Private Banker jobs in Jacksonville, FL

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 or Executive Director
  • JPMC Candidate Experience page
  • Jacksonville, FL 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

  • 10 Days Ago

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Private Client Banker SB - Jacksonville North
  • JPMC Candidate Experience page
  • Jacksonville, FL FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 8 Days Ago

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Private Client Banker SB - Jacksonville North
  • JPMorgan Chase
  • Jacksonville, FL FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 10 Days Ago

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Private Client Banker - LongLeaf Pine - Saint Johns, FL
  • JPMC Candidate Experience page
  • Saint Johns, FL FULL_TIME
  • You have an obsession for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and havin...
  • 1 Month Ago

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Real Estate Agent
  • Coldwell Banker Premier Properties
  • Island, FL FULL_TIME
  • Coldwell Banker Premier Properties is looking for motivated real estate agents. No experience necessary. We will train you. If you are a newly licenced real estate agent, in the process of getting you...
  • Just Posted

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Senior Associate / Assistant Vice President - Private Credit Operations
  • Private Credit Operations - Arena Investors I Quaestor Advisors
  • Jacksonville, FL FULL_TIME
  • Arena Investors, LP (“Arena”) is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-orien...
  • 1 Day Ago

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0 Private Banker jobs found in Jacksonville, FL area

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Trade Support
  • Veterans Sourcing Group
  • Jacksonville, FL
  • Job Description Job Description REQUIREMENT DETAILS Job Title: Financial Operations Analyst- Trade Support Location: Jac...
  • 3/28/2024 12:00:00 AM

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Mortgage Loan Originator - Remote
  • ARC MORTGAGE LLC
  • Jacksonville, FL
  • Job Description Job Description Join Our Vibrant Team as a Loan Originator Are you an individual with honesty, enthusias...
  • 3/28/2024 12:00:00 AM

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Customer Advocate
  • Intercontinental Capital Group
  • Jacksonville, FL
  • >> Customer Advocate Customer Advocate Summary Title:Customer AdvocateID:1422 - FL (1418)Location:Jacksonville, FLDepart...
  • 3/27/2024 12:00:00 AM

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Mortgage Loan Processor
  • Digital Risk
  • Jacksonville, FL
  • Processor Digital Risk’s mission to Make Mortgages Safe relies on the perfect blending of human experience and state-of-...
  • 3/27/2024 12:00:00 AM

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Commercial Lending Assistant
  • Valley Bank
  • Jacksonville, FL
  • Job Overview: The Lending Assistant will assist with loan documentation, processing, closing and monitoring while provid...
  • 3/27/2024 12:00:00 AM

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Commercial Lending Assistant
  • Insight Global
  • Jacksonville, FL
  • Job Overview The Lending Assistant will assist with loan documentation, processing, closing and monitoring while providi...
  • 3/27/2024 12:00:00 AM

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Independent Freight Brokerage Agent
  • WJW Associates
  • Jacksonville, FL
  • Job Description Job Description Agents work as independent contractors and are responsible for finding and servicing the...
  • 3/27/2024 12:00:00 AM

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Investment Sales Associate
  • NAI Hallmark
  • Jacksonville, FL
  • Job Title Investment Sales Associate Reports To Partner, Investment Sales General Function Support the NAI Hallmark Inve...
  • 3/26/2024 12:00:00 AM

Jacksonville is the most populous city in Florida, the most populous city in the southeastern United States and the largest city by area in the contiguous United States. It is the seat of Duval County, with which the city government consolidated in 1968. Consolidation gave Jacksonville its great size and placed most of its metropolitan population within the city limits. As of 2017 Jacksonville's population was estimated to be 892,062. The Jacksonville metropolitan area has a population of 1,523,615 and is the fourth largest in Florida. Jacksonville is centered on the banks of the St. Johns ...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$69,324 to $101,915
Jacksonville, Florida area prices
were up 1.5% from a year ago

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