U.S. Private Bank – Private Banker – Executive Director
On-site · Baltimore, Maryland, United States
Baltimore, Maryland, United StatesOn-siteFull TimeSenior LevelBachelors DegreeInvestment BankingEnterprise
Type
Full Time
Level
Senior Level
Education
Bachelors Degree
Company size
Enterprise
Industry
Investment Banking
Job Summary
Private Banker (Executive Director) at J.P. Morgan’s U.S. Private Bank focusing on advising families on wealth creation, preservation and balance-sheet strategy. Responsible for managing client relationships, generating new assets from existing clients and new acquisitions, advising on asset allocation, investments, wealth planning, credit and banking, and coordinating with internal specialists to deliver holistic, goals-based planning while adhering to risk and control policies.
Required Qualifications
- Ten plus years of work experience in Private Banking or Financial Services
- Bachelor’s Degree required
- Series 7, 66 and Insurance licenses required; unlicensed candidates considered but must obtain licenses within 90 days
- 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
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