U.S. Private Bank - Private Banker - Executive Director

JPMorgan Chase • Greenwich, CT • 1d ago

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

JPMorganChase, 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. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of 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.

Touro University • Valhalla, NY • 2d ago

Finance, Accounting & Banking

Overview The Finance and Operations Coordinator is responsible for assisting the Office of Academic Administration and Clinical Department Administrators (CDA) in managing the clinical department's budget, processing per...

2d ago

Go to Apply

Controller

Robert Half • White Plains, NY • 2d ago

Finance, Accounting & Banking

Description Looking for a CPA out of a manufacturing or a product environment who is extremely hands on. Need good leadership skills and excellent communications skills. If you are a CPA and come out of a manufacturing o...

2d ago

Go to Apply

Accounting Clerk

Robert Half • White Plains, NY • 2d ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Accounting Clerk to join our team on a long-term contract basis in White Plains, New York. This role offers an excellent opportunity to gain hands-on experience in essenti...

2d ago

Go to Apply

U.S. Private Bank - Business Manager - Associate

JPMorgan Chase • Greenwich, CT • 3d ago

Finance, Accounting & Banking

Business Management optimizes business performances by helping to drive key initiatives. We act as trusted advisors and counterweight to Business/Group Heads, and are responsible for identifying, escalating, and mitigati...

3d ago

Go to Apply

U.S. Private Bank - Investment Professional - Analyst

JPMorgan Chase • Greenwich, CT • 3d ago

Finance, Accounting & Banking

3d ago

Go to Apply

Talent Manager (Finance & Accounting)

Robert Half • Stamford, CT • 3d ago

Finance, Accounting & Banking

JOB REQUISITION Talent Manager (Finance & Accounting) LOCATION CT STAMFORD JOB DESCRIPTION Our Talent Managers work in a team environment and have responsibility for negotiating and developing business with new and c...

3d ago

Go to Apply

Subscribe to get new jobs sent directly to you
(no charge, cancel anytime)

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.