U.S. Private Bank - Private Banker - Executive Director

Aumni; New York (NY); Vor Ort; USD 150.000 - 200.000; Vollzeit

Zusammenfassung

TwinThread is looking for a Private Banker - Executive Director to provide exceptional financial services to clients. This role demands a proactive individual with over six years in Private Banking who excels in managing relationships and developing tailored solutions.

The successful candidate will leverage their expertise in investments, wealth planning, and credit management to advise clients effectively. You will also generate new client acquisitions through strong business acumen and teamwork. Join us in New York, where your contributions will shape financial success.

Qualifikationen

• 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.
• Proven sales success and strong business acumen.

Aufgaben

• Manage client relationships and provide tailored advice.
• Generate business results and acquire new assets.
• Advise clients on balance sheet management.
• Collaborate with internal specialists.
• Connect clients across business lines.
• Ensure solutions meet clients' needs.

Kenntnisse

Private Banking

Financial Services

Client Relationship Management

Investment Knowledge

Sales Success

Business Acumen

Wealth Planning

Credit and Banking

Ausbildung

Bachelor’s Degree

Jobbeschreibung

U.S. Private Bank - Private Banker - Executive Director

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, 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

Equal Opportunity Employer

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans