Private Banking Exec - Financial Sponsors Group VP/ED

Aumni; New York (NY); On-site; USD 120,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. in New York is seeking a Private Banker to advise high-net-worth families on building, preserving and managing wealth. You will leverage knowledge of investments, wealth planning, credit and banking to support existing clients and attract new relationships.

You will work with a local team and benefit from an institutional platform with extensive resources. A client-centric approach and proven sales success are essential.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain licenses within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or understanding of investments, wealth planning, credit and banking concepts.
• Client-focused and dedicated to client experience.

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 J.P. Morgan 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

Sales experience

Business acumen

Community network

Investments knowledge

Client-focused

Education

Bachelor’s Degree

Tools

Series 7 license

Series 66 license

Insurance licenses

Job description

JPMorgan Chase & Co. in New York is seeking a Private Banker to advise high-net-worth families on building, preserving and managing wealth. You will leverage knowledge of investments, wealth planning, credit and banking to support existing clients and attract new relationships.

You will work with a local team and benefit from an institutional platform with extensive resources. A client-centric approach and proven sales success are essential.