Private Banking VP: Wealth Strategy & Client Growth

JPMorganChase; Philadelphia (Philadelphia County); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Total rewards package

Health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking a Private Banker in the U.S. Private Bank to advisory families on building, preserving, and managing wealth, leveraging investments, planning, credit and banking to grow current relationships and acquire new clients.

You will work with a local team, supported by an institutional platform with resources and specialists to help achieve clients' goals while adhering to risk controls and regulatory guidelines.

Qualifications

• At least 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 considered, but required to obtain licenses within 90 days of start date.
• Proven sales success and strong business acumen.
• Strong community presence with an established network.
• Experience or demonstrated 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, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
• Generate business results and acquire new assets, both from existing client base 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 your clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
• Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Skills

Sales experience

Relationship management

Financial services knowledge

Investments knowledge

Client-focused

Education

Bachelor's degree

Job description

JPMorganChase is seeking a Private Banker in the U.S. Private Bank to advisory families on building, preserving, and managing wealth, leveraging investments, planning, credit and banking to grow current relationships and acquire new clients.

You will work with a local team, supported by an institutional platform with resources and specialists to help achieve clients' goals while adhering to risk controls and regulatory guidelines.