US Private Bank - Private Banker - Executive Director

Min 6 yrs required

Full-time

No

Salary Information

The base pay/salary for this position in New York, NY ranges from $170,000 to $250,000.

Experience Information

The ideal candidate for this position will have at least six years of experience in Private Banking or Financial Services. A Bachelor's degree is required, with preference given to those with an MBA, JD, CFA, or CFP. The candidate must also have a strong understanding of investments, wealth planning, credit, and banking concepts.

SEO Friendly Job Title: Private Banker - Executive Director

H1 Heading: Join Our Team as a Private Banker at . Morgan

H2 Heading: Drive Business Results and Provide Exceptional Client Experiences as a Private Banker

Bullet Points:

- Seeking talented individuals for Private Banker role in . Morgan's . Private Bank
- Collaborative, confident, and motivated individuals desired
- Opportunity to work with colleagues from different markets, businesses, and functions
- Responsible for advising families on wealth management
- Use knowledge of investments, financial planning, credit, and banking to advise clients
- Supported by institutional platform with resources, specialists, and intellectual capital
- Manage and maintain client relationships, drive business results, and acquire new assets
- Partner with internal specialists for interdisciplinary expertise
- Connect clients across all lines of business of . Morgan Chase & Co.
- Adhere to risk and control policies, regulatory guidelines, and security measures
- Minimum of six years of experience in Private Banking or Financial Services required
- Bachelor's degree required, with preference for MBA, JD, CFA, or CFP
- Series 7, 66, and insurance licenses required (unlicensed candidates considered)
- Proven sales success and strong business acumen desired
- Strong community presence and established network preferred
- Focus on client experience and working tirelessly on client's behalf
- Proactive, takes initiative, and uses critical thinking 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 preferred

Salary Information: The base pay/salary for this position in New York, NY ranges from $170,000 to $250,000.

Experience Information: The ideal candidate for this position will have at least six years of experience in Private Banking or Financial Services. A Bachelor's degree is required, with preference given to those with an MBA, JD, CFA, or CFP. The candidate must also have a strong understanding of investments, wealth planning, credit, and banking concepts.

Not specified

Not specified

Not specified

Sales, Business Development, Relationship Management, Financial Analysis, Communication, Networking, Risk Management, Presentation, Organizational

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

Interested candidates should apply through the . Morgan careers website.

Qualification and Experience Bachelor's Degree, MBA, JD, CFA, CFP

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