Private Banker VP - Wealth Strategy & Growth

JPMorgan Chase & Co.; Austin (TX); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in the United States is seeking a Private Banker to advise families on building, preserving and managing wealth. You will assess balance sheets, provide investment and credit solutions, and collaborate with internal specialists to deliver holistic planning for clients.

The role emphasizes client-centric service, cross-team collaboration, and adherence to risk controls, with the potential to expand client relationships across JPMorgan Chase & Co.'s extensive platform.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required for position; 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 JPMorgan 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 experience

Client relationship management

Sales acumen

Financial planning knowledge

Regulatory compliance

Networking

Excellent communication

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorgan Chase & Co. in the United States is seeking a Private Banker to advise families on building, preserving and managing wealth. You will assess balance sheets, provide investment and credit solutions, and collaborate with internal specialists to deliver holistic planning for clients.

The role emphasizes client-centric service, cross-team collaboration, and adherence to risk controls, with the potential to expand client relationships across JPMorgan Chase & Co.'s extensive platform.