U.S. Private Bank - Private Banker - Vice President
About The Position
As a Private Banker in J.P. Morgan’s U.S. Private Bank, you will advise families on building, preserving, and managing their wealth. You will apply knowledge of investments, financial planning, credit, and banking to advise current clients on their balance sheets and generate new client acquisition. You will work with a local team and draw on an institutional platform, specialists, resources, and intellectual capital to help clients achieve their goals. The role includes managing client relationships, generating business results and acquiring assets, advising on clients’ overall financial needs, and partnering with internal specialists. You will connect clients with services across J.P. Morgan Chase & Co. and use holistic, goals-based planning to ensure proposed solutions address clients’ objectives over the short, medium, and long term. The position requires adherence to risk and control policies, regulatory guidelines, and security measures.
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 their 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.
- Dynamic and credible professional who communicates clearly and has 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 thoughtful solutions, and delivering an exceptional client experience.
- Generate business results and acquire new assets from existing clients and through 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 all lines of business of J.P. Morgan Chase & Co.
- Use holistic, goals-based planning to ensure proposed solutions fulfill clients’ short-, medium-, and long-term needs and objectives.
- Adhere to risk and control policies, regulatory guidelines, and security measures.
Benefits
- Competitive total rewards package, including base salary determined by role, experience, skill set, and location.
- Eligible roles may receive 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.
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What This Job Offers
Job Type
Full-time
Career Level
Senior
