VP Private Banker: Wealth Growth & Advisory

Testing Site - JPMC; San Francisco (CA); Sur place; USD 180 000 - 260 000; Plein temps

Résumé du poste

J.P. Morgan’s U.S. Private Bank seeks a Private Banker in San Francisco to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to advise current clients and generate new assets.

You will work with a local team and institutional platform, delivering holistic, goals-based planning while adhering to risk controls and regulatory guidelines.

Qualifications

• Six+ 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.
• 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.

Responsabilités

• 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

Connaissances

Private Banking

Wealth Management

Sales

Relationship Building

Regulatory Compliance

Licensing (Series 7/66)

Insurance Licensing

Financial Planning

Formation

Bachelor’s Degree

Description du poste

J.P. Morgan’s U.S. Private Bank seeks a Private Banker in San Francisco to advise families on building, preserving and managing wealth. You will use investments, planning, credit and banking knowledge to advise current clients and generate new assets.

You will work with a local team and institutional platform, delivering holistic, goals-based planning while adhering to risk controls and regulatory guidelines.