Private Banker VP: Elite Wealth Advisory & Growth

JPMorgan Chase & Co.; San Francisco (CA); On-site; USD 120,000 - 230,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank is seeking a Private Banker to advise families on wealth building, preservation and balance-sheet management.

You will leverage investments, wealth planning, credit and banking to serve current clients and attract new relationships, collaborating with specialists across the firm's platform. You will join a local team backed by resources and intellectual capital to help clients achieve their goals, while adhering to risk and regulatory guidelines and delivering an

Qualifications

• 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.

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

Skills

Private Banking Experience

Financial Services Experience

Sales Acumen

Client Relationship Building

Networking/Community Presence

Investment Knowledge

Wealth Planning Understanding

Credit & Banking Concepts

Education

Bachelor's Degree

Job description

J.P. Morgan's U.S. Private Bank is seeking a Private Banker to advise families on wealth building, preservation and balance-sheet management.

You will leverage investments, wealth planning, credit and banking to serve current clients and attract new relationships, collaborating with specialists across the firm's platform. You will join a local team backed by resources and intellectual capital to help clients achieve their goals, while adhering to risk and regulatory guidelines and delivering an