Private Banker VP: Wealth Strategy & Client Partnerships

JPMorganChase; Raleigh (NC); On-site; USD 110,000 - 150,000; Full time

Benefits offered by this job

Competitive compensation

Benefits package

Job summary

JPMorganChase in Raleigh, NC is seeking a Private Banker to advise families on wealth, investments, credit and banking, leveraging an institutional platform to grow client assets.

The role requires six+ years in private banking or financial services, a Bachelor's degree, and licenses (Series 7, 66 and Insurance). You will build trusted relationships, generate new business and coordinate across JPMorgan's private banking experts.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's degree required.
• Licenses: Series 7, Series 66 and Insurance required or must obtain within 90 days of start date.

Responsibilities

• Manage and grow client relationships by providing tailored advice and extraordinary service.
• Generate new assets from existing clients and new client acquisition.
• Advise clients on balance sheets including investments, wealth planning, credit and banking needs.
• Coordinate with internal specialists to provide interdisciplinary expertise to clients as needed.
• Connect clients across all lines of JPMorgan Chase & Co.

Skills

Client relationship management

Sales experience

Financial services knowledge

Education

Bachelor's degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorganChase in Raleigh, NC is seeking a Private Banker to advise families on wealth, investments, credit and banking, leveraging an institutional platform to grow client assets.

The role requires six+ years in private banking or financial services, a Bachelor's degree, and licenses (Series 7, 66 and Insurance). You will build trusted relationships, generate new business and coordinate across JPMorgan's private banking experts.