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

Min 6 yrs required

Full-time

No

Salary Information



Base Pay/Salary Denver,CO $170,,



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Private Banker - Vice President



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H1: Join . Morgan's . Private Bank as a Private Banker - Vice President
H2: Exciting Opportunity for Experienced Private Bankers in Denver, CO



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- Join a team of exceptional individuals at . Morgan's . Private Bank
- Take your career to the next level with an entrepreneurial mindset
- Build, preserve, and manage wealth for clients as a Private Banker - Vice President
- Work alongside talented colleagues from various markets and functions
- Generate business results and acquire new assets through existing and new client relationships
- Utilize your knowledge of investments, financial planning, credit, and banking to advise clients
- Partner with internal specialists to provide interdisciplinary expertise to clients
- Connect clients across all lines of business at . Morgan Chase & Co.
- Adhere to risk and control policies, regulatory guidelines, and security measures
- Six plus years of experience in Private Banking or Financial Services required
- Bachelor's Degree required, MBA, JD, CFA, or CFP preferred
- Proactive, critical thinking, and strong business acumen skills required
- Strong community presence and established network preferred
- Competitive base salary of $170,, in Denver, CO

The . Private Bank, a division of . Morgan, is seeking a Private Banker - Vice President to join their team in Denver, CO. This is an exciting opportunity for experienced individuals with a strong entrepreneurial mindset and a desire to constantly challenge themselves. As a Private Banker, you will be responsible for advising families on building, preserving, and managing their wealth. You will have the opportunity to work alongside a team of talented colleagues from various markets, businesses, and functions, providing you with the resources and support to take your career to the next level.

In this role, you will be expected to manage and maintain relationships with clients, generate business results, and acquire new assets through both existing and new client relationships. You will also advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Additionally, you will have the opportunity to partner with internal specialists to provide interdisciplinary expertise to clients and connect them to all lines of business at . Morgan Chase & Co.

To be successful in this role, you will need at least six years of experience in Private Banking or Financial Services, a Bachelor's Degree, and Series 7, 66, and Insurance licenses (or the ability to obtain them within 90 days of start date). You should also have proven sales success, a strong business acumen, and an established network in the community. Preferred qualifications include an MBA, JD, CFA, or CFP, as well as experience with and in-depth knowledge of the equity and fixed income markets and alternative investments.

In return, . Morgan offers a competitive base salary of $170,, in Denver, CO, as well as the opportunity to work with a dynamic and credible team of professionals who are committed to providing an exceptional client experience. If you are ready to join a top-tier private bank and take your career to the next level, apply now for the Private Banker - Vice President position at . Morgan's . Private Bank in Denver, CO.

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Bachelor's Degree required; MBA, JD, CFA, or CFP preferred

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