This job listing has expired and the position may no longer be open for hire.

Wealth Management - Private Bank - Banker - Executive Director, San Francisco at JPMorgan Chase Bank, N.A.

Posted in General Business 30+ days ago.

Type: Full-Time
Location: San Francisco, California





Job Description:


  • Sell and implement investment, banking and trust/estate products to core clients
  • Leverage and coordinate specialists (Investor, Capital Advisor, Trust and Estate Advisor and Wealth Advisor) to provide interdisciplinary expertise for our most complex clients
  • Manage each account to ensure that the client has a completed profile, is introduced to the appropriate product specialists and that accounts are properly maintained and serviced
  • Build trust with clients and effectively manage relationships
  • Ensure that the proposed products and services maximize the clients' needs, goals and objectives
  • Provide guidance to junior staff

Qualifications

  • Seven plus years of experience in private banking working with high-net-worth and ultra-high-net-worth individuals and families
  • Bachelors Degree required; MBA, JD, CFA, or CFP preferred

JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as any mental health or physical disability needs.

Equal Opportunity Employer/Disability/Veterans





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