Talent.com
U.S. Private Bank - Private Banker - Vice President or Executive Director
U.S. Private Bank - Private Banker - Vice President or Executive DirectorJPMorgan Chase & Co. • Cleveland, OH, United States
U.S. Private Bank - Private Banker - Vice President or Executive Director

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan Chase & Co. • Cleveland, OH, United States
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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
Crear una alerta de empleo para esta búsqueda

U.S. Private Bank - Private Banker - Vice President or Executive Director • Cleveland, OH, United States

Ofertas similares

U.S. Private Bank - Private Banker - Vice President or Executive Director

ChaseCleveland, OH, United States
A tiempo completo

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ...Mostrar más

 • Oferta promocionada

Vice President, Investment Banking

Fifth ThirdCleveland, OH, United States
A tiempo completo

Vice President, Investment Banking page is loaded## Vice President, Investment Bankinglocations: Cleveland, OH: Chicago, IL: New York, NY: Atlanta, GA: Charlotte, NCtime type: Full timeposted on: P...Mostrar más

 • Oferta promocionada

Complete Online Surveys For Cash (Up to $25/per)

Earn HausRichmond Heights, OH, US
A tiempo completo +1

Looking for people to participate in taking online surveys for Fortune 500 brands.All you need to do is complete online surveys by sharing your opinion.You will help influence brand decisions on se...Mostrar más

 • Oferta promocionada

Vice President of Business Development

Certus HealthcareLakewood, OH, United States
A tiempo completo

Certus Healthcare Management has an exciting opportunity for an experienced Business Development professional to work with a growing long term care company in Ohio!.Certus Healthcare Management own...Mostrar más

 • Oferta promocionada

U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan ChaseCleveland, OH, United States
A tiempo completo

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ...Mostrar más

 • Oferta promocionada

U.S. Private Bank – Professional - Associate

JPMorganChaseCleveland, OH, United States
A tiempo completo

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ...Mostrar más

 • Oferta promocionada

Grubhub Driver - Cleveland (Downtown-Parma), OH - Fast Cash, Flexible Work!

GrubhubCleveland (Downtown-Parma), OH, US
A tiempo completo

Earn big and work on your own time and terms as a Grubhub delivery partner! Grubhub is looking for drivers and bikers like you to hit the road quick and start delivering from restaurants, liquor st...Mostrar más

 • Oferta promocionada

Vice President – Investment Banking (Healthcare)

Emerald Resource GroupCleveland, OH, United States
A tiempo completo

Cleveland, OH | Relocation Available.If you’re a Healthcare IB VP and are still searching for that path to Director and then MD… keep reading.I’m partnered with a growing middle-market investment b...Mostrar más

 • Oferta promocionada

Vice President of Business Development Akron, Ohio; Carmel, Indiana; Chicago, Illinois; Cincin[...]

LuminaryhospiceAkron, OH, United States
A tiempo completo

Akron, Ohio; Carmel, Indiana; Chicago, Illinois ; Cincinnati, Ohio; Columbus, Ohio; Dallas, Texas; Fort Wayne, Indiana; Fort Worth, Texas; Kansas City, Missouri; Mt Vernon, Ohio; Nashville, Tenness...Mostrar más

 • Oferta promocionada

Industrial Growth Private Equity Senior Associate

Prime Recruitment PartnersCleveland, OH, United States
A tiempo completo

A leading private equity firm in Cleveland is seeking a Senior Associate to join its investment team.The ideal candidate will have 3-6 years of experience in investment banking or private equity an...Mostrar más

 • Oferta promocionada

Vice President, Treasury

AffirmCleveland, OH, United States
A tiempo completo

Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We’re looking for a smart...Mostrar más

 • Oferta promocionada

Associate, Investment Banking - Industrials

StoutCleveland, OH, United States
A tiempo completo

Stout is seeking an experienced Associate to join our Investment Banking group, specifically within the Industrials team.This role will focus on leading day-to-day transaction execution for middle-...Mostrar más

 • Oferta promocionada

Store Associate

CVS HealthCleveland Heights, OH, United States
A tiempo completo +1

We're building a world of health around every individual - shaping a more connected, convenient and compassionate health experience.At CVS Health®, you'll be surrounded by passionate colleagues who...Mostrar más

 • Oferta promocionada

U.S. Private Bank – Professional - Associate

JPMorgan Chase & Co.Cleveland, OH, United States
A tiempo completo

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.If you have an entrepreneurial ...Mostrar más

 • Oferta promocionada

Travel Non-Clinical Tech - $765 per week in Ohio

AlliedTravelCareersAll Cities, OH, US
A tiempo completo +1

AlliedTravelCareers is working with Infojini Healthcare to find a qualified Non-Clinical Tech in Ohio!.Non-Clinical travel Non-Clinical needed in Ohio.With over 19 years of experience shaping the h...Mostrar más

 • Oferta promocionada

VP, Buy-Side M&A: Lead Strategic Deals

Copper RunCleveland, OH, United States
A tiempo completo

A growing investment bank in Cleveland is seeking a full-time Vice President to lead buy-side M&A transactions across various industries.The ideal candidate will mentor junior talent, drive deal ex...Mostrar más

 • Oferta promocionada

Shift Lead OH

Taco BellEuclid, OH, United States
A tiempo completo

Shift Lead OH Euclid, OH Position Summary: The shift leader is an hourly position that provides additional management coverage of operating hours and direct supervision of operations.Focal points i...Mostrar más

 • Oferta promocionada

Expanding Markets Director

Babcock & WilcoxAkron, OH, United States
A tiempo completo

The Director of Expanding Markets is responsible for developing new business in our innovative portfolio strategy in the AI/Data Center space.This role will research, develop and implement a robust...Mostrar más