Private Banking VP: Wealth Strategy & Growth

JPMorganChase; Milwaukee (WI); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Milwaukee seeks a Private Banker to provide exceptional advice and client management in the U.S. Private Bank. You will build and maintain client relationships, offering tailored financial solutions across various services such as investments and credit. Ideal candidates possess over six years of experience in Private Banking, a Bachelor's degree, and relevant licenses. This role also emphasizes collaboration with specialized teams to maximize client success. A competitive compensation package is offered.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required; unlicensed candidates must obtain within 90 days.
• Experience or understanding of investments, wealth planning, credit and banking concepts.

Responsibilities

• Manage and maintain relationships with clients to earn trust and provide advice.
• Generate new business results and acquire assets from existing and new clients.
• Partner with specialists to provide expertise and achieve client goals.

Skills

Proven sales success

Strong business acumen

Strong community presence

Client-focused mindset

Education

Bachelor’s Degree

Job description

A leading financial institution in Milwaukee seeks a Private Banker to provide exceptional advice and client management in the U.S. Private Bank. You will build and maintain client relationships, offering tailored financial solutions across various services such as investments and credit. Ideal candidates possess over six years of experience in Private Banking, a Bachelor's degree, and relevant licenses. This role also emphasizes collaboration with specialized teams to maximize client success. A competitive compensation package is offered.