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

JPMorgan Chase & Co.; Houston (TX); Sur place; USD 100 000 - 140 000; Plein temps

Résumé du poste

JPMorgan Chase & Co. is seeking a Private Banker to join their U.S. Private Bank in Houston, Texas. This role focuses on advising clients on wealth management and providing exceptional client experiences. You will work with a team of professionals to develop tailored financial solutions that meet clients' needs.

Candidates should possess a Bachelor’s Degree, relevant experience in Private Banking, and a strong sales background. This position offers a unique opportunity to grow your career with a leading financial institution.

Qualifications

• Experience in Private Banking or Financial Services required.
• Licenses Series 7 and 66 must be obtained within 90 days.
• Strong community presence and established network.

Responsabilités

• Manage relationships with clients to provide exceptional service.
• Generate business results from existing clients and new acquisitions.
• Advise clients on their overall balance sheet strategies.
• Partner with internal specialists for client needs.
• Ensure solutions meet clients' short and long-term goals.

Connaissances

Private Banking experience

Sales success

Strong business acumen

Client experience focus

Formation

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Description du poste

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

• Work experience in Private Banking or Financial Services.
• Bachelor’s Degree required.
• Series 7 and 66 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.