Private Banker VP: Wealth Growth & Client Impact

Testing Site - JPMC; Birmingham (MI); On-site; USD 90,000 - 150,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an accomplished Private Banker to advise families on wealth-building, risk management and balance-sheet optimization.

You will leverage investments, credit and banking tools to advise current clients and drive new assets. A strong network and proactive, client-centric approach are essential. You will collaborate with internal specialists, uphold risk standards, and participate in holistic planning to help clients achieve their long-term goals across all

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Licenses: Series 7, 66 and Insurance; must obtain licenses within 90 days if unlicensed.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships with trust and understanding of client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheets, asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of J.P. Morgan Chase & Co.
• Ensure solutions meet client needs through holistic, long-term planning while adhering to risk policies.

Skills

Private Banking

Sales Expertise

Client Relationships

Wealth Planning

Regulatory Knowledge

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance Licenses

Job description

J.P. Morgan’s U.S. Private Bank is seeking an accomplished Private Banker to advise families on wealth-building, risk management and balance-sheet optimization.

You will leverage investments, credit and banking tools to advise current clients and drive new assets. A strong network and proactive, client-centric approach are essential. You will collaborate with internal specialists, uphold risk standards, and participate in holistic planning to help clients achieve their long-term goals across all