Private Banker VP — Wealth Strategy & Client Growth

Testing Site - JPMC; Tulsa (OK); On-site; USD 110,000 - 170,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking exceptionally talented professionals to advise families on building, preserving and managing their wealth.

The Private Banker will work with a local team and leverage an institutional platform to deliver tailored balance-sheet solutions, investments, credit and banking guidance. Key responsibilities include managing client relationships, generating new assets, coordinating with internal specialists, and ensuring risk and regulatory compliance while

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
• 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

Financial Services

Sales Experience

Relationship Management

Wealth Planning

Asset Allocation

Education

Bachelor’s Degree

Tools

Series 7 License

Series 66 License

Insurance License

Job description

J.P. Morgan’s U.S. Private Bank is seeking exceptionally talented professionals to advise families on building, preserving and managing their wealth.

The Private Banker will work with a local team and leverage an institutional platform to deliver tailored balance-sheet solutions, investments, credit and banking guidance. Key responsibilities include managing client relationships, generating new assets, coordinating with internal specialists, and ensuring risk and regulatory compliance while