VP Private Banker & Wealth Growth Strategist

JP Morgan Chase; Philadelphia (Philadelphia County); On-site; USD 140,000 - 230,000; Full time

Job summary

J.P. Morgan Chase in the U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving and managing wealth, leveraging investments, credit and banking to enhance client balance sheets.

You will work with a local team, pursue new client acquisition, and coordinate with internal specialists to deliver holistic, goals-based planning while adhering to risk controls.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor1s Degree required.
• Series 7, 66 and Insurance licenses required for position; 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 client1s 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 clients1 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.

Education

Bachelor1s Degree

Series 7, 66 and Insurance licenses

MBA, JD, CFA, or CFP preferred

Job description

J.P. Morgan Chase in the U.S. Private Bank is seeking an experienced Private Banker to advise families on building, preserving and managing wealth, leveraging investments, credit and banking to enhance client balance sheets.

You will work with a local team, pursue new client acquisition, and coordinate with internal specialists to deliver holistic, goals-based planning while adhering to risk controls.