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JPMorgan Chase
Tulsa, OK, United States
JPMorgan Chase U.S. Private Bank - Private Banker - Vice President or Executive Director in Indianapolis , Indiana We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneu
Job Source: JPMorgan ChaseMorgan Stanley
Tulsa, OK, United States
Job Description Job Number: Job Number: 3251263 Posting Date Posting Date : Apr 29, 2024 Primary Location Primary Location : Americas-United States of America-Washington-Kirkland Other Locations Other Locations : Americas-United States of America-Washington-Seattle Education Level : Bachelor's Degree Job Employm
Job Source: Morgan StanleyBusiness Contract Technologies
Tulsa, OK, United States
Our client is currently seeking a Vice President to be a key member of our Portfolio Management / Special Assets team to support portfolio management and investment recovery efforts on distressed investments. The position is located in Chicago or New York. Position Description Our client is currently seeking a Vice President to be a key member of
Job Source: Business Contract TechnologiesSelectLeaders
Tulsa, OK, United States
Shelter Rock Capital Group, a real estate focused capital raising firm, is seeking a Vice President to focus on the distribution of real estate private equity funds, joint ventures and recapitalizations. Responsibilities include: Developing and fostering new investor relationships across the LP community Partnering with colleagues to enhance existi
Job Source: SelectLeadersValor Equity Partners
Tulsa, OK, United States
Job Title: Vice President Department : Scale Group – Revenue Generation and Corporate Strategic Investor Support team at Valor Equity Partners Work Location: US - Seattle Reports To: Anni Ylagan, Principal at Valor Equity Partners Who We Are Valor Equity Partners is an operational growth investment firm focused on non-control and
Job Source: Valor Equity PartnersASSOCIATION FOR COMMUNITY AFFILIATED PLANS
Tulsa, OK, United States
Amida Care, the largest Medicaid HIV Special Needs Plan in NY, delivers a uniquely effective care model that has become a true benchmark for innovation, engagement and member health outcomes. Our mission is to provide access to comprehensive care and coordinated services that facilitate positive health outcomes and general well-being for our member
Job Source: ASSOCIATION FOR COMMUNITY AFFILIATED PLANSGoldman Sachs
Tulsa, OK, United States
Functional Store and/or access information on a device Precise geolocation data, and identification through device scanning Personalised content, content measurement, audience research, and services development Compliance, Private Wealth Management, Capital Markets Compliance, Vice President, New York Compliance, Private Wealth Management, Ca
Job Source: Goldman SachsRegent Bank
Tulsa
Summary: The Private Banker position is responsible for performing routine branch and customer service duties. This position is responsible for generating business and continually building relationships with existing clients. Essential Duties and Responsibilities: + Complete new account openings, maintenance and servicing accounts. + Greet customer
Job Source: Regent BankTulsa, OK, United States
We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.
Job 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
Required Qualifications, Capabilities, and Skills
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 Qualifications, Capabilities, and Skills
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
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U.S. Private Bank – Private Banker – Vice President jobs in Tulsa, OK, United States
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