Donald Charles
Brooklyn,NY
Summary
Top-performing VP Private Banker with 15+ years of experience delivering relationship-based financial solutions for high-net-worth clients. Known for building trust, supporting long-term financial planning, and consistently ranking in the top 1% of performers. Brings deep expertise in wealth strategy, compliance, and multi-channel team collaboration. Seeking a role in a values-based firm focused on planning and client impact.
Overview
14
14
years of professional experience
1
1
Certification
Work History
VP Private Banker
JP Morgan Chase
10.2022 - Current
- Manage $75MM+ in client assets and $25MM+ in deposits.
- Guide clients through financial planning including lending, estate strategies, and wealth structuring.
- Collaborate with internal partners to align solutions with client needs.
- Consistently ranked among top 1% for performance.
VP Premier Relationship Manager
HSBC
06.2016 - 02.2022
- Oversaw $20MM+ portfolio.
- Supported client financial goals with tailored solutions.
- Worked cross-functionally with internal partners to deliver high-touch service.
Licensed Relationship Banker
HSBC
01.2011 - 12.2016
- Advised clients on banking and planning needs.
- Referred investment opportunities and ensured compliance with KYC and AML standards.
Education
MBA - Business Management & Finance
Keller School of Management
BS - Business Management
Brooklyn College
Skills
- Client Advisory
- Wealth Planning
- Relationship Management
- Regulatory Compliance
- Cross-functional Collaboration
- Estate & Lending Strategy
Certification
- FINRA Series 6
- Series 63
- NY Life & Health Insurance
Timeline
VP Private Banker
JP Morgan Chase
10.2022 - Current
VP Premier Relationship Manager
HSBC
06.2016 - 02.2022
Licensed Relationship Banker
HSBC
01.2011 - 12.2016
MBA - Business Management & Finance
Keller School of Management
BS - Business Management
Brooklyn College