

Job responsibilities
Required qualifications, skills, and capabilities
משרות נוספות שיכולות לעניין אותך


Join J.P. Morgan’s Commercial & Investment Bank, a global leader in banking, markets, securities services, and payments, where you will lead groundbreaking solutions that address customer needs across 100+ countries.
As the Global Head of On-Balance Sheet Liquidity Product, you will lead innovation through product development and feature delivery that meets client needs globally. You will challenge traditional approaches, remove barriers to success, and foster a culture of continuous innovation. The team manages a $225BN+ deposit book and $1.5BN of overdrafts, providing interest and liquidity solutions across 425,000+ demand deposit accounts in 70+ currencies.
Job responsibilities:
Required qualifications, capabilities, and skills:
Preferred qualifications, capabilities, and skills:

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
Required Qualifications, Capabilities, and Skills
Preferred Qualifications, Capabilities, and Skills

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

Control Management (CM)
Role Responsibilities:
The global Risk Identification & Assessment Team is part of Markets Business Controls Management (BCM) and works with business-aligned BCMs as well as with senior Business and Functional Managers to help the Business understand and manage operational risk. The team are the Markets leads for CORE (Compliance and Operational Risk Evaluation), the firm’s strategic operational risk and control assessment framework. The key responsibilities of this role include:
Qualifications:
Skills:

Job Responsibilities
Required Qualifications, Capabilities and Skills
Preferred Qualifications, Capabilities and Skills

Job responsibilities
Required qualifications, skills, and capabilities
משרות נוספות שיכולות לעניין אותך