Talent.com
JPMorgan Chase
U.S. Private Bank - Private Banker - Vice President OR Executive DirectorJPMorgan Chase • Stanford, CA, 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 • Stanford, CA, United States
30+ days ago
Job type
  • Full-time
Job description

Private Banker

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

FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.

Create a job alert for this search

U.S. Private Bank - Private Banker - Vice President OR Executive Director • Stanford, CA, United States

Similar jobs

Director of Mergers & Acquisitions - Remote Growth Leader

ETR (Education, Training and Research)Santa Cruz, CA, United States
Remote
Full-time

A leading non-profit organization is seeking a Director of Mergers and Acquisitions to implement its M&A strategy.This remote role requires a Bachelor's degree and minimum 5 years of relevant e... Show more

 • Promoted

Relationship Banker

Technology Credit Union (Tech CU)San Jose, CA, United States
Full-time

The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sa... Show more

 • Promoted

Vice President of Sales - Remote

PayNearMeSanta Clara, CA, United States
Remote
Full-time

Job DescriptionJob DescriptionCompany DescriptionPayNearMe develops technology to facilitate the end-to-end customer payment experience, making it easy for businesses to accept, disburse and manage... Show more

 • Promoted

Bartender

Olive GardenCapitola, CA, US
$16.90 hourly
Full-time

Our Winning Family Starts With You! .Check out these great benefits!.Flexible schedules to help you balance other life commitments (school, childcare, family care, etc.Paid Sick Leave (1 hour for e... Show more

Dishwasher (PT or FT Available)

Hilton HotelsSanta Cruz, CA, United States
Full-time

Hilton offers you the freedom and flexibility of finding that one thing that you can turn into an exciting and fulfilling career.Whether working in hotel or the corporate office, you will enjoy mea... Show more

 • Promoted

Relationship Banker - Peninsula South area

Bank of AmericaSunnyvale, CA, United States
Full-time

Bank Of America Financial Services Representative.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.Responsible Growth ... Show more

 • Promoted

Director of OEM Partnerships & Growth (Remote)

McAfeeSan Jose, CA, United States
Remote
Full-time

A cybersecurity leader is seeking a Director of OEM Sales in California to spearhead strategic partnerships and drive significant growth in consumer cybersecurity.The ideal candidate will leverage ... Show more

 • Promoted

Non Profit Executive Director

TradeJobsWorkforce95155 San Jose, CA, US
Full-time

Non Profit Executive Director Job Duties: Responsible for planning, organization, and direction of the organization's ope... Show more

 • Promoted

Business Banking Officer

Westamerica BankPleasanton, CA, United States
Full-time

Job Opportunity At Westamerica Bank.Westamerica is among the largest commercial banks headquartered in California.We are looking for outstanding people to join our winning team.We reached our curre... Show more

 • Promoted

Director of Business Development (Remote - United States)

ETRScotts Valley, CA, United States
Remote
Full-time

HOW YOU CAN CONTRIBUTEThe Director of Business Development, reporting to the Chief Revenue Officer, leads strategic systems development, management, and implementation of revenue generation activit... Show more

 • Promoted

Vice President / Senior Vice President, People Operations (Remote)

Valid8 Financial, Inc.Los Altos, CA, United States
Remote
Full-time

Position Title :Vice President / Senior Vice President, People Operations.Location :Remote, United States.Reports To :Chief Executive OfficerThe Company You'll JoinBidgely enables energy companies ... Show more

 • Promoted

Director of Business Development (Remote, United States)

ETR (Education, Training and Research)Santa Cruz, CA, United States
Remote
Full-time

Director of Business DevelopmentRemote , U nited States )WHO WE AREETR (Education, Training , and Research) is a national non-profit passionate about our mission to improve the health and well-bein... Show more

 • Promoted

Remote Associate Director, BD - Corporate Services

Compass Group USASan Jose, CA, United States
Remote
Full-time

A leading corporate services provider is seeking an Associate Director of Business Development to generate leads and support a competitive sales team.Based remotely in California or Texas, this rol... Show more

 • Promoted

Store Associate

Oak St. HealthCapitola, CA, United States
Full-time +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 c... Show more

 • Promoted

Shift Leader

Panda Restaurant GroupSanta Cruz, CA, US
$25.00 hourly
Full-time

Our Panda Shift Leader associates are important leaders of our team and are responsible for bringing Panda’s mission alive in our restaurants by supporting management in creating food with passion,... Show more

Remote VP: Strategic Finance & Corporate Development

Arch SystemsPalo Alto, CA, United States
Remote
Full-time

A leading technology firm is seeking a VP of Strategic Finance and Corporate Development to drive growth initiatives and support executive decision-making.This remote-first role requires 6years of ... Show more

 • Promoted

Managing Director, Private Investments (Remote)

Allocate Holdings Inc.Palo Alto, CA, United States
Remote
Full-time

Managing Director, Private InvestmentsAbout AllocateAllocate is transforming private market investing by enabling RIAs and family offices to seamlessly discover, model, and manage their private mar... Show more

 • Promoted

Sr Director Strategic Partnership - US Based Remote

Anywhere Real EstateSan Jose, CA, United States
Remote
Full-time

About Anywhere LeadsThe Anywhere Leads Network comprises 500 brokers across Coldwell Banker, Century 21, ERA, Better Homes & Gardens Real Estate, Corcoran, and Sotheby's International Realty wi... Show more

 • Promoted

Business Development Associate

Bellows Plumbing, Heating, Cooling & ElectricalSanta Cruz, CA, United States
Full-time

Business Development Associate.Bellows Plumbing, Heating, Cooling & Electrical is seeking a Business Development Associate.As a Business Development Associate, you will provide support for the over... Show more

 • Promoted

Sales Executive (US - Remote)

Tradin Organic AgricultureAptos, CA, United States
Remote
Full-time

Job descriptionTradin Organic is the global front runner in organic ingredients.We offer a full service portfolio based on our unique sourcing sustainability initiatives and processing & distri... Show more