Private Banker VP: Wealth Strategy & Growth

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

Job summary

A leading financial institution in the US is actively seeking a Private Banker responsible for advising families on managing their wealth. The role involves building and maintaining client relationships, advising on investment and planning strategies, and generating new business. Candidates should have over six years in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This position offers a collaborative environment and networking opportunities while focusing on delivering exceptional client experiences.

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.

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 their overall balance sheet.

Skills

Private Banking

Financial Services

Client Experience

Sales Success

Investment Knowledge

Education

Bachelor's Degree

MBA, JD, CFA, or CFP

Job description

A leading financial institution in the US is actively seeking a Private Banker responsible for advising families on managing their wealth. The role involves building and maintaining client relationships, advising on investment and planning strategies, and generating new business. Candidates should have over six years in Private Banking or Financial Services, a Bachelor's Degree, and required licenses. This position offers a collaborative environment and networking opportunities while focusing on delivering exceptional client experiences.