Senior Private Banker - U.S. Private Bank (VP/ED)

JP Morgan Chase; New York (NY); Presencial; USD 120.000 - 190.000; Tempo integral

Benefícios oferecidos por esta vaga

Competitive base salary

Commission-based pay potential

Discretionary incentive compensation

Health care coverage

Resumo da vaga

J.P. Morgan's U.S. Private Bank seeks an experienced Private Banker to advise families on wealth management, asset allocation, and holistic balance sheets. You will work with a local team and leverage internal specialists to deliver tailored solutions in a dynamic, client-centric environment.

The role emphasizes building trust, expanding client assets, and maintaining rigorous risk controls, with opportunities for career growth and a comprehensive benefits package.

Qualificações

• Six plus years of work experience in Private Banking or Financial Services.
• A Bachelor’s degree is required.
• Licenses: Series 7, Series 66 and Insurance licenses; unlicensed candidates considered but must obtain.
• Proven sales success and strong business acumen.
• Established community presence with a network.
• Experience with investments, wealth planning, credit and banking concepts.

Responsabilidades

• Manage and maintain client relationships with trust and exceptional service.
• Acquire new assets from existing clients and new client acquisition.
• Advise clients on balance sheets, asset allocation, and wealth management needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.
• Ensure proposed solutions meet client needs with a holistic planning approach.
• Adhere to risk, controls, and regulatory guidelines.

Conhecimentos

Client relationship management

Sales results

Private banking knowledge

Formação

Bachelor’s degree

Ferramentas

Series 7 license

Series 66 license

Insurance licenses

Descrição da vaga

J.P. Morgan's U.S. Private Bank seeks an experienced Private Banker to advise families on wealth management, asset allocation, and holistic balance sheets. You will work with a local team and leverage internal specialists to deliver tailored solutions in a dynamic, client-centric environment.

The role emphasizes building trust, expanding client assets, and maintaining rigorous risk controls, with opportunities for career growth and a comprehensive benefits package.