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

JPMorgan Chase & Co. • Philadelphia, PA

3d

About The Position

As a Private Banker in J.P. Morgan’s U.S. Private Bank, you advise families on building, preserving and managing their wealth. You draw on knowledge of investments, financial planning, credit and banking to advise existing clients on their balance sheets and generate new client relationships. You work with a local team and an institutional platform of resources, specialists and expertise to help clients pursue their goals.

Requirements

• Six or more years of work experience in Private Banking or Financial Services.
• Bachelor’s degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may be considered but must obtain the licenses within 90 days of the 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.
• Focus on client experience and work tirelessly on clients’ behalf.

Nice To Haves

• MBA, JD, CFA or CFP preferred.
• Proactive approach, initiative and critical thinking to solve problems.
• Credible, dynamic professional with clear communication and exceptional presentation skills.
• Strong organizational skills and a disciplined, organized approach to business.
• Experience with and in-depth knowledge of equity and fixed income markets and alternative investments, including hedge funds, private equity and real estate.

Responsibilities

• Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing solutions and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients 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 clients across J.P. Morgan Chase & Co. lines of business.
• Use holistic, goals-based planning to ensure proposed solutions address client objectives in the short, medium and long term.
• Adhere to risk and control policies, regulatory guidelines and security measures.

Benefits

• Competitive total rewards package, including base salary and, for eligible roles, commission-based pay and/or discretionary incentive compensation in cash and/or forfeitable equity.
• Comprehensive health care coverage.
• On-site health and wellness centers.
• Retirement savings plan.
• Backup childcare.
• Tuition reimbursement.
• Mental health support.
• Financial coaching.

What This Job Offers

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