Private Banker VP: Wealth Strategy & Client Growth

Testing Site - JPMC; Walnut Creek (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan's U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving, and managing wealth using investments, planning, credit, and banking. You will expand the client base and deliver holistic solutions within a stabilizing risk framework.

You will work with a local team in Walnut Creek, supported by a robust institutional platform to help clients reach their long-term goals while maintaining the highest standards of service and integrity.

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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, investments, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.

Skills

Sales experience

Business acumen

Client relationship building

Financial planning knowledge

Investments knowledge

Credit and banking knowledge

Education

Bachelor's Degree

MBA/ CFA/ CFP preferred

Job description

J.P. Morgan's U.S. Private Bank seeks an experienced Private Banker to advise families on building, preserving, and managing wealth using investments, planning, credit, and banking. You will expand the client base and deliver holistic solutions within a stabilizing risk framework.

You will work with a local team in Walnut Creek, supported by a robust institutional platform to help clients reach their long-term goals while maintaining the highest standards of service and integrity.