Vice President, Private Banking & Wealth Advisory

JP Morgan Chase; Raleigh (NC); Vor Ort; USD 120.000 - 190.000; Vollzeit

Zusammenfassung

JP Morgan Chase in the United States seeks an experienced Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, planning, credit, and banking to support current clients and acquire new assets.

You will work within a local team and collaborate with an institutional platform offering resources and specialists to help clients achieve their goals. The role requires at least six years in Private Banking or Financial Services, a Bachelor's

Qualifikationen

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor's Degree required.
• Series 7, 66 and Insurance licenses required; unlicensed candidates may apply but must obtain licenses within 90 days of start.
• 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.

Aufgaben

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet including asset allocation and wealth planning.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JP Morgan Chase & Co.
• Ensure proposed solutions meet clients' needs short, medium and long term.
• Adhere to all risk and control policies, regulatory guidelines and security measures.

Kenntnisse

Private Banking

Client relationships

Sales & business development

Financial planning

Wealth management

Ausbildung

Bachelor's Degree

Jobbeschreibung

JP Morgan Chase in the United States seeks an experienced Private Banker to advise families on building, preserving, and managing wealth. You will leverage investments, planning, credit, and banking to support current clients and acquire new assets.

You will work within a local team and collaborate with an institutional platform offering resources and specialists to help clients achieve their goals. The role requires at least six years in Private Banking or Financial Services, a Bachelor's