Wealth Architect: Private Banking VP

JPMorgan Chase & Co.; Seattle (WA); On-site; USD 120,000 - 165,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an experienced Private Banker for the U.S. Private Bank in Seattle.

You will advise families on building and managing their wealth, using expertise in investments, credit, and banking to serve current clients and acquire new assets. You will collaborate with specialists to deliver holistic, goals-based planning. The role emphasizes client experience, a strong network, and regulatory compliance while supporting clients across the firm.

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 may start 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 with investments, wealth planning, credit and banking concepts.
• Focuses on the client experience and works tirelessly on the client's behalf.

Responsibilities

• Manage and maintain client relationships by earning trust and understanding needs.
• Generate business results and acquire new assets from existing and new clients.
• Advise clients on overall balance sheet, including asset allocation and wealth planning.
• Partner with internal specialists to offer interdisciplinary expertise.
• Connect clients across all lines of business of JPMorgan Chase & Co.
• Ensure proposed solutions meet clients' needs and objectives long term.
• Adhere to risk and regulatory policies and security measures.

Skills

Private Banking

Client relationship

Sales experience

Business acumen

Communication skills

Education

Bachelor's Degree

Series 7 license

Series 66 license

Insurance license

Job description

JPMorgan Chase & Co. is seeking an experienced Private Banker for the U.S. Private Bank in Seattle.

You will advise families on building and managing their wealth, using expertise in investments, credit, and banking to serve current clients and acquire new assets. You will collaborate with specialists to deliver holistic, goals-based planning. The role emphasizes client experience, a strong network, and regulatory compliance while supporting clients across the firm.