Private Banker jobs in Bartlesville, OK

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
  • JPMC Candidate Experience page
  • Tulsa, OK 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

     

  • 9 Days Ago

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U.S Private Bank - Private Banker - Executive Director
  • JPMorgan Chase
  • Tulsa, OK 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 ...
  • 12 Days Ago

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Institutional Foodservice Worker
  • Private Company
  • Claremore, OK FULL_TIME
  • ROLE: FULL TIME FOOD SERVICE WORKER/SUPERVISOR IN A INSITUTIONAL SETTING MILITARY COOKING CULINARY SPECIALIST EXPEREINCE PREFERRED PRIMARY ROLE & RESPONSIBILITY: · Supervises inmates engaged in the pr...
  • 4 Days Ago

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Caregiver / Personal Care Assistant (PCA)
  • Tendercare Private Services
  • Antlers, OK PART_TIME
  • A Path of Care Preferred Pathways in Antlers, OK is looking to hire a part-time Caregiver / Personal Care Assistant (PCA). Are you respectful, discreet, and honest? Would you like to join a well-respe...
  • 21 Days Ago

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Registered Dental Assistant
  • Private Dental Office - Tulsa
  • Tulsa, OK OTHER
  • Overview Dr. Matt Walker and Dr. Brian Gosnell seek to add a talented Registered Dental Assistant to their Tulsa, OK, team! We are looking for a skilled RDA passionate about providing excellent patien...
  • 22 Days Ago

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Caregiver / Personal Care Assistant (PCA)
  • Tendercare Private Services
  • McAlester, OK PART_TIME
  • A Path of Care Preferred Pathways in McAlester, OK is looking to hire a part-time Caregiver / Personal Care Assistant (PCA). Are you respectful, discreet, and honest? Would you like to join a well-res...
  • 22 Days Ago

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0 Private Banker jobs found in Bartlesville, OK area

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JP Critical Care
  • TotalMed
  • Bartlesville, OK
  • We are seeking a Registered Nurse-Intensive Care Unit for a travel assignment in Bartlesville Oklahoma.
  • 3/29/2024 12:00:00 AM

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Dispatcher/Asset Manager (Tuesday-Friday 8am-5pm, Saturday 5am-2pm)
  • Crete Carrier Corporation
  • Tulsa, OK
  • Job Description For more than 50 years, Crete Carrier has valued both hard work and work-life balance. As a family owned...
  • 3/29/2024 12:00:00 AM

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Nurse Practitioner Partner for Local Primary Care or Specialty
  • TRIAD MSO
  • Bartlesville, OK
  • Job Title: NURSE PRACTITIONER Job Category: PRIMARY CARE OR SPECIALTY Department/Group: TRIAD COMPLETE HEALTHCARE Travel...
  • 3/29/2024 12:00:00 AM

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Clinical Laboratory Technologist
  • Labcorp
  • Bartlesville, OK
  • Are you an experienced Clinical Lab Professional? Are you looking to embark on a new challenge in your career, or start ...
  • 3/29/2024 12:00:00 AM

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Local Contract - Registered Nurse - Med/Surg
  • Healthcare Staffing Plus
  • Bartlesville, OK
  • Compensation : $49.79 - $49.79 Hourly Start Date : 08/25/2023 End Date : 12/02/2023 Security Clearance : None Shift : Ea...
  • 3/29/2024 12:00:00 AM

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Food Runner - Bartlesville Chili's
  • Brinker International
  • Bartlesville, OK
  • Role Overview Our Food Runners create an exceptional experience for our Guests and their fellow Team Members by sharing ...
  • 3/29/2024 12:00:00 AM

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Phlebotomist - Nights
  • Labcorp
  • Bartlesville, OK
  • We are currently seeking a Phlebotomist to work nights in either a Patient Service Center or Client office in Bartlesvil...
  • 3/29/2024 12:00:00 AM

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Extension Ag Economist- KFMA NC Abilene
  • Kansas State University
  • Independence, KS
  • Extension Ag Economist- KFMA NC Abilene Department: 3670099914 KS Farm Management Assoc - AFF Job no: 516876 Employment ...
  • 3/27/2024 12:00:00 AM

Bartlesville is a city mostly in Washington County in the U.S. state of Oklahoma. The population was 35,750 at the 2010 census, with a 2015 estimate of 36,595 according to the U.S. Census Bureau. Bartlesville is 47 miles (76 km) north of Tulsa and 18 miles (29 km) south of the Kansas border. It is the county seat of Washington County. The Caney River runs through Bartlesville. Bartlesville is the primary city of the Bartlesville Micropolitan area, which consists of Washington County and had a population of 52,021 in 2015. A small portion of the city is in Osage County. The city is also part o...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$68,784 to $101,121
Bartlesville, Oklahoma area prices
were up 1.2% from a year ago

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