Private Banker VP - Wealth Strategy & Growth

JPMorgan Chase & Co.; Walnut Creek (CA); On-site; USD 150,000 - 230,000; Full time

Job summary

JPMorgan Chase & Co. in Walnut Creek, CA is seeking an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to optimize balance sheets and achieve goals.

You will work with a local team and an institutional platform to deliver a first‑class client experience, develop new assets through trusted relationships, and coordinate with specialists across markets to meet client needs now and in the future.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain within 90 days.
• 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, 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

Business acumen

Client relationship management

Sales experience

Education

Bachelor’s Degree

Job description

JPMorgan Chase & Co. in Walnut Creek, CA is seeking an experienced Private Banker to advise families on building, preserving and managing wealth, using investments, planning, credit and banking to optimize balance sheets and achieve goals.

You will work with a local team and an institutional platform to deliver a first‑class client experience, develop new assets through trusted relationships, and coordinate with specialists across markets to meet client needs now and in the future.