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

JPMorgan Chase & Co. • Raleigh, NC

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 acquisition. You work as part of a local team with support from an institutional platform, specialists and intellectual capital to help clients achieve their goals.

The role involves building and maintaining client relationships, acquiring assets, providing holistic advice and coordinating expertise across J.P. Morgan’s businesses. Solutions should address clients’ short-, medium- and long-term objectives while following applicable risk, control, regulatory and security requirements.

Requirements

• Six or more years of work experience in private banking or financial services.
• Bachelor’s degree.
• Series 7, Series 66 and insurance licenses; 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 with or demonstrated understanding of investments, wealth planning, credit and banking concepts.
• Focus on the client experience and a strong commitment to advocating for clients.

Nice To Haves

• MBA, JD, CFA or CFP.
• Proactive approach, initiative and critical thinking in solving problems.
• Credibility and strong communication and 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 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 J.P. Morgan Chase & Co.’s lines of business.
• Ensure proposed solutions meet clients’ needs and short-, medium- and long-term objectives through a holistic, goals-based planning approach.
• Adhere to risk and control policies, regulatory guidelines and security measures.

Benefits

• Competitive total rewards package, with 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.

What This Job Offers

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