VP, Private Banking & Wealth Strategy

JPMorgan Chase & Co.; Nashville (TN); On-site; USD 90,000 - 140,000; Full time

Job summary

J.P. Morgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank. You will advise families on building, preserving and managing wealth, using investments, credit and banking expertise to serve current clients and attract new ones. You will be part of a local team and supported by a strong institutional platform.

The role emphasizes holistic balance sheet planning, risk compliance, and delivering an exceptional client experience across regions and markets.

Qualifications

• Six+ years of 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 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 client’s behalf.

Responsibilities

• Manage and maintain relationships with clients by earning trust and understanding client needs.
• Generate business results and acquire new assets from existing clients and new acquisitions.
• Advise clients on their balance sheet, asset allocation, investment management, wealth planning, credit and banking needs.
• Partner with internal specialists to provide interdisciplinary expertise to clients.
• Connect clients across all lines of business of J.P. Morgan Chase & Co.

Skills

Private Banking experience

Sales experience

Relationship management

Client focus

Networking

Education

Bachelor's Degree

MBA

CFA/ CFP

Job description

J.P. Morgan Chase & Co. is seeking a Private Banker for its U.S. Private Bank. You will advise families on building, preserving and managing wealth, using investments, credit and banking expertise to serve current clients and attract new ones. You will be part of a local team and supported by a strong institutional platform.

The role emphasizes holistic balance sheet planning, risk compliance, and delivering an exceptional client experience across regions and markets.