Private Banking VP: Elite Wealth Advisor

JPMorgan Chase; San Antonio (TX); On-site; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial institution in Texas is seeking a Private Banker to manage and maintain client relationships, offering tailored financial advice. This role requires over six years of experience in Private Banking, a Bachelor's degree, and relevant licenses. The ideal candidate will focus on client satisfaction, possess strong business acumen, and leverage an established network to drive results. Competitive compensation and benefits are offered, including comprehensive health coverage and retirement plans.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required; must obtain if unlicensed.
• Experience with investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients based on trust and understanding.
• Generate business results and acquire new assets.
• Advise clients on their overall balance sheet.

Skills

Proven sales success

Strong business acumen

Established network

Client experience focus

Education

Bachelor's Degree

Job description

A leading financial institution in Texas is seeking a Private Banker to manage and maintain client relationships, offering tailored financial advice. This role requires over six years of experience in Private Banking, a Bachelor's degree, and relevant licenses. The ideal candidate will focus on client satisfaction, possess strong business acumen, and leverage an established network to drive results. Competitive compensation and benefits are offered, including comprehensive health coverage and retirement plans.