We have other current jobs related to this field that you can find below
-
Boston, United States The Cranberry Country Chamber of Commerce Full timeWe 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...
-
Private Banking Relationship Manager
1 month ago
Boston, United States TWM Executive Search Full timeNational private bank seeks a Relationship Manager in Boston to service their HNW/UHNW clientele.Cultivate new and service existing bank relationshipsProvide banking and customized lending solutions to new and existing clientsCollaborate internally to support business development effortsRequires 7+ years of experience developing and managing lending and...
-
Private Client Advisor II
2 weeks ago
Boston, United States Bank of America Full timeJob 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...
-
Private Client Advisor II
2 weeks ago
Boston, United States Bank of America Full timeJob 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...
-
Senior Legal Counsel-Innovation Banking
1 month ago
Boston, Massachusetts, United States HSBC Full timeJob description Our purpose - Opening up a world of opportunity - explains why we exist. Here at HSBC we use our unique expertise, capabilities, breadth and perspectives to open up new kinds of opportunity for our more than 40 million customers. We're bringing together the people, ideas and capital that nurture progress and growth, helping to create a better...
-
Director, Bank Strategy
4 weeks ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The Corporate Treasury Bank Strategy & Technology Services team supports Fidelity Investments holding company, FMR LLC and its private equity and venture capital arm, Devonshire Investments (DI) on banking services including payment technology, internal and external credit facilities, and oversight of FMR’s portfolio of minority investments...
-
Private Credit Analyst/Associate
2 weeks ago
Boston, United States Selby Jennings Full timeThe credit arm of a Boston asset manager with $10bn aum is looking to add an Analyst/Associate to their Specialty Finance/Opportunistic Credit team investment team. They are targeting candidates with 1-5 years of Investment Banking/Private Credit experience. The role will be a split between underwriting new investments and monitoring portfolio...
-
Private Credit Analyst/Associate
2 weeks ago
Boston, United States Selby Jennings Full timeThe credit arm of a Boston asset manager with $10bn aum is looking to add an Analyst/Associate to their Specialty Finance/Opportunistic Credit team investment team. They are targeting candidates with 1-5 years of Investment Banking/Private Credit experience. The role will be a split between underwriting new investments and monitoring portfolio...
-
Boston, United States Bank of America Full timeEnterprise Credit Analyst Program - 2025Enterprise Credit overviewThe Enterprise Credit organization is an integrated credit underwriting, monitoring and product management organization managing credit for clients in the bank’s eight lines of business including consumers, companies, and institutions. To deliver seamlessly for our clients, the Enterprise...
-
Customer Service Representative II
1 month ago
Boston, United States TD Bank Group Full timeWe are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Customer Service Representative II (US) Fanueil Hall** 350064BR Retail Banking Customer Service Boston , MA February 17, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD Bank, Americas...
-
Private Client Assoc II
1 month ago
Boston, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
-
Private Client Assoc II
4 weeks ago
BOSTON, United States Citizens Full timeDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens Private Wealth...
-
Private Client Assoc II
1 month ago
Boston, United States Citizens Full timeJob DescriptionDescriptionCitizens Private Bank has accelerated its strategy to build out Wealth Management, scale Business Banking, grow deposits, and expand in key growth markets. We are looking for talented individuals with a demonstrated track record of delivering a gold glove experience to clients that results in long-term client loyalty. Citizens...
-
Store Customer Experience Coordinator
3 months ago
Boston, United States TD Bank Group Full timeWe 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 Roxbury** 350541BR Retail Banking Customer Service Succasunna , NJ February 21, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank** TD Bank, Americas Most...
-
Banking Compliance Manager
1 month ago
Boston, Massachusetts, United States Crowe Full timeYour Journey at Crowe Starts Here:At Crowe, you have the opportunity to deliver innovative solutions to today's complex business issues. Crowe's accounting, consulting, and technology personnel are widely recognized for their in-depth expertise and understanding of sophisticated process frameworks and enabling technologies, along with their commitment to...
-
Operations Associate, Private Equity
2 months ago
Boston, Massachusetts, United States Audax Group Full timeAudax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $38 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and over 160 investment professionals, the firm is a leading capital partner for...
-
Senior Operations Associate, Private Equity
2 months ago
Boston, United States Audax Group Full timeAudax Group is a leading alternative investment manager with offices in Boston, New York, San Francisco, and London. Since its founding in 1999, the firm has raised over $38 billion in capital across its Private Equity and Private Debt businesses. With more than 400 employees and over 160 investment professionals, the firm is a leading capital partner for...
-
Boston, Massachusetts, United States HSBC Group Full timeSenior Vice President, Global Relationship Management for Subsidiary Banking, HSBC GroupThis role is pivotal in establishing, nurturing, and expanding commercial banking partnerships with intricate multinational corporations that operate subsidiaries in the Boston and New England area. Key responsibilities encompass overseeing commercial lending activities,...
-
Private Equity Associate
1 month ago
Boston, United States H&P Executive Search Full timeH&P are partnered with a middle market, technology specialist Private Equity Fund who are looking to hire an Associate for their head office in Boston.This is a great opportunity for an M&A investment banker to make the move into the buy side, or for an existing buy side analyst / associate to move into a new and exciting tech fund with fantastic growth...
-
Private Equity Associate
3 weeks ago
Boston, United States H&P Executive Search Full timeH&P are partnered with a middle market, technology specialist Private Equity Fund who are looking to hire an Associate for their head office in Boston.This is a great opportunity for an M&A investment banker to make the move into the buy side, or for an existing buy side analyst / associate to move into a new and exciting tech fund with fantastic growth...
U.S. Private Bank
2 months ago
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
About us
JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set, and location. For those in eligible roles, we offer discretionary incentive compensation which may be awarded in recognition of firm performance and individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase is an Equal Opportunity Employer, including Disability/Veteran
About the Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. #J-18808-Ljbffr
