Fund Banker VP — Private Wealth Advisory

JPMorganChase; New York (NY); On-site; USD 120,000 - 170,000; Full time

Job summary

JPMorganChase in New York seeks an experienced Fund Banker to advise Private Equity and Venture Capital firms on Banking, Lending and Cash Management solutions within the U.S. Private Bank.

You will manage a large client book, deliver tailored balance sheet strategies and collaborate with local coverage markets to meet client goals. The role emphasizes client experience, deep knowledge of Investments, Credit and Banking, and strict adherence to risk controls.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• Proven sales success and strong business acumen
• Strong teamwork and ability to work in fast paced environment
• Experience or demonstrated understanding of Investments, Credit and Banking concepts
• Focused on the client experience and works tirelessly on the client's behalf

Responsibilities

• Manage and maintain relationships with a large number of clients by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
• Generate client referrals and acquire new assets from existing client base
• Re-engage with clients though proactive outreach, marketing follow up and CRM data to introduce the Fund Banking Group and refer opportunities to Fund Bankers in local coverage markets
• Partner across the J.P. Morgan Chase & Co. ecosystem to connect clients to the correct partners to meet long term needs
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Private Banking experience

Sales success

Teamwork

Fast-paced environment

Investments concepts

Credit concepts

Banking concepts

Client-focused

Education

Bachelor's Degree

Tools

Series 7 license

Series 66 license

Job description

JPMorganChase in New York seeks an experienced Fund Banker to advise Private Equity and Venture Capital firms on Banking, Lending and Cash Management solutions within the U.S. Private Bank.

You will manage a large client book, deliver tailored balance sheet strategies and collaborate with local coverage markets to meet client goals. The role emphasizes client experience, deep knowledge of Investments, Credit and Banking, and strict adherence to risk controls.