Private Banking VP: Wealth Strategy & Client Growth

JP Morgan Chase; Tampa (FL); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Health benefits

Retirement plan

Tuition reimbursement

Job summary

JPMorgan Chase & Co. is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will craft holistic balance sheets, asset allocations, and credit solutions for high net worth clients.

The role requires licensing, a track record of sales success, and deep knowledge of investments, wealth planning, and risk controls, with a focus on exceptional client experiences and cross-team collaboration.

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 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

Private Banking

Sales success

Business acumen

Community network

Investments knowledge

Wealth planning

Credit concepts

Client experience focus

Education

Bachelor's degree

MBA (preferred)

J.D. (preferred)

CFA (preferred)

CFP (preferred)

Job description

JPMorgan Chase & Co. is seeking an accomplished Private Banker to advise families on building, preserving and managing wealth within the U.S. Private Bank. You will craft holistic balance sheets, asset allocations, and credit solutions for high net worth clients.

The role requires licensing, a track record of sales success, and deep knowledge of investments, wealth planning, and risk controls, with a focus on exceptional client experiences and cross-team collaboration.