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

JPMorgan Chase & Co. • Village of Garden City, NY

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 wealth. You draw on knowledge of investments, financial planning, credit and banking to advise current clients on their overall balance sheets and generate new client acquisition. You work as part of a local team, supported by the firm’s institutional platform, 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 work tirelessly on clients’ behalf.

Nice To Haves

• MBA, JD, CFA or CFP preferred.
• Proactive approach, initiative and critical-thinking skills for problem solving.
• Dynamic and credible professional communication, with 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 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 clients with interdisciplinary expertise when needed.
• Connect clients across J.P. Morgan Chase & Co.’s lines of business.
• Ensure proposed solutions meet clients’ needs and objectives in the short, medium and long term through a holistic, goals-based planning approach.
• Adhere to risk and control policies, regulatory guidelines and security measures.

Benefits

• Competitive total rewards package, including base salary; 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