VP, Private Banking: Grow Wealth & Lead Client Impact

JPMorgan Chase; Cleveland (OH); On-site; USD 80,000 - 110,000; Full time

Benefits offered by this job

Comprehensive health care coverage

Retirement savings plan

Tuition reimbursement

Job summary

A leading financial institution in Cleveland is seeking a Private Banker to advise families on wealth management and investment strategies. Applicants should have over six years of experience in financial services and a Bachelor's degree. Responsibilities include managing client relationships and ensuring financial goals are met. This role offers a competitive rewards package, including salary and benefits tailored to meet employee needs.

Qualifications

• Six plus years of work experience in Private Banking or Financial Services.
• Proven sales success and strong business acumen.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Manage and maintain relationships with clients to provide exceptional service.
• Generate business results and acquire new assets from clients.
• Advise clients on their overall balance sheet including asset allocation and investments.

Skills

Private Banking

Sales Success

Client Experience

Wealth Planning

Investment Management

Networking

Education

Bachelor's Degree

MBA, JD, CFA, or CFP preferred

Job description

A leading financial institution in Cleveland is seeking a Private Banker to advise families on wealth management and investment strategies. Applicants should have over six years of experience in financial services and a Bachelor's degree. Responsibilities include managing client relationships and ensuring financial goals are met. This role offers a competitive rewards package, including salary and benefits tailored to meet employee needs.