Private Banker VP: Wealth Strategy & Client Growth

Testing Site - JPMC; Chicago (IL); On-site; USD 150,000 - 210,000; Full time

Job summary

Testing Site - JPMC in Chicago seeks a seasoned Private Banker to advise families on building and preserving wealth. You will rely on investments, credit and banking expertise to support current clients and attract new assets.

You will work with a local team, drawing on an institutional platform to deliver holistic, goals-based planning and exceptional client experiences.

The role requires a solid track record in private banking, relevant licenses, and a strong network within the community.

Qualifications

• Six+ years of experience in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Client-centric with exceptional service delivery.

Responsibilities

• Build and maintain client relationships, understanding needs and delivering exceptional service.
• Generate new assets from existing clients and new client acquisition.
• Advise on balance sheets: asset allocation, investments, wealth planning, credit and banking.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across lines of business within J.P. Morgan.
• Ensure solutions meet goals via holistic, short/medium/long-term planning.
• Strictly follow risk, compliance and security policies.

Skills

Private banking

Financial services

Sales experience

Wealth planning

Asset management

Client advisory

Relationship management

Education

Bachelor’s Degree

MBA

CFP

CFA

JD

Job description

Testing Site - JPMC in Chicago seeks a seasoned Private Banker to advise families on building and preserving wealth. You will rely on investments, credit and banking expertise to support current clients and attract new assets.

You will work with a local team, drawing on an institutional platform to deliver holistic, goals-based planning and exceptional client experiences.

The role requires a solid track record in private banking, relevant licenses, and a strong network within the community.