VP Private Banker: Wealth Strategy Partner

JPMorgan Chase & Co.; Naples (FL); On-site; USD 120,000 - 200,000; Full time

Job summary

JPMorgan Chase & Co. in Naples, FL, seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to guide current clients and attract new assets, collaborating with a coordinated institutional platform.

You will join a local team with access to specialists across markets and functions, delivering tailored, holistic solutions while upholding risk controls and client service excellence.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Bachelor’s Degree is required.
• Series 7, Series 66 and Insurance licenses are required or to be obtained within 90 days.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on balance sheet, asset allocation, investments and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise.
• Connect clients across all lines of JPMorgan Chase & Co.’s businesses.
• Ensure solutions meet client objectives with holistic planning and risk adherence.

Skills

Private Banking

Sales Performance

Client Relationships

Wealth Management

Investments Knowledge

Networking

Education

Bachelor’s Degree

Tools

Series 7

Series 66

Insurance Licenses

Job description

JPMorgan Chase & Co. in Naples, FL, seeks an experienced Private Banker to advise families on building, preserving and managing wealth. You will leverage investments, wealth planning, credit and banking to guide current clients and attract new assets, collaborating with a coordinated institutional platform.

You will join a local team with access to specialists across markets and functions, delivering tailored, holistic solutions while upholding risk controls and client service excellence.