Private Banking VP: Wealth Strategy & Client Growth

Testing Site - JPMC; Cleveland (OH); Sur place; USD 120 000 - 180 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. in Cleveland, OH seeks an accomplished Private Banker to advise families on wealth, investments and balance sheet management. You will build relationships, provide holistic planning, and collaborate with internal specialists to serve high-net-worth clients across the U.S. Private Bank.

The role requires six+ years in private banking, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or plan to obtain within 90 days). Strong client focus and network essential.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required; MBA/CFA/ CFP preferred.
• Series 7, 66 and Insurance licenses required or to be obtained within 90 days.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience with investments, wealth planning, credit and banking concepts.
• Focused on delivering superior client experience.

Responsabilités

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on a holistic balance sheet including asset allocation and planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business within JPMorgan Chase & Co.
• Ensure solutions meet client goals in short, mid and long term.
• Strictly adhere to risk, control policies and security measures.

Connaissances

Six+ years experience

Series 7, 66, Insurance licenses

Proven sales success

Establish network in community

Investments/wealth planning knowledge

Client-focused service mindset

Formation

Bachelor’s Degree

MBA or CFA preferred

Description du poste

JPMorgan Chase & Co. in Cleveland, OH seeks an accomplished Private Banker to advise families on wealth, investments and balance sheet management. You will build relationships, provide holistic planning, and collaborate with internal specialists to serve high-net-worth clients across the U.S. Private Bank.

The role requires six+ years in private banking, a Bachelor’s degree, and Series 7/66 and Insurance licenses (or plan to obtain within 90 days). Strong client focus and network essential.