U.S. Private Bank - Private Banker - Executive Director

JPMorganChase

New York (NY)

On-site

USD 120,000 - 190,000

Full time

14 days+

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Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial services firm seeks an experienced Private Banker to manage client relationships and provide tailored financial advice. This full-time role requires over six years of experience in Private Banking or Financial Services, a Bachelor's degree, and relevant licenses. The ideal candidate will excel in client relations and have a strong understanding of investments, wealth planning, and financial services.

Qualifications

Six plus years of work experience in Private Banking or Financial Services.
Series 7, 66 and Insurance licenses required, unlicensed candidates considered.
Strong organizational skills and a disciplined approach to business.
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.

Responsibilities

Manage and maintain client relationships to earn trust and provide targeted advice.
Advise clients on their balance sheet, investment management, and credit needs.
Generate business results and acquire new assets.
Partner with internal specialists to provide interdisciplinary expertise.
Connect clients across all lines of business of JPMorgan Chase & Co.
Ensure proposed solutions meet client goals through holistic planning.
Adhere to risk, control policies, and regulatory guidelines.

Skills

Sales success

Client experience focus

Community presence

Wealth planning knowledge

Credit and banking understanding

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

Overview

U.S. Private Bank - Private Banker - Executive Director position at JPMorganChase. We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you.

You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base 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 your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required Qualifications, Capabilities, And Skills

Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client’s behalf

Preferred Qualifications, Capabilities, And Skills

MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

About Us

JPMorganChase offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.

Team and Role Context

J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals.

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