Private Banking VP — Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Birmingham (MI); Sur place; USD 110 000 - 170 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, financial planning, credit and banking expertise to support current clients and attract new assets.

You will be part of a local team, supported by an institutional platform with resources and specialists to help you achieve clients’ goals and deliver a first-class client experience.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates 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.
• Focuses on the client experience and works tirelessly on the client’s behalf.

Responsabilités

• Manage and maintain relationships with clients by earning trust, understanding client needs, and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing and new client bases.
• 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 to clients when needed.
• Connect your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet clients’ needs and long-term objectives via holistic planning.
• Strictly adhere to risk and control policies, regulatory guidelines and security measures.

Connaissances

Relationship management

Sales leadership

Client advisory

Communication skills

Formation

Bachelor’s Degree

MBA

Description du poste

JPMorgan Chase & Co. in the U.S. Private Bank seeks a Private Banker to advise families on building, preserving and managing wealth, using investments, financial planning, credit and banking expertise to support current clients and attract new assets.

You will be part of a local team, supported by an institutional platform with resources and specialists to help you achieve clients’ goals and deliver a first-class client experience.