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

Min 6 yrs required

Full-time

No

Remuneration

Competitive salary will be offered commensurate with experience.


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

#### Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within . Morgan’s . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . Morgan 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 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

#### Remuneration
A competitive salary will be offered commensurate with experience.

#### Job Summary
Company is currently recruiting for a Vice President or Executive Director level Private Banker in Orlando, FL. The role of Private Banker is responsible for advising families on building, preserving and managing their wealth. The successful candidate will use their 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. The role is part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help advise clients on achieving their desired goals.

The successful candidate will have a minimum of six years work experience in Private Banking or Financial Services, a Bachelor’s Degree (MBA, JD, CFA, or CFP preferred) and Series 7, 66 and Insurance licenses. Candidates without licenses will be considered, but will be required to obtain them within 90 days of the start date.

The successful candidate will have proven sales success, strong business acumen, a strong community presence with an established network, and experience or demonstrated understanding of investments, wealth planning, credit and banking concepts.

The candidate must be proactive, take initiative, use critical thinking to solve problems, be a dynamic and credible professional who communicates with clarity and has exceptional presentation skills, and demonstrate strong organizational skills.

Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate is preferred.

A competitive salary will be offered commensurate with experience.

Not Specified

Not Specified

Not Specified

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

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