U.S. Private Bank
4 days ago
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within . Morgan’s . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . 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 . 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 . 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
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U.S. Private Bank
4 days ago
Oklahoma City, United States Oklahoma Staffing Full timePrivate Banker In The U.S. Private BankWe 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....
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U.S. Private Bank
3 weeks ago
City of Rochester, United States JPMorganChase Full timeJoin to apply for the U.S. Private Bank - Private Banker - Vice President role at JPMorganChase.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...
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U.S. Private Bank
15 hours ago
Jersey City, United States Chase Full timeClient Service Associate If you are a collaborative team member, solutions orientated and delivers premier client service, J.P. Morgan is the place for you! As a Client Service Associate within the U.S. Private Bank at JP Morgan, you will be responsible for fostering, improving, and growing client relationships. You will serve as the primary contact for all...
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Private Banking Compliance
2 weeks ago
Oklahoma City, United States MidFirst Bank Full timeA leading financial institution in Oklahoma City seeks a Private Banking Compliance Project Analyst to support compliance in lending and deposits. The role includes assisting with regulatory directives, compliance projects, audits, and trainings. Candidates should have relevant banking experience, strong analytical skills, and proficiency in Microsoft Office...
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U.S. Private Bank- Senior Product Associate
4 days ago
Jersey City, New Jersey, United States hackajob Full timehackajob*is collaborating withJ.P. Morgan*to connect them with exceptional tech professionals for this role.The J.P. Morgan Private Bank Product Team provides the strategic direction and vision for a product, product line, and/or product portfolio.As a Senior Product Associate in the U.S. Private Bank Product team, you will leverage your expertise in product...
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U.S. Private Bank
2 weeks ago
Village of Garden City, United States JPMorganChase Full timeJoin to apply for the U.S. Private Bank - Investment Specialist - Vice President role at JPMorganChase1 day ago Be among the first 25 applicantsJoin to apply for the U.S. Private Bank - Investment Specialist - Vice President role at JPMorganChaseJob DescriptionWe are actively looking for exceptionally talented individuals who are collaborative, confident and...
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U.S. Private Bank
2 weeks ago
City of Rochester, United States JPMorgan Chase & Co. Full timeWe are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within . Morgan’s . Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, . Morgan is the place for you. You will be working alongside a team of...
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Director, Private Banking
2 weeks ago
Salt Lake City, United States Zions Bank Full timeDirector, Private BankingZions Bank recognizes that its success comes from the dedication, experience, and talents of its diverse employee base. As we usher in the next generation of banking, we're committed to being the premier employer of choice. We're proud to have ranked among American Banker magazine's "Best Banks to Work For" almost every year since...
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Business Banking Relationship Manager
4 weeks ago
Salt Lake City, 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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Jefferson City, MO, 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,...
