UHNW Private Banker and Strategic Advisor, VP

J.P. Morgan; Worcester (MA); Sur place; USD 250 000 - 500 000; Plein temps

Résumé du poste

J.P. Morgan Private Bank in the United States seeks an experienced UHNW Private Banker, Vice President, to manage and deepen relationships with ultra-high-net-worth clients.

You will partner with investment specialists and internal teams to tailor wealth solutions aligned with client goals and risk appetite. The role emphasizes strategic advisory, proactive market insights, and identifying new opportunities.

Qualifications

• 7+ years wealth management experience with strong client and stakeholder management.
• Executive presence and outstanding written and oral communication to engage clients and internal stakeholders.
• Strong organizational discipline, prioritization, and risk awareness.
• Collaborative team player able to work with multiple bank functions and senior leadership.

Responsabilités

• Build and deepen long-term client relationships by leveraging professional networks and delivering distinctive client experience across all facets of wealth management.
• Collaborate closely with investment specialists and internal partners to design, execute, and deliver tailored investment and wealth solutions aligned to each client’s objectives and risk appetite.
• Serve as a trusted strategic advisor, provide market insights, portfolio updates, and investment opportunities across asset classes, while identifying new business opportunities.
• Ensure seamless client lifecycle management including onboarding, ongoing relationship management, including KYC updates, suitability assessments, and coordination of client meetings and transactions.
• Uphold a strong risk and control culture, collaborate with cross-functional teams to ensure compliance with regulatory requirements, risk management protocols, and internal policies.
• Drive growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Connaissances

Client & stakeholder mgmt

Executive presence

Written & oral communication

Organization & prioritization

Integrity & risk awareness

Collaboration across functions

Engagement with senior leadership

Formation

Bachelor's degree or equivalent

Description du poste

J.P. Morgan Private Bank in the United States seeks an experienced UHNW Private Banker, Vice President, to manage and deepen relationships with ultra-high-net-worth clients.

You will partner with investment specialists and internal teams to tailor wealth solutions aligned with client goals and risk appetite. The role emphasizes strategic advisory, proactive market insights, and identifying new opportunities.