U.S. Private Bank
3 weeks ago
Private Banker In The U.S. Private Bank 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, and 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, and Skills MBA, JD, CFA, or CFP preferred 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 #J-18808-Ljbffr
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U.S. Private Bank
2 weeks ago
El Segundo, United States JPMorganChase Full timeU.S. Private Bank - Private Banker - Vice President or Executive Director2 weeks ago Be among the first 25 applicantsJob DescriptionWe 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...
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Strategic Private Banking Relationship Lead
2 weeks ago
El Segundo, United States New York Community Bank Full timeA leading financial institution in El Segundo is seeking a Relationship Manager to manage and develop banking relationships with clients. Ideal candidates should possess strong financial product knowledge and a minimum of 5 years of experience in the banking sector. This role is critical for driving business growth and providing personalized banking...
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Mortgage Loan Originator
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El Cajon, CA, United States U.S. Bank Full timeAt U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide,...
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Senior Investment Advisor
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El Segundo, United States Fifth Third Bank Full timeMake banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:Provides exemplary client service as the client facing investment expert for Private Bank clients. Primarily responsible for retaining existing client relationships and...
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Senior Private Banker
2 weeks ago
El Segundo, United States JPMorgan Chase & Co. Full timeA leading financial institution is seeking a Private Banker to advise clients on wealth management. Responsibilities include building client relationships, advising on investments, and ensuring a holistic financial strategy. Ideal candidates have over six years of experience in Private Banking and hold necessary licenses. This role offers a collaborative...
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Business Relationship Manager
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El Segundo, United States Flagstar Bank Full timeBusiness Relationship ManagerLocation: El Segundo, CA 90245Job Summary: The Relationship Manager will be responsible for prospecting, building, on-boarding and maintaining banking relationships with bank clients. This role is key to driving business growth for the Private Banking Group by providing personalized banking services to financial institution...
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Lending Specialist
7 days ago
El Segundo, CA, United States Citizens Bank Full timeJob Description Citizens 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 white glove experience to clients that results in long-term client loyalty. Ideal candidates will...
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Lending Specialist
7 days ago
El Segundo, CA, United States Citizens Bank Full timeJob Description Citizens 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 white glove experience to clients that results in long-term client loyalty. Ideal candidates will...
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Lending Specialist
5 days ago
El Segundo, CA, United States Citizens Bank Full timeJob Description Citizens 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 white glove experience to clients that results in long-term client loyalty. Ideal candidates will...
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Lending Specialist
1 week ago
El Segundo, CA, United States Citizens Bank Full timeJob Description Citizens 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 white glove experience to clients that results in long-term client loyalty. Ideal candidates will...
