JPMorganChase
JPMorganChase•2h ago
Career Pages

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

El Segundo, CA
Full Time
Senior Level

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Qualifications

7/7 matched

Experience Level: Senior Level

  • 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

Full Job Description

Join JPMorganChase's U.S. Private Bank in El Segundo, CA, as a Private Banker. This Vice President or Executive Director role focuses on advising affluent families in building, preserving, and managing their wealth. You will be instrumental in generating new client acquisition and nurturing existing client relationships through exceptional service and tailored financial strategies. Responsibilities include managing client relationships by building trust, understanding needs, providing expert advice, developing comprehensive solutions, and ensuring a superior client experience. You will drive business growth by acquiring new assets from both new and existing clients. Your advisory role encompasses clients' overall balance sheets, including asset allocation, investment management, wealth planning, credit, and banking requirements. Collaboration with internal specialists will provide clients with interdisciplinary expertise, and you will facilitate connections across all J.P. Morgan Chase & Co. business lines. Ensuring proposed solutions align with clients' short, medium, and long-term goals through a holistic, goals-based planning approach is paramount. Strict adherence to all risk, control, regulatory, and security policies is mandatory.

Company

JPMorganChase

JPMorganChase

Tracing its roots back to 1799 in New York City, JPMorganChase stands as one of the world's most established, expansive, and recognized financial institutions. We continue the legacy of innovation fro...

El Segundo, CA
Posted on Career Pages
U.S. Private Bank - Private Banker - Vice President or Executive Director at JPMorganChase | El Segundo, CA | Apply Now | MindMyJob | MindMyJob - AI Job Search Platform