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Chase · 3 months ago

International Private Bank- Private Banker- Executive Director

270 Park Ave, New York, NY, 10017, US

Full-time

Onsite

Director/Executive

$225K/yr - $350K/yr

8+ years exp

Chase is actively seeking talented individuals for their International Private Bank division. The Private Banker role involves advising clients on wealth management, building and preserving their wealth, and generating new client acquisitions while providing a first-class experience.

BankingFinancial Services

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

Qualification

Private banking experienceWealth management relationshipsSeries 766 licensesInvestment knowledgeWealth planning expertiseCreditBanking conceptsCommunity presenceFluent in EnglishFluent in Hebrew

Required

Eight plus years of work experience prospecting, acquiring, and developing private banking/wealth management relationships with ultra-high net worth individuals and families in the Israel Market

Series 7, 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date

Available to travel internationally to serve off-shore international clients

Strong community presence with an established network in the Israel Market

Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts

Bachelor's Degree required

Fluent in English and Hebrew