What are the responsibilities and job description for the U.S. Private Bank - Private Banker - Vice President or Executive Director position at JP Morgan Chase?

U.S. Private Bank - Private Banker - Vice President or Executive Director

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Private Banker in the U.S. Private Bank, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Job 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.

Required Qualifications, Capabilities, And Skills

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.

Preferred Qualifications, Capabilities, And Skills

MBA, JD, CFA, or CFP preferred.

Proactive, takes initiative, and uses critical thinking to solve problems.

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.

ABOUT US

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company.

Seniority level

Director

Employment type

Full-time

Job function

Finance and Sales

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U.S. Private Bank - Private Banker - Vice President or Executive Director

What are the responsibilities and job description for the U.S. Private Bank - Private Banker - Vice President or Executive Director position at JP Morgan Chase?

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