Private Banking VP: Elite Wealth Strategy & Client Growth

JPMorgan Chase & Co.; New York (NY); On-site; USD 180,000 - 270,000; Full time

Job summary

JPMorgan Chase & Co. in New York seeks an experienced Private Banker to manage high-net-worth client relationships, advise on balance sheets, and develop holistic wealth strategies. You will coordinate with internal specialists to deliver integrated solutions across banking, investments and credit.

The role emphasizes risk management, regulatory compliance, and a track record of sales success within Private Banking. A strong network and leadership in client service are essential.

Qualifications

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

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 balance sheet, asset allocation, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet client needs through holistic goals-based planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Skills

Business acumen

Sales experience

Client relationship management

Communication skills

Strategic planning

Regulatory compliance

Education

Bachelor's Degree

MBA (preferred)

Job description

JPMorgan Chase & Co. in New York seeks an experienced Private Banker to manage high-net-worth client relationships, advise on balance sheets, and develop holistic wealth strategies. You will coordinate with internal specialists to deliver integrated solutions across banking, investments and credit.

The role emphasizes risk management, regulatory compliance, and a track record of sales success within Private Banking. A strong network and leadership in client service are essential.