JPMorganChase
U.S. Private Bank - Private Banker - Vice President
JPMorganChase, Saint Louis, Missouri, United States, 63146
Join to apply for the
U.S. Private Bank - Private Banker - Vice President
role at
JPMorgan Chase . 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will work alongside a team of talented colleagues from various markets, businesses, and functions, providing you with the opportunity to advance your career. As a Private Banker, you will advise families on building, preserving, and managing their wealth. Your knowledge of investments, financial planning, credit, and banking will help you advise current clients and acquire new ones. You will be supported by an institutional platform with extensive resources, specialists, and intellectual capital to help you achieve your clients' goals. Job Responsibilities
Manage and maintain client relationships by earning trust, understanding needs, providing targeted advice, developing solutions, and delivering exceptional service. Generate business results and acquire new assets from existing and new clients. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Partner with internal specialists for interdisciplinary expertise. Connect clients across all lines of business of J.P. Morgan Chase & Co. Ensure solutions meet clients' short, medium, and long-term goals through holistic planning. Adhere strictly to risk, control policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, And Skills
Six or more years of experience in Private Banking or Financial Services. Bachelor’s Degree required. Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days. Proven sales success and strong business acumen. Established community presence and network. Experience or understanding of investments, wealth planning, credit, and banking concepts. Focus on client experience and dedicated advocacy. Preferred Qualifications, Capabilities, And Skills
MBA, JD, CFA, or CFP preferred. Proactive, initiative-taking, and critical thinking skills. Strong communication and presentation skills. Organizational discipline and structured approach. In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate. About Us
JPMorgan Chase, one of the oldest financial institutions, offers innovative solutions to consumers, small businesses, and prominent clients worldwide. With over 200 years of history, we lead in investment banking, consumer banking, and more. We offer competitive compensation, benefits, and a diverse, inclusive workplace. About The Team
J.P. Morgan Asset & Wealth Management provides investment management and private banking solutions. Our services help clients define, focus, and realize their financial goals.
#J-18808-Ljbffr
U.S. Private Bank - Private Banker - Vice President
role at
JPMorgan Chase . 2 weeks ago Be among the first 25 applicants Get AI-powered advice on this job and more exclusive features. Job Description
We are actively looking for exceptionally talented individuals who are collaborative, confident, and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will work alongside a team of talented colleagues from various markets, businesses, and functions, providing you with the opportunity to advance your career. As a Private Banker, you will advise families on building, preserving, and managing their wealth. Your knowledge of investments, financial planning, credit, and banking will help you advise current clients and acquire new ones. You will be supported by an institutional platform with extensive resources, specialists, and intellectual capital to help you achieve your clients' goals. Job Responsibilities
Manage and maintain client relationships by earning trust, understanding needs, providing targeted advice, developing solutions, and delivering exceptional service. Generate business results and acquire new assets from existing and new clients. Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs. Partner with internal specialists for interdisciplinary expertise. Connect clients across all lines of business of J.P. Morgan Chase & Co. Ensure solutions meet clients' short, medium, and long-term goals through holistic planning. Adhere strictly to risk, control policies, regulatory guidelines, and security measures. Required Qualifications, Capabilities, And Skills
Six or more years of experience in Private Banking or Financial Services. Bachelor’s Degree required. Series 7, 66, and Insurance licenses required; candidates without licenses considered but must obtain within 90 days. Proven sales success and strong business acumen. Established community presence and network. Experience or understanding of investments, wealth planning, credit, and banking concepts. Focus on client experience and dedicated advocacy. Preferred Qualifications, Capabilities, And Skills
MBA, JD, CFA, or CFP preferred. Proactive, initiative-taking, and critical thinking skills. Strong communication and presentation skills. Organizational discipline and structured approach. In-depth knowledge of equity, fixed income markets, and alternative investments like Hedge Funds, Private Equity, and Real Estate. About Us
JPMorgan Chase, one of the oldest financial institutions, offers innovative solutions to consumers, small businesses, and prominent clients worldwide. With over 200 years of history, we lead in investment banking, consumer banking, and more. We offer competitive compensation, benefits, and a diverse, inclusive workplace. About The Team
J.P. Morgan Asset & Wealth Management provides investment management and private banking solutions. Our services help clients define, focus, and realize their financial goals.
#J-18808-Ljbffr