U.S. Private Bank - Private Banker - Vice President or Executive Director

JPMorgan Chase; Indianapolis (IN); On-site; USD 60,000 - 120,000; Full time

Job summary

An established industry player is seeking a Private Banker to join its U.S. Private Bank team. This role involves advising families on wealth management, utilizing your expertise in investments, financial planning, and banking. You'll collaborate with a talented team, leveraging institutional resources to deliver exceptional client experiences. If you thrive in a dynamic environment and are passionate about helping clients achieve their financial goals, this opportunity is perfect for you. Join a company that values diversity and inclusion, while offering competitive rewards and benefits to support your career growth.

Benefits

Comprehensive health care coverage

On-site health and wellness centers

Retirement savings plan

Backup childcare

Tuition reimbursement

Mental health support

Financial coaching

Qualifications

• 6+ years in Private Banking or Financial Services required.
• Series 7, 66, and Insurance licenses required within 90 days.

Responsibilities

• Manage client relationships and provide tailored advice.
• Generate business results and acquire new clients.
• Advise on asset allocation and investment management.

Skills

Private Banking

Financial Services

Sales Success

Client Experience Focus

Investment Knowledge

Wealth Planning

Credit and Banking Concepts

Education

Bachelor's Degree

MBA

JD

CFA

CFP

Job description

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

1. 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.
2. Generate business results and acquire new assets, both from existing client base and new client acquisition.
3. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
4. Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
5. Connect your clients across all lines of business of J.P. Morgan Chase & Co.
6. Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach.
7. Strictly adhere to all risk and control policies, regulatory guidelines and security measures.

Required Qualifications, Capabilities, and Skills

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

Preferred Qualifications, Capabilities, and Skills

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

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.

JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.