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

JPMorgan Chase & Co.; Denver (CO); In loco; USD 120.000 - 250.000; Tempo pieno

Descrizione del lavoro

JPMorgan Chase & Co. is seeking an experienced Private Banker in the U.S. Private Bank to advise families on wealth building, preservation and balance-sheet management.

You will work with a local team and leverage an institutional platform to deliver tailored solutions across investments, planning, credit and banking. The role requires 15+ years in private banking, a Bachelor’s degree, and Series 7/66 licenses (orto obtain within 90 days).

Competenze

• Fifteen plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 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 understanding of investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

Mansioni

• Manage client relationships with trust and insight to deliver exceptional experiences.
• Generate assets and acquire new clients from existing base and new acquisitions.
• Advise on balance sheet, asset allocation, investments, wealth planning and credit needs.
• Collaborate with internal specialists to provide interdisciplinary expertise.
• Connect clients across all JP Morgan Chase lines of business.
• Ensure solutions meet clients' short-, medium-, and long-term goals.
• Adhere to risk and control policies, and regulatory guidelines.

Conoscenze

Client relations

Financial advisory

Investment knowledge

Sales excellence

Series 7/66

Strong network

Formazione

Bachelor's degree

Strumenti

Series 7

Series 66

Descrizione del lavoro

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 in the U.S. Private Bank, 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.

Job 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

• Fifteen plus years of work experience in Private Banking or Financial Services
• Bachelor's Degree required
• Series 7, 66 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

• Proactive, takes initiative, and uses critical thinking to solve problems
• MBA, JD, CFA, or CFP preferred
• 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