Private Banker jobs in Oklahoma

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

J
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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Private Client Banker - NW Expressway & Portland - Oklahoma City, OK
  • JPMC Candidate Experience page
  • Oklahoma, OK 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...
  • 16 Days Ago

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Institutional Foodservice Worker
  • Private Company
  • Shawnee, 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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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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Banker
  • INTRUST Bank NA
  • Oklahoma, OK FULL_TIME
  • At INTRUST Bank, 10 character qualities are at the foundation of all we do. They include respect, positivity, compassion, humility, and initiative. They guide our interactions with customers and each ...
  • 4 Days Ago

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Private Banker II
  • CrossFirst Bank
  • Dallas, TX
  • With over $7.4 billion in assets, CrossFirst Bank serves the financial needs of businesses, professionals and their fami...
  • 3/29/2024 12:00:00 AM

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Private Banker - Beverly Hills
  • First Citizens Bank
  • Pasadena, CA
  • Overview: Private Bankers support the Wealth Management division's growth and profitability goals through new business d...
  • 3/29/2024 12:00:00 AM

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Senior International Private Banker
  • Popular
  • New York, NY
  • At Popular, we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United ...
  • 3/29/2024 12:00:00 AM

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/29/2024 12:00:00 AM

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Private Banker - Leading European Bank or Global EAM
  • DES Capital
  • Miami, FL
  • DES Capital has been mandated by an exclusive private banking institution headquartered in New York to identify a: Senio...
  • 3/28/2024 12:00:00 AM

F
Private Banker - Ft. Lauderdale / Miami / Palm Beach County
  • First Citizens Bank
  • North Palm Beach, FL
  • Overview Private Bankers support the Wealth Management division's growth and profitability goals through new business de...
  • 3/27/2024 12:00:00 AM

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Private Banker (Domestic)
  • IDB
  • North Miami Beach, FL
  • Company Description For more than 70 years, IDB Bank has made it our mission to be the best bank for our clients by putt...
  • 3/25/2024 12:00:00 AM

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Senior Private Banker
  • Pacifica Continental
  • Miami, FL
  • Location: South Miami We are seeking a highly motivated and experienced Senior Private Banker to join our growing team. ...
  • 3/25/2024 12:00:00 AM

Oklahoma is the 20th-largest state in the United States, covering an area of 69,899 square miles (181,040 km2), with 68,595 square miles (177,660 km2) of land and 1,304 square miles (3,380 km2) of water. It lies partly in the Great Plains near the geographical center of the 48 contiguous states. It is bounded on the east by Arkansas and Missouri, on the north by Kansas, on the northwest by Colorado, on the far west by New Mexico, and on the south and near-west by Texas. Much of its border with Texas lies along the Southern Oklahoma Aulacogen, a failed continental rift. The geologic figure defi...
Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
Income Estimation for Private Banker jobs
$67,414 to $99,107

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