Senior Private Banker & Wealth Advisor (VP)

JPMorgan Chase & Co.; Palo Alto (CA); On-site; USD 120,000 - 210,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to serve current clients and attract new assets, working with a local team and internal specialists to deliver holistic solutions. You will maintain strong client relationships, ensure compliance with risk policies, and connect clients across all lines of business to achieve

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients 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 clients across all lines of business of JPMorgan Chase & Co.
• Ensure that proposed solutions fulfill clients' needs and objectives through holistic planning.
• Strictly adhere to all risk and control policies and regulatory guidelines.

Skills

Private Banking

Sales experience

Wealth management

Client relationship

Investment knowledge

Credit and banking knowledge

Regulatory awareness

Education

Bachelor’s Degree

MBA/JD/CFP/CFA preferred

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise families on building, preserving and managing wealth.

You will leverage investments, wealth planning, credit and banking to serve current clients and attract new assets, working with a local team and internal specialists to deliver holistic solutions. You will maintain strong client relationships, ensure compliance with risk policies, and connect clients across all lines of business to achieve