U.S. Private Bank - Private Banker - Executive Director
On-siteHouston, Texas, United States
Houston, Texas, United StatesOn-siteFull TimeSenior LevelBachelors DegreeFinancial ServicesEnterprise
Full TimeSenior LevelBachelors DegreeEnterpriseFinancial Services
Job Summary
Manage client relationships by earning trust, understanding needs, and delivering targeted advice on building, preserving, and managing wealth. Generate business results by acquiring new assets from existing and new client bases while advising on asset allocation, investment management, and credit needs. Partner with internal specialists to provide interdisciplinary expertise and connect clients across all lines of business of J.P. Morgan Chase & Co. Ensure solutions fulfill short, medium, and long-term objectives through holistic goals-based planning while strictly adhering to risk policies and regulatory guidelines.
Required Qualifications
- 10 plus years of work experience in Private Banking or Financial Services
- Bachelor's Degree
- Series 7, 66 and Insurance licenses
- Proven sales success
- 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
Desired Qualifications
- MBA, JD, CFA, or CFP
- 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
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