Elite Private Banker – Executive Director

JP Morgan Chase; Atlanta (GA); On-site; USD 90,000 - 160,000; Full time

Benefits offered by this job

Health Coverage

Retirement Plans

Wellness Centers

Diversity and Inclusion Programs

Job summary

An established industry player is seeking a dynamic Private Banker to join their U.S. Private Bank team in Atlanta. This role offers the opportunity to manage and maintain client relationships while providing tailored financial advice. You will leverage your expertise in investment management and wealth planning to help clients achieve their financial goals. With a strong emphasis on collaboration and a commitment to exceptional service, this position promises a rewarding career path in a supportive environment. Join a team that values diversity and innovation, and take your career to the next level.

Qualifications

• Minimum six years of experience in Private Banking or Financial Services.
• Client-focused with a dedication to service and strong business acumen.

Responsibilities

• Manage client relationships and provide tailored financial advice.
• Generate business results through existing and new client acquisition.

Skills

Private Banking

Financial Services

Client Relationship Management

Investment Management

Wealth Planning

Sales Success

Critical Thinking

Communication Skills

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

An established industry player is seeking a dynamic Private Banker to join their U.S. Private Bank team in Atlanta. This role offers the opportunity to manage and maintain client relationships while providing tailored financial advice. You will leverage your expertise in investment management and wealth planning to help clients achieve their financial goals. With a strong emphasis on collaboration and a commitment to exceptional service, this position promises a rewarding career path in a supportive environment. Join a team that values diversity and innovation, and take your career to the next level.