Private Banking VP - Wealth Strategy & Client Growth

JPMorgan Chase & Co.; Minneapolis (MN); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorgan Chase & Co. in Minneapolis seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to advise current clients and acquire new assets.

Join a local team supported by a robust platform with resources and specialists to help you meet client goals. Requires strong sales, a six-plus year Private Banking track record and a bachelor’s degree.

Qualifications

• Six+ years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7, 66 and Insurance licenses required or must obtain 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.

Responsibilities

• Manage and maintain relationships with clients by earning trust and thoroughly understanding client needs.
• Generate business results and acquire new assets from existing clients and new client acquisition.
• Advise clients on their overall 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 clients across all lines of business of JPMorgan Chase & Co.

Skills

Private banking experience

Client relationship management

Sales acumen

Networking

Education

Bachelor's degree

Job description

JPMorgan Chase & Co. in Minneapolis seeks a Private Banker to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to advise current clients and acquire new assets.

Join a local team supported by a robust platform with resources and specialists to help you meet client goals. Requires strong sales, a six-plus year Private Banking track record and a bachelor’s degree.