
Private Banker, Vice President / Executive Director
As a Private Banker in the Private Bank, you are focused on $5MM+ net worth and covering clients independently. Additionally, 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 drive 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. 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 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.
Six plus years of work experience in Private Banking
Proven sales success and strong business acumen
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments
MS Word
Customer Service skills
Investment Management
Time Management Skills
Asset allocation
MS Excel skills
New client acquisition
Wealth planning
Verbal communication
Driven and self-motivated
written communication
Adaptability
Problem Solving Skills
Detail Oriented and Organized
Multi tasker
According to JobzMall, the average salary range for a Private Banker, Vice President / Executive Director in 7700 Forsyth Blvd, St. Louis, MO 63105, USA is between $75,000 and $150,000 per year. The salary range may vary depending on the individual's experience, qualifications, and other factors.
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JPMorgan Chase Bank, N.A., doing business as Chase Bank, is a national bank headquartered in Manhattan, New York City, that constitutes the consumer and commercial banking subsidiary of the U.S. multinational banking and financial services holding company, JPMorgan Chase.

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