Private Banker jobs in United States, California, Palo Alto

As a Relationship Manager in JPMorgan Private Client, you will nurture and develop high-net-worth client relationships by earning their trust, comprehensively understanding their unique aspirations, and offering bespoke solutions and tailored advice. You will empower clients to explore the vast financial possibilities their wealth affords, leveraging the formidable capabilities of JPMorgan Chase, including seamless collaboration with partners across various business lines. With an entrepreneurial spirit, you will actively acquire new clients while deepening and maintaining existing relationships, all contributing to the dynamic growth of our business.

Job responsibilities

• Cultivate meaningful and enduring relationships with clients, ensuring they receive an exceptional and personalized experience that exceeds expectations.
• Collaborate intimately with clients to discern their unique needs and aspirations, crafting bespoke solutions that support their goals at every stage—whether short-term, medium-term, or long-term—through a comprehensive and personalized planning approach.
• Foster and deepen long-term primary banking and lending relationships as well as help facilitate the introduction of wealth management services. This includes regularly engaging in in-person consultations with prospects and clients at their places of business and other locations.
• Present the full JPMorgan Private Client value proposition, attracting and nurturing client relationships while enhancing their overall experience with sophistication.
• Share insights and perspectives on the economy and financial markets with clients, fostering trust and earning their business through informed and strategic guidance.
• Build a robust pipeline through acquiring new relationships, actively seeking opportunities to connect with potential clients and partners and leveraging these connections to expand the client base and drive business growth.
• Network and establish influential connections with referral sources and esteemed contacts outside the office to generate valuable banking and investment opportunities.
• Develop internal partnerships across all business lines to effectively address and fulfill clients' unique needs with precision and expertise.
• Uphold a strong risk and controls environment by adhering to all policies, regulatory guidelines, and security measures with the utmost diligence.

Required qualifications, capabilities, and skills

• Possess 10+ years in Financial Services, including affluent or complex relationship management and business development.
• Exhibit an entrepreneurial spirit, resilience, and persistence in prospecting efforts to expand business.
• Maintain a high-net-worth referral network to develop a new book of business and demonstrate proven success in building trusted client relationships.
• Solve complex financial challenges and present innovative solutions with your astute financial acumen and familiarity with holistic financial planning.
• Demonstrate a passion for guiding clients through what matters most to them and the ability to work collaboratively in a team environment to deliver bespoke solutions and exceptional client service.
• The Securities Industry Essential (SIE) exam, FINRA Series 7, and FINRA Series 66 (or 63 and 65) are minimum requirements. All unlicensed applicants must obtain their licenses through JPMC’s licensing program within 150 days of hire, with study materials and support provided.

Preferred qualifications, capabilities, and skills

• Hold a college degree or military equivalent.

Dodd Frank/Truth in Lending Act

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Job Profile:

Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Senior Home Lending Advisor in Chase Home Lending, you will take your clients on a first-class journey to home ownership and deliver strong sales results. You will put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job responsibilities

• Coaches and mentors the branch team by providing training on products and services.
• Works together with bankers, meeting with their customers and introducing new clients to bankers for additional products and services
• Partners with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts
• Develops a strong partnership with the assigned retail branches to promote mortgage loan originations (in footprint territories), and can function well within formal and dotted-line reporting relationships
• Builds role as the internal and external mortgage expert; builds and maintains good relationships with customers; and exhibits consultative skills to provide recommendations based on financial analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances

Required qualifications, capabilities, and skills

• Minimum three years of mortgage lending and proven sales experience in retail banking
• Knowledge of real estate market in local area
• Excellent written and oral communication skills
• Knowledge of FHA, VA, FNMA, and FHLMC guidelines

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Marketing, promoting, relationship building, and consulting skills
• Intermediate PC skills in a Windows environment
• Bachelor's degree or equivalent work experience in sales and/or real estate

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

This role will be a member of the Private AI Services’ Control Plane team, which is a Kubernetes based control plane that automates the lifecycle of AI Services: Model Gallery, Model Runtime and ML API Gateway, Data Indexing and Retrieval, and Agent Builder. The successful candidate must have experience building Kubernetes based services, and experience participating in upstream Kubernetes and related CNCF projects as a contributor is a major plus.

Responsibilities

• Collaborate with cross-functional teams to design and deliver expanded capabilities of Kubernetes-based platform services for AI

• Own the AI platform’s end user / in-product CLI across all components, help guide other teams in how to deliver CLI based experience for the platform

• Decompose vague problems into detailed requirements, and develop solutions that meet the needs of our customers

• Develop and maintain automated tests to ensure the quality and reliability of the Private AI feature set

• Participate in code reviews and ensure that the code is aligned with VMware's coding standards and best practices

• Troubleshoot and resolve complex issues related to Private AI services and how those services interface with other components of the stack such as storage, networking, etc.

Requirements

• Ability to succeed on an take-home distributed systems homework assignment and in-person technical interview including coding and debugging

• 5+ years experience in scalable distributed systems in Go or C++

• 5+ years of hands on experience with Container technologies (Docker and Kubernetes)

• Hands on experience deploying and maintaining Kubernetes Operators is a big plus

• Proven knowledge of systems design

• Strong analytical and diagnostic skills with ability to work independently

• Excellent communication and collaboration skills, with the ability to work with cross-functional teams

• Experience with agile development methodologies and version control systems, such as Git

• BS in Computer Science or related technical fields and 12+ years of related experience in the software industry or MS in Computer Science or related technical fields and 10+ years of related experience in the software industry

• Candidate should not require sponsorship

What We Offer:

• Competitive salary and benefits package

• Opportunities for career growth and professional development

• Collaborative and dynamic work environment

• Access to cutting-edge technologies and tools

Responsibilities:

• Support the origination and execution of investment banking transaction mandates for clients in the semiconductor and semiconductor capital equipment sector, such as: buy and sell-side M&A, inclusive of cross-border transactions, as well as capital markets processes, including debt and equity offerings.

• Lead due diligence processes for investment banking transactions in the semiconductor and semiconductor capital equipment sector.

• Prepare industry analysis for clients to support their strategic positioning and help them explore strategic alternatives.

• Prepare financial scenario analysis for semiconductor and semiconductor capital equipment clients depending on various strategic options.

• Oversee analysts and associates on client coverage, origination and transaction execution teams.

• Draft and negotiate engagement letters, confidentiality agreements and other documents related to investment banking transactions.

• Attend and oversee client meetings with prospective buyers in sell-side M&A processes, including management presentations and due diligence.

• Liaise with product-specific teams like M&A, Equity Capital Markets, Leverage Finance internally to coordinate execution of the investment banking transaction.

• Execute investment banking transactions and processes in a global firm environment, including both M&A and capital markets products.

• Prepare financial analysis, including detailed valuation analysis including LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis;

• Create due diligence questionnaire in connection with investment banking transactions.

• Prepare materials for clients during the course of investment banking deal origination and execution.

• Support internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee.

• Mentor and train analysts on the team by providing on the job training and guidance.

• Remote work may be permitted within a commutable distance from the worksite.

Required Skills & Experience:

• Master's degree or equivalent in Business Administration, Finance, Economics, or related: and

• 3 years of experience in the job offered or a related Finance occupation.

• Must include 3 years of experience in each of the following:

• Executing investment banking transactions and processes in a global firm environment, including both M&A and capital markets products;

• Preparing financial analysis, including detailed valuation analysis including LBO analysis, discounted cash flow, accretion and dilution, IPO pro forma analysis, comparative company analysis, and sum of parts analysis;

• Creating due diligence questionnaire in connection with investment banking transactions;

• Preparing materials for clients during the course of investment banking deal origination and execution;

• Supporting internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee; and,

• Supporting internal transaction and capital commitment committee processes such as Fairness Committee, Equity Commitment Committee and Leveraged Finance Committee; and Mentor and train analysts on the team by providing on the job training and guidance.

• In the alternative, the employer will accept a Bachelor's degree and 5 years of progressively responsible experience.

• 25% domestic and 5% international travel required, as necessary.

If interested apply online at or email your resume to and reference the job title of the role and requisition number.

Employer:BofA Securities, Inc.