Private Banker VP - Wealth Growth & Holistic Advisory

JPMorgan Chase; Baton Rouge (LA); On-site; USD 90,000 - 130,000; Full time

Job summary

JPMorgan Chase's U.S. Private Bank is seeking a Private Banker who will advise families on building, preserving and managing wealth using investments, financial planning, credit and comprehensive banking knowledge to help clients reach their goals.

You will be part of a local team, collaborate with colleagues across markets, generate new client assets, and coordinate with internal specialists to deliver holistic, goals-based solutions while maintaining rigorous risk and regulatory standards.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• 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

Sales experience

Client focus

Investments knowledge

Wealth planning

Credit and banking

Community network

Education

Bachelor's Degree

Job description

JPMorgan Chase's U.S. Private Bank is seeking a Private Banker who will advise families on building, preserving and managing wealth using investments, financial planning, credit and comprehensive banking knowledge to help clients reach their goals.

You will be part of a local team, collaborate with colleagues across markets, generate new client assets, and coordinate with internal specialists to deliver holistic, goals-based solutions while maintaining rigorous risk and regulatory standards.