Private Banker VP: Wealth Strategy & Client Growth

Testing Site - JPMC; El Segundo (CA); On-site; USD 120,000 - 190,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank is seeking an experienced Private Banker to advise families on wealth, investments and credit. You will work with a local team, supported by an institutional platform to help clients achieve goals.

You will manage relationships, acquire assets, and provide holistic balance sheet guidance, while adhering to risk and regulatory standards. Strong network and client-centric mindset are essential.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; licenses must be obtained within 90 days.
• Proven sales success and strong business acumen.
• Established community presence with a network.
• Experience in investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain client relationships with trust and tailored advice.
• Generate business results and acquire new assets from clients and prospects.
• Advise on overall balance sheet, asset allocation, wealth planning and banking needs.
• Partner with internal specialists for interdisciplinary client support.
• Connect clients across all lines of JPMorgan Chase & Co.
• Ensure solutions align with client goals through holistic planning.
• Strictly adhere to risk, controls, and regulatory policies.

Skills

Private Banking

Financial Services

Sales

Client relationship management

Wealth planning

Investments

Credit & Banking concepts

Regulatory compliance

Education

Bachelor’s Degree

Job description

J.P. Morgan in the U.S. Private Bank is seeking an experienced Private Banker to advise families on wealth, investments and credit. You will work with a local team, supported by an institutional platform to help clients achieve goals.

You will manage relationships, acquire assets, and provide holistic balance sheet guidance, while adhering to risk and regulatory standards. Strong network and client-centric mindset are essential.