Private Wealth Banker, VP — Strategic Client Partner

JPMorganChase; Miami (FL); On-site; USD 120,000 - 180,000; Full time

Job summary

JPMorganChase, a leading financial services firm, seeks a seasoned Private Banker for our U.S. Private Bank in Florida. You will build client relationships, offer tailored investment and wealth solutions, and coordinate with internal specialists to meet clients’ needs.

A strong sales record and community presence are essential. The role requires Series 7, 66 and insurance licenses with a 90-day license prep window, plus a Bachelor’s degree.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, Series 66 and Insurance licenses required; unlicensed candidates may start but must obtain licenses within 90 days.
• 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.
• Focus on delivering exceptional client experience.

Responsibilities

• Manage and maintain client relationships by earning trust and understanding needs.
• Generate business results and acquire assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, wealth planning, credit and banking needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across lines of business within JPMorgan Chase & Co.
• Ensure solutions align with short, medium and long-term client goals.
• Adhere to risk, control policies and regulatory guidelines.

Skills

Client relationship management

Sales experience

Financial services knowledge

Networking

Regulatory/compliance awareness

Education

Bachelor's Degree

MBA/CFAs/CFP preferred

Tools

Series 7

Series 66

Insurance licenses

Job description

JPMorganChase, a leading financial services firm, seeks a seasoned Private Banker for our U.S. Private Bank in Florida. You will build client relationships, offer tailored investment and wealth solutions, and coordinate with internal specialists to meet clients’ needs.

A strong sales record and community presence are essential. The role requires Series 7, 66 and insurance licenses with a 90-day license prep window, plus a Bachelor’s degree.