Vice President, Private Banking & Wealth Strategy

Testing Site - JPMC; Fort Worth (TX); On-site; USD 120,000 - 200,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth.

You will apply investments, wealth planning, credit and banking knowledge to current clients and to acquire new assets, working with a local team and institutional support. Responsibilities include managing client relationships, delivering tailored advice, and collaborating with internal specialists across lines of business.

Qualifications

• 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 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.

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

Skills

Sales experience

Business acumen

Client focus

Relationship management

Cross-team collaboration

Education

Bachelor’s Degree

Tools

Series 7 licenses

Series 66 licenses

Insurance licenses

Job description

J.P. Morgan’s U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving and managing their wealth.

You will apply investments, wealth planning, credit and banking knowledge to current clients and to acquire new assets, working with a local team and institutional support. Responsibilities include managing client relationships, delivering tailored advice, and collaborating with internal specialists across lines of business.