Executive Director, Private Banking

JPMorganChase; San Francisco (CA); On-site; USD 130,000 - 160,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution located in San Francisco is seeking an experienced Private Banker to advise clients on building and managing their wealth. The ideal candidate will have over 8 years of experience in private banking, knowledge of investments, and must be fluent in English and Mandarin. They will be responsible for managing client relationships and generating new business. This role also entails adherence to regulatory guidelines and providing exceptional client experiences.

Qualifications

• Over 8 years of experience in private banking/wealth management with ultra-high net worth individuals.
• Series 7 and 66 licenses required (unlicensed candidates need to obtain within 90 days).
• Understanding of investments, credit, and banking concepts.

Responsibilities

• Manage relationships with clients to provide an exceptional client experience.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on investment management and wealth planning.

Skills

Fluent in English

Fluent in Mandarin

Strong community presence

Education

Bachelor's Degree

Job description

A leading financial institution located in San Francisco is seeking an experienced Private Banker to advise clients on building and managing their wealth. The ideal candidate will have over 8 years of experience in private banking, knowledge of investments, and must be fluent in English and Mandarin. They will be responsible for managing client relationships and generating new business. This role also entails adherence to regulatory guidelines and providing exceptional client experiences.