Familiarity with the latest digital and technology advancements in the financial industry
Salary Information
The salary for this role is competitive and will be based on relevant experience and qualifications. In addition, . Morgan offers a comprehensive benefits package, including health, retirement and wellness programs, as well as a generous paid time off policy.
SEO Friendly Job Title: Executive Director or Vice President - Private Banker - . Private Bank
H1: Join Our Team as a Private Banker at . Morgan's . Private Bank
H2: Job Description and Responsibilities
Bold Headlines:
- Seeking Exceptional Private Bankers for Columbus, OH Location
- Join the Award-Winning Team at . Morgan's . Private Bank
- Build, Preserve, and Manage Wealth for High Net Worth Clients
- Opportunity for Career Growth and Advancement
- Competitive Salary and Comprehensive Benefits Package
. Morgan, a leading global financial institution, is seeking experienced and talented individuals to join their . Private Bank as a Private Banker. This role, either Executive Director or Vice President level, is located in Columbus, OH and offers a unique opportunity to work with high net worth clients and provide them with exceptional financial advice and services.
As a Private Banker at . Morgan, you will be responsible for managing and maintaining relationships with clients, understanding their needs and providing tailored solutions to help them achieve their financial goals. You will also play a key role in business development by acquiring new assets and expanding the client base. This position offers the chance to work closely with a team of experts from various disciplines, providing you with the opportunity to continuously learn and grow in your career.
Key Responsibilities:
- Develop and maintain strong relationships with clients by understanding their needs and providing targeted advice
- Generate new business and acquire assets from both existing and new clients
- Advise clients on their overall balance sheet, including investments, wealth planning, credit, and banking needs
- Collaborate with internal specialists to offer a holistic approach to clients' financial needs
- Connect clients with other lines of business within . Morgan Chase & Co.
- Ensure compliance with all risk and control policies, regulatory guidelines, and security measures
Qualifications and Skills:
- Minimum of six years of experience in Private Banking or Financial Services
- Bachelor's degree required
- Series 7, 66, and Insurance licenses required; unlicensed candidates will be considered but must obtain licenses within 90 days of start date
- Proven sales success and strong business acumen
- Established network and community presence
- Experience or understanding of investments, wealth planning, credit, and banking
- Client-focused with strong communication and presentation skills
Preferred Qualifications:
- MBA, JD, CFA, or CFP preferred
- Proactive and critical thinker with strong problem-solving skills
- Dynamic and credible professional with exceptional presentation skills
- Organized and disciplined approach to business
- In-depth knowledge of equity and fixed income markets, as well as alternative investments
- Familiarity with digital and technology advancements in the financial industry
Salary Information:
The salary for this role is competitive and will be based on relevant experience and qualifications. In addition, . Morgan offers a comprehensive benefits package, including health, retirement, and wellness programs, as well as a generous paid time off policy.
Join our team at . Morgan's . Private Bank and become part of a highly reputable and successful organization. We offer a challenging and rewarding career, with opportunities for growth and advancement. Apply now and take the next step in your career as a Private Banker.
