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

JPMorganChase • Rochester, NY

6d

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 apply knowledge of investments, financial planning, credit, and banking to advise current clients on all aspects of their balance sheets and generate new client acquisition. You work as part of a local team, supported by an institutional platform with resources, specialists, and intellectual capital to help clients achieve 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 a commitment to working on clients’ behalf.

Nice To Haves

• MBA, JD, CFA, or CFP.
• Proactive approach, initiative, and critical-thinking skills for solving problems.
• Dynamic and credible 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 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 sheets, 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.
• Ensure proposed solutions meet clients’ needs and objectives in the short, medium, and long term using a holistic, goals-based planning approach.
• Adhere to risk and control policies, regulatory guidelines, and security measures.

What This Job Offers

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