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Private Banker jobs

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2,702 jobs found
13.09.2023
CG

Citi Group UHNW Private Banker - Palo Alto United States, California, Palo Alto

Limitless High-tech career opportunities - Expoint
Description:
Actively identify prospects and establish contact with them/convert prospects into clients. Demonstrate an in-depth understanding of clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and...
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22.09.2023
JPM

JPMorgan US Private Banker - Vice President United States, Arizona, Scottsdale

Limitless High-tech career opportunities - Expoint
Description:
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. Drive business results and acquire...
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17.09.2023
USB

US Bank PWM Private Banker Job Id 2023-0028261 Location United States, California, San Francisco

Limitless High-tech career opportunities - Expoint
Description:
Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short-term and long-term disability. Pregnancy disability and parental leave. 401(k) and employer-funded retirement plan. Paid vacation (from two to...
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26.09.2023
JPM

JPMorgan US Private Bank - Banker Associate United States, Connecticut

Limitless High-tech career opportunities - Expoint
Description:
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...
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25.09.2023
JPM

JPMorgan Private Client Banker - Congers NY United States, New York

Limitless High-tech career opportunities - Expoint
Description:
Share the value of Chase Private Client with clients that may be eligible. Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services...
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22.09.2023
JPM

JPMorgan Private Client Banker - Smithtown NY United States, New York

Limitless High-tech career opportunities - Expoint
Description:
Share the value of Chase Private Client with clients that may be eligible. Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services...
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23.09.2023
JPM

JPMorgan Private Client Banker Network Expansion - United States, Minnesota

Limitless High-tech career opportunities - Expoint
Description:
Share the value of Chase Private Client with clients that may be eligible. Actively manage their banking relationship through an advice-based approach, ensuring each client receives the best products, services...
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Expoint is proud to offer a position for Private Bankers in the tech industry. Private Bankers are responsible for providing comprehensive financial solutions to high net worth individuals and institutions. This position requires an individual who is an expert in financial theories and practices, and is capable of effectively tailored solutions for complex wealth situations. The ideal candidate thrives when working with clients in an analytical, yet compassionate manner. The primary responsibilities of the Private Banker include developing and maintaining relationships with the client base; providing tailored financial solutions; providing information and advice to clients on economic trends and investment opportunities; and working closely with the client on long-term investment strategies. It will be the responsibility of the Private Banker to identify the risk tolerance and investment objectives of each client and to recommend strategies that meet their individual objectives. The successful candidate will have excellent communication and interpersonal skills, be a strategic and forward-thinking problem-solver, and have a firm understanding of banking practices and financial philosophies. The successful candidate will also have a deep understanding of the technology industry and current trends in order to effectively advise clients on growth opportunities. It is essential that the Private Banker be highly organized, detail-oriented, and capable of working through multiple projects in a timely fashion. This individual will be responsible for keeping abreast of global markets, financial offerings, and any developments related to the industry in order to accurately analyze and discuss complex financial strategies with clients. The Private Banker will also spend time networking with other professionals in the tech industry to foster relationships and create additional opportunities. This is an excellent opportunity for an experienced professional with a strong financial background and a passion for helping clients reach their long-term goals. Private Bankers have the unique opportunity to use their financial acumen to make a profound impact on the lives of their clients, an experience that is both fulfilling and rewarding.