U.S. Private Bank Private Banker Vice President

3 weeks ago


Des Moines, United States CareerBuilder 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. Morgans 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, 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 drive 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

Drive 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

Bachelors Degree required; MBA, JD, CFA, or CFP preferred

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 clients behalf

Preferred Qualifications, Capabilities, Skills

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



  • Des Moines, United States Greater Des Moines Habitat for Humanity Full time

    Description Seeking to put God’s love into action, Greater Des Moines Habitat for Humanity brings people together to build homes, communities, and hope. GDM Habitat is a nonprofit, organization founded on the conviction that every person should have a decent, safe, and affordable place to live. Do you have a passion for building strong communities and a...


  • Des Moines, United States Greater Des Moines Habitat for Humanity Full time

    Job DescriptionJob DescriptionDescription:Seeking to put God’s love into action, Greater Des Moines Habitat for Humanity brings people together to build homes, communities, and hope. GDM Habitat is a nonprofit, organization founded on the conviction that every person should have a decent, safe, and affordable place to live.Do you have a passion for...


  • West Des Moines, United States Hy-Vee Supermarket Full time

    The Hy-Vee Human Resources team has an exciting opportunity in a key HR Leadership role to help position the organization as an employer of choice and best place to work. The Assistant Vice President of Human Resources provides leadership and guidanc Vice President, Human Resource, President, Assistant, HRIS, Management, Grocery


  • West Des Moines, United States Navigate Wellbeing Solutions Full time

    Vice President for Marketing Business Unit, Department: Growth, Marketing Manager: Vice President for Growth Exempt We are Navigate! A well-tech company helping organizations create more health and happiness in the employees, clients, and communities we serve. Our purpose is to Do Good Things. For us, these words are more than a catchy mantra. They're the...

  • Private Investigator

    3 weeks ago


    Des Moines, United States Lemieux & Associates LLC Full time

    Job DescriptionJob DescriptionCome grow with us! Lemieux & Associates, a national leader in the investigative industry, is seeking experienced surveillance Field Investigators in the Des Moines or surrounding area. This is a part-time position to start with the ability to turn into a full-time position for the right individual. The owners are...

  • Private Investigator

    3 weeks ago


    Des Moines, United States Lemieux & Associates LLC Full time

    Job DescriptionJob DescriptionCome grow with us! We have immediate openings due to growth. We are seeking experienced SIU/Claims Investigators in the Des Moines or surrounding area. This is a part-time position to start with the ability to turn into a full-time position for the right individual. The owners are entrepreneurial, experienced, field...

  • Account Director

    3 weeks ago


    Des Moines, United States Unite Private Networks Full time

    Unite Private Networks (UPN) is seeking an experienced Account Director to join our Enterprise Sales team in the Des Moines, IA market! This role is primarily responsible for prospecting and selling Unite Private Networks access transport and dark fiber to Enterprise customers in your market. The ideal candidate is comfortable with cold calling new...


  • Des Moines, United States Campbell Street Services Full time

    Company: Campbell Street Senior Living Location: Midwest (Travel Required) Overview: Campbell Street Senior Living is a leading provider of long-term care, skilled nursing, assisted living, and independent living facilities across the Midwest. We are committed to fostering a supportive team environment and providing top-quality resources to our communities....

  • Account Director

    3 days ago


    Des Moines, United States Unite Private Networks Full time

    Unite Private Networks is THE top-of-the-line telecommunication fiber company. We are seeking hunter-minded sales professionals as Account Directors to join our Enterprise Sales team! This role is primarily responsible for prospecting and selling Unite Private Networks industry leading suite of products including Internet, VoIP, Metro-Ethernet, Security, and...

  • Account Director

    6 days ago


    Des Moines, United States Unite Private Networks Full time

    Unite Private Networks is THE top-of-the-line telecommunication fiber company. We are seeking hunter-minded sales professionals as Account Directors to join our Enterprise Sales team! This role is primarily responsible for prospecting and selling Unite Private Networks industry leading suite of products including Internet, VoIP, Metro-Ethernet, Security, and...


  • Des Moines, United States Forvis Full time

    Description & Requirements FORVIS Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. The Tax Senior Manager serves as a trusted advisor and member of various client service teams and must possess...


  • Des Plaines, United States Vander-Bend Manufacturing, Inc Full time

    Job DescriptionJob DescriptionVice President of EngineeringFull-time / Permanent About Us:Vantedge Medical is the premier metals-based med-tech solutions partner from concept to full-scale manufacturing. We are at the forefront of precision engineering and innovation, specializing in the development and manufacturing of vital components for medical markets...


  • Des Moines, United States The Principal Financial Group Full time

    Were looking for an Executive Administrative Partner in our Des Moines, IA office to work closely with a Sr. Vice President in Retirement and Income Solutions (RIS). This role presents a great opportunity to work alongside a Sr. Vice President who w Administrative, Executive, Vice President, Communications, Project Management, Business Services, Business


  • Des Moines, United States Midland States Bancorp, Inc. Full time

    At Midland States Bank, base salary is one component of our Total Rewards program. Exact compensation is determined by factors such as (but not limited to) education, skills, internal equity, and experience. This position offers additional compensation in the form of short-term incentives (i.e. bonus and/or commission) and may include long-term incentives...


  • Des Moines, United States Iacpa Full time

    The VP, Controller will be responsible for financial reporting including monthly and quarterly financial statements, corporate accounting policies, technical SAP (statutory accounting principles) and GAAP (generally accepted accounting principles) research and analysis, and external audit oversight. Essential Functions Essential functions may include, but...


  • Des Moines, United States Tekgence Private Ltd Full time

    Job DescriptionJob DescriptionRole: Sr Automation Engineer Location: Des Moines, Iowa Hire Type: Long Term Contract Must Have Skills:Java Programming Language TestNG BDD Development BDD using QMetry Framework BDD using Cucumber Framework Selenium Web driver with Java.Company Description TEKGENCE INC is a digital transformation partner and global consulting...

  • Area Sales Director

    2 weeks ago


    Des Moines, United States Midwest Health Full time

    This is a fulltime position located in assigned area and reports to the Corporate Director of Sales. The following is a general list of key job duties and responsibilities in your position. The list is not to be considered inclusive and you will be required to perform other duties/responsibilities as assigned by an authorized supervisor. Identify key...

  • PRIVATE DUTY NURSE

    3 weeks ago


    Des Moines, IA 50322, USA, United States Aveanna Full time

    Private Duty Nurse (RN)Job Ref:193376Location:Urbandale, IA 50322Category:NursingLine of Business:PDSPay Rate:Starting at $28.00 per hourApplyRefer a FriendBackFind yourself here.Aveanna is compassion and passion rolled into one inspired purpose. It's anything you want to find and everything you're looking for. It's a place where caring is more personal,...


  • Des Moines, United States TEKTREE SOFTWARE SERVICES PRIVATE LIMITED Full time

    This position requires extensive travel. Your Homebase must be within reasonable driving distance to a major airport, preferably in the Midwest.*SKILLS** Hand Tools* Industrial Maintenance* Maintenance Engineering* Mechanical Systems* Mechanical Troubleshooting* Packaging Machinery* Power Tools* Schematic* Using Cleaning EquipmentNATURE OF WORK*...


  • Des Moines, United States TEKTREE SOFTWARE SERVICES PRIVATE LIMITED Full time

    This position requires extensive travel. Your Homebase must be within reasonable driving distance to a major airport, preferably in the Midwest.*SKILLS** Hand Tools* Industrial Maintenance* Maintenance Engineering* Mechanical Systems* Mechanical Troubleshooting* Packaging Machinery* Power Tools* Schematic* Using Cleaning EquipmentNATURE OF WORK*...