Private Banker VP - Wealth Strategy & Client Growth

Testing Site - JPMC; Houston (TX); On-site; USD 140,000 - 210,000; Full time

Job summary

J.P. Morgan in the U.S. Private Bank is seeking a Private Banker in Houston to advise families on building, preserving and managing wealth. You will use investments, financial planning, credit and banking to advise clients on all balance sheet aspects and generate new client acquisition.

You will be part of a local team and supported by an institutional platform with resources and specialists to help you advise clients toward their goals.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must be obtained within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or 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 and understanding client needs.
• Provide targeted advice and thoughtful solutions for clients’ balance sheets.
• Advise clients on asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to deliver interdisciplinary expertise.
• Connect clients across all lines of business at JPMorgan Chase & Co.
• Ensure solutions meet needs through holistic goals-based planning.
• Strictly adhere to risk and regulatory policies.

Skills

Private Banking

Relationship Management

Sales & Business Development

Client Advisory

Financial Planning

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance Licenses

Job description

J.P. Morgan in the U.S. Private Bank is seeking a Private Banker in Houston to advise families on building, preserving and managing wealth. You will use investments, financial planning, credit and banking to advise clients on all balance sheet aspects and generate new client acquisition.

You will be part of a local team and supported by an institutional platform with resources and specialists to help you advise clients toward their goals.