Apply on Employer Site

Chase · 1 month ago

U.S. Private Bank - Private Banker - Vice President/Executive Director

1001 Franklin Ave, Garden City, NY, 11530, US

Full-time

Onsite

Mid, Senior Level

$170K/yr - $225K/yr

6+ years exp

Chase is actively seeking talented individuals for their U.S. Private Bank team. As a Private Banker, you will advise families on wealth management, utilizing your financial expertise to enhance client relationships and drive new client acquisition.

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 BankingFinancial ServicesSeries 7 LicenseSeries 66 LicenseInsurance LicenseSales SuccessBusiness AcumenWealth PlanningInvestment KnowledgeClient Experience FocusEquity Markets KnowledgeFixed Income Markets KnowledgeAlternative Investments KnowledgeCritical ThinkingPresentation SkillsOrganizational Skills

Required

At least 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