UHNW Private Banker VP: Strategic Wealth Architect

Aumni; Worcester (MA); On-site; USD 180,000 - 320,000; Full time

Job summary

J.P. Morgan in Worcester, MA seeks an experienced UHNW Private Banker, Vice President, to deepen client relationships and deliver sophisticated wealth solutions. You will work with investment specialists and internal partners to tailor offerings to each client’s objectives and risk tolerance.

You will manage onboarding, KYC, suitability, and meetings while upholding rigorous risk controls. The role emphasizes growth through networking and cross-selling within a premier wealth-management

Qualifications

• Bachelor degree and 7+ years of wealth management experience.
• Outstanding client and stakeholder management with executive presence.
• Strong organizational discipline, integrity, and risk awareness.
• Collaborative team player across bank functions and senior leadership.

Responsibilities

• Build and deepen long-term client relationships by leveraging professional networks and delivering distinctive client experience across all facets of wealth management.
• Collaborate 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 trusted strategic advisor, provide market insights, portfolio updates, and investment opportunities across asset classes, while identifying new business opportunities for clients.
• Ensure seamless client lifecycle management including onboarding and ongoing relationship management, including KYC updates, suitability assessments, and coordinating 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, maintaining high integrity.
• Drive commercial growth by expanding the client base through networking, cross-selling opportunities, and delivering holistic family wealth management solutions.

Skills

Client management

Stakeholder management

Executive presence

Communication

Organization

Integrity and risk awareness

Team collaboration

Education

Bachelor degree

Job description

J.P. Morgan in Worcester, MA seeks an experienced UHNW Private Banker, Vice President, to deepen client relationships and deliver sophisticated wealth solutions. You will work with investment specialists and internal partners to tailor offerings to each client’s objectives and risk tolerance.

You will manage onboarding, KYC, suitability, and meetings while upholding rigorous risk controls. The role emphasizes growth through networking and cross-selling within a premier wealth-management