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

• 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