Talent.com
U.S. Private Bank - Private Banker - Vice President OR Executive Director

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

JPMorgan ChaseStanford, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.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.

    serp_jobs.job_alerts.create_a_job

    Private Banker • Stanford, CA, US

    Job_description.internal_linking.related_jobs
    • serp_jobs.job_card.promoted
    Vice President Technology M&A Investment Banking

    Vice President Technology M&A Investment Banking

    Barclays Investment BankSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Vice President Technology M&A Investment Banking.Be among the first 25 applicants.Vice President Technology M&A Investment Banking. Barclays is looking for a dynamic and passionate Vice President to...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Associate Banker SAFE Act Assistant Vice President

    Associate Banker SAFE Act Assistant Vice President

    CitigroupPalo Alto, CA, US
    serp_jobs.job_card.full_time
    Associate Banker Safe Act Assistant Vice President.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At C...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President

    Commercial Banker, Multinational Corporations, Middle Market Banking, Vice President

    JPMorganChaseSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    You are customer focused, passionate about working with and supporting foreign-owned, early-stage multinational companies, enjoy building relationships and bringing in new clients.A role as a Comme...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Investment Banking

    Vice President, Investment Banking

    Financial Technology PartnersSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Experienced Vice President – FinTech Investment Banking.Financial Technology Partners is seeking an experienced Investment Banking Vice President. Financial Technology Partners (aka “FT Partners”) i...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Commercial Banker - Mid-Corporate Banking - Vice President

    Commercial Banker - Mid-Corporate Banking - Vice President

    JPMorgan ChaseSan Francisco, CA, US
    serp_jobs.job_card.full_time
    serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Private Banker

    Private Banker

    First Citizens BankSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Private Bankers support the Wealth Management division's growth and profitability goals through new business development and client retention activities. Develop relationships with High Net Worth (H...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Innovation Banking

    Vice President, Innovation Banking

    Western Alliance BankSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Vice President, Innovation Banking.Location : CA - San Francisco, Spear.As a Commercial Banker, VP you'll be responsible for identifying a target market for new business and subsequently developing ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_1_day
    • serp_jobs.job_card.promoted
    Corporate Banker - Global Network Banking (GNB) - Tech & Telecom - Director - SAN FRANCISCO

    Corporate Banker - Global Network Banking (GNB) - Tech & Telecom - Director - SAN FRANCISCO

    CitigroupSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Corporate Banker - Global Network Banking (GNB) - Tech & Telecom - Director - SAN FRANCISCO.Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 de...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Transaction Banking, Sales, Vice President

    Transaction Banking, Sales, Vice President

    Goldman SachsSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Our mission is simple : provide a global transaction banking platform that is nimble, secure, and easy for clients to use. We have delivered a modern, digital-first transaction banking platform to se...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    U.S. Private Bank - Private Banker - Vice President OR Executive Director

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

    FairygodbossPalo Alto, CA, United States
    serp_jobs.job_card.full_time
    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 ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
    • serp_jobs.job_card.promoted
    Vice President, Banking

    Vice President, Banking

    Morgan StanleyMenlo Park, CA, US
    serp_jobs.job_card.full_time
    LLC seeks a Vice President, Banking in Menlo Park, California.Execute Capital Markets transactions for U.Provide strategic advice to clients on offering structure, marketing tactics, and aftermarke...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Venture Banking

    Vice President, Venture Banking

    Stifel FinancialSan Francisco, CA, US
    serp_jobs.job_card.full_time
    Stifel strives for a culture that puts its clients and associates first : a culture where everyone belongs, everyone is welcome, and everyone contributes to the success of our clients, their careers...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Vice President, Investment Banking - SFO, CA

    Vice President, Investment Banking - SFO, CA

    Two95 International Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Vice President, Investment Banking – Technology.Oversees a wide variety of quantitative analyses, including leverage buyout models, discounted cash flow, multiple valuation analysis, merger and acq...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP / Director - Commercial Banking Relationship Manager

    VP / Director - Commercial Banking Relationship Manager

    BmoSan Jose, CA, US
    serp_jobs.job_card.part_time +1
    Vice President Or Director Level Senior Relationship Manager.We are seeking a Vice President or Director level Senior Relationship Manager in our Diversified Industries Group primarily covering the...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Corporate Banker - Global Network Banking (GNB) - Director - SAN FRANCISCO

    Corporate Banker - Global Network Banking (GNB) - Director - SAN FRANCISCO

    Citibank (Switzerland) AGSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    For additional information, please review.The Technology & Telecom Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providi...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Vice President Technology M&A Investment Banking

    Vice President Technology M&A Investment Banking

    BarclaysSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Barclays is looking for a dynamic and passionate Vice President to join our Technology M&A Investment Banking team.This is a unique opportunity for you to work at the forefront of innovation, advis...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    VP BCM Client Partner - West Coast

    VP BCM Client Partner - West Coast

    ExlService Holdings, Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    Join a recognized leader in data, analytics, and AI for financial services.Work at the forefront of transformation, helping banks navigate the AI super cycle and digital disruption.Be part of a col...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    Managing Director, Investment Banking - Crypto & Blockchain

    Managing Director, Investment Banking - Crypto & Blockchain

    Wedbush SecuritiesSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Managing Director, Investment Banking - Crypto & Blockchain.Wedbush Securities is one of the largest securities firms andinvestment banks in the nation. We provide innovative financialsolutions thro...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
    • serp_jobs.job_card.promoted
    Investment Banking Director / VP - Enterprise Software (San Francisco, CA)

    Investment Banking Director / VP - Enterprise Software (San Francisco, CA)

    Oppenheimer & Co IncSan Francisco, CA, United States
    serp_jobs.job_card.full_time
    Career Opportunities with Oppenheimer & Co.Current job opportunities are posted here as they become available.Subscribe to our RSS feeds to receive instant updates as new positions become available...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
    • serp_jobs.job_card.promoted
    • serp_jobs.job_card.new
    Corporate Banker - Global Network Banking (GNB) - Director - SAN FRANCISCO

    Corporate Banker - Global Network Banking (GNB) - Director - SAN FRANCISCO

    Citigroup Inc.San Francisco, CA, United States
    serp_jobs.job_card.full_time
    The Global Network Banker is a senior-level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for TTS, markets ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours