Private Banking VP - Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Austin (TX); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Restaurant d'entreprise

Job summary

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth. You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets.

You will work with a local team and cross-border specialists to deliver holistic goals-based planning while ensuring adherence to risk and regulatory requirements. The role emphasizes client experience and deep financial knowledge.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; candidates may be unlicensed but must obtain licenses within 90 days of start date.
• 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.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs; deliver exceptional client experience.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on their balance sheet, including asset allocation, investment management, 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 clients’ needs through holistic goals-based planning.
• Strictly adhere to risk and regulatory policies and security measures.

Skills

Private Banking

Financial Services

Sales Acumen

Client Relationship

Wealth Management

Regulatory Compliance

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank to advise families on building, preserving and managing their wealth. You will leverage investments, wealth planning, credit and banking to serve existing clients and attract new assets.

You will work with a local team and cross-border specialists to deliver holistic goals-based planning while ensuring adherence to risk and regulatory requirements. The role emphasizes client experience and deep financial knowledge.