required

Full-time

No

# . Private Bank Private Banker Position

## Job Information

* Job Identification: 210421728
* Job Category: Private Banker
* Posting Date: 06/01/2023, 12:08 AM
* Job Schedule: Full time
* Locations: 10845 Griffith Peak Dr, Las Vegas, NV, 89135, US
* Base Pay/Salary: Las Vegas,NV $170,,

## Job Description

Company is actively looking for talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within the . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, Company is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

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. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

## 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

## Overview

Company is looking for an experienced Private Banker to join its . Private Bank team. The ideal candidate should have six or more years of experience in Private Banking or Financial Services and must be willing to obtain Series 7, 66 and Insurance licenses within 90 days of start date. This position offers a base salary of $170,, and is located in Las Vegas, NV.

As a Private Banker, you will be 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. You will work alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

To be successful in this role, you must have a Bachelor’s Degree, strong business acumen and a proven track record in sales. In addition, you should be a dynamic and credible professional who communicates with clarity and has exceptional presentation skills. Lastly, you must be able to demonstrate strong organizational skills and apply a disciplined and organized approach throughout your business.

If you are looking for an exciting opportunity to challenge yourself and take your career to the next level, then this is the role for you.

Proactive, takes initiative, critical thinking, dynamic and credible professional, strong organizational skills, knowledge of the equity and fixed income markets and alternative investments

Bachelor’s Degree; MBA, JD, CFA, or CFP preferred

Qualification and Experience Bachelor’s Degree; MBA, JD, CFA, or CFP preferred; Series 7, 66 and Insurance licenses

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