Private Banker jobs in Milwaukee, WI

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 - Vice President
  • JPMC Candidate Experience page
  • Milwaukee, WI 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 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

     

  • 22 Days Ago

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Banker
  • Huntington National Bank
  • Grove, WI FULL_TIME
  • Description Summary : Our branch banking roles offer a welcoming and inclusive team environment where you are empowered every day to help our customers achieve their financial goals. Our branch collea...
  • 1 Day Ago

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Machine Operator (2nd Shift)
  • C.I. Banker Wire & Iron Works
  • Mukwonago, WI FULL_TIME
  • Sign-On Bonus $2,500! Shift(s) Available: 2nd Shift, Monday-Friday, 2:15pm-10:15pm - $22/Hr. About us Banker Wire is the worldwide leader in the manufacture of woven and welded wire mesh for architect...
  • 9 Days Ago

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Nanny / Morning Helper for loving family with four kids!
  • Private Family with Four Children
  • Oconomowoc, WI PART_TIME
  • Loving family seeks a Nanny / Morning Helper for our home. We have three boys (9, 9, and 5) and a 6 yr old girl.The Nanny’s primary responsibility will be helping with the morning routines for the chi...
  • 3 Days Ago

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Afternoon & Evening Babysitter / Nanny for loving family with four kids!
  • Private Family with Four Children
  • Oconomowoc, WI FULL_TIME
  • Loving family seeks afternoon/evening Nanny for our home. We have three boys (10, 10, and 6) and a 7 yr old girl.Duties include: Help plan (and facilitate) outings, such as walks, bike rides, parks, l...
  • 4 Days Ago

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Armed Security Officer (PT)
  • Advanced Private Police LLC
  • South Milwaukee, WI PART_TIME
  • Armed Security Officer -PT/On-CallLooking for people with attention to detail, people skills, courage, and judgment to fill some upcoming roles in the Milwaukee area. Requirements: Ability to Read/Wri...
  • 10 Days Ago

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0 Private Banker jobs found in Milwaukee, WI area

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Principal - Private Debt & Equity
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 3/28/2024 12:00:00 AM

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Banking Intern
  • FIRST FEDERAL BANK OF WISCONSIN
  • Milwaukee, WI
  • Want to love your job and have an opportunity to own part of the company? Come work with us! First Federal Bank of Wisco...
  • 3/28/2024 12:00:00 AM

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Financial Planning and Analysis Manager
  • The Judge Group
  • Milwaukee, WI
  • Our client is currently seeking a Financial Planning and Analysis Manager in Southern Wisconsin near Janesville/Beloit f...
  • 3/28/2024 12:00:00 AM

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Associate Portfolio Executive
  • C. H. Robinson
  • Milwaukee, WI
  • Additional Job Description Join us as an Associate Portfolio Executive and begin learning and building your customer por...
  • 3/28/2024 12:00:00 AM

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Portfolio Executive
  • C. H. Robinson
  • Milwaukee, WI
  • Do you seek out adventure and high-energy challenges? Do you thrive when you are juggling multiple projects, working in ...
  • 3/28/2024 12:00:00 AM

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Mortgage Originator Market Leader
  • YourWayHome.com LLC
  • Milwaukee, WI
  • (In-House lender to 11,000 real estate agents, plus guaranteed leads) We are hiring an experienced mortgage originator t...
  • 3/28/2024 12:00:00 AM

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Senior Financial Analyst - Delivery & Corporate Services
  • Cielo
  • Milwaukee, WI
  • Company Description Are you ready to accelerate your career? Join Cielo Senior Financial Analyst - Delivery & Corporate ...
  • 3/28/2024 12:00:00 AM

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Investment Analyst - Private Debt & Equity
  • Northwestern Mutual Life Insurance Company
  • Milwaukee, WI
  • At Northwestern Mutual, we are strong, innovative and growing. We invest in our people. We care and make a positive diff...
  • 3/27/2024 12:00:00 AM

Milwaukee lies along the shores and bluffs of Lake Michigan at the confluence of three rivers: the Menomonee, the Kinnickinnic, and the Milwaukee. Smaller rivers, such as the Root River and Lincoln Creek, also flow through the city. Milwaukee's terrain is sculpted by the glacier path and includes steep bluffs along Lake Michigan that begin about a mile (1.6 km) north of downtown. In addition, 30 miles (48 km) southwest of Milwaukee is the Kettle Moraine and lake country that provides an industrial landscape combined with inland lakes. According to the United States Census Bureau, the city has ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$72,159 to $106,083
Milwaukee, Wisconsin area prices
were up 1.8% from a year ago

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