VP Private Banker – Wealth Strategy & Growth

Testing Site - JPMC; Indianapolis (IN); On-site; USD 120,000 - 180,000; Full time

Job summary

J.P. Morgan’s U.S. Private Bank seeks exceptional Private Bankers to advise families on building and managing wealth.

You will use investments, planning, credit and banking to support current clients and acquire new assets, working within a local team that spans markets and functions to elevate your career. You will partner with internal specialists to deliver holistic, goals-based planning while maintaining strict adherence to risk and control policies, serving high-net-worth individuals and

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 must obtain within 90 days of start date.

Responsibilities

• 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.

Skills

Client relationship management

Sales

Wealth planning

Investment knowledge

Credit & banking concepts

Networking

Education

Bachelor’s Degree

MBA

JD

CFA

CFP

Job description

J.P. Morgan’s U.S. Private Bank seeks exceptional Private Bankers to advise families on building and managing wealth.

You will use investments, planning, credit and banking to support current clients and acquire new assets, working within a local team that spans markets and functions to elevate your career. You will partner with internal specialists to deliver holistic, goals-based planning while maintaining strict adherence to risk and control policies, serving high-net-worth individuals and