Private Banker jobs in Cincinnati, OH

Private Banker manages a private banking portfolio of individuals with high-net worth using banking strategies, solutions, and advice that are customized to the client's needs. Develops and maintains client relationships by engaging the resources of other parts of the organization to provide meaningful and personalized service. Being a Private Banker acts as an advisor, providing financial research and information. Achieves deposit and loan volume goals, approves loans, and sells additional fee-based services. Additionally, Private Banker typically requires a bachelor's degree. Typically reports to a manager. The Private Banker occasionally directed in several aspects of the work. Gaining exposure to some of the complex tasks within the job function. To be a Private Banker typically requires 2 -4 years of related experience. (Copyright 2024 Salary.com)

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U.S. Private Bank – Private Banker – Executive Director or Vice President
  • JPMC Candidate Experience page
  • Cincinnati, OH FULL_TIME
  • We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank.  If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

    As a Private Banker, 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, Skills
     

    • Six plus years of work experience in Private Banking or Financial Services
    • Bachelor’s Degree required; MBA, JD, CFA, or CFP preferred
    • 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, Skills
     

    • 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
  • 19 Days Ago

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Licensed Private Client Banker - Cincinnati, OH
  • KeyBank
  • Cincinnati, OH FULL_TIME
  • Location:3621 West Fork Road - Cincinnati, Ohio 45247Job SummaryBe a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. The Private Client Banker (P...
  • Just Posted

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Colerain, OH FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 4 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Wyoming, OH FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 4 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Blue, OH FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 4 Days Ago

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Coldwell Banker is growing and looking for Licensed Real Estate Agents
  • Coldwell Banker
  • Sharonville, OH FULL_TIME
  • Licensed Real Estate Sales Agent Coldwell Banker NRT is seeking both new and experienced real estate agents who are looking to boost their career up a notch. We offer innovative tools and programs spe...
  • 5 Days Ago

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0 Private Banker jobs found in Cincinnati, OH area

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Investment Manager
  • Fort Washington Investment Advisors, Inc.
  • Cincinnati, OH
  • Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do i...
  • 3/28/2024 12:00:00 AM

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Money Room Attendant - Heritage Bank Center
  • Aramark
  • Cincinnati, OH
  • Job Description The Money Room Attendant facilitates all money needs and transactions while adhering to Aramark policies...
  • 3/28/2024 12:00:00 AM

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Financial Planning and Analysis Manager
  • Jedson Engineering
  • Cincinnati, OH
  • POSITION TITLE: FP&A Analyst - Jedson Engineering LOCATION: Cincinnati OH WHO WE ARE: At Jedson Engineering, we’re focus...
  • 3/28/2024 12:00:00 AM

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Investment Manager
  • Fort Washington Investment Advisors, Inc.
  • Cincinnati, OH
  • Welcome to Western & Southern Financial Group – Our focus on creating value for our customers through everything we do i...
  • 3/28/2024 12:00:00 AM

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District Consumer Banker (Dent)
  • First Financial Bank
  • Cincinnati, OH
  • We do the right things, right now. We do them in a way that is relevant to our clients. Become a part of our history as ...
  • 3/27/2024 12:00:00 AM

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BUSINESS BANKING RELATIONSHIP MANAGER - Cincinnati
  • Stock Yards Bank & Trust Co.
  • Cincinnati, OH
  • As a Business Banking Relationship Manager, your day will be filled with opportunities to build relationships with poten...
  • 3/26/2024 12:00:00 AM

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Advanced Markets Case Design Consultant I
  • Western & Southern Financial Group
  • Cincinnati, OH
  • Overview: Summary of Responsibilities: Responsible for delivering advanced sales case design for distributors, supportin...
  • 3/26/2024 12:00:00 AM

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Part Time Teller
  • PNC Financial Services Group, Inc.
  • Cincinnati, OH
  • Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. ...
  • 3/24/2024 12:00:00 AM

Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$71,300 to $104,819
Cincinnati, Ohio area prices
were up 1.1% from a year ago

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