Senior Private Banking VP — Wealth Planning & Growth

JPMorganChase; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

JPMorganChase is seeking talented individuals for their U.S. Private Bank team in Miami. The role focuses on managing client relationships and providing tailored financial advice to meet client needs.

Ideal candidates should have over six years of experience in financial services, a Bachelor's degree, and relevant licenses. The position offers a competitive rewards package, alongside diverse benefits to support employee well-being and career growth.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Series 7, 66 and Insurance licenses required.
• Proven sales success and strong business acumen.

Responsibilities

• Manage and maintain relationships with clients and provide targeted advice.
• Generate business results from existing and new clients.
• Advise clients on their overall balance sheet including investment management.

Skills

Client relationship management

Sales success

Client experience focus

Investment understanding

Strong business acumen

Education

Bachelor's Degree

Job description

JPMorganChase is seeking talented individuals for their U.S. Private Bank team in Miami. The role focuses on managing client relationships and providing tailored financial advice to meet client needs.

Ideal candidates should have over six years of experience in financial services, a Bachelor's degree, and relevant licenses. The position offers a competitive rewards package, alongside diverse benefits to support employee well-being and career growth.