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13,690 jobs found
Yesterday
WF

Wells Fargo Personal Banker Cross Keys United States, Pennsylvania

Limitless High-tech career opportunities - Expoint
Description:
Participate in delivery of exceptional customer experience by building relationships through proactive outreach as well as proposing appropriate products, services, and digital solutions to help customers succeed financially. Assist customers...
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Yesterday
JPM

JPMorgan JP Morgan Wealth Management - Private Client United States, Pennsylvania, Radnor Township

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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Yesterday
JPM

JPMorgan Private Client Banker - Walnut Street Shadyside Branch Pitts... United States, Pennsylvania, Pittsburgh

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

JPMorgan Relationship Banker - Stamford Prospect St CT United States, Connecticut, Stamford

Limitless High-tech career opportunities - Expoint
Description:
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
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Yesterday
JPM

JPMorgan Relationship Banker - Rivergate Madison TN United States, Tennessee

Limitless High-tech career opportunities - Expoint
Description:
Put clients first and exceed their expectations - deliver attentive and friendly service, creating a welcoming environment. Manage assigned clients and proactively meet with them, both in person and over...
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Yesterday
JPM

JPMorgan JP Morgan Wealth Management - Private Client Advisor Miami F... United States, Florida, Miami

Limitless High-tech career opportunities - Expoint
Description:
Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity. Build a book of business and deliver personalized investment solutions to your...
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Yesterday
JPM

JPMorgan Part Time Hours Associate Banker New Build United States, South Carolina, Myrtle Beach

Limitless High-tech career opportunities - Expoint
Description:
Collaborate with the Branch Manager to create a welcoming and vibrant atmosphere in the branch, ensuring every client enjoys an exceptional experience and feels part of a dynamic community. Greet...
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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.