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Chase · 2 months ago

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

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

Full-time

Onsite

Mid, Senior Level

$170K/yr - $250K/yr

6+ years exp

Chase is seeking a talented individual for the role of Executive Director - Private Banker in their U.S. Private Bank. The role involves advising families on building, preserving, and managing their wealth while generating new client acquisition and maintaining relationships with existing clients.

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 experienceFinancial Services knowledgeSeries 766 licensesSales successWealth planning expertiseInvestment management knowledgeCreditBanking conceptsClient experience focusCommunity presenceNetworking skillsProactive approachDynamic communicationMBAJDCFACFPEquity marketsFixed income marketsAlternative investmentsOrganizational skillsCritical thinkingPresentation skills

Required

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

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