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

Min 6 yrs required

Full-time

No

Salary Information



Base Pay/Salary: $170,, (Pasadena, CA)
Additional compensation may include annual performance-based bonus, benefits and other incentives
Total compensation will depend on relevant work experience and education

SEO Friendly Job Title

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

H1 and H2 Friendly Headings

H1: Join the Exceptional Team at . Morgan - Private Banker Position Available

H2: Become a Private Banker at the . Private Bank - Pasadena, CA Location

Bold Headlines

- Join a Collaborative and Motivated Team at . Morgan
- Take Your Career to the Next Level with an Entrepreneurial Mindset
- Advise Clients on Building, Preserving and Managing Their Wealth
- Generate Business Results and Acquire New Assets
- Partner with Internal Specialists for Interdisciplinary Expertise
- Strictly Adhere to Risk and Control Policies
- Over Six Years of Experience in Private Banking or Financial Services Required
- Proven Sales Success and Strong Business Acumen
- MBA, JD, CFA or CFP Preferred
- Dynamic and Credible Professional with Exceptional Communication Skills
- Competitive Base Pay/Salary with Additional Compensation Opportunities

Job Summary

. Morgan is seeking a highly talented and motivated individual to join their . Private Bank team as a Private Banker in Pasadena, CA. In this role, you will advise families on building, preserving and managing their wealth while utilizing your knowledge of investments, financial planning, credit and banking. You will have the opportunity to grow your career by working alongside a team of talented colleagues and utilizing . Morgan's institutional platform and resources.

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 existing and new client acquisition
- Advise clients on their overall balance sheet and partner with internal specialists for interdisciplinary expertise
- Connect clients with all lines of business at . Morgan Chase & Co.
- Ensure proposed solutions fulfill clients' needs and objectives through a holistic goals based planning approach
- Adhere to risk and control policies, regulatory guidelines and security measures

Required Qualifications

- Six plus years of experience in Private Banking or Financial Services
- Bachelor's Degree
- 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
- Strong community presence with an established network
- Experience or understanding of investments, wealth planning, credit and banking concepts
- Focused on providing exceptional client experiences

Preferred Qualifications

- 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
- In-depth knowledge of equity and fixed income markets and alternative investments

Salary Information

- Base Pay/Salary: $170,, (Pasadena, CA)
- Additional compensation may include annual performance-based bonus, benefits and other incentives
- Total compensation dependent on relevant work experience and education

About . Morgan

. Morgan is a leading global financial services firm with operations in over 60 countries. Their clients include corporations, governments, institutional investors and high-net-worth individuals. They offer a wide range of services including investment banking, commercial banking, asset management, and private banking. . Morgan is known for its exceptional client experience, innovative solutions, and commitment to diversity and inclusion.

Join the Exceptional Team at . Morgan

If you are a driven and motivated individual with a strong background in Private Banking or Financial Services, this is an opportunity you won't want to miss. Join the exceptional team at . Morgan and take your career to the next level by advising clients on building, preserving and managing their wealth. Apply now and become a part of the . Private Bank team in Pasadena, CA.

Not Required

English

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

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