U.S. Private Bank - National Client Development Banker

JPMorgan Chase & Co.Chicago, IL
16h

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
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