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 draw on knowledge of investments, financial planning, credit and banking to advise current clients on their balance sheets and generate new client acquisition. You will work as part of a local team and have access to an institutional platform, specialists and intellectual capital to help clients achieve their goals. The role focuses on developing trusted client relationships, understanding client needs, providing targeted advice and delivering an exceptional client experience. You will advise on clients’ overall financial needs, partner with internal specialists, connect clients across J.P. Morgan’s businesses, and use a holistic goals-based planning approach. You must also follow 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 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 client experience and a commitment to working on clients’ behalf.
Nice To Haves
- MBA, JD, CFA or CFP.
- Proactive approach, initiative and critical thinking to solve 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 both existing clients 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 clients across all lines of business of J.P. Morgan Chase & Co.
- Ensure proposed solutions fulfill 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 and, for eligible roles, 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
