investment banker

Career Launch AI

<div><h2 class="jobSectionHeader"><b>Investment Banking Analyst (Full-Time / Internship)</b></h2><p><b>
Career Launch AI (Talent Platform &amp; Staffing Partner)</b><br>
<b>Location:</b> San Francisco, United States (Hybrid)<br>
<b>Employment Type:</b> Full-Time or Internship<br>
<b>Experience Level:</b> Entry-Level to Early Career</p><p></p><h2 class="jobSectionHeader"><b>
About Career Launch AI</b></h2><p>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.</p><p>
By applying, candidates are considered not only for this role, but for <b>120+ active opportunities</b> within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are seeking motivated and detail-oriented candidates for an <b>Investment Banking Analyst</b> role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.</p><p>
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Build and maintain <b>financial models</b> for valuation and investment analysis</p></li><li><p>
Support <b>deal sourcing and pipeline management</b> to track opportunities</p></li><li><p>
Conduct <b>market research and industry analysis</b> to identify trends</p></li><li><p>
Assist in <b>due diligence processes</b> and transaction execution</p></li><li><p>
Prepare <b>pitch books, presentations, and client materials</b></p></li><li><p>
Analyze financial statements and performance metrics</p></li><li><p>
Collaborate with internal teams and external stakeholders</p></li><li><p>
Track and report on <b>KPIs and deal progress</b></p></li><li><p>
Maintain compliance with relevant financial regulations and internal policies</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</p></li><li><p>
Strong understanding of <b>financial modeling, valuation, and accounting principles</b></p></li><li><p>
Proficiency in <b>Excel and PowerPoint</b></p></li><li><p>
Strong analytical and problem-solving skills</p></li><li><p>
Excellent written and verbal communication abilities</p></li><li><p>
Ability to manage multiple priorities in a fast-paced environment</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Prior internship or experience in <b>investment banking, consulting, or finance</b></p></li><li><p>
Familiarity with <b>DCF, comparable company analysis, and transaction modeling</b></p></li><li><p>
Experience supporting <b>client-facing presentations</b></p></li><li><p>
Interest in capital markets, M&amp;A, or private investments</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li><p>
Competitive base salary (varies by placement and experience)</p></li><li><p>
Performance-based incentives (where applicable)</p></li><li><p>
Hybrid work flexibility (role-dependent)</p></li><li><p>
Professional development and training opportunities</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Work Environment</b></h2><ul><li><p>
Hybrid work model (New York-based roles may require in-office presence)</p></li><li><p>
Fast-paced, performance-driven environment</p></li><li><p>
Collaborative, team-oriented culture</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Equal Opportunity Statement</b></h2><p>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.</p><p></p><h2 class="jobSectionHeader"><b>
Important Transparency Notice</b></h2><p>
Career Launch AI operates as a <b>staffing and talent placement platform</b>.<br>
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
How to Apply</b></h2><p>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.</p>
#Workwolf</div>

Investment Banker

<div><h2 class="jobSectionHeader"><b>Investment Banking Analyst (Full-Time / Internship)</b></h2><p><b>
Career Launch AI (Talent Platform &amp; Staffing Partner)</b><br>
<b>Location:</b> New York, NY, United States (Hybrid)<br>
<b>Employment Type:</b> Full-Time or Internship<br>
<b>Experience Level:</b> Entry-Level to Early Career</p><p></p><h2 class="jobSectionHeader"><b>
About Career Launch AI</b></h2><p>
Career Launch AI is a talent platform that connects high-potential candidates with opportunities across investment banking, private equity, venture capital, and high-growth companies. We partner with a network of employers to place candidates into roles aligned with their skills and career goals.</p><p>
By applying, candidates are considered not only for this role, but for <b>120+ active opportunities</b> within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
Role Overview</b></h2><p>
We are seeking motivated and detail-oriented candidates for an <b>Investment Banking Analyst</b> role within our partner network. This position offers hands-on exposure to financial analysis, deal execution, and client advisory.</p><p>
Candidates will support senior professionals across live transactions, gaining experience in valuation, market research, and investment strategy.</p><p></p><h2 class="jobSectionHeader"><b>
Key Responsibilities</b></h2><ul><li><p>
Build and maintain <b>financial models</b> for valuation and investment analysis</p></li><li><p>
Support <b>deal sourcing and pipeline management</b> to track opportunities</p></li><li><p>
Conduct <b>market research and industry analysis</b> to identify trends</p></li><li><p>
Assist in <b>due diligence processes</b> and transaction execution</p></li><li><p>
Prepare <b>pitch books, presentations, and client materials</b></p></li><li><p>
Analyze financial statements and performance metrics</p></li><li><p>
Collaborate with internal teams and external stakeholders</p></li><li><p>
Track and report on <b>KPIs and deal progress</b></p></li><li><p>
Maintain compliance with relevant financial regulations and internal policies</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Required Qualifications</b></h2><ul><li><p>
Bachelor&rsquo;s degree (or in progress) in Finance, Economics, Business, or related field</p></li><li><p>
Strong understanding of <b>financial modeling, valuation, and accounting principles</b></p></li><li><p>
Proficiency in <b>Excel and PowerPoint</b></p></li><li><p>
Strong analytical and problem-solving skills</p></li><li><p>
Excellent written and verbal communication abilities</p></li><li><p>
Ability to manage multiple priorities in a fast-paced environment</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Preferred Qualifications</b></h2><ul><li><p>
Prior internship or experience in <b>investment banking, consulting, or finance</b></p></li><li><p>
Familiarity with <b>DCF, comparable company analysis, and transaction modeling</b></p></li><li><p>
Experience supporting <b>client-facing presentations</b></p></li><li><p>
Interest in capital markets, M&amp;A, or private investments</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Compensation &amp; Benefits</b></h2><ul><li><p>
Competitive base salary (varies by placement and experience)</p></li><li><p>
Performance-based incentives (where applicable)</p></li><li><p>
Hybrid work flexibility (role-dependent)</p></li><li><p>
Professional development and training opportunities</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Work Environment</b></h2><ul><li><p>
Hybrid work model (New York-based roles may require in-office presence)</p></li><li><p>
Fast-paced, performance-driven environment</p></li><li><p>
Collaborative, team-oriented culture</p></li></ul><p></p><h2 class="jobSectionHeader"><b>
Equal Opportunity Statement</b></h2><p>
Career Launch AI and its partner companies are equal opportunity employers. We evaluate all applicants based on qualifications, merit, and business needs. We do not discriminate on the basis of race, color, religion, gender, sexual orientation, national origin, disability, or any other protected status.</p><p></p><h2 class="jobSectionHeader"><b>
Important Transparency Notice</b></h2><p>
Career Launch AI operates as a <b>staffing and talent placement platform</b>.<br>
By applying, you consent to being considered for this role and other relevant opportunities within our partner network.</p><p></p><h2 class="jobSectionHeader"><b>
How to Apply</b></h2><p>
Submit your application through LinkedIn. Qualified candidates will be contacted regarding next steps, which may include screening and interviews with partner firms.</p>
#Workwolf</div>

Deutsche Bank

<div>
 <strong>
  Position Overview
  <br/>
  <br/>
 </strong>
 <strong>
  Job Title
 </strong>
 Investment Banking and Capital Markets, Investment Banker - Sponsors
 <br/>
 <br/>
 <strong>
  Corporate Title
 </strong>
 Analyst - Associate
 <br/>
 <br/>
 <strong>
  Location
 </strong>
 San Francisco, CA
 <br/>
 <br/>
 <strong>
  Overview
  <br/>
  <br/>
 </strong>
 Our Investment Banking and Capital Markets business provides the full range of investment banking products and services for large-cap and mid-cap corporates and financial sponsors. Our offering consists of comprehensive financial advisory and capital raising services - including mergers &amp; acquisitions (M&amp;A) and restructuring advice, underpinned by one of the world's largest and most successful debt and equity capital markets platforms. Our range of services and strong presence across the globe enables us to complete large, multi-dimensional cross-border, and regional transactions.
 <br/>
 <br/>
 <strong>
  What We Offer You
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   A diverse and inclusive environment that embraces change, innovation, and collaboration
  </li>
  <li>
   A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
  </li>
  <li>
   Employee Resource Groups support an inclusive workplace for everyone and promote community engagement
  </li>
  <li>
   Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
  </li>
  <li>
   Educational resources, matching gift, and volunteer programs
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  What You&rsquo;ll Do
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Support execution of live transactions for Technology coverage team, including preparation of detailed memoranda and presentations, and analyzing the key attributes of client companies
  </li>
  <li>
   Apply financial, economic, quantitative, and qualitative methods and principles to evaluate and execute acquisitions, financings, and equity raising transactions
  </li>
  <li>
   Develop and apply advanced financial analyses and models
  </li>
  <li>
   Issue final reports of client interactions and discussions to senior management and maintain ongoing communication
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills You&rsquo;ll Need
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Experience providing quantitative and analytical support for M&amp;A and capital markets transactions (IPOs, equity follow-ons, investment grade and leveraged finance debt offerings) in the Technology coverage space
  </li>
  <li>
   Experience supporting senior bankers across all stages of a transaction lifecycle, including pitching and bake off, preparing marketing materials and financial models and deal execution
  </li>
  <li>
   Background in the Technology sector (academic and/or work experience)
  </li>
  <li>
   Bachelor&rsquo;s degree
  </li>
  <li>
   Series 79, 63 licensing preferred
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Skills That Will Help You Excel
  <br/>
  <br/>
 </strong>
 <ul>
  <li>
   Performing detailed financial modeling and valuation analyses on public and private companies
  </li>
  <li>
   Performing in-depth company and industry research to support live deal execution and pitches
   <br/>
   <br/>
   <br/>
  </li>
 </ul>
 <strong>
  Expectations
  <br/>
  <br/>
 </strong>
 It is the Bank&rsquo;s expectation that employees hired into this role will work in the San Francisco, CA office in accordance with the Bank&rsquo;s hybrid working model.
 <br/>
 <br/>
 Deutsche Bank provides reasonable accommodations to candidates and employees with a substantiated need based on disability and/or religion.
 <br/>
 <br/>
 The salary range for this position in California is $110K to $225K. Actual salaries may be based on a number of factors including, but not limited to, a candidate&rsquo;s skill set, experience, education, work location and other qualifications. Posted salary ranges do not include incentive compensation or any other type of remuneration.
 <br/>
 <br/>
 <strong>
  Deutsche Bank Benefits
  <br/>
  <br/>
 </strong>
 At Deutsche Bank, we recognize that our benefit programs have a profound impact on our colleagues. That&rsquo;s why we are focused on providing benefits and perks that enable our colleagues to live authenti&shy;cally and be their whole selves, at every stage of life. We provide access to physical, emotional, and financial wellness benefits that allow our colleagues to stay financially secure and strike balance between work and home. Click here to learn more!
 <br/>
 <br/>
 Learn more about your life at Deutsche Bank through the eyes of our current employees: https://careers.db.com/life
 <br/>
 <br/>
 The California Consumer Privacy Act outlines how companies can use personal information. If you are interested in receiving a copy of Deutsche Bank&rsquo;s California Privacy Notice, please email HR.Direct@DB.com .
 <br/>
 <br/>
 We strive for a culture in which we are empowered to excel together every day. This includes acting responsibly, thinking commercially, taking initiative and working collaboratively.
 <br/>
 <br/>
 Together we share and celebrate the successes of our people. Together we are Deutsche Bank Group.
 <br/>
 <br/>
 We welcome applications from all people and promote a positive, fair and inclusive work environment.
 <br/>
 <br/>
 Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status or other characteristics protected by law. Click these links to view "Deutsche Bank&rsquo;s Equal Opportunity Policy Statement" and the following notices: "EEOC Know Your Rights" ; "Employee Rights and Responsibilities under the Family and Medical Leave Act" ; and "Employee Polygraph Protection Act" .
</div>


Investment Banking and Capital Markets: Investment Banker - Sponsors Associate

JPMorganChase

<div><b>JOB DESCRIPTION</b><p><br>
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&rsquo;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.</p><p>
As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.</p><p><b><br>
Job Responsibilities</b></p><ul><li><p>
Conduct investment reviews with clients to validate the clients&rsquo; current investment objectives and prepare recommendations of appropriate investment products
</p></li><li><p>Develop investment policy statements and advise on asset allocation</p></li><li><p>
Closes sales of complex investment products</p></li><li><p>
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication</p></li><li><p>
Build excellent working relationships with internal clients</p></li><li><p>
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct</p></li><li><p>
Provide guidance to junior staff</p></li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li><p>
Bachelor&rsquo;s degree required</p></li><li><p>
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
</p></li><li><p>Seven plus years of experience in Private Banking or Financial Services industry
</p></li><li><p>Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning</p></li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li><p>
MBA or CFA preferred</p></li><li><p>
Prior experience providing complex investment solutions to individuals</p></li><li><p>
In depth experience and/or knowledge of hedge funds, private equity and alternative investments</p></li><li><p>
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity</p></li><li><p>
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
</p></li></ul><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Investment Specialist - Vice President

<div><b>JOB DESCRIPTION</b><div><div><div><br>
If you are customer-focused, enjoy building relationships, and collaborating with a wide spectrum of partners to provide strategic financial advice to businesses, a role as a Commercial Banker is for you.
</div></div><div><p>As a Commercial Banker in Emerging Middle Market Banking, your role is to be the focal point of client acquisition and ongoing relationships. You will work both independently and collaboratively to introduce our comprehensive solutions to clients. Your role involves growing and retaining profitable relationships within the Emerging Middle Market target space. Emerging Middle Market bankers generally focus on companies with annual revenues ranging from $20 million to $100 million.
</p></div><div><p><b>Job Responsibilities</b><b>
</b></p></div><div><ul><li><div>Champion a culture of innovation and a customer centric mindset
</div></li></ul></div><div><ul><li><div>Stay up to date with industry trends to identify opportunities for innovation or strategic partnerships
</div></li></ul></div><div><ul><li><div>Find ways to further efficiency with existing technical infrastructure through automation while embracing the innovative opportunities offered by new technologies
</div></li></ul></div><div><p><b>Required qualifications, capabilities and skills</b><b>
</b></p></div><div><ul><li><div>Five plus years lending or credit support related experience with a focus on business relationships
</div></li></ul></div><div><ul><li><div>Understanding of Commercial Banking products and services
</div></li></ul></div><div><ul><li><div>Methodical approach to market activities and prospecting, demonstrate proven client relationship skills, and can engage with CEOs and CFOs
</div></li></ul></div><div><ul><li><div>Ability to collaborate with internal partners and resources
</div></li></ul></div><div><ul><li><div>Demonstrated experience of meeting or exceeding sales goals
</div></li></ul></div><div><ul><li><div>Excellent organizational skills and the ability to manage, prioritize, work under pressure and meet tight deadlines
</div></li></ul></div><div><ul><li><div>Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with senior business and control partners
</div></li></ul></div><div><ul><li><div>Deep local connections and market knowledge
</div></li></ul></div></div><div></div><div><div><p><b>Preferred qualifications, capabilities and skills</b><b>
</b></p></div><div><ul><li><div>Bachelor&rsquo;s degree and formal credit training preferred
</div></li></ul></div><div><ul><li><div>Sales management, business development skills, proficiency in building and maintaining positive client relationships
</div></li></ul></div><div><ul><li><div>Strong creative solution, problem solving abilities, flexible to changing business priorities and ability to multitask
</div></li></ul></div><div><ul><li><div>Excellent business judgment, strategic thinking, self-directed, proactive and creative
</div></li></ul></div></div><b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<div>
J.P. Morgan's Global Banking business is one of the largest wholesale banking client franchises in the world. We serve clients, including corporations, governments, states, municipalities, healthcare organizations, education institutions, banks and investors.<br>
<br>
Global Investment Banking supports a broad range of corporations, institutions and governments by providing strategic advice, capital raising and risk management expertise.</div></div>

Commercial Banker- Commercial & Investment Bank

<div><b>JOB DESCRIPTION</b><p><br>
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&rsquo;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.</p><p>
As an Investment Specialist in the U.S. Private Bank, you are responsible for helping the Banker win new clients and deepen and strengthen existing client relationships through advisement on investment solutions.</p><p><b><br>
Job Responsibilities</b></p><ul><li><p>
Conduct investment reviews with clients to validate the clients&rsquo; current investment objectives and prepare recommendations of appropriate investment products
</p></li><li><p>Develop investment policy statements and advise on asset allocation</p></li><li><p>
Closes sales of complex investment products</p></li><li><p>
Support coordination of sales effort with Capital Advisors, Trust Officers and Wealth Advisors Focus on qualified purchaser clients and act as primary resource for investment communication</p></li><li><p>
Build excellent working relationships with internal clients</p></li><li><p>
Adhere to internal and external policies and procedures regarding securities transactions and code of conduct</p></li><li><p>
Provide guidance to junior staff</p></li></ul><p>
</p><p><b>Required Qualifications, Capabilities, and Skills</b></p><ul><li><p>
Bachelor&rsquo;s degree required</p></li><li><p>
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
</p></li><li><p>Seven plus years of experience in Private Banking or Financial Services industry
</p></li><li><p>Demonstrated understanding of wealth management including, but not limited to: credit, deposits, trust and financial planning</p></li></ul><p>
</p><p><b>Preferred Qualifications, Capabilities, and Skills</b></p><ul><li><p>
MBA or CFA preferred</p></li><li><p>
Prior experience providing complex investment solutions to individuals</p></li><li><p>
In depth experience and/or knowledge of hedge funds, private equity and alternative investments</p></li><li><p>
Ability to execute trades smoothly and seamlessly and tasked with managing brokerage activity</p></li><li><p>
Sales experience including: profiling, overcoming objections, negotiation, team selling approach, closing the sale and asking for referrals
</p></li></ul><p></p><p>This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase&rsquo;s review of criminal conviction history, including pretrial diversions or program entries.</p>
<b>ABOUT US</b><br>
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><p></p><div><p>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
</p><div><p>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.</p>
<p>JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans</p><br>
</div></div></div><br>
<br>
<b>ABOUT THE TEAM</b><br>
<br>
J.P. Morgan Asset &amp; Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.</div>

U.S. Private Bank - Investment Specialist - Vice President or Executive Director

Busey Bank

<p></p><div><p><b><i>Position Summary</i></b></p>
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.<p></p><h2 class="jobSectionHeader"><b><i>
Duties &amp; Responsibilities</i></b></h2><p><b>
Customer Service &amp; Relationship Building</b></p><ul><li>
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.</li><li>
Identify customer needs and offer solutions through the bank&rsquo;s products and services.</li><li>
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.</li><li>
Resolve customer concerns and issues promptly, ensuring a positive experience.</li></ul><p></p><p><b>
Sales &amp; Referrals</b></p><ul><li>
Promote and cross-sell bank products.</li><li>
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.</li></ul><p></p><p><b>
Account Management</b></p><ul><li>
Open and manage a variety of accounts.</li><li>
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.</li><li>
Provide assistance with and support for online banking services and digital banking tools.</li></ul><p></p><p><b>
Loan &amp; Credit Processing</b></p><ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul><p></p><p><b>
Transactions &amp; Cash Handling</b></p><ul><li>
Process transactions with a high degree of accuracy.</li><li>
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.</li></ul><p></p><p><b>
Compliance &amp; Risk Management</b></p><ul><li>
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.</li><li>
Maintain confidentiality of customer information and ensure compliance with privacy regulations.</li><li>
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.</li></ul><p></p><p><b>
Operational Support</b></p><ul><li>
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.</li><li>
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.</li></ul><p></p><h2 class="jobSectionHeader"><b><i>
Education &amp; Experience</i></b></h2><p><b>
Knowledge of:</b></p><ul><li>
Strong sales and customer service skills</li><li>
Strong oral and written communication skills</li><li>
Basic math and accounting functions</li></ul><p></p><p><b>
Ability to:</b></p><ul><li>
Accurately count money</li><li>
Perform duties and make decisions under frequent time pressures</li><li>
Stand for extended periods of time</li><li>
Lift 50 pounds</li></ul><p></p><p><b>
Education and Training:</b></p><ul><li>
Requires a High School diploma.</li><li>
Requires previous banking and/or sales experience.</li><li>
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (&ldquo;SAFE Act&rdquo;), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System &amp; Registry (&ldquo;NMLS&rdquo;). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.</li><li>
Requires knowledge of Microsoft Office.</li></ul><p></p><p><b>
Benefits and Compensation</b></p><p>
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.</p><p></p><p>
(Base Pay Range: $18-$21/hour)</p><p></p><p>
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being&mdash;now and in the years to come&mdash;are important to us. Busey&rsquo;s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.</p><p></p><p><b>
Equal Opportunity</b></p><p>
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey&rsquo;s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey&rsquo;s Equal Opportunity Employment.</p><p></p><p><b>
Unsolicited Resumes</b></p><p>
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (&ldquo;Agency&rdquo;), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (&ldquo;Agreement&rdquo;). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.</p></div>

Relationship Banker | North Water/Decatur

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