U.S. Private Bank

3 weeks ago

Wilmington DE, United States JPMorgan Chase Full time

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. 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 in the U.S. Private Bank, 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 your clients across all lines of business of J.P. 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
  • 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 
  • MBA, JD, CFA, or CFP preferred
  • 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
#J-18808-Ljbffr

  • QA Supervisor

    4 weeks ago

    Wilmington, United States TD Bank Group Full time

    We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **QA Supervisor Credit Cards & Unsecured Lending Delivery Operations** 350544BR Project Management Nationwide Wilmington , DE February 21, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD...

  • Store Customer Experience Coordinator, Limestone, Full Time

    3 weeks ago

    Wilmington, United States TD Bank Group Full time

    We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Store Customer Experience Coordinator, Limestone, Full Time** 347985BR Retail Banking Customer Service Wilmington , DE March 1, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD Bank,...

  • Delaware Senior Trust Officer

    1 day ago

    Wilmington, United States Bank of America Full time

    Job Description: At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for...

  • Delaware Senior Trust Officer

    1 week ago

    Wilmington, Delaware, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Analyst- Corporate Accounting

    1 month ago

    Wilmington, United States WSFS Bank Full time

    Job Description At WSFS Bank, we empower our Associates to grow their careers, guide our customers to secure their financial futures, and actively support our Communities so they can fully thrive. Careers with WSFS Bank offer an inclusive and supportive culture, competitive salaries, advancement opportunities, and more. We are the region's locally...

  • Delaware Senior Trust Officer

    1 week ago

    Wilmington, United States Bank of America Full time

    Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...

  • Client Administrator II

    1 month ago

    Wilmington, United States M&T Bank Full time

    Overview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients.Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves...

  • Gcm Client Administrator Ii

    1 month ago

    Wilmington, United States M&T Bank Full time

    Overview: Assists with most aspects of Global Capital Markets trust or entity administration and servicing of high net-worth private and institutional clients. Supports less experienced account relationship managers with limited supervision. May serve as administrator for medium to large (as defined by business) and/or highly complex clients. Serves as point...

  • Associate Director

    2 weeks ago

    Wilmington, United States Stoltz Management of Delaware Full time

    Position: Associate Director Department: Capital Markets Supervisor: Co-CEO & Chief Operating Officer JOB SUMMARY: Real Estate private equity firm with extensive holdings throughout the U.S. is seeking a self-motivated and talented Associate Director to join its Philadelphia investment team. The Associate Director will be actively involved in acquisitions,...

  • Senior Accountant

    1 week ago

    Wilmington, United States MRA Recruiting Services Full time

    Food Export - Northeast Philadelphia, PA - Hybrid Under the direction of the Chief Financial Officer, the Sr. Accountant maintains an integrated, centralized, and accurate financial recordkeeping system including reporting, banking, and payroll to provide effective control and reporting of company financial data. Provides support for the company in directing...

  • Acute Care

    2 days ago

    Wilmington, Delaware, United States Professional at Home Jobs Full time

    Acute Care/Pathology Medical Transcriptionist Professional At Home Jobs ( ) is now seeking for an Acute Care/Pathology Medical Transcriptionist to work remotely in the U.S. only.RESPONSIBILITIES: Transcribe and interpret dictation by physicians and other healthcare providers in order to document patient care.Windows 10 or greater.U.S. based (off-shore...

  • Business Analyst

    7 days ago

    Wilmington, United States Apiture Full time

    At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today's digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions,...

  • Business Analyst

    7 days ago

    Wilmington, United States Apiture Full time

    At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today's digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions,...

  • Technical Writer

    4 weeks ago

    Wilmington, Delaware, United States Apiture Full time

    At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today's digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions,...

  • Release Manager

    4 days ago

    Wilmington, United States Apiture Full time

    At Apiture, our mission is to empower financial institutions to know and serve their clients with the care of a traditional community institution at the scale, speed, and efficiency required in today's digital world. With more than 300 clients throughout the U.S., we deliver comprehensive online and mobile solutions that support banks and credit unions,...

  • Experienced Software Engineer Java

    2 weeks ago

    Wilmington, DE, United States JPMorgan Chase & Co Full time

    JOB DESCRIPTIONPush the limits of what’s possible with us as an experienced member of our Software Engineering team.As an Experienced Software Engineer at JPMorgan Chase within the Global Technology team, you serve as member of an agile team to design and deliver trusted market-leading technology products in a secure, stable, and scalable way. Depending on...

  • Psychology Psychology Job with Prevea Health in De Pere, WI

    4 weeks ago

    De Pere, Wisconsin, United States Prevea Health Full time

    Practice HighlightsJoin a well-established behavioral care teamInterest in competency evaluations and ADHD testing desiredOutpatient behavioral care clinic practice embedded in primary careBe part of a team approach to health care, with consultation and coordination with all Prevea providers regarding treatment issuesPrevea-owned after hours nurse triage to...

  • Roving Security Officers

    2 days ago

    Wilmington, United States Sunstates Security Full time

    Roving Security Officers - PT - Weekends - $23/Hr HIRING IMMEDIATELY Sunstates Security is currently hiring** Roving Security Officers **in Wilmington, DE. to cover a **WEEKEND (Saturday and Sunday) **post.** These positions are Friday 1am-8am, or Saturday 4pm-12, or Sunday 8am-4pm and/or 4pm-12.** This position offers a starting pay rate of **$23/hr, -...

  • Analyst, CFO Services

    1 day ago

    Wilmington, United States Alvarez & Marsal Deutschland GmbH Full time

    Description OVERVIEW: A&M CFO Services work with private equity held portfolio companies and provide our clients with solutions to preserve and generate value for their businesses. Our goal is to improve transparency to key drivers and business performance, to support increasing cash and EBITDA, and to provide benefits through hands-on involvement in our...

  • Psychology Psychology Job with Prevea Health in De Pere, WI

    1 week ago

    De Pere, United States Prevea Health Full time

    Practice HighlightsJoin a well-established behavioral care teamInterest in competency evaluations and ADHD testing desiredOutpatient behavioral care clinic practice embedded in primary careBe part of a team approach to health care, with consultation and coordination with all Prevea providers regarding treatment issuesPrevea-owned after hours nurse triage to...