VP Private Banker: Build Wealth & Lead Client Relationships

JPMorgan Chase; Dallas (TX); On-site; USD 100,000 - 150,000; Full time

Benefits offered by this job

Competitive salary

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Mental health support

Job summary

A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant licensing. The role emphasizes client experience, business acumen, and sales success. Competitive compensation and benefits package offered.

Qualifications

• 6+ years of experience in Private Banking or Financial Services.
• Series 7, 66, and Insurance licenses are required.
• Strong business acumen and proven sales success.

Responsibilities

• Manage client relationships and provide tailored advice.
• Generate new business and acquire assets.
• Advise clients on wealth planning and investment management.
• Partner with internal specialists for holistic solutions.

Skills

Private Banking

Financial Services

Sales Success

Client Experience

Investment Management

Education

Bachelor's Degree

Job description

A leading financial institution in Dallas is seeking a Private Banker to manage client relationships and provide expert advice on wealth management. Candidates should have at least 6 years of experience in Private Banking or Financial Services, a Bachelor's Degree, and relevant licensing. The role emphasizes client experience, business acumen, and sales success. Competitive compensation and benefits package offered.