U.S. Private Bank - Private Banker - Vice President

JPMorgan Chase & Co. • New York, NY

1d

About The Position

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

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• Manage and maintain relationships with clients
• Generate business results and acquire new assets
• Advise clients on their overall balance sheet
• Partner with internal specialists
• Connect clients across all lines of business
• Ensure solutions fulfill clients' needs
• Adhere to risk and control policies

Benefits

• competitive total rewards package including base salary determined based on the role, experience, skill set and location
• 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
• Number of Employees: 5,001-10,000 employees