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

JPMorgan Chase & Co.•Denver, CO

4h•Onsite

About The Position

J.P. Morgan’s U.S. Private Bank is actively seeking exceptionally talented, collaborative, confident, and motivated individuals to provide a first-class experience to clients. The ideal candidate will possess an entrepreneurial mindset and a desire for continuous challenge. This role involves working alongside a team of talented colleagues from various markets, businesses, and functions. As a Private Banker, you will be responsible for advising families on building, preserving, and managing their wealth. This includes utilizing expertise in investments, financial planning, credit, and banking to advise current clients on their balance sheets and to acquire new clients. You will be part of a local team, supported by an institutional platform offering resources, specialists, and intellectual capital to help clients achieve their financial goals.

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

Proactive, takes initiative, and uses critical thinking to solve problems
MBA, JD, CFA, or CFP preferred
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 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

Benefits

Competitive total rewards package
Base salary determined based on the role, experience, skill set and location
Commission-based pay (for eligible roles)
Discretionary incentive compensation, paid in the form of 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