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

JPMorgan Chase • Fort Lauderdale, FL • 1h 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.

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 & Co. is an Equal Opportunity Employer, including Disability/Veterans

Similar Jobs

Accounts Receivable Specialist

Robert Half • Fort Lauderdale, FL • 59min ago

Finance, Accounting & Banking

Description We are looking for an Accounts Receivable Specialist to support retail finance operations in Ft. Lauderdale, Florida. This Long-term Contract position focuses on maintaining accurate receivables, applying inc...

59min ago

Go to Apply

Sr. Accountant

Robert Half • Sunrise, FL • 4h ago

Finance, Accounting & Banking

Description We are looking for an experienced Sr. Accountant to oversee day-to-day accounting operations for a commercial property portfolio in Sunrise, Florida. This position requires someone who can work independently,...

4h ago

Go to Apply

Staff Accountant

Robert Half • Fort Lauderdale, FL • 4h ago

Finance, Accounting & Banking

Description We are looking for a detail-oriented Staff Accountant to join a Financial Services team in Fort Lauderdale, Florida. This position supports a range of tax and accounting activities for individual and business...

4h ago

Go to Apply

International Corporate Tax Advisory Senior

EY • Miami, FL • 23h ago

Finance, Accounting & Banking

At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better wor...

23h ago

Go to Apply

Assistant Controller

Robert Half • Fort Lauderdale, FL • 1d ago

Finance, Accounting & Banking

Description We are seeking a detail-oriented, and experienced Assistant Property Controller to join our accounting team. This critical role will work directly alongside the Property Controller to be hands on with day to...

1d ago

Go to Apply

Accountant 2

University of Miami • Miami, FL • 1d ago

Finance, Accounting & Banking

Current Employees: If you are a current Staff, Faculty or Temporary employee at the University of Miami, please click here ( https://www.myworkday.com/umiami/d/task/1422$7248.htmld ) to log in to Workday to use the inter...

1d ago

Go to Apply

Sr. Accountant

Robert Half • Medley, FL • 1d ago

Finance, Accounting & Banking

Description We are looking for an experienced Sr. Accountant to join a fast-growing organization in Medley, Florida in a contract-to-permanent capacity. This opportunity is ideal for a hands-on, detail-oriented accountin...

1d ago

Go to Apply

Accounts Receivable Associate

System One • Miami, FL • 2d ago

Finance, Accounting & Banking

Job Title: Accounts Receivable Associate Location: Miami, Florida Type: Direct Hire Compensation: $45,000.00 to $55,000.00 Contractor Work Model: Onsite Hours: 40.0 hours per week Responsibilities Coordinate the collecti...

2d ago

Go to Apply

Accounts Payable Associate

System One • Miami, FL • 2d ago

Finance, Accounting & Banking

Job Title: Accounts Payable Associate Location: Miami, Florida Type: Direct Hire Compensation: $45,000.00 - $55,000.00 Contractor Work Model: Onsite Hours: 40.0 Responsibilities Prepare, review, and process Housing Assis...

2d ago

Go to Apply

Relationship Manager I - Business Banking

PNC • Pompano Beach, FL • 3d ago

Finance, Accounting & Banking

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to...

3d ago

Go to Apply

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