Executive Private Banker & Wealth Advisor (VP)

Aumni; San Antonio (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive total rewards package

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

TwinThread is searching for a Private Banker - Vice President in San Antonio, TX. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, with a strong emphasis on managing client relationships and generating new business. Responsibilities include advising clients on wealth management and conducting asset allocation strategies. A Bachelor's degree and proven sales success are essential. The role offers a competitive rewards package, promoting diversity and equal opportunity within J.P. Morgan's U.S. Private Bank.

Qualifications

• Minimum six years of work experience in Private Banking or Financial Services.
• Successful sales track record and strong business acumen.
• Community presence with an established network.

Responsibilities

• Manage client relationships and provide tailored financial advice.
• Generate new assets and business results from client acquisition.
• Advise on overall balance sheet management and asset allocation.

Skills

Private Banking experience

Financial Services knowledge

Client relationship management

Sales success

Education

Bachelor’s Degree

Tools

Investment management

Wealth planning

Credit and banking knowledge

Job description

TwinThread is searching for a Private Banker - Vice President in San Antonio, TX. The ideal candidate will possess over six years of experience in Private Banking or Financial Services, with a strong emphasis on managing client relationships and generating new business. Responsibilities include advising clients on wealth management and conducting asset allocation strategies. A Bachelor's degree and proven sales success are essential. The role offers a competitive rewards package, promoting diversity and equal opportunity within J.P. Morgan's U.S. Private Bank.