U.S. Private Bank - National Client Development Banker

JPMorgan Chase & Co. • Chicago, IL

1d

About The Position

Focused on business development, with a strong emphasis on client acquisition
and onboarding. This role involves leading with advice, being a subject matter
expert, and coaching others. The Development Banker is responsible for
identifying and capturing opportunities, taking prospects to committed clients, and implementing products and solutions.

Requirements

• Strong business development acumen and ability to convert prospects into clients.
• Track record of leading meetings with sophisticated clients and market leadership.
• Expertise in presenting solutions and implementing a deep breadth of PB products.
• Ability to lead and coach junior bankers/peers effectively.
• Proven track record in client acquisition and onboarding.
• Expertise and alignment to NCT growth verticals: Fund adjacent (PLP and principals of PE/HF’s) PB Employee client coverage Workplace solutions and 10b5-1 plans
• Experience and in-depth knowledge of the equity and fixed income markets, alternative investments, including Hedge Funds, Private Equity, Real Estate, wealth planning and credit.
• Ability to work in fast paced environment and adapt to change.
• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 (or 63/65) and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date.

Responsibilities

• Partnership and Collaboration: Work closely with markets to identify and capture new client opportunities. Shares solutions and presents to market leadership.
• Client Development: Primary focus of efforts on platform and product implementation, presenting wealth plans with solutions.
• Origination and Onboarding: Lead the process of converting prospects into clients who are committed to working with JPMorgan at core market levels.
• Coaching: Mentor other bankers in communication, change in direction, and client development strategies.
• Metrics: Responsible for net new clients, Deposit/Investment flows, and the transfer of clients committed to growth.

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• 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
• comprehensive health care coverage
• on-site health and wellness centers
• a retirement savings plan
• backup childcare
• tuition reimbursement
• mental health support
• financial coaching

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level